Join the PFL Accelerator PRO CRM Waiting List
What if your firm could continue to fill your pipeline, generate and serve new clients while you are on vacation or parental leave?
Thank you for your interest in the upcoming Accelerator CRM beta project, PFL Accelerator PRO CRM. We started the first Accelerator Automation version in 2017 and have continually made improvements since. We’ve used a few different platforms in our search for the one that was just right for PFLs. We have combined all of that knowledge into our newest iteration and we are happy to announce an opportunity for a select few to be a part of the beta release to help test our newest release.
Please read the three different groups below and select which group you are interested in joining.
YOU MUST HAVE ALREADY PASSED YOUR PFL ASSESSMENT IN ORDER TO QUALIFY
Beta Group:
select below
Who: The Beta group will consist of 5 members.
Requirement: Members in this group need to have a minimum of 2 clients ready to use the system. While you don’t have to be a technology expert, we do need for you to be proficient and not scared of technology in order to use the system. And, you’ll need to be able to communicate issues that you discover in a prompt fashion so that our team can identify and begin working on fixes.
Onboarding: We will be testing and refining our onboarding process during this beta group.
Cost:
Waiting List:
select below
Who: In this group, you will be benefitting from the testing done in the Beta groups. By joining this group you will receive priority position once the product is ready to go live.
Onboarding: 5 sessions of onboarding to ensure you learn the system and implement it.
Cost: There will be a buildout fee and a monthly maintenance fee at the prevailing rate.