Radically simple, Upswing CRM can eliminate weeks of time-consuming data entry each year compared to labor-intensive systems. Upswing is web-based, accessible from anywhere, secure and backed-up. Try the financial advisor edition now or get notified about the launch notice of Upswing 360, our "social" CRM service for business teams in all industries.
Time-Saving Interface
Fewer mouse clicks and no visual clutter means increased productivity.
Web Services Integrations
Albridge, MoneyGuidePro, Laser App, Quik Forms all seamlessly linked.
Easy Import/Export
Transfer Outlook, ACT, Goldmine, Salesforce, etc. in seconds....there is much more here than many advisors currently use. ...Upswing is easy to learn, easy to use and easy on the pocketbook. I suspect it will attract a loyal following.
– Joel Bruckenstein, review in Financial Advisor MagazineWho's on the Upswing?
Featured Quote:
"Financial advisors aren't data entry clerks. Upswing's efficiency and simplicity free up time for high-powered advisors to be more productive and happier about their daily work."
– Upswing's Alex Turnbull (read the press release)Learn about Upswing
Announcements
What are you working on?
Enterprise social networking + on-demand CRM = "Upswing 360"... Read the blog
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Clicks = Time = Money. How efficient is the CRM system you're considering?
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