This AI-powered CRM helps financial advisors manage client relationships and streamline workflows. Record meetings, take notes with voice-to-text, and get AI insights on client data directly from your mobile device.
5.0(60 ratings)
Free
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Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.
What We Love
- 🚀 Easy to use
- 🔒 Secure
- 👍 Convenient for on-the-go work
- 👍 Logical and helpful system
- 👍 Exact and available with great service
- 👍 Integrates well with other platforms
Room to Improve
- 🐛 App never works or crashes constantly
- 🐛 Calendar won't load or sync properly
- 🐛 Difficult to complete tasks with notes
- 🐛 Slow loading times
- 🐛 Doesn't update opportunities linked with contacts
- 🐛 Can't view documents
- 🐛 Lacks modern features like push notifications
