| Overview |
A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years. |
A modern CRM designed specifically for financial advisors that combines contact management with workflow automation and social integration. |
| Pricing |
Subscription ($30-$50/user/month) |
Subscription ($45-$59/user/month) |
| Key Features |
- Contact management
- Opportunity tracking
- Marketing automation
- Custom dashboards
- Mobile access
- Integration
- emarketing
- Calendar management
|
- Contact management
- Pipeline tracking
- Task management
- Social integration
- Email integration
- Reporting
- Workflow automation
- Mobile app
|
| Pros |
- Long track record
- On-premise option
- Good for small businesses
- Established user base
|
- Modern interface for advisors
- Easy to learn
- Good integrations with financial tools
- Social media integration
|
| Cons |
- Interface feels dated
- Limited modern integrations
- Marketing features are basic
- Mobile app is limited
|
- Limited to financial advisory
- Basic reporting
- Smaller feature set
- No marketing automation
|
