Azure Path
Azure Path is a platform that helps to promote business growth, and it is by far the best CRM program on the market for financial advisors. Companies can request a demo of the program or take part in its free trial before ever having to commit to it financially. Some ways that Azure Path is able to help their customers' businesses grow are simple to setup & use, unify team communication, unify a business's activity, automated business insights, and never lose track of another lead. A few of the features that it is able to provide companies are simple to customize, automated visual lead queue, global search to find anything, track all lead communication, one click & touch updates, link & organize attachments, batch import & edit leads, and payment structure and invoices.