G o A h e a d P r o

Frequently Asked Questions

YOUR QUESTIONS ANSWERED

GoAheadPro is an innovative all-encompassing SaaS platform developed specifically for sales organisations, designed to optimise the entire customer relationship management (CRM) process — from lead generation to client onboarding and ongoing client management. Built on years of research into the most efficient sales processes, GoAheadPro directly addresses the need for a comprehensive solution tailored to the complexities of managing high-net-worth individuals and sophisticated investors in the market.

Our platform is poised to revolutionise the industry by offering a best-in-class solution that enhances efficiency, highlights opportunities for sales agents, and assures clients of professional and ethical interactions while protecting their sensitive information. Key features include an advanced AI-powered chatbot that automates various tasks, such as appointment scheduling, sentiment analysis of VoIP calls, and personalised recommendations, significantly improving workflow efficiency and client satisfaction.

GoAheadPro is built with top-tier security measures and complies with GDPR and TPS regulations. We employ robust encryption, secure data storage, and regular compliance audits to protect sensitive information.

Key features include CRM, VoIP integration, document management, e-signature, email integration, auditing, transaction management, and more, all designed to facilitate efficient and compliant brokerage operations.

Yes, GoAheadPro offers seamless integration capabilities with various systems, including CRM tools, email platforms like Outlook, and VoIP solutions.

Comprehensive training resources, including tooltips and guided tutorials, are provided to ensure a smooth onboarding process for all users.

Investment Questions

Currently, the CRM market lacks a unified “end-to-end” platform that streamlines client management, effectively integrating every stage of the sales journey. GoAheadPro facilitates sourcing, onboarding, managing, communicating with, and transacting with clients, all while ensuring meticulous record-keeping, protection of client data, adherence to ethical standards, and compliance with industry regulations.

Investors can avail of up to 50% income tax relief under SEIS and 30% under EIS, along with capital gains tax exemption, loss relief, and potential inheritance tax relief.

Pending HMRC approval, Investors can receive of up to 50% income tax relief under SEIS and 30% under EIS, along with capital gains tax exemption, loss relief, and potential inheritance tax relief.

Support Questions

Investors in GoAheadPro benefit from being part of a cutting-edge solution in the market, with potential for significant growth. Additionally, as a business fully assured under SEIS and EIS, investors enjoy various tax advantages.

For more detailed information or specific queries, please contact us through our Contact Page or schedule a meeting with our team.

GoAheadPro plans to provide exceptional customer service through a variety of convenient channels:

  • Email Support: Send us an email, and we’ll respond promptly with detailed information to address your needs.
  • Live Chat: Use our real-time live chat feature on our website to get quick answers and support on the go.
  • Support Portal: Access our comprehensive online support portal, featuring FAQs, tutorials, and helpful resources to guide you.

Our goal is to ensure that you have a seamless and positive experience with GoAheadPro. No matter your question or concern, our dedicated customer service team is here to help every step of the way.