Much more than a sales funnel

With the Magnet Customer CRM Platform, your investment office can have centralized information, allowing everyone to know what is happening with the client and assist with whatever is necessary.

Service, tickets and orders

Magnet Customer offers full visibility and recording of the customer journey in your office. Furthermore, the platform allows the creation of internal tickets and registration of orders, speeding up the actions of areas and promoting transparency in internal processes.

Relationship marketing automation

Magnet Customer simplifies relationship management in your office. With the relationship ruler you automate processes, allowing advisors to contact clients at the ideal time. Through customized fields it is possible to capture exclusive information, enabling the creation of personalized communications and specific tasks.