Use Salesflare with Addepar

Investment Portfolio Management
Salesflare
Addepar

Salesflare & Addepar integration

About Salesflare

The easiest to use sales CRM for small businesses. Salesflare and Addepar automates your data to build better relationships and make more sales. A fast, visual and easy-to-use sales machine. Built on happiness with the latest tech, by humans for humans.

About Addepar

Take your career to the next level. Addepar unites an extraordinary team with a pioneering vision: building the operating system for our financial world.

Not using Salesflare yet?

Salesflare is the CRM your team will love to use. It's a simple yet powerful CRM for small and medium-sized businesses selling B2B. Sign up for a free trial so Salesflare can start automating your customer follow-up.

Try it for free