RowShare for Independent Financial Advisors

« RowShare a simplifié la relation avec nos adhérents en réglant deux problèmes en même temps : le calcul des commissions et la gestion des factures.

Nous y gagnons en sérénité et en fiabilité. Les cabinets membres du réseau ont une vue en temps réel de leurs commissions, de la simulation au paiement. »
(Lire la version complète)

Caroline Brument, Gérante Associée,
Les Associés (Réseau de CGPI)

Better than Excel, Really?

We're not claiming to outperform Excel in every aspect. Keep Excel for large-volume data analysis used by one person. But when it comes to your sales processes, switch to RowShare.

It's even easier to use and more visually appealing. RowShare ensures you never miss a deadline, helps you focus on the best opportunities, and assists in assessing sales performance.

Custom setup by our team

Let us handle the setup for you. Our team custom-builds your RowShare solution to perfectly fit your unique sales workflows.

Get up and running quickly with a system designed around you—all within a reasonable budget. Discover how RowShare can do so much for your team in a short timeframe. We can even import your existing files into RowShare!

Simpler and more flexible than a CRM

Frustrated with rigid and complex CRM systems that don't adapt to your way of working?

RowShare offers a straightforward solution tailored to your needs. It's less complicated, more affordable, and aligns seamlessly with your existing sales processes. Experience a tool that provides just what you need without the unnecessary extras.

Use Cases

Here are example components of a standard RowShare for Sales implementation. You can customize yours to include as much or as little as you require.

Stay on top of every deal from prospect to close. Forecast revenue, identify bottlenecks, and focus on key deals.

Automate sales commissions calculation based on your compensation plans. Motivate your team with accuracy and transparency.

Minimize churn, maximize renewals and foster upsells.

From tracking payments and overseeing manufacturing progress to coordinating delivery and setup, manage every step after the sale.

Features & Benefits

Shared Sales Tables

Keep your team aligned by providing real-time access to the latest sales data, ensuring everyone is always on the same page.

Role-Based Access

Protect sensitive information and ensure teams only see what’s relevant to them, increasing security and efficiency.

Automated Alerts

Never miss a follow-up or deadline, helping you close deals faster and keep customers satisfied.

Mobile and Web Access

Stay productive on the go by accessing and updating sales data anytime, anywhere, keeping your team agile.

Sales Reporting

Quickly understand your pipeline and track sales performance with visual reports, enabling better decision-making.

File Attachments

Centralize contracts and documents, making it easier for your team to find everything they need without switching tools.

Audit Logs

Gain visibility into who changed what and when, boosting accountability and reducing errors in your sales process.

Integration with Office

Simplify data sharing and document generation, reducing manual work and saving time on reporting tasks.

Support by real humans

Professional Services

Onboarding workshops

Data migration

Customization to match your processes

Online Chat

By our team of experts, not by bots

Assistance to you and your end users

From lost password to the most advanced questions

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