Salentica CRM
Salentica specializes in providing client management and technology solutions for the wealth management market; it offers a suite of modules integrated with reliable Microsoft CRM. Salentica CRM is a powerful, reliable source with over 20 years of experience, and more than 65 clients worldwide.
Salentica Pricing
Contact Salentica for pricing information.
Customer Focus
Salentica specializes in providing CRM solutions for wealth management/financial service firms. Salentica CRM is ideal for leading financial institutions, mid sized wealth managers and smaller family offices.
Salentica Key Features
- Client Book- Simplified and Tailored Client Reporting
- Activities Plus- Complete view of Activities
- IParties- Easily track relevant relationships
- Call Reports & Notifications
- Event Manager
- Remote Access