Azure Path
If you need a CRM platform that will help your sales team to boost its performance, then Azurepath is designed for exactly that. This software ensures that financial advisors don’t forget about their leads by providing reminders of cold leads. Users can also edit leads in batches, which saves time. Delete and update contacts at the touch of a button to ensure everyone has the most current information. You can personalize how you view customer data by adjusting the display options and filters. Azurepath CRM provides historically guided insights and cash flow analysis, which enable financial advisors to improve their customer experiences. The award-winning software offers live performance tracking and automated reporting which makes lead and sales management less complicated. Team leaders can set targets for individuals and monitor their progress from anywhere. The customizable dashboard simplifies operations for users regardless of their tasks. Azurepath CRM integrates with Google apps, email, and spreadsheets. Users also get unlimited storage for their lead with box, Google Drive, and Dropbox.