Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Streamline your sales workflows and enhance your conversion rates from leads to clients by utilizing a sales and marketing automation platform tailored exclusively for financial advisors. This innovative solution will help you maximize efficiency and effectiveness in your outreach efforts.

Description

Accelerate your business growth by effectively measuring and monitoring your sales. A brokerage firm experienced a dramatic expansion from 6 to 600 sales representatives within a year by optimizing their sales operations with the Skale Customer Revenue Management Platform. By automating client interactions, they were able to reduce acquisition costs significantly while ensuring the safety of client data for peace of mind. Learn how to boost your revenue from $2 million to $8 million in just a year with an in-house sales team while maintaining a strong focus on security, privacy, and risk management. It's crucial to track compliance and regulatory requirements to ensure stability in your operations. Instead of dedicating 1-2 days each month for internal audits, streamline the process to under half an hour weekly with Skale's platform. With the Skale Forex CRM, you gain access to a comprehensive suite of tools that enables you to start trading immediately. It offers integrated marketing, sales, and retention features along with transparent MT4 integration, payment service providers, and a variety of cutting-edge FinTech resources. Not only is the Skale CRM highly customizable, but it can also be deployed in hours rather than days, ultimately enhancing profit margins while minimizing risk exposure. With such robust capabilities, businesses can thrive in a competitive landscape.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Axis LMS Yes 
Match2Pay No 
MetaTrader 4 No 
VoiceSpin No 
cXchange No 

Integrations

Axis LMS No 
Match2Pay Yes 
MetaTrader 4 Yes 
VoiceSpin Yes 
cXchange Yes 

Pricing Details

$60/month
Free Trial Yes 
Free Version No 

Pricing Details

$39 per user
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

LeadCenter.AI

Founded

2016

Country

United States

Website

www.leadcenter.ai/

Vendor Details

Company Name

Skale

Founded

2017

Country

Israel

Website

www.skalecrm.com

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Alternatives

Alternatives

monday CRM Reviews

monday CRM

monday.com
Forex CRM Reviews

Forex CRM

DivulgeTech
HubSpot CRM Reviews

HubSpot CRM

HubSpot
Nullpoint Forex CRM Reviews

Nullpoint Forex CRM

Nullpoint Technologies