Wealth Advisor CRM
WealthAdvisor CRM is a customer relationship management system that is simple and easy to use. It doesn't require much training so users can focus on developing their businesses instead of trying to figure out a system. This package can also be configured to specific needs. Client contact information as well as events and conversations can be accessed from a single place. Since Wealth Advisor is mobile-friendly, it can be accessed from anywhere and on the go. It also integrates with Outlook, MailChimp, and LaserApp. Moreover, it allows for marketing automation and better book mining. Those interested in learning about it can request a free demo.