Income & Expense Analysis
Examine spending patterns related to fixed, variable, & discretionary expenses.
Exploration of options
Explore options for resolving the client's current financial condition
Developing Viable Action Plan
Develop a plan of action to respond to the current financial situation
Key Functionality of the Tool
- Accessible over the Internet from any device
- Ability to send a link for clients to complete demographic and income and expense information prior to the session
- During the session review and compare with credit report and statements
- Allows counselors to take notes and collect additional information to open-ended questions
- Integrated calculators for gathering information and making projections
- Stored data for easy retrieval and analysis
- Integrates with most customer relationship management platforms, including ZOHO CRM, to create a complete business platform
Counseling in Action Software
$30.00/Month
Subscription Benefits:
• Create viable action plan for your clients
• Calculate debt to income ratio and net worth
• Evaluate monthly spending plans
• Allows evaluation of monthly spending plans
• Export to a customer relationship management with all the tools to run your business.
Integrate Software with Complete Business Platform
Integrate the Counseling In Action Software with your business platform.
- Automate between our software and any CRM
- Provide a basic understanding of the applications you need to run your business
- Teach you how to customize your CRM for future use
*If you are interested in this service, please call 321-704-7098