Azure Path
Azurepath is the ideal CRM for financial advisors. Features of this unique CRM include an automated visual lead queue, lead notes, lead reminders, email tracking, global search, user-friendly customization and campaign links. At less than $15 dollars per month per user, this CRM offers an affordable way for businesses of every size to keep in contact with customers and leads. Azurepath integrates seamlessly with email, website forms, spreadsheets, cloud storage, email marketing and Google Apps. Customers can try this CRM using the company's free trial offer. Since 2007, Azurepath has provided its customers with a CRM that does exactly what it promises without price gouging or dangling key features at higher price points.