I will do microsoft dynamics 365 rightcapital elements nimble holistiplan capsule CRM

SETUP MICROSOFT DYNAMICS 365 RIGHTCAPITAL ELEMENTS NIMBLE HOLISTIPLAN CAPSULE CRM

Welcome To My Gig

Your advisory practice needs more than a contact database.

I will configure your CRM, financial planning workflow, tax-planning process, client records, and advisor operations into a structured system that makes it easier to manage prospects and serve existing clients.

I work with Microsoft Dynamics 365, RightCapital, Elements, Nimble, Holistiplan, and Capsule CRM to help financial professionals organize their technology stack around their actual business process.

What I can build

CRM & Client Organization

• Client and prospect records
• Custom fields
• Contact segmentation
• Client categories
• Relationship tracking
• Advisor assignments
• Tasks and activities
• Pipeline stages

Financial Planning Workflow

• New client planning process
• Fact-finding workflow
• Planning preparation
• Client meeting preparation
• Plan review process
• Follow-up activities
• Recurring review cycles
• Client service tracking

I can tailor the setup around your existing process rather than forcing your practice into a generic CRM structure.

Before implementation, I will review your current system setup ,, CONTACT NOW