A user-friendly CRM with smart automation tools and native features designed for planning firms. Allowing you to thrive in a hyper-competitive market where customer acquisition is hard and nurturing them throughout the journey is even harder.
Personalize interactions with clients and tailor products/services as per their personal goals and key life events.
Years of Industry Experience
Users trust Salentica on a daily basis
A dedicated Service Team with financial and technical accreditations accessible in just a few clicks.
Access to Salentica University
if you don’t know your clients and their dreams, you can’t craft a successful plan for them. Salentica makes it easy for you to record, schedule, and anticipate empathetic client interactions.
InTouch as a Client Interaction Service Module that automatically populates future interaction dates calculated from your Last Contacted On (LCO) date, and predetermined timeframes you have set for the Relationship.
Have you ever wondered "How much did that interaction, with that client, just cost us?" Time & Expense automatically calculates resource cost according to your pre-defined rates.
Making it easier to create and manage workflow, so your team can claw back precious time.
Over 10,000 users trust Salentica's award-winning CRMs to help grow their business, gain share of wallet, and automate repetitive tasks. Backed by 20+ years of experience and certified Service Teams, discover how Salentica can help you.Schedule a 30-Minute Demo