Azure Path
Azure Path is one of the best customer relationship software for financial advisors that helps you automate lead and sales performance management. Essentially, it's a combination of a sales and finance tool. The software is easy to navigate and to use with a clean interface. Some of its features include automated lead tracking, customizable lists, insights and trends, and drag and drop contact import. Managers are given instant insights and forecasts in the software. Azure Path automatically creates helpful reports as well. This software enables you to track notes, emails, and reminders to remember all the important information about contacts. It allows you to assign accounts and leads to team members too. The software's global search helps you quickly locate information you're looking for. Azure Path tracks age of each lead and time to close, helping users perfect their timing throughout the sales process. This CRM software offers a free two-week trial for those who are interested in trying Azure Path.