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XLR8 CRM for Financial Advisors

By Concenter Services, LLC

Customized Solution for Financial Advisors

$80   USD/user/month
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Industries
Financial Services
Business Need
Sales
Requires
Sales Cloud
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform 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!

Highlights

CRM overlay designed specifically for Financial Services allowing users to build account information under a single record. All financial, contact, activity, community and business processes related to the account can be viewed from a single location!

Facilitates the management of household wealth including contact data, relationships, assets and liabilities, estate planning and gifting, insurance, income tax, family office reporting and client goals.

Process engine incorporated to document repeatable firm processes to ensure consistency for all clients, and communication of progress through email and assigned tasks.

Concenter Services, LLC's Impact

Pledge 1%

This company pledges 1% of their product, profit, equity, or time to support the community.

Impact

Pledge 1%

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Provider Details

Concenter Services, LLC
Dallas, TX 75001
Founded
2009
Website
Email
Phone
(877) 513-3862

Concenter Services provides business solutions for financial advisors through the selection and adaptation of 'right-sized' technology. We seek to be our clients' most trusted, objective and respected source of IT expertise and partner of choice for firms that want to create a competitive advantage through technology. Providing your firm with the advantages of efficient technology is Concenter's primary focus and our benchmark for success. Concenter takes the same approach to managing your technology environment as you do with your clients' financial matters. Our pledge is to earn your trust through honesty, and your respect; not only by having great expertise, but sharing it generously and applying it effectively.

Pricing Details

$80.00 per month per user INCLUDES Salesforce Force.com Enterprise platform license with XLR8. If other Salesforce license requirements apply, XLR8 is offered as ISV Application/Overlay for $50 per month per user.

Default Plan

$80 USD/user/month