I like my current CRM, do I have to use myClients?

Keep in mind that myClients was designed with the By Referral Only programs in mind. To take advantage of the 7 Essential Communications, you will need to bring a copy of your contacts into by referral only. You will also find it easier to manage your monthly touchpoints using the myClients Referral Management System. More integration makes your life easier.

Discuss feature differences with your Business Development or Results Coach, they know the demands of the programs you're implementing and what will be required to support them.