Use Salesflare with Investsuite

WealthtechWealth Management
Salesflare
Investsuite

Salesflare & Investsuite integration

About Salesflare

The easiest to use sales CRM for small businesses. Salesflare and Investsuite 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 Investsuite

We help banks, brokers, wealth managers and other financial institutions serve their clients better with our suite of modern digital investment solutions.

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