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HubSpot
- https://www.hubspot.com/
- A CRM platform with all the software, integrations, and resources
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Pipedrive
- https://www.pipedrive.com/
- Is designed to help small businesses grow - CRM by and for salespeople
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Survey Monkey
- https://www.surveymonkey.com/
- An online survey platform that enables individuals and businesses
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Safewill
- https://safewill.com
- Our modern approach to Wills means that you can start, complete & update
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Typeform
- https://www.typeform.com/
- Web based platform you can use to create anything from surveys to apps
The Legal Hub
- thelegalhub.com.au
- Connects and coordinates professional advisers with leading law firms
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Prestige Paramedical Group
- https://prestigeparamedical.com.au/
- Insurance Medicals done Quickly, Professionally and Securely
iFactFind
- https://ifactfind.com.au/
- Client data collection and management.
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Astute Wheel
- https://www.astutewheel.com.au/
- Astute Wheel provides a secure client portal making it easy for clients to view their current financial, goals and values information and update this prior to your meeting.
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Circle Finance Group
- https://circlefg.com.au/
- Circle Finance Group provides advice on loans that suit your clients individual needs, achieve their goals and save them money.
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LifeBid
- www.lifebid.com.au
- Fixing life insurance advice.
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Contract Paraplanning Services
- https://contractpps.com.au/adviser/
- We do your SOAs, so you can do more business