GrowthWheel Online
—Help your clients grow in the cloud

 

With GrowthWheel Online you can collaborate with your clients in the cloud, share tools, and produce reports that track client progress like never before. 

The new features will help you attract clients, create better results, and be more productive. 

 

#1 Invite and manage clients easily
Manage your clients, share them with your colleagues, or invite them to work with you on GrowthWheel Online. More...

#2 Print a Business Profile
Save all info about the business and print it as visual PDF report. Then you got everything a lender could wish for. More...

 

#3 List and monitor client ambitions
List your client's ambitions and mark with a traffic light indicator if they are on track, in progress, or a challenge. More...

#4 Get a 360° view on focus areas
Do a 360° screening of progress or opportunities and save it in the cloud, or invite clients to do a screening themselves. More...

 

#5 Download or email visual tools
Download GrowthWheel tools for decision making as writable PDF files or make custom packages that you can email to your client. More...

#6 Upload and share files in the library
You and your client can upload and share files, including your own personal tools, legal forms, spreadsheets and more. More...

 

#7 Create a 30-60-90 Day Action Plan
List, prioritize, and keep track of all actions and decisions you and your client have agreed to work on. More...

#8 Print and share visual PDF reports
Download reports of everything for reporting: Screenings, Action Plans, Ambitions and Analytics for each advisor or organization. More...

 

#9 View instant visual analytics
Get the big picture of what you work on: Your clients’ activities, their progress, and your client portfolio. More...

#10 Track outcomes and metrics
Keep track quarterly of both quantitative results and qualitative achievements you and your client have created together. More...

 

#11 Log interactions with time-tracking
Log each meeting, phone call, or workshop you have with your client and track time spent, along with action-oriented meeting minutes. More...

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#12 Use on all devices
GrowthWheel Online is designed so you can use it on your tablet and phone as well, and bring the tools with you wherever you go.


Road Map for GrowthWheel Online

New Release Every Month

In GrowthWheel, we are committed to making continuous and never-ending improvements of the software in collaboration with our users.

Every months we release new features, and we have hundreds of upcoming features on our road map. 

See all past releases