iArista CRM

iArista CRM is the mobile companion to the iArista CRM platform, built for wealth management and financial services teams. Stay productive wherever you are: • Leads — track and manage your leads pipeline with status updates and activity history • Opportunities — manage your deals pipeline with stage tracking and value estimates • Tasks — create, assign and complete tasks with priority levels, due dates and reminders • Appointments — schedule and complete client meetings with location tagging • Dashboard — get an at-a-glance view of your open tasks, upcoming appointments and pipeline iArista CRM is an enterprise app. Access requires an account provided by your organisation.