In practical terms, PROfile is a web-based CRM solution that works primarily with Microsoft Outlook* to create and store emails and all forms of documentation, so any correspondence to or about clients via email can be saved directly to the electronic client file. PROfile captures all the client’s diary notes, documents, appointments, business and activity. Gone are your fears about paper files that can easily be misplaced, destroyed or left behind when you go to a client meeting. PROfile is always accessible and on-hand from wherever you are and at any time; and it is fully backed up so data cannot be lost.
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