BlueMind was developed by a team of Certified Financial Planners who built the platform to address the problems they experienced in the industry. More than just a CRM, BlueMind provides all of the essential tools that you need, such as built-in compliance, needs analysis, document signature and business analytics, in one package.
With general CRMs, necessary tools cost extra or aren’t available on the platform, forcing you to purchase the tools separately. This costs money, time and can create additional difficulties and manual workarounds.