XLR8
HQ Address
P.O. Box 941968, Plano, Texas 75094, United States
Website Address
Business introduction
The ideal CRM for Financial Advisors!
Concenter Services offers IT and business consulting, as well as the most customizable CRM tool available: XLR8 – the CRM solution for financial advisors and wealth management professionals. We are currently serving clients throughout the United States, Canada and the United Kingdom.
We are based in Dallas, Texas and our team of experts is dispersed throughout the United States. In this age of globalization and connectivity, having experts we trust on our team is much more important than geographic location.
Concenter Services takes security seriously. In addition to their technical and business skills, you can rest assured knowing that the consultants that work with you have all undergone a criminal and financial background check. We take our reputation - and yours - very seriously, and aim to be your most trusted partner.
XLR8 Solutions
XLR8
XLR8 is a highly customized configuration of the Salesforce CRM. It’s an easy-to-use system for financial services such as: financial advisory, wealth management, personal insurance, commercial insurance, and corporate plans, etc. Since it is cloud-based, every firm, regardless of size, can aggressively compete and provide top-shelf service to their clients......
