In response to adviser feedback, Commonwealth said enhancements include an updated, fully integrated Web-based Advanced Calendar, two-way wireless synchronization functionality, an improved Mail Merge system, and a redesigned interface. The firm said CRM 4.0 provides a more user-friendly experience for managing the day-to-day tasks within an office.
The Web-based Advanced Calendar leverages Google, Yahoo!, and Microsoft Outlook calendars—allowing an office to share one centralized calendar and expanding right-click functionality for a more streamlined workflow, according to Commonwealth.
The new synchronization engine automatically tracks all changes made in a handheld device, Microsoft Outlook, Client360° (Commonwealth’s proprietary client management portal), and Commonwealth CRM. For example, when an adviser changes a client phone number on an iPhone, contact information in Outlook and Commonwealth CRM is immediately updated for everyone in the office to see. Inbound and outbound e-mails are linked automatically to the appropriate household, the firm said.