The award-winning Blue Coast Customer Relationship Management (CRM) electronic interface gives our Advisors the ability to manage several lines of business from one single system, 24/7-365. It’s fast-to-learn, highly secure yet easy to access and actually speeds up the revenue cycle. Blue Coast CRM has a myriad of practical features that improve the effectiveness of sales efforts, marketing and customer support. Some of the features included in the comprehensive Blue Coast electronic CRM suite include:   • A full-featured client database management system   • “Deal Tracker:” our essential client and prospect tracking and follow up system   • Vendor tracking and follow up alerts   • Email marketing module for customized messages to clients and prospects. Access client and prospect databases and set up your mailing with just a few mouse clicks.   • Enewsletter module for easy creation and dissemination of your own personalized electronic newsletter.   • Sales letter templates for the management and distribution of client and prospect pitches and follow-up.

Start your business day with your Blue Coast dashboard – shown here in calendar view.  Peruse your appointments, task list and deadlines, and seamlessly navigate to other areas of the system, such as scheduled calls and meetings, document files and recently viewed information. Schedule a task or meeting, access your deal tracker, your current accounts, leads and more!