| Overview |
A CRM by Brevo (formerly Sendinblue) that combines deal management with powerful email marketing and automation tools. |
A modern CRM designed specifically for financial advisors that combines contact management with workflow automation and social integration. |
| Pricing |
Freemium (Free-$12/user/month) |
Subscription ($45-$59/user/month) |
| Key Features |
- Deal management
- Email marketing
- SMS campaigns
- WhatsApp
- Chat
- Marketing automation
- Meetings
- Phone
|
- Contact management
- Pipeline tracking
- Task management
- Social integration
- Email integration
- Reporting
- Workflow automation
- Mobile app
|
| Pros |
- Free CRM included
- Strong email marketing
- Multi-channel
- Affordable
|
- Modern interface for advisors
- Easy to learn
- Good integrations with financial tools
- Social media integration
|
| Cons |
- CRM is basic
- Marketing-focused
- Limited CRM customization
- Better as marketing tool
|
- Limited to financial advisory
- Basic reporting
- Smaller feature set
- No marketing automation
|
