Effi Support Team
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Activity overview
Latest activity by Effi Support Team-
Effi Support Team created an article,
Module 7 Check: Client & Partner Experience
Module 7 Check Client & Partner Experience See Effi from the other side of the relationship — what your clients see, and what referral p...
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Effi Support Team created an article,
Module 6 Check: Compliance, Reporting & Advanced Tools
Module 6 Check Compliance, Reporting & Advanced Tools Stay compliant, see what your business is doing, and pick up the tools that make a...
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Effi Support Team created an article,
Module 5 Check: Fact Find & Application Processing
Module 5 Check Fact Find & Application Processing From client intake to serviceability — the part of the platform you'll spend the most ...
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Effi Support Team created an article,
Module 4 Check: Document Collection & Management
Module 4 Check Document Collection & Management Collect documents once, analyse them automatically, and get them signed without leaving ...
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Effi Support Team created an article,
Module 3 Check: Client Communication
Module 3 Check Client Communication Email, SMS, voice, calendar and the AI tools that draft and summarise for you. ...
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Effi Support Team created an article,
Module 2 Check: Contacts, Leads & Pipeline
Module 2 Check Contacts, Leads & Pipeline From a first enquiry to a moving pipeline — contacts, lead intake, organisation and automation...
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Effi Support Team created an article,
Module 1 Check: Foundations & Account Setup
Module 1 Check Foundations & Account Setup Check that your account, tools and team are properly configured before you touch a real lead....
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Effi Support Team created an article,
Module 1 Check: Foundations & Account Setup
Module 1 Check Foundations & Account Setup Check that your account, tools and team are properly configured before you touch a real lead....
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Effi Support Team created an article,
Accounts & Contacts — One client. One record. Finally.
One client. One record. Finally. — Effi Contacts & Accounts are here — and there’s an important reason why. ...
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Effi Support Team created an article,
Understanding Contacts and Accounts
Effi's CRM has introduced a new way of organising the people and households behind every deal: Contacts and Accounts. Leads work exactly as they did before — this update simply adds a proper home f...