Pat, a professional engineering consultant, found himself spendng a lot of his time managing administrative duties.

This was eating into his time spent on designing and stamping engineered drawings and following upon business developement leads.

Join AdvisorCRM today! Your "personal advisor" in the cloud. Accounting  Contact Management Secure File Transfer Calendar & More

With AdvisorCRM all Pats issues were resolved. He now had a solution at his fingertips. All he had to do was login to AdvisorCRM.ca and he had in front of him a full client managment database system complete with client, lead and prospect data, automated workflow processes, campaigns, billing and invoicing, and report generation.

Pat was impressed that AdvisorCRM is a smart software that can automate all needed workflow processes including campaigns and scheduling.

With AdvisorCRM templating Pat could easily configure his email and social media campaigns to fit his specific engineering market.

AdvisorCRM accounting and tax filing modules allowed Pat to review his company's financial statements and balance sheets with the click of a mouse, ensuring that Pat kept abreast daily of his company's bottom line.

Pat had an all in one customized "personal advisor" streamlining all his day to day management duties. Pat could spend more time procuring business and producing a higher quality product.