LOGDIN is a vertical CRM and workflow management platform developed specifically for the UK wealth management sector. Built on the Zoho developer platform, it offers a tailored solution for financial advice firms seeking to streamline operations, automate client servicing, and scale efficiently. The system was created by a former adviser and business owner with over a decade of experience in the sector, aiming to address the limitations of generic CRM systems and the resource constraints faced by many advice firms.
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