Track and report on lead sources the easy way with Intelligent Office
Intelligent Office (iO) makes tracking and reporting on lead sources easy. Whether they’re referrals, internal, bought-in lists or via an introducer, iO’s lead management functionality enables you to optimise leads to their full potential.
With iO you’ll be able to:
Intelligent Office offers the most tried and tested
Over 2,550+ of the UK’s leading advisory firms, with over £503 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line.
Intelliflo's market-leading practice management software helps financial advisers transform and grow their business
© Intelliflo Ltd
We use cookies to operate this website and to improve its usability.
Full details of what cookies are, why we use them and how you can manage them can be found by reading our Cookies page.
Please note that by using this site you are consenting to the use of cookies.