Use Salesflare with Wealthfront
Wealth ManagementFintech
Salesflare & Wealthfront integration
About Salesflare
The easiest to use sales CRM for small businesses. Salesflare and Wealthfront 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 Wealthfront
Wealthfront is an all-in-one solution that helps you earn more interest on your cash, get advice on how to manage your savings and automate your investments at a low cost.
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