Salentica Elements Reviews

“Reliable CRM

Pros

I appreciate how it's designed as a ready to go solution specifically for financial services teams already using Salesforce.

Cons

Sometimes I find myself overcomplicating workflows when simpler solutions would work just as well, it's easy to get carried away with all the options available.

“Ideal for Advisors

Pros

I really like how this comes ready to use right away for financial advisory businesses. Most of the fields you actually need are already set up which saves a ton of time.

Cons

The interface isn't the most simple and I find myself struggling with the user experience more than I'd like.