| Overview |
A CRM with powerful email marketing and marketing automation that excels at customer experience automation. |
A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features. |
| Pricing |
Subscription ($19-$149/user/month) |
Subscription ($99/database/month (15 users)) |
| Key Features |
- Sales automation
- Email marketing
- Lead scoring
- Win probability
- Pipeline management
- Site tracking
- Attribution reporting
- Split automations
|
- Contact management
- Workflow automation
- Seminar management
- Report writer
- Compliance tools
- Document imaging
- Calendar
- Mobile access
|
| Pros |
- Best-in-class marketing automation
- Excellent email deliverability
- Powerful segmentation
- Good value for features
|
- Per-database pricing
- Built for financial advisors
- Good compliance tools
- Integrates with custodians
|
| Cons |
- CRM is secondary to marketing tools
- Can be complex to set up
- Reporting could be improved
- No free plan
|
- Dated interface
- Limited customization
- Slow to innovate
- Mobile app is basic
|
