VexPro

VEX PRO — Your business support system, in your pocket.

VEX PRO is a professional platform for business and financial advisors, which allows you to manage the entire support process with clients in one place — and give each client a live and accurate snapshot of their business.

Instead of scattered sheets, WhatsApp messages, and manual follow-up — the advisor and the client work in the same space, with full transparency, from the first meeting to achieving the goal.

What the client gets:
- Live business dashboard — a real-time overview of the business situation
- Tracking income, expenses and profit and loss
- Setting goals and monitoring compliance
- CRM for small businesses — up to 100 leads per month, with filtering and statuses
- Monthly and annual business forecast
- Growth map — the major milestones of the support process
- Meeting summaries and personal tasks assigned by the consultant
- AI consultant and smart insights that indicate opportunities and risks
- Notification center: new task, stuck lead, approved product and more

What the consultant gets (admin side):
- Centralized customer portfolio — all customers and their status on one screen
- Approval and rejection of products and documents
- Cost tracking for each customer
- Full control of the process: meetings, tasks, goals and products

VEX PRO is designed for business consultants, financial consultants and business lenders who want to look professional, save administrative time And give their clients a high-level support experience.

Download VEX PRO and transform your business support into an organized, accurate, and impressive system.