Salentica Elements CRM - Salentica - AppExchange
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Salentica Elements CRM

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

Rating

(2)

Latest Release

8/19/2019

CATEGORIES

Finance
A Turn-Key, Yet Configurable CRM Built Using Salesforce® Lightning

A purpose-built CRM designed for the unique needs of Financial Services. Including prebuilt integrations with the industry's most popular custodians and software. Our data model prioritizes Relationships, not individuals. to work the way your firm does.

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