Get clients in, step 1
I am switching from another CRM
bips helps by: Bring clients in from a CSV or your old CRM.
Import your client book, part of the CRM
Step-by-step guides cover each source system, including Filogix, so a new broker can start with their full book.
What you do
- Open the import guide
- Pick your source system
- Follow the steps and upload your file
In the app: CRM, Import guide