Back Office (Back-End)

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

The CRM Back Office Portal serves as a comprehensive backend solution designed to assist brokers in efficiently managing their business operations. With its wide range of features, brokers can customize the branding of their CRM, effectively manage clients and approval processes, handle servers and domains, utilize the analytics module for data insights, leverage the notifications module, and much more. This powerful tool empowers brokers to streamline their operations and enhance their overall business performance.