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Essential Tools For Insurance & Financial Advisors
The wide range of tools included in SMART Insure™ help you to keep track of your relationships with clients and prospects online so you can easily market to them from any device, at any time from wherever you are.
Speed Up The Inspection Process
An industry leading tool for commercial, industrial, residential, & OSH building inspectors. You have real-time access to reports and records, letting you track inspections and seamlessly manage your team and workflow.
Improve Your Sales Success
Businesses and sales teams can track sales activity, get better results, and increase profits using SMART Sales™. This intuitive software can allow teams to capitalise on every possible sales opportunity, and target deadlines to reach their marketing goals.
Run Your Business Better
An intelligent business information system, with the necessary tools to organise your business’s knowledge-base, so that it can be easily found, edited, and shared; simplifying training and improving the overall efficiency of your business.
Home & Office Cashflow Made Easy
A simple and affordable income and expense tracker; organising your money and tracking where it comes from and where it is going, without the hassle and complexity of large accounting software packages.
Essential Tools For Insurance & Financial Advisors
The wide range of tools included in SMART Insure™ help you to keep track of your relationships with clients and prospects online so you can easily market to them from any device, at any time from wherever you are.
Speed Up The Inspection Process
An industry leading tool for commercial, industrial, residential, & OSH building inspectors. You have real-time access to reports and records, letting you track inspections and seamlessly manage your team and workflow.
Improve Your Sales Success
Businesses and sales teams can track sales activity, get better results, and increase profits using SMART Sales™. This intuitive software can allow teams to capitalise on every possible sales opportunity, and target deadlines to reach their marketing goals.
Run Your Business Better
An intelligent business information system, with the necessary tools to organise your business’s knowledge-base, so that it can be easily found, edited, and shared; simplifying training and improving the overall efficiency of your business.
Home & Office Cashflow Made Easy
A simple and affordable income and expense tracker; organising your money and tracking where it comes from and where it is going, without the hassle and complexity of large accounting software packages.
Designed With You In Mind
Capital Planning’s products are designed to work on all of your devices; anywhere, and at any time. All our products are web-based, so you can manage your business from your laptop, tablet, or phone, even while you’re on the go and away from the office.
Designed With You In Mind
Capital Planning’s products are designed to work on all of your devices; anywhere, and at any time. All our products are web-based, so you can manage your business from your laptop, tablet, or phone, even while you’re on the go and away from the office.