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Digital Clipboard Connecter

By Digital ClipboardProductivity

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Rating
Not rated yet
Reviews
No reviews yet
Pricing
Paid
From $50 per user per month
Listed since
2022

About Digital Clipboard Connecter

Digital client onboarding for financial services.

Digital Clipboard makes client onboarding easy. Fact finding, meeting notes, and annual reviews. Designed for wealth, insurance and mortgage advisers. More clients. Less Admin

Screenshots

Concept

Image 1 of 4

Concept

Pricing

Paid, from $50 per user per month.

Digital Clipboard Connecter plans
PlanPriceBilled
Digital Clipboard Connector$50 per userMonthly

Compatibility

Salesforce editions
  • Enterprise
  • Unlimited
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on June 23, 2021
Languages
  • English

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