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About

Customer Lifecycle Management CRM, from cold prospects to happy lifetime customers. One place for all customer information and activities. Sell smarter and close deals faster with easy to customize sales processes and powerful automation. Launch effective marketing campaigns, find more interested customers, and increase your ROI dramatically. Empower agents to deliver delightful customer experience and build life-long relationships with 360-degree customer view. Track products and services, create and send custom invoices effortlessly, manage discounts, track payments and grow your business. From cold prospects to happy lifetime customers to brand advocates and beyond. Manage all customer information and activities from one place. Manage sales, marketing, customer service and billing from one unified platform. Get a 360-degree customer view and avoid duplicate data entry.

About

Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses seeking a customer lifecycle management CRM solution

Audience

Financial advisors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$11.00/month/user
Free Version
Free Trial

Pricing

$60/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ConvergeHub
Founded: 2013
United States
www.convergehub.com

Company Information

LeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/

Alternatives

Alternatives

FreeAgent CRM

FreeAgent CRM

FreeAgent Network
InfoFlo

InfoFlo

InfoFlo Solutions Inc
Sticky Advisor

Sticky Advisor

stickypages

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Axis LMS
Box
Bucksense
Docusign
Dropbox
Gmail
Google Calendar
Google Drive
Google Workspace
HubSpot Operations Hub
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Pabbly Connect
QuickBooks Online
Readymode
Stackreaction
Wufoo
Xero

Integrations

Axis LMS
Box
Bucksense
Docusign
Dropbox
Gmail
Google Calendar
Google Drive
Google Workspace
HubSpot Operations Hub
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Pabbly Connect
QuickBooks Online
Readymode
Stackreaction
Wufoo
Xero
Claim ConvergeHub and update features and information
Claim ConvergeHub and update features and information
Claim LeadCenter.AI and update features and information
Claim LeadCenter.AI and update features and information