Forth CRM provides end-to-end cloud-based solutions
that securely integrate data, tools and functionality to create a seamless experience for your teams and for your consumers.
CORE FEATURES of
Forth CRM include:
Clixsign
Clixsign is our proprietary, compliant electronic signature tool. Offering compatibility with all devices, it integrates easily with other financial tools, as well.
Consumer Portal
The Consumer Portal serves as a secure hub for viewing, collecting and sharing information between users and consumers. Compatible with all devices, it is customizable and whitelabel ready to personalize...
Insights
Insights offers robust visualization and business intelligence tools at the click of a button. This simple, yet powerful tool extracts key business insights, with an optional upgrade to design your...
Documents & Packages
Leverage our HTML and PDF document builders to create a library of critical business documents, then send a package of templates to consumers for electronic signature with Clixsign.
Workflows & Automations
Detailed workflows allow you to control the consumer journey, while a powerful automated triggers system eliminates manual, repetitive tasks to increase efficiency.
Access Control
Access control gives owners and administrators complete control over the configuration of their accounts, with support to set permissions for multiple users, roles and teams.