David Schoffstall's Contact Details

David Schoffstall's Company Details

CapitalBase.com

Pittsburgh, PA, US • 5 - 9 Employees
Software

CapitalBase.com is a comprehensive suite of web-hosted business efficiency tools used by the financial services industry for:• Customer Relationship Management (CRM) - robust CRM capabilities to manage and analyze customer interactions with the goal of improving business relationships with clients and COIs, assisting in client retention and driving sales growth.• Business Process Automation - Financial Services Industry specific tools to streamline manual activities to reduce costs and increase time with clients.• Sales & Service Process Execution - full life-cycle, from referrals to pipeline, sales, client onboarding, custom incentive plans, to service, including specialty resources from our partner Cannon Financial Institute. • Enterprise Referral Management - to drive cross-sale results and automate reporting & incentive compensation.• Regulatory Compliance Controls - to simplify compliance execution and quickly implement new procedures.Designed for Financial Services professionals, CapitalBase provides intuitive, rapidly deployable tools that are delivered in a seamless, custom configuration that has just those tools your company needs. Email or call (412) 779-1915 for a webinar.