Control – CRM

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Are you looking for the next best CRM? Look no further than our very own CRM called Control! Our Simplicity Exclusive CRM gives you the power to grow your business at your fingertips.

With Control, you can:

  • Import and track seminar clients
  • Never forget a birthday,anniversary, or RMD again
  • Quickly create call lists for anything
  • Sync with Google Calendar



Take it a step further and checkout our unique Calculators that, along with Control, will help you take your relationship management to the next level! Click below to check out an example report from each calculator below:

Client Summary Report – Sample

FIA Analyzer – Sample

Proforma – Sample

Income Forecaster & WAM – Sample

Additional information

Control - CRM

Calculators – Monthly, CRM – Monthly, CRM & Calculators – Monthly