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Pinecone's Total Technology Toolkit

By Pinecone

Your Silent Partner in Success: The Platform for Financial Advisors/Agents

No Ratings
Starting at $60   USD/user/month
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Industries
Financial Services
Business Need
Sales
Productivity
Requires
None
Compatible With
None

Pinecone for Salesforce offers independent financial advisors a ready-to-use client management solution. Streamline your practice with embedded features like the Pinecone Sales Sequence, detailed financial tracking, and more to increase your bottom line!

Highlights

No Restrictions: Suitable for all advisors and agents, regardless of team size or affiliation.

Pre-Configured & Ready-to-Use: Out of the Box Ready — no setup required.

Proven Sales System: Includes the Pinecone Sales Sequence, achieving a 75%+ deal close rate and enabling easy adoption and replication.

Detailed Client Data Management: Track financial history, organize client information, and manage custom account data for annuities, insurance, AUM, Medicare, and more.

Streamlined Operations: Simplify business tracking, income/expense management, and financial account servicing.

Optimized Client Data Storage: Replace unstructured notes with detailed, organized data for better client insights and segmentation.

Provider Details

Pinecone
Carmel, IN
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2020
Website
Email

Pricing Details

Annual and Multiple User Seat Discounts Available. Please Contact james@gopinecone.com for more information and to understand any current promotions available.

Pinecone Platform License

$60 USD/user/month

Free trial available for 30 days

Lowest Starting Price

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Pinecone
by Pinecone
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Pinecone allows financial advisors to stay organized within their business. You'll be able to nurture relationships, close your deals, and create additional revenue with our built-in sales process, referral management, and opportunity tracking.