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Platform / CRM

Know who needs you next.

Client details, conversations and follow-ups, together. Start with the relationships that need your attention.

See CRM in action
  1. 01Client context
  2. 02Priorities
  3. 03Follow-up
CRM

Keep the useful
context close.

  • See your next follow-ups and KYC priorities
  • Move opportunities through a clear client pipeline
  • Keep notes and activities close to the client record

“Who should I follow up with this week?”

Bring relationship activity and outstanding work into view before you decide whom to contact.
Client onboarding pipeline · synthetic demo data

Keep the work connected.

PlansHanna Docs & FilesDealer Intelligence
A MORE CONNECTED DAY

Let’s make room for
the work that matters.

Take a guided look at Hanna, from the first client question to the next step.

See Hanna in action