Synchronist Actions: Notes, Service Requests, Reminders and Metrics
These Actions Functions are a core component of the CRM (client relationship management) platform used for keeping track of and reporting the work in-progress on behalf of clients. Manage Notes, Service Requests, Reminders and Metrics flawlessly. Actions allow your work product to be visible to investors and leadership. They also fuel fueling metrics in the dashboard to manage service requests requiring internal as well as external actions.