iArista CRM

iArista CRM is the mobile companion to the iArista CRM platform, built for wealth management and financial services teams.

Stay productive wherever you are:
• Leads — track and manage your leads pipeline with status updates and activity history
• Opportunities — manage your deals pipeline with stage tracking and value estimates
• Tasks — create, assign and complete tasks with priority levels, due dates and reminders
• Appointments — schedule and complete client meetings with location tagging
• Dashboard — get an at-a-glance view of your open tasks, upcoming appointments and pipeline

iArista CRM is an enterprise app. Access requires an account provided by your organisation.