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Integrate with Gmail or Outlook to get more visibility across your firm and get work done.
No need to be cc’ed on emails anymore. Each client profile automatically displays all emails to and from the client to any member of your staff.
You will have full visibility into who last spoke to a client, when, and about what.
Easily pin client emails to related work so your team has all the information and context they need to get their work done
Stay on top of ad hoc client requests by easily turning any email into a project, delegating it to your team, and tracking it’s progress in one place
Quickly respond to your client from within Financial Cents so you don’t have to switch between different tab
Create a recurring project
Copy it to all your clients
Track progress & collaborate with your staff