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XLR8 CRM for Financial Advisors
Customized Solution for Financial Advisors
- Industries
- Financial Services
- Business Need
- Sales
- Requires
- Sales CloudPlatform Cloud
- Compatible With
- Sales CloudService CloudPlatform Cloud
To request a demo or a free trial, visit our website at www.XLR8CRM.com XLR8 is the most robust overlay and improves every aspect of the client relationship process, resulting in increased efficiency and improved communication!
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudPlatform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudPlatform Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- XLR8/18.0 18.0.0
- Listed On
- 12/16/2010
- Latest Release
- 09/29/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreCommunity BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesSalesforce ShieldSales ProgramsCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 47Custom Tabs: 33Custom Apps: 2
- Lightning Components
- Global: 24App Builder: 4Community Builder: 2
- Languages
- English
Security
Additional Details
Why XLR8? -Simple, easy to use interface allows you to be quickly up and running with the most advanced overlay for Financial Services -Secure access to XLR8 from any computer or mobile device with internet access -Customizable interface allows firm to tailor XLR8 to their specific needs -“Entity” concept for Households, Companies, and Trusts allows firms to separate information where applicable -Process engine included allows management of recurring tasks/projects through custom templates PROFESSIONAL SERVICES available: -Customizing: modify XLR8 and/or Salesforce -Data migration: import your existing data from current source (e.g. Junxure, ACT!, Redtail, Protracker, GoldMine, Outlook, Excel or any Salesforce application). -Integrations: Document Storage Systems (NetDocuments plus many others); Portfolio Management Systems (e.g. Black Diamond, Orion, Portfolio Center, etc); Financial Planning Systems (MoneyGuidePro, emoney), and the community of products on the AppExchange. -Certified Salesforce Consultant: Concenter Services's experienced team is available to help each firm maximize XLR8 by providing training, customization, and consulting -Ongoing Support
Need help?
Concenter Services, LLC
Dallas, TX 75001
For any topics not covered in the Start-up Page or FAQ's, our clients may open up a Case request online. A member of the Concenter Services XLR8 team will promptly respond to your Case.