Investipal
Book a demo

CRM Integration

Salesforce
+ Investipal

Salesforce helps financial services teams manage client relationships and coordinate their work.

Book a demo ↗
CRM connection

The client, in context.

SalesforceSalesforce
InvestipalInvestipal
CRM connection
Review setup and workflow scope

Trusted by leading advisory firms

Wellington Altus
Raymond James
Everspire
William Joseph
ProsperPlan
Woodgate

Client relationships and the processes your firm manages in Salesforce.

What Salesforce Offers

CRM

  1. Complete customer relationship management
  2. Lead tracking and conversion
  3. Automated workflows and processes
  4. Advanced analytics and reporting
  5. Mobile accessibility

Why Use Salesforce with Investipal?

Client relationships and the processes your firm manages in Salesforce.

  1. Increase client acquisition and retention
  2. Automate sales processes for efficiency
  3. Get 360-degree view of client relationships
  4. Scale your business with enterprise-grade tools

Inside the workflow

Plan your Salesforce workflow

Bring your firm’s CRM process and configuration to the discussion.

  1. Describe your Salesforce process

    Start with the lead and client workflow your advisors and service team use today.

  2. Identify the investment handoff

    Choose where proposals or onboarding fit into that process and who needs the information.

  3. Review your configuration

    Include your Salesforce administrator in the conversation about access, settings and the intended workflow.

Wealthbox ↗

Wealthbox helps financial advisors manage client relationships and collaborate with their team.

Redtail Technology ↗

Redtail is a web-based CRM for financial advisors that connects with other advisory tools.