Excelerator CRM

10+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image

About this app

Excelerator CRM is a versatile, all-in-one platform designed specifically for financial services professionals. It simplifies your business management by consolidating various tools into a single, efficient system.Excelerator CRM enables you to effortlessly capture leads with tools like landing pages, surveys, forms, and an integrated calendar. Create full websites and engaging landing pages easily with its user friendly desig . After capturing leads, Excelerator CRM's robust multi-channel follow-up campaigns help convert these leads into clients. It supports varied communication channels, including phone, email, and SMS, ensuring effective client engagement. The platform's automated booking system streamlines appointment scheduling. Its AI capabilities allow for tailored messaging and campaign strategies. For deal closure and client management, Excelerator CRM provides workflow and pipeline management and delivers comprehensive analytics and reports. Joining Excel Empire with Excelerator CRM connects you to a network of finance professionals, sharing insights and strategies for growth. The platform is tailored to the unique challenges faced by financial service professionals, fostering a community-driven approach for continuous development and networking. Excelerator CRM is the ideal tool for financial services professionals looking to enhance lead management, client engagement, and business growth in a supportive, integrated environment.
Updated on
22 May 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region and age The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
App info and performance and Device or other IDs
Data isn’t encrypted
Data can’t be deleted

What's new

** What's New
* Documents & Contracts
* Support tipping for any type of payment instrument

** Improvements
* Hide unsupported message channels
* Send messages even if video thumbnail generation fails
* Seamlessly view conversations from notifications