DB Wealth Planning

Henry Laker from Growth by Design which is a leading marketing and web design consultancy in Sussex, was so pleased with the Fast to Live Service that he now refers any of his clients who need a CRM to Successful CRM. That is how I came to know Doug and Steve. It has been a real pleasure to work with two such positive people.

DB Wealth use CRMPlus and it has been configured to work with their website. To do this we have integrated with Gravity Forms, and used ZOHO Survey to automate the collection of data. In addition we have configured an autoresponder sequence in the CRM. Blue prints have also been created for the regulated part of Doug’s business – Mortgages, Pensions, Insurances etc.

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