Real time access to relevant aspects of our CRM database, so that you can see information about the participant in real time.
You will need to obtain permission from our mutual clients to be added to the monthly statements and to our CRM.
Once this is done you can send an email listing all of our mutual clients to Cossupport@peakplan.com.au. You will receive an email from our CRM with login instructions. As we onboard new clients you can use this email address to add clients or remove clients based on your needs. Please only use this email for these types of requests.