CRM supports household structures, custom fields, and full client activity history, while the onboarding engine handles KYC, face liveness, and document capture. Experivise also offers a 13-state workflow engine with review chains and SLA tracking, as well as tools for email and calendar integration, audit trails, and compliance support. The software is designed for roles across advisory practices, including executives, operations teams, compliance officers, advisors, and growth teams, helping them coordinate daily work and client service within one platform.