Use Salesflare with PaxFamilia
Wealth ManagementWealth Planning
Salesflare & PaxFamilia integration
About Salesflare
The easiest to use sales CRM for small businesses. Salesflare and PaxFamilia 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 PaxFamilia
With PaxFamilia, you have a digital, secure and confidential platform for centralizing all information related to your wealth planning. The cornerstone of our global and personalised patrimonial advice.
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