Closer
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Invite your team
Closer is for managing better contacts with your clients. One person can do it, sure, but it doesn't hurt to have some backup. Inviting fellow advisers onboard is as easy as adding their email and pressing the button.

Manage your team

In time there might be some traction in your team. People come and go, and sometimes they take a break. Handle those cases by easily:
Last modified 2yr ago
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