Bombon - CRM Setup & Management

CRM Setup & Management

We implement a smart CRM that keeps your contacts, pipelines, and deals organised and visible at every stage. You’ll always know where your leads are and what needs to happen next.

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Multi-Device Access
Customizable Dashboards
Budget Insights
Real-Time Alerts
Fast Transactions
Fast Transactions

Multi-Device Access
Customizable Dashboards
Budget Insights
Real-Time Alerts
Fast Transactions
Fast Transactions

Portfolio

Comprehensive Portfolio Management

Manage your entire investment portfolio in one place, easily tracking the performance of each asset. View detailed insights into your portfolio’s composition, monitor individual asset performance, and get real-time updates on gains, losses, and overall portfolio value, helping you make smarter, more informed investment decisions.

Goals

Personalized Investment Goals

Set specific, measurable financial goals — whether it’s saving for retirement, buying a home, or funding education—and track your progress towards them. Adjust your investment strategy as needed to stay aligned with your objectives, and receive helpful reminders and updates to ensure you remain on course.

Insights

Actionable Investment Insights

Gain deep insights into your investments and the broader market to optimize your strategy:

Receive detailed performance reports to understand how your assets are performing.
Access real-time market trends and tailored recommendations for better investment decisions.
Track key performance metrics to identify opportunities for improving returns and minimizing risks.

OTHER SERVICES

All in One Place

Take control of your finances with a suite of powerful tools designed to help you manage aspects of your financial life.

OTHER SERVICES

All in One Place

Take control of your finances with a suite of powerful tools designed to help you manage aspects of your financial life.

OTHER SERVICES

All in One Place

Take control of your finances with a suite of powerful tools designed to help you manage aspects of your financial life.

Content Direction & Planning

We craft a custom content plan that aligns with your brand voice, audience needs, and goals. This includes what to post, where to post it, and how to keep it consistent so you stay top of mind and build real trust.

Content Direction & Planning

Funnel Design & Build

We design and fully build done-for-you funnels that lead prospects step-by-step from first touchpoint to booking or purchase. No more dead ends, just clear pathways that turn attention into action.

Funnel Design & Build

We design and fully build done-for-you funnels that lead prospects step-by-step from first touchpoint to booking or purchase. No more dead ends, just clear pathways that turn attention into action.

Funnel Design & Build

We design and fully build done-for-you funnels that lead prospects step-by-step from first touchpoint to booking or purchase. No more dead ends, just clear pathways that turn attention into action.