Use Salesflare with Wealthsimple

Wealth ManagementInvestmentsFintech
Salesflare
Wealthsimple

Salesflare & Wealthsimple integration

About Salesflare

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

The simple way to grow your money like the world's most sophisticated investors. No-maintenance portfolios, expert investment advisers and low fees.

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.

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