GrowthWheel Online offers a simple and intuitive CRM-system where you can keep all information about your client companies and interact with clients and colleagues. The system will make your life easier as it supports your entire workflow and helps you to work faster. This way you can manage more clients in less time.
You can integrate GrowthWheel with other CRM systems you may use.
Email integration with “Mailbox”
Demographic information
Log interactions with time-tracking
Add Tags and Filter Your Client List
Chat in Real-Time with your Clients and Colleagues
Advisors’ Notes visible to the advisory team
Email Integration with “Mailbox”
All your emails in one place
In your Mailbox, you can get an overview of all emails sent to your clients from GrowthWheel Online. Further, if added, your clients will reply to your personal email when you send them tools from the platform.
Demographic Information
Get a aggregated picture of your clients' demographic background with analytics and colorful, visually appealing charts.
Log Interactions with Time-Tracking
Follow up on the conversation
Advisors and/or external mentors can track time spent with each client (including preparation and transport), of which the aggregated data can then be printed or exported. You can share the interactions with your client, who can also add decisions and actions as well.
You can download or upload the interactions to your CRM-system.
Add Tags and Filter Your Client List
Quickly filter and find your clients by categories defined by you
With the new Tags feature, you can easily add as many tags as you like to your client companies. Tags can be added on the “Engagement” page or in a new “Tag View” on the “Client List” page.
It’s very simple. Just select your client, type any word you want, click enter, and the tag will be added to your client. You can also filter your clients by tags.
As always, you can download this tag view as a PDF file, filtered or unfiltered.
Chat in Real-Time with your Clients and Colleagues
The new chat window is always visible and will let you start a chat with any contact you have on your center or network, including clients, team members, other advisors, and mentors.
Quickly get in touch with a client while working on their business in the meantime. Manage your chat notifications settings and can choose to receive a chat daily summary with unread messages.
Personal Advisors’ Notes visible to the advisory team
Add unlimited notes about your clients under Client Relation pages: Engagement, Demographics, and Interactions.
You will be able to add, edit, and see who added the notes from your team with a “last updated” date. You can only edit your own notes. If other advisor has added notes you will see who created it and when.