InterAction+ is more than just a CRM—it's a client relationship platform that embeds relationship intelligence directly into your daily workflow. We help you unlock powerful insights from your firm's data, enabling you to drive deeper client engagement and secure new business opportunities effortlessly.
Our passive data capture technology ensures that you don’t have to manually enter client data. InterAction+ integrates seamlessly with Microsoft® applications like Outlook®, Word, and Excel®, automatically capturing and analyzing data to intelligently score relationships and surface essential insights right where you work.
Turn your contacts into real opportunities. Take the first step towards transforming your firm’s business development—book a demo today to see InterAction+ in action!