Azure Path
Financial data can be useless unless you organize it properly. The best Financial Advisors CRM - Azure Path - creates an effective data management system to unify your lead management, marketing and finances. You can provide superior customer service by understanding your client's needs before they do. When you set up Azure Path, you can batch import any of your important files in one fell swoop. Sales Teams, Leads and Forecasts can be tracked using your mobile device. It only takes a couple of taps to update leads. Your leads are "in the palm of your hand," allowing you to contact them 24/7/365. Email marketing is easier when your leads are well-organized. You can automate lead import and egagement tracking using the Azure Path CRM. The "Global Search" feature allows you to find any account, contact or lead on your phone, tablet or laptop. Learn more at (http://www.azurepath.com).