| Overview |
A CRM by Brevo (formerly Sendinblue) that combines deal management with powerful email marketing and automation tools. |
A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features. |
| Pricing |
Freemium (Free-$12/user/month) |
Subscription ($99/database/month (15 users)) |
| Key Features |
- Deal management
- Email marketing
- SMS campaigns
- WhatsApp
- Chat
- Marketing automation
- Meetings
- Phone
|
- Contact management
- Workflow automation
- Seminar management
- Report writer
- Compliance tools
- Document imaging
- Calendar
- Mobile access
|
| Pros |
- Free CRM included
- Strong email marketing
- Multi-channel
- Affordable
|
- Per-database pricing
- Built for financial advisors
- Good compliance tools
- Integrates with custodians
|
| Cons |
- CRM is basic
- Marketing-focused
- Limited CRM customization
- Better as marketing tool
|
- Dated interface
- Limited customization
- Slow to innovate
- Mobile app is basic
|
