Exclusivecrm.com Website Review

efficiency and scalability for your investment advice. the platform and crm focused exclusively on generating productivity for wealth management professionals .. an exclusive platform for wealth management professionals. the exclusive crm is a platform specifically created to generate productivity and efficiency for the investment advisor, we use the latest technology to offer the best technology to the investment advisor. we know the peculiarities of the wealth management market and the exclusive crm came to close the gap between the technology and the advisor. every customer has a history, and our platform was built to speed up and record every moment of this story .. more than a crm, a management platform for your aai office. check out some of the features we offer on our platform. keep a historical timeline of all interactions made with your contacts: exchange of e-mails, track your record capture pipeline, onboarding easily with a simple and intuitive interface. make the management of their activities within the platform: visit scheduling, links or any backoffice task linked to your speed up your sending emails with templates already ready, and integrate your gmail to send and receive e-mails already linked to integrate more than 1000 applications through the zapier like MailChimp, google docs, google sheets, slack etc .. and join the other offices also rely on us! try the platform for free and see how to increase the efficiency of your business. exclusive crm is a bespoke platform for investment advisors using the latest technologies available to bring efficiency, modernity and the best possible experience to the advisor. For more information please contact