Excelerator CRM

Productivity

Free · Designed for iPad. Not verified for macOS.

Capture, engage, and close new financial services clients with Excelerator CRM. Excelerator CRM is a versatile, all-in-one platform designed specifically for financial services professionals. It simplifies your business management by consolidating various tools into a single, efficient system. Excelerator CRM enables you to effortlessly capture leads with tools like landing pages, surveys, forms, and an integrated calendar. Create full websites and engaging landing pages easily with its user-friendly design. After capturing leads, Excelerator CRM's robust multi-channel follow-up campaigns help convert these leads into clients. It supports varied communication channels, including phone, email, and SMS, ensuring effective client engagement. The platform's automated booking system streamlines appointment scheduling. Its AI capabilities allow for tailored messaging and campaign strategies. For deal closure and client management, Excelerator CRM provides workflow and pipeline management and delivers comprehensive analytics and reports. Joining Excel Empire with Excelerator CRM connects you to a network of finance professionals, sharing insights and strategies for growth. The platform is tailored to the unique challenges faced by financial service professionals, fostering a community-driven approach for continuous development and networking. Excelerator CRM is the ideal tool for financial services professionals looking to enhance lead management, client engagement, and business growth in a supportive, integrated environment.

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

Bug Fixes & performance Improvements

Version 4.2.1

The developer, Excelerator CRM, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • Excel Empire Corp
    Size
    • 358 MB
    Category
    • Productivity
    Compatibility
    Requires iOS 16.6 or later.
    • iPhone
      Requires iOS 16.6 or later.
    • iPad
      Requires iPadOS 16.6 or later.
    • Mac
      Requires macOS 13.5 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    18+
    Copyright
    • Excelerator CRM © 2025
  • Privacy Policy

    • Supports

    • Wallet

      The simplest way to get all your passes in one place.

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