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Pinecone
Go Further. Go Pinecone.
Starting at $19 USD/user/month
- Industries
- Financial Services
- Requires
- Sales CloudFinancial Services Cloud
- Compatible With
- Financial Services Cloud
Pinecone allows financial advisors to stay organized within their business. You'll be able to nurture relationships, close your deals, and create additional revenue with our built-in sales process, referral management, and opportunity tracking.
Highlights
Custom-Designed System to Help Advisors Save Time and Make More Money, with 100s of Custom Data Storage Fields, and Custom Built Layouts for Efficient Data Storage and Access
60+ Business Process Outlines, Organized to Eliminate Confusion and Maximize Productivity, Based on the Same Industry-Leading Client Journey Our Top Producers use to produce >$50 Million Annually
60+ Customizable Email Templates Created to Hit the Client at the Right Moment to Create Urgency and Action at Every Step in Advisors’ Sales Process to Increase their Close Ratio and Create More Revenue
Provider Details
Pinecone
Carmel, IN
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
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Founded
2020
Website
Pricing Details
Pricing Details for Pinecone's AppExchange Application are paid for as part of a Pinecone Ecosystem License. Details about Signing up for Pinecone are available at - GoPinecone.com
Default Plan
$19 USD/user/month
Lowest Starting Price