Trustate and Salesflare

How to connect Trustate

Trustate is an automated estate operations platform that streamlines and simplifies the trust and estate administration and trust funding processes.

Things Salesflare can make it do

Map your Salesflare accounts, contacts and opportunities, plan customer visits and manage sales…

MyCase is legal case management software for unparalleled productivity.

Run workflows right from your browser. Include the URL & Title of the current page or add fields…

Make recurring work fun, fast, and faultless

Akiflow is an app that allows you to collect tasks from multiple sources and plan them.

The Industry Leading Real Estate Content Platform. Manage, share, and collaborate on the content…

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.