Why upgrade to Premium?
Workflows & Integrations
Custom forms & fields
Sales Progression: Custom forms work great when you want to gather data to assist your Sales Progressor. They ensure that you receive the correct data needed, in a way that works best for you.
Mortgage Information: When gathering required information that aids a financial advisor, custom fields can help in checking if a mortgage has been arranged yet and what earnings and deposit amounts have been discussed.
Video communication has seen a significant rise with it now being the preferred method of communication when needing to complete a meeting. With many companies offering video chat services it's easy to pick one to use, but isn't it annoying needing to sign up for an account, log in, set up calls and ask the recipient to do the same?
With Rezi agents are now able to set up and complete video calls with their clients from inside the software. With so many tasks able to operate from one platform it means that you can work faster, smarter and take control of your workflows.