It’s been a few weeks since our last development update, and that’s not for lack of progress. In fact, we’ve just hit a major milestone in Beegle’s development — and made an important decision about what comes next.
The Milestone
Beegle is now at the point where it delivers everything you need for a confidence-inspiring client review meeting. Advisers can also prepare for those meetings incredibly efficiently — our record so far is just 8 minutes.
Of course, we’re not stopping here. More than 20 new features and enhancements are already in the pipeline, and that list will only grow as we gather user feedback and explore new opportunities.
The Big Decision
Now that the essential functionality is in place, our focus turns to one of the most important questions: How do we get your client data into Beegle as efficiently and accurately as possible?
Our criteria when considering a solution are:
- Compatibility with as many CRMs and data sources as possible — Beegle should enhance your tech stack, never limit it. By being compatible with many sources you won’t need to consider the implications to Beegle when changing your other software providers.
- Accuracy — avoiding the common headaches of broken or inconsistent datafeeds.
- Transparency — giving our users an easy way to check imported data, flag missing fields, and spot default values which require amendments.
We know no two CRMs are the same, and Beegle’s unique fields mean some user input will always be needed. But our goal is simple: set up a new client in Beegle in under 5 minutes. We believe we have found a solution for this and are in the final stages of development and testing. Once we’re confident this solution is ready we’ll be sharing it with you.