Salentica Elements CRM - Salentica - AppExchange
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Salentica Elements CRM

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Starting at $90 USD per user per month • Salentica Elements starts at $90/month per user • Quick-start deployment with data loaded using predefined Excel templates for Relationships, Contacts and Investments

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Latest Release

8/19/2019

CATEGORIES

Finance
Turn-Key & Configurable CRM with a Data Model Built for Financial Services

Designed specifically for the unique needs of RIAs, Wealth Managers, and Asset Managers Salentica(r) Elements prioritizes relationships, not individuals, to work the way your firm does.

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