XLR8 CRM for Financial Advisors

Great transition to XLR8 from legacy TD Ameritrade version of Salesforce

We worked with a number of members of the concenter team to completely rebuild our Salesforce experience. We had been in the classic version of Salesforce and were moving to lightning. Maria and team made the transition comfortable and was able to completely rebuild a ton of customized elements we had in our old system. Great experience overall!

Simply the best!

After 35 years managing money, I started my own RIA. I had a systematic process got building out my tech-stack, and choosing my CRM was the final step. I wanted an intuitive system that was secure, flexible, and affordable. (My RIA is a denovo that I’m bootstrapping up.) After researching about a dozen CRMs and doing a full evaluation of four, XLR8 was the clear choice. And the folks at Concenter have managed to make an excellent product even better with their knowledgeable and attentive service. Many benefits have already been listed here, but I’ll add two: 1). Being part of the Salesforce ecosystem has been a real boon to recruiting talent — gaining SF skills is huge benefit to new teammates willing to take a flyer on a start-up RIA; 2). XLR8’s training and ongoing support is better than anything I’ve experienced in my time in the industry — since 1986, when I was a junior trader! Kudos to the whole Concenter team: well done!

Saved our Salesforce experience

We contracted with another Salesforce conversion consultant to convert our data from Tamarac CRM to Salesforce. It was an utter disaster. We were basically dead in the water. After reaching out to a colleague and also seeing the stellar reviews, we contracted with XLR8 to convert our data. It has been a wonderful experience and we are all becoming experienced users thanks to the XLR8 team. Huge kudos to Maria for our conversion. It was like day and night working with her and XLR8 vs the other consultant, who shall not be named. :-)

Great Product-Great People

Our company has been using XLR8 for about three months. We have found XLR8 to be an excellent and easy to use solution for our CRM needs. We are pleased with the ability to customize the system for our needs. They have excellent support staff-easy to work with and quick to respond. They made our transition as easy as possible. We are glad we made the switch for our former CRM and highly recommend XLR8 to others!

Great Product - Amazing People

Our company has used the XLR8 overlay in Salesforce since 2013. We love the features, customization and automation that they have been able to provide but most of all, we appreciate their people. Concenter is always there to assist us when we submit a case. Response times are quick and they walk you through to help. As our Salesforce Admin, I greatly appreciate their effort in keeping us informed with what we need to know on the Release Notes, How to, and giving us a special hand with Integrations. I would recommend XLR8 to any company that is looking to have a partner with Salesforce.

Great service and useful overlay

XLR8 translates the financial services industry in a simple fashion and the team behind it is very helpful and kind. The usage is intuitive and is a part of every person in our firm's daily flows.

Great Product for Financial Services Providers!!

XLR8 is the go to CRM I recommend to all of my Financial Services clients when migrating to Salesforce. I have worked with and developed CRMs on many platforms (including Financial Services Cloud) and find XLR8 to be the easier to migrate to, develop in, and the support is incredible. They really know what the Financial community needs and the XLR8 team keeps up with SF updates and compliance needs. As a consultant, they make everything easier to meet the needs of my clients. Great CRM!!

Beyond 5 stars - amazing support and customization!

Our firm has been using XLR8 for 5+ years now and we could not function without it. It has improved our efficiency, communication, and tracking beyond what we imagined. Concenter made the transition from our previous CRM go very smoothly and with their invaluable support and training, we've been able to customize to meet our needs which aren't the easiest at times. I can't say enough good things about this solution or the all the great people at Concenter. 5 stars isn't enough!

Great offering, awesome people

I've worked with XLR8 for a few years and have become a big fan. Building out a CRM is much easier when you start with a fully functioning/integrated system and than strip away/deactivate what you don't want/need and add further customizations. Compared with other offerings I've used, XLR8 is the clear choice.

Real Help For The Admin

I've been a SF admin for about 5 different Orgs and this is the first time I'm using XLR8 and it makes a world of difference. simply having real support to ask questions and bounce ideas off of is outstanding. That they go further and offer training and have actually helped me when I needed it is even better. The XLR8 team is awesome!