Скачать или смотреть Finpace Mini-CRM: Built-In Case Notes & Meeting Notes

Effective note-taking is key to staying organized and delivering exceptional service to your clients. In this video, we’ll explore the Case Notes and Meeting Notes section of the Finpace Mini-CRM.

Here’s what we’ll cover:

How to use the Case Notes feature to log detailed client interactions.
Best practices for recording Meeting Notes that drive action and accountability.
Tips on organizing and accessing notes to keep your client relationships on track.

💡 Helpful Links:

📄 Guide to Case Notes & Meeting Notes: https://bit.ly/4h6heqr

With Finpace Mini-CRM, you’ll have everything you need to track, manage, and act on client communications—ensuring you never miss a detail.

👉 Watch the next video in the series here:    • KILL the Clutter! Use Finpace Forms  

If this video helps, don’t forget to like, comment, and subscribe for more ways to simplify and scale your financial practice with Finpace Mini-CRM!