An online fact find that makes it safe and easy to connect with clients remotely. Your clients answer questions at a time and place that suits them and the data syncs straight to your CRM.

Accessible from any device, we’ve made it both safe and easy to connect with clients online. Maximise meeting time by eliminating the need to capture basic information in person and focus on the topics that really matter to your clients.

From your dedicated Portal, with just a few clicks you can send a Pre-Meet email invitation straight to your client. Your client will click a link and be able to access the web-based form from any device. You can track a client’s progress, send a friendly reminder, and review results before syncing the data to your CRM quickly and easily.

Your very own dashboard for you and your team to create and send Pre-Meet questions to clients as well as track progress and sync data to the CRM. This is where all your Pre-Meet activity gets done.

Choose between a basic question set or a more detailed version to capture the questions you need to prepare for that initial engagement.

Receive a notification when a client has submitted their Pre-Meet and track status from your Portal. You can even send out reminders if you're waiting to receive their Pre-Meet.

Eliminate admin by saving details directly to your CRM with the click of a button.

To find more answers to commonly-asked questions, please view our Pre-Meet FAQs.