XLR8

The Ideal CRM for Financial Advisors!

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info@concenterservices.com

P.O. Box 941968
Plano, Texas 75094

(877) 513-3862

Request a Demo

Testimonials

It was presented well with attention to our concerns and when we needed clarification or even reiteration. The ladies are all very nice and knowledgeable making us very comfortable. We are very much l…
Sam N.
Do not underestimate the time YOU will have to put into data migration. Do not let anyone push you into an overly aggressive timeline- it will just end with stress and mistakes.
Natalee E.
I think we are astonished at how quickly and almost perfectly this process/project went. Bev and Sandy were excellent to work with, and everyone else on the team was easy to communicate with. The trai…
Elaine W.
The #1 reason we chose XLR8 and chose to work with Concenter is because they had already built out the customization for a Financial Services firm. We really didn’t need to do any customizations, it…
Terri C.
As strategists and implementers of CRM and other integrated tech in the industry, the XLR8 Salesforce version is the easiest SF version to use. It has the most comprehensive layout of useful informati…
Jennifer G.
We hired XLR8 to set us with our salesforce CRM and had a great experience working with the team at Concenter to get set up. They absolutely exceeded our expectations and would recommend them to anyon…
Jared T.
We liked the XLR8 demo we were given prior to making our decision. The product delivered as promise, the migration went through without any issues, our questions and requests for changes were done cor…
Nina A.
It’s been a few months since we moved to XLR8, and we are 100% satisfied that we made the right choice. Rather than working directly through Salesforce or another consultant, the transition was much…
Jennifer M.
It has been a great experience working with the people at Concenter. The onboarding process was smooth and seamless. They handled everything and walked us through the training to get our team using Sa…
Noah M.
Concenter and the XLR8 package exceeded my expectations in every way. I’m grateful such an option exists in the marketplace.
Christian M.
Fabulous experience from beginning to end. Constant followup and communication to assure the project was always moving forward. Once implemented, the user interface and productive attributes of the pr…
Tara W.
The people at Salesforce.com were awful and fooled me into believing their high priced and wrong solution was what I needed. They then were unwilling to correct anything. It really left a bad taste in…
Gary D.
They kept what they promised. Highly satisfied so far. Looking forward to a great relationship.
Falko H.
Very helpful. Kept us on a consistent timeline and followed up quickly every time I had a problem.
Lori J.
We had a few changes of dates for the scheduled training. They were done at times very inconvenient for the trainer, but to suit our office, so we greatly appreciated the effort made and professionali…
Russell M.
I spent countless hours researching the next step in CRM for our firm. We were migrating our information from ProTracker SQL Database and I knew that we wanted something that we could really make our …
Jason G.
With many years of software conversion projects under my belt I can say without a doubt that Concenter is one of the best teams I’ve come across. Even though they were faced with a complex migration f…
Jim W.
This is my second time working with Concenter Services and they have done an excellent job each time. They are very helpful and make sure you are 100% happy with the project.
Amber P.
Thoughtful, individual attention throughout the process.
Cathy S.
Great experience from beginning to end.
Bill D.
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info@concenterservices.com

(877) 513-3862


P.O. Box 941968
Plano, TX 75094





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