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Advisor's CRM
We have plans to support other CRMs, and would love to find out which one you use and why.
Please answer the 1-minute questionnaire below so we can get back to you once we support your CRM.
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Which CRM do you use?
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Redtail
Equisoft/Kronos Finance
Junxure
Envestnet/Tamarac
Salesforce
Other:
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