Contacts done properly
Households, relationships, full activity history, and firm-scoped document storage — a real upgrade on Redtail.
The client arc
Lead → prospect → appointment → active client → termed, with every stage change timestamped for analytics.
Permissions that hold up
Super Admins and Admins see everything. Firms see only themselves. Advisors see only their book unless you say otherwise.
Analytics you can act on
Conversion by source, by advisor, by stage — plus employee activity KPIs and reporting.