Best CM software?

or Register to post new content in the forum

56 RepliesJump to last post

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Jul 31, 2007 3:56 pm

I was provided different versions of Outlook, but they are suck,imo.  Is Broker's Ally still the big dog? 


I want an all-in-one that reminds me of stuff I need to do, so I want the pop-up feature that gives you the 10 folks you need to call each day, etc.......


Thanks..........


Jul 31, 2007 4:43 pm

ACT! for Advisors is terrific - expensive, but terrific.

Jul 31, 2007 8:44 pm

Junxure-i


www.gowithcrm.com



Best there is...

Aug 1, 2007 12:44 pm

Act for advisors is what I use too.

Oct 23, 2007 11:39 am

any opinions on salesforce.com??

Oct 23, 2007 11:21 pm

No system is perfect.  The trick is to find a good one, like some of those cited above, and then have the discipline to stick with it and not use multiple lists or scraps of paper.  It's harder than it sounds until you build up good habits.

Oct 10, 2008 4:49 pm

Anyone using Pareto Systems? Any feedback?

Oct 10, 2008 5:03 pm

We're using Goldmine, the newer 9.0 version.  It's pretty sweet, but for smaller gigs, ACT is ok too.  

Oct 12, 2008 9:30 pm

www.redtailtechnology.com


It's $50/month for up to 10+ users. It's pretty good (calendar, customer database, etc.)
Oct 12, 2008 11:13 pm
now_indy:

www.redtailtechnology.com


It's $50/month for up to 10+ users. It's pretty good (calendar, customer database, etc.)


That price must include a discount offered to your b/d.  Normal price is $65/mo.

Best part about it is it's web based. 

Oct 13, 2008 11:00 am
Morphius:
now_indy:

www.redtailtechnology.com


It's $50/month for up to 10+ users. It's pretty good (calendar, customer database, etc.)


That price must include a discount offered to your b/d.  Normal price is $65/mo.

Best part about it is it's web based. 

 
Yep, I forgot about the discount. The $50 rate is for LPL reps. 
 
We looked for quite a while for a CRM that could be shared amongst advisors and admin, and RedTail was the best (especially for the price).  And yes, having it web based is very nice. 
Oct 13, 2008 1:16 pm

Thanksk for that Redtail link. Any small RIAs using Redtail, or a better online CM? How about Outlook?

Oct 13, 2008 4:16 pm
walking9:

Thanksk for that Redtail link. Any small RIAs using Redtail, or a better online CM? How about Outlook?

Not many alternatives in this price range if you want online CRM.  Upswing perhaps but they have yet to demonstrate dependibility over any length of time.
 
Outlook is great but it's not a CRM.   
Oct 14, 2008 9:54 pm

I use RedTail on a daily basis and agree with Morphius's earlier comments -- I think for the price and considering it is web-based, very good system but they aren't the only kid on the block.  I've also used www.salesforce.com but when I compare RedTail against SalesForce -- I believe RedTail is more intune with running a Financial Planning Practice but SalesForce did have a lot of neat features and some ability for customization.

Oct 14, 2008 11:47 pm

I agree with Frederich that Salesforce is very powerful ASP CRM, but the last time I priced it the cost was about the same for each person as Redtail is for up to 10.  Add in the cost of an industry specific overlay and it is considerably more expensive than Redtail.  

Nov 21, 2008 12:05 am

I'm starting to like redtail's product. Email is integrated as well as the marketinglibrary which has preapproved letters and email copy.

Feb 27, 2009 9:48 pm

Does LPL have a customer database, if so aren't you duplicating the work?

Feb 28, 2009 9:20 am

http://www.financialsoftware.com/pracbldr/software.htm

Mar 2, 2009 4:43 pm

You can get a copy of Act on Ebay for around $20. I've been using it for years.

Mar 13, 2009 9:52 am
kap39:

any opinions on salesforce.com??

 
I supported Salesforce for a while before I was an FA, and as a sales software it seemed terrific. I can't say much about it in relation to financial services, but I remember thinking that I wished I had it when I was in previous sales positions.
 
And, the support is pretty darn good .