The core of successful business
Give your team access to the information they need, no matter where they are located.
Give your team access to the information they need, no matter where they are located.
Customize workflow views in CoreBridge to match how you operate. Sort and filter to find the information that is most important. Allow global access or restrict viewing rights.
Manage sales opportunities throughout the pipeline and track all communications with prospects and customers. Calls, meetings and tasks fully integrate with your web calendar.
Trigger actions based on system events (like design approvals), calendar events (such as sending monthly statements) or time-based events (great for reminders and follow up).
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