XLR8
XLR8 is a highly customized CRM solution built as a Salesforce overlay for Financial Services.
How does the integration work?
The integration with XLR8 allows you to import and export client/prospect data. We integrate the majority of fields related with contacts and household information. Assets, Liabilities, Retirement Plans, and Private Insurance also integrate bi-directionally with XLR8.
We provide an integration mapper that allows you to customize the information that integrates with XLR8. You’re able to add different account types and even integrate other custom objects you create in your XLR8 account.