"I've been looking for a system like this for 5 years!"
"Thank you for providing NZ mortgage advisers with a CRM “independent” of the various aggregators/dealer groups own CRMs. Such a great feeling knowing my clients personal and financial information is secure and that I am fully compliant with my existing obligations as an adviser under the Privacy Act and the new code of professional conduct for financial advice services."

ClientTether is a client engagement platform that automates lead conversion, sales, marketing, client retention, online review management, quoting, and other services for small to medium businesses. Their platform was designed by multi-location home service and franchisor teams to streamline the otherwise complex aspects of standardizing and automating client engagement across many diverse business locations.
HubSpot is the world’s leading inbound marketing and sales platform. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 15,000 customers in more than 90 countries use HubSpot’s software, services, and support to transform the way they attract, engage, and delight customers. HubSpot’s inbound marketing software, ranked #1 in customer satisfaction by VentureBeat, includes social media publishing and monitoring, blogging, SEO, website content management, email marketing, marketing automation, and reporting and analytics, all in one integrated platform. Sidekick, HubSpot’s award-winning sales application, enables sales and service teams to have more effective conversations with leads, prospects, and customers.
SalezShark is a Relationship Intelligence platform that enables Sales professionals and Marketers to gather actionable Customer Insights and increase their Sales. It comes equipped with a powerful Recommendation Engine bound to ensure that you never lose a sales opportunity. SalezShark is a cutting-edge Customer Intelligence platform, equipped with the end to end sales and marketing automation features to help you reap maximum productivity. By recommending you the right leads to work on doubling your lead conversion, it offers an innovative way for businesses of all sizes with its great management capabilities.









