Leaving the future for their property and family uncertain.
finova enhances Broker CRM with Sail Will’s will writing facility.

Sail Wills provide an online will-writing service

Help Your Customers Secure Their Family & Property's Future - Earn £25-45 when your customers use Sail Wills Online Will Writing Service

More info about Sails Wills:
We are partnering with Sail Wills as their business is a simple, public friendly online will writing service.

Join Us To Find out how you can easily incorporate this important step into your customer’s property journey:

We will discuss the benefits, and walk-through how you can register for your own exclusive Sail Wills Online Will Writing referral link which you can seamlessly use in conjunction with Finova CRM’s pre-set email template.

Wednesday 11th October, 2023 11:00 AM BST

Wednesday 11th October, 2023 11:00 AM GMT

Join Us To Find out how you can easily incorporate this important step into your customer’s property journey:

We will discuss the benefits, and walk-through how you can register for your own exclusive Sail Wills Online Will Writing referral link which you can seamlessly use in conjunction with Finova CRM’s pre-set email template.

View Recording Here:

https://attendee.gotowebinar.com/recording/3511488729832367790

30 mins + Q&A

Weds, August 16th, 2023 11:00 AM GMT

In this webinar, we will run through step-by-step how you can connect your email address and send the details of your CRM diary entries to your external email calendar (eg. Outlook).

This gives you the ability to save & send diary events and reminders for yourself or any other user on your site, to your CRM & external calendar at the same time.

View Recording Here:

https://attendee.gotowebinar.com/recording/3893925261013727234

30 mins + Q&A

Weds, August 9th, 2023 11:30 AM GMT

Are there fields of information you would like to record on a case which don’t exist by default?

In this webinar, we will run through step-by-step how you can add these to your further details section so you can record the information which you need, and set which products these are assigned to.

View Recording Here:

https://attendee.gotowebinar.com/recording/5024929100677626287

15 mins + Q&A

Weds, June 14th, 2023 11:00 AM GMT

In this webinar, we will run through step-by-step how you can rename, add & remove stages in your CRM workflow. We will also look at Simple Tasks, Stage Prerequisites, Stage Driven Emails and Diary Entries.

View Recording Here:

https://attendee.gotowebinar.com/recording/8455632977006634925

30 mins + Q&A

Weds, June 7th, 2023 - 11:00 AM GMT

In this webinar, I will demonstrate how your customers can upload their documents to your customer portal, these documents are stored and organised directly onto their case.

View Recording Here:

https://attendee.gotowebinar.com/recording/3234359020287714647

30 mins + Q&A