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About Screenshot from the Award Winning Top Financial Advisor CRM Software Azure Path

Azure Path

Azure Path is a business growth platform launched in 2007 that is user friendly and intuitive. The set up is simple and you can either import your own data or have Azure Path handle that for you. You can track activity in your clients' accounts including open leads, interactions, and purchases. There is lead highlighting that is automated for easy followups as well as automated trends and insights with real-time indicator tracking. Sales forecasting is also automated with guidance. Azure Path is a CRM solution for both individuals and teams. The first month with Azure Path is free of charge and they have thousands of users.