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Salentica Elements CRM

Starting at $80 USD per user per month • Salentica Elements starts at $80/month per user • Quick-start deployment with data loaded using predefined Excel templates for Relationships, Contacts and Investments

Rating

(2)

Listed On

8/23/2017

Latest Release

8/19/2019

CATEGORIES

Finance
a Lightning Platform by Salesforce® solution

Salentica Elements is a purpose-built CRM designed for the unique needs of Financial Services. Elements includes prebuilt integrations with leading custodians, portfolio management and other technology systems to provide a centralized hub of client data.

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