| Overview |
A next-generation CRM that automatically builds itself from your data with powerful customization and real-time collaboration. |
A modern CRM designed specifically for financial advisors that combines contact management with workflow automation and social integration. |
| Pricing |
Freemium (Free-$79/user/month) |
Subscription ($45-$59/user/month) |
| Key Features |
- Automatic data sync
- Custom objects
- Real-time collaboration
- Email integration
- Reporting
- Workflow automation
- Enrichment
- API-first design
|
- Contact management
- Pipeline tracking
- Task management
- Social integration
- Email integration
- Reporting
- Workflow automation
- Mobile app
|
| Pros |
- Modern and flexible architecture
- Excellent data model
- Real-time multiplayer
- Beautiful design
|
- Modern interface for advisors
- Easy to learn
- Good integrations with financial tools
- Social media integration
|
| Cons |
- Still maturing feature set
- Smaller integration library
- Limited marketing tools
- Newer with less track record
|
- Limited to financial advisory
- Basic reporting
- Smaller feature set
- No marketing automation
|
