BlackBox CRM System
BlackBox (2014 - 2022 )
In a vast sea of client relationship management (CRM) software system options, BlackBox is a friendly and hospitable island for financial advisors. BlackBox is easy and fun to use. It requires almost no learning curve. It is a powerful, efficient and comprehensive organizational tool.
BlackBox not only manages client tasks, appointments, documents and “to-do” lists, it also easily links family members and client’s corporate structures in a visually pleasing and simple to understand format.
Since all entities are linked in BlackBox, it saves time by eliminating the need to search for them separately. In one screen you can view the client’s entire structure, and with one click you can access any node within the chart. This way, all linked appointments, tasks, notes and documents related to the entity will be at your fingertips.
