Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  •  monday sales CRM Reviews & Ratings
    1,500 Ratings
    Company Website
  • PracticePanther Law Practice Software Reviews & Ratings
    634 Ratings
    Company Website
  • Tabs3 Reviews & Ratings
    267 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    8,428 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    129 Ratings
    Company Website
  • Orion Reviews & Ratings
    14 Ratings
    Company Website
  • Xero Reviews & Ratings
    4,660 Ratings
    Company Website
  • AI Docs Reviews & Ratings
    15 Ratings
    Company Website
  • Filejet Reviews & Ratings
    34 Ratings
    Company Website

What is TNET FrontOffice?

Robust CRM capabilities tailored for wealth management are crafted to optimize the oversight and evaluation of client interactions, with the ultimate goal of deepening relationships with both clients and Centers of Influence (COIs), which in turn supports client retention and stimulates sales growth. In addition, the system provides customized trust and wealth management workflows that cover the entirety of the client operational life cycle. It also features a suite of adaptable workflows that make compliance and risk management tasks more efficient. Moreover, these comprehensive wealth management workflows facilitate a variety of functions, such as managing referrals, overseeing sales pipelines, approving fee exceptions, onboarding clients, establishing custom incentive schemes, and providing critical service tools, all of which enhance the value offered to clients while promoting operational effectiveness. By combining these features, firms can significantly elevate their client engagement strategies, ensuring a more personalized experience that meets the evolving needs of clients. This holistic approach not only improves client satisfaction but also positions firms for long-term success in a competitive market.

What is RunSensible?

Optimize your client information, market your offerings, manage your sales team, and nurture robust relationships with your customers. Emphasizing a customer-centric strategy will strengthen loyalty within your client base. As we expand and refine our sales and marketing platform, we foresee a future where RunSensible assists a diverse range of small businesses and startups in their daily functions. Furthermore, we are progressing towards delivering specialized solutions for particular industries, which will enhance efficiency for professionals like lawyers, photographers, and others. This focus on customization underscores our commitment to grasping the distinct requirements of different sectors, ensuring that we provide the most relevant support possible. Ultimately, our goal is to empower businesses to thrive in their respective markets.

Media

Media

Integrations Supported

Java

Integrations Supported

Java

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$29 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HWA International

Date Founded

1977

Company Location

United States

Company Website

www.hwainternational.com/tnet-frontoffice

Company Facts

Organization Name

RunSensible

Date Founded

2017

Company Location

Canada

Company Website

www.runsensible.com

Categories and Features

Categories and Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Popular Alternatives

Law Ruler Reviews & Ratings

Law Ruler

ProfitSolv

Popular Alternatives

CosmoLex Reviews & Ratings

CosmoLex

ProfitSolv
MyCase Reviews & Ratings

MyCase

AffiniPay
CASEpeer Reviews & Ratings

CASEpeer

AffiniPay
Clio Reviews & Ratings

Clio

Themis Solutions