Why XLR8?

Highest Satisfaction Rating

In 2024, for the 8th year in a row, XLR8 attained the Highest Satisfaction rating for a Financial Services CRM in the survey co-sponsored by Bob Veres’ Inside Information and T3.

AppExchange Reviews

Read AppExchange Reviews

Testimonials

It would be easy for us to tell you why XLR8 is the ideal CRM partner for your firm but we would rather let our reputation and existing clients do the talking! In additional to the resources below, we are happy to provide references upon request once you’ve had an opportunity to evaluate XLR8.
“Our project with Concenter Services to implement XLR8 went incredibly well. They did everything they said that they would do on time and made the transition as painless as possible.”
Steven M.
Steven M.
“They were very hands on and responsive to all my questions. I felt that they understood our business requirements and what would work for us, and we didn’t have to spend a lot of time explaining our business. We were able to focus on customizing the platform to serve us instead.”
Alissa W.
Alissa W.
“Concenter was outstanding from start to finish. They not only made the transition less stressful but also provided valuable information and insight on how Salesforce could help improve our firm’s internal processes and client service.”
Jennifer Y.
“Concenter was great. They strived to understand our business and our unique needs. They built a few custom objects for us that weren’t otherwise available. They were communicative and attentive.”
Matt B.
“XLR8 definitely simplifies our lives. It’s user friendly and the perfect fit for financial advisors.”
Nina A.
“Perfect fit for wealth managers….really improves how business is done. It is nice that it integrates so well with document management apps as well.”
Kendahl M.
“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 anyone looking implement a CRM.”
Jared T.
“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 Salesforce more effectively.”
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.
“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 looking forward to using XLR8 to it’s fullest potential.”
Sam N.
“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.
“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.
“Great experience from beginning to end.”
Bill D.
“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.
“Thoughtful, individual attention throughout the process.”
Cathy S.
“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 professionalism involved.”
Russell M.
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877-513-3862
P.O. Box 1696
Frisco, Texas 75034
info@concenterservices.com
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