Salesforce

Built by Salesforce

Salesforce is a CRM software that allows brokers, producers, advisors, bankers, and service representatives to proactively connect with customers.

What Salesforce Offers

Discover the powerful features that make Salesforce an essential tool for your workflow.

Complete customer relationship management

Lead tracking and conversion

Automated workflows and processes

Advanced analytics and reporting

Mobile accessibility

Experience the combined power of Salesforce and Investipal's AI-driven platform.

Increase client acquisition and retention

Automate sales processes for efficiency

Get 360-degree view of client relationships

Scale your business with enterprise-grade tools

Get Salesforce connected with Investipal in just a few simple steps.

Schedule a demo to discuss your Salesforce integration needs.

Our team will help you configure the optimal settings for your workflow.

Begin leveraging the combined power of both platforms immediately.

Explore other integrations in the CRM category.

Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team.

Web-based Client Relationship Management software (CRM), integrates widely and deeply with other popular tools for the Financial Advisor.

Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.