@Mark Hany Thank you for the insights here. Currently, we integrate O365 into our CRM (WB), so this allows anyone to view historical emails that match the contact record. I think we'll probably end up going the shared inbox route and have to leverage a zapier or third-party software to sync the client list in the Outlook rule as client emails are added and updated.

@Joe Moss Thanks Joe! These look like some pretty slick solutions. I'm looking forward to checking out some demos.

For meetings, we utilize zapier to trigger a follow-up task. It links to a JotForm, where the support advisor fills out notes, & answers a set of questions to ensure consistent note taking and review items after each meetings. The JotForm has much more dynamic conditional logic, so we can present fields to be filled out: "Does the client need to provide us docs?, if Yes, which docs _________" That type of thing. Based on the answers we trigger the data into the CRM using Zapier to update profiles, add/remove tags, create tasks, start workflows, etc. What we like about the form is it simplifies the memorization for the advisory team. Instead of which task or which workflow do I start when .....? or what custom fields & tags do I need to update as new information comes to light. It instead becomes, go to the form and fill out the prompts. The form presents the necessary prompts, collects the data & trigger's everything consistently; as designed by the ops team. This has helped us eliminate a lot of space for human error & helps with scalability. We use WB for CRM.

I have had to just export a report via CSV & Then copy the data into a spreadsheet that has a few formulas and pivot table/charts to reflect the metrics we want. Not ideal, but that's the limitation of WB for CRM. I would love to hear if others have found better solutions here while still keeping tasks in the CRM.

@Marcella Toronto, we have done something similar and come to the same conclusion. I think Jump is leading the way in tech and UI, but defintely behind on compliance. The sense we get is that between Zocks and Jump they are pumping out the same functionality, one might be a few months ahead of the other, but they are both going to have the latest and greatest. That leaves customer support, UI & pricing as your decision points. AI notetaking & global search will be embedded in everything within the next few years.

A tip we have found helpful with Calendly is that their Chrome Extension offers some additional features and is just more efficient in general. For example, you can take a base meeting template and modify the time frame, hosts, description, etc., to create a one-time link. It also allows you to override pre-set buffer times if your advisor wants to make a one-time exception, without modifying the default settings on a template.