Jetpack has everything you need

Client Relationships

A CRM, communications manager, personal assistant, and rolodex, all deeply integrated on one single platform.

Integrated CRM.: Keep your client relationships personalized while saving hours daily.
Email Communications.: A modern email interface with intuitive tools like schedule sending and trip-based filters.
Smart Reminders.: Set reminders and receive notifications so you never miss a beat with your clients' requests.
Fast Automations.: Email marketing automations, read receipts, and more supported in-line.
Contact Types.: Keep track of who's who with a modern rolodex. Sort and filter contacts by type.
Neat Stats.: Useful analytics and data to optimize your workflow and understand how you best serve clients.

Jetpack rethinks how advisors and agencies run their businesses.

Take a look for yourself by booking a demo with our dedicated team.

Can’t find the answer you’re looking for? Reach out to our team.

What email providers are supported?: We support Gmail and Outlook email out of the box with additional providers available by custom implementation.
Can I import my existing contacts from Clientbase and other platforms?: Yes, we can import contacts and client profiles from Clientbase and even your phonebook.
Do emails integrate with my contacts?: Yes! You can see emails as they come in from your existing contacts and create new contacts right from the email itself.