Mini-CRM

Yes, Finpace gives you a Mini-CRM if you prefer a clean UX/UI, ease of use, and only the essential features typically offered by a CRM.

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Overview

Finpace’s Mini-CRM is designed to provide a streamlined, intuitive client management experience, focusing on the essential features you need without the clutter of unnecessary functionality.

With a super clean UX/UI, this Mini-CRM is both easy to use and powerful, connecting seamlessly to forms, workflows, automations, tasks, and pipelines. It’s a one-stop-shop solution that simplifies your day-to-day operations, helping you eliminate redundancies and focus more on what truly matters—which is whatever matters most to you!

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Key Features of the Finpace Mini-CRM

1. Clean and Intuitive UX/UI
   • The Finpace Mini-CRM is built with a user-friendly interface that prioritizes simplicity and ease of use. The clean design eliminates distractions, allowing you to navigate the CRM effortlessly and focus on your core tasks.
   • Every aspect of the Mini-CRM is designed to be intuitive, reducing the learning curve and enabling you to get up and running quickly.
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2. Essential Functionality
   • Unlike traditional CRMs that are loaded with features you may never use, Finpace’s Mini-CRM offers only the essential tools needed for effective client management.
   • This includes contact management, task tracking, pipeline management, and integration with key workflows and automations—all without the bloat of extraneous features.
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3. Seamless Integration with Forms, Workflows, and Automations
   • The Mini-CRM is fully integrated with Finpace’s forms, workflows, and automation features. This means that client data flows smoothly between different parts of the platform, reducing manual entry and ensuring consistency.
   • For example, when a client submits a form, their information is instantly available in the Mini-CRM, triggering relevant workflows and automations without any additional steps from you.
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4. Task and Pipeline Management
   • Manage your client-related tasks and pipelines directly within the Mini-CRM. The integration with tasks and pipelines allows you to keep track of client interactions, follow-ups, and ongoing projects, all in one place.
   • Tasks can be linked to specific clients, ensuring that you never miss a deadline or important touchpoint.
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5. Elimination of Redundancies
   • Finpace’s Mini-CRM is designed to eliminate redundancies by integrating all necessary functions into one single, cohesive system. This reduces the need for multiple tools or duplicate entries, saving you time and minimizing errors.
   • With everything connected—from client data to workflows and tasks—you can manage your operations more efficiently, without the friction of switching between different platforms.
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6. Instant Access and Connectivity
   • The Mini-CRM provides instant access to all client-related information and activities. Whether you’re pulling up a client’s history, tracking the status of a task, or managing your sales pipeline, everything is just a few clicks away.
   • This connectivity ensures that you have a complete view of your client relationships, allowing you to make informed decisions quickly.

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Using the Mini-CRM for Client Management

The Mini-CRM’s simplicity and integration capabilities make it a powerful tool for managing your client relationships.

To get started with the Mini-CRM:

1. Navigate to Finpace > Customers:
   • Log in to your Finpace account and go to the Customers tab.
   • Select .
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2. Add or Update Client Information:
   • Use the Mini-CRM to add new clients or update existing client information. The clean interface makes it easy to input and edit data without navigating through complex menus.
   • All client data entered here will automatically integrate with your forms, workflows, and tasks, ensuring seamless management across the platform.
   • Customer information updates instantly and automatically. If a customer updates their data within their client portal, it will be instantly available to you and vice-versa.
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3. Manage Case Notes:
   • Within the Mini-CRM, you can manage Case Notes and Meeting Notes for yourself or team members (provided you have access to other team member portals).
   • The Notes feature is directly linked to client profiles, providing context and ensuring that every action taken is relevant, timely and recorded for compliance.
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4. Leverage Automations:
   • Set up automations within the Mini-CRM to trigger specific actions based on client interactions or data changes. For example, you can automate follow-up emails after a client completes a form or update the pipeline status when a client moves to the next stage in your sales process.
   • These automations reduce manual work and help you maintain consistent communication with your clients.
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5. Streamline Workflows:
   • The Mini-CRM integrates seamlessly with your existing workflows, allowing you to manage everything from client onboarding to ongoing service within a single platform.
   • This integration helps you maintain a smooth and efficient operation, reducing the time spent on administrative tasks and allowing you to focus on building and maintaining strong client relationships.
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Best Practices for Using the Finpace Mini-CRM

To maximize the benefits of the Mini-CRM, consider the following best practices:

• Keep Client Data Updated:
  • Regularly update client information to ensure that all data in the Mini-CRM is accurate and current. This helps maintain the integrity of your workflows and automations. You can also automate this, watch the how-to-video below!
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• Use Tags and Filters:
  • Utilize tags and filters within the Mini-CRM to organize your clients by categories, such as service needs, client types, or interest(s). This makes it easier to find specific clients and manage targeted actions. Doing this will also make client communication via Finpace's Engagement Hub fast and easy.
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• Automate Where Possible:
  • Take full advantage of the automation capabilities within the Mini-CRM to reduce manual tasks and ensure that every client interaction is timely and relevant.
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• Review and Optimize Pipelines:
  • Periodically review your sales pipeline and tasks to identify bottlenecks or inefficiencies. Use the insights gained to optimize your processes and improve overall performance.
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Conclusion

Finpace’s Mini-CRM is a powerful yet simple tool designed to meet the essential needs of financial advisors without the clutter of unnecessary features.

It gives you a clean UX/UI, intuitive design, and seamless integration with forms, workflows, and tasks to make it an ideal solution for managing client relationships efficiently. By focusing on the essentials, Finpace's Mini-CRM provides a one-stop-shop experience that helps you eliminate redundancies, save time, and maintain a high level of service for your clients.