XLR8

XLR8 is a highly customized configuration of the Salesforce CRM. It’s an easy-to-use system for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc. Since it is Cloud-based, every firm, regardless of size, can aggressively compete and provide top-shelf service to their clients with the increased efficiency and communication of XLR8. It is designed to take full advantage of the best practices within the industry, and even includes the Process Engine for managing, tracking and documented all repeatable processes and workflows. XLR8 users will have full access on any device with an internet connection, and the Salesforce mobile app is available at no additional cost.

For the second year in a row XLR8 received the highest satisfaction rating for CRM in the 2018 software survey co-sponsored by Advisor Perspectives, Bob Veres’ Insider Information, and the T3 Conference. Financial Advisors rated XLR8 far above other industry CRMs like Junxure and Redtail in overall CRM satisfaction.

XLR8 is architected to build key account information and relationships under a single record. All financial, contact activity, communication, and business processes related to the person/account/company can be seen from a single location on XLR8!