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Why we like it
Nextiva caught our eye with its smart mix of VoIP and CRM, something you don’t see often in the CRM space. Starting at $18.95 per user, it’s a great deal for a service known for being a top player in VoIP.
The platform’s interface is clean and easy to navigate, making it a solid choice for businesses looking to handle communications, customer relationships, and streamline operations all in one place. This kind of integration makes everything more straightforward, improving customer service in the process.
We’re also really impressed with how reliable Nextiva is and its focus on a user-friendly experience. It ensures smooth communication across different channels, which is perfect for businesses that want to keep things consistent and high-quality for their customers.
Nextiva caught our eye with its smart mix of VoIP and CRM, something you don’t see often in the CRM space. Starting at $18.95 per user, it’s a great deal for a service known for being a top player in VoIP.
The platform’s interface is clean and easy to navigate, making it a solid choice for businesses looking to handle communications, customer relationships, and streamline operations all in one place. This kind of integration makes everything more straightforward, improving customer service in the process.
We’re also really impressed with how reliable Nextiva is and its focus on a user-friendly experience. It ensures smooth communication across different channels, which is perfect for businesses that want to keep things consistent and high-quality for their customers.
Nextiva caught our eye with its smart mix of VoIP and CRM, something you don’t see often in the CRM space. Starting at $18.95 per user, it’s a great deal for a service known for being a top player in VoIP.
The platform’s interface is clean and easy to navigate, making it a solid choice for businesses looking to handle communications, customer relationships, and streamline operations all in one place. This kind of integration makes everything more straightforward, improving customer service in the process.
We’re also really impressed with how reliable Nextiva is and its focus on a user-friendly experience. It ensures smooth communication across different channels, which is perfect for businesses that want to keep things consistent and high-quality for their customers.
Nextiva caught our eye with its smart mix of VoIP and CRM, something you don’t see often in the CRM space. Starting at $18.95 per user, it’s a great deal for a service known for being a top player in VoIP.
The platform’s interface is clean and easy to navigate, making it a solid choice for businesses looking to handle communications, customer relationships, and streamline operations all in one place. This kind of integration makes everything more straightforward, improving customer service in the process.
We’re also really impressed with how reliable Nextiva is and its focus on a user-friendly experience. It ensures smooth communication across different channels, which is perfect for businesses that want to keep things consistent and high-quality for their customers.
Free trial
Free Trial
Deployment
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General Features
Suited for Industry
Small Business
SMB
Freelancer
Enterprise
Integrations
Overview
Why we like it
Nextiva caught our eye with its smart mix of VoIP and CRM, something you don’t see often in the CRM space. Starting at $18.95 per user, it’s a great deal for a service known for being a top player in VoIP.
The platform’s interface is clean and easy to navigate, making it a solid choice for businesses looking to handle communications, customer relationships, and streamline operations all in one place. This kind of integration makes everything more straightforward, improving customer service in the process.
We’re also really impressed with how reliable Nextiva is and its focus on a user-friendly experience. It ensures smooth communication across different channels, which is perfect for businesses that want to keep things consistent and high-quality for their customers.
Nextiva caught our eye with its smart mix of VoIP and CRM, something you don’t see often in the CRM space. Starting at $18.95 per user, it’s a great deal for a service known for being a top player in VoIP.
The platform’s interface is clean and easy to navigate, making it a solid choice for businesses looking to handle communications, customer relationships, and streamline operations all in one place. This kind of integration makes everything more straightforward, improving customer service in the process.
We’re also really impressed with how reliable Nextiva is and its focus on a user-friendly experience. It ensures smooth communication across different channels, which is perfect for businesses that want to keep things consistent and high-quality for their customers.
Top 5 Features
Free Trial
Deployment
Video & Screenshots
Alternatives
General Features
Suited for Industry
Why we like it
Wealthbox stands out as a bespoke CRM solution crafted specifically for financial advisors and wealth managers. With a selection of four distinct plans starting from $49 per user, it caters to various business needs and budgets. One aspect we particularly value about Wealthbox is its extensive array of features, covering essential functionalities such as contact management, client segmentation, email marketing, and task management.
However, what truly impresses us about Wealthbox CRM is its dedicated Opportunity Management tool tailored specifically for financial services and investment opportunities. This feature, boasting a user-friendly Kanban board interface, offers a seamless and orderly approach to managing opportunities. In our opinion, this tool significantly enhances workflow efficiency and provides invaluable support for advisors and managers in maximizing investment potentials.
Wealthbox stands out as a bespoke CRM solution crafted specifically for financial advisors and wealth managers. With a selection of four distinct plans starting from $49 per user, it caters to various business needs and budgets. One aspect we particularly value about Wealthbox is its extensive array of features, covering essential functionalities such as contact management, client segmentation, email marketing, and task management.
However, what truly impresses us about Wealthbox CRM is its dedicated Opportunity Management tool tailored specifically for financial services and investment opportunities. This feature, boasting a user-friendly Kanban board interface, offers a seamless and orderly approach to managing opportunities. In our opinion, this tool significantly enhances workflow efficiency and provides invaluable support for advisors and managers in maximizing investment potentials.
Top 5 Features
Free Trial
Deployment
Video & Screenshots
Alternatives
General Features
Suited for Industry