Fully Comprehensive Workflow and CRM

Pip Planning provides comprehensive financial planning services to individuals and businesses, offering personalised solutions to help clients achieve their financial goals and make informed decisions for their future. 

PIP focuses on the Defined Benefit Pension market, and they approached Evergreen asking for a system that manages workflow for cases, maintains a history, holds client information, creates several bespoke documents from that information, can send emails and integrate with other systems and their website.

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