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 information that we believe is necessary to grow your business and network. We have also found the Process EZ linear process tool super easy to use and a great stepping stone for firms looking to build more complex workflows in the future. The service and programmer team at XLR8 is excellent and we give XLR8 5 stars for listening to what advisors truly need, building the customized compliant system and servicing those that truly want a helping hand to kick start their use.
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