CAM by TerraWealth 17+

Name: CAM by TerraWealth
Author: Terra Wealth, LLC

Terra Wealth, LLC

Conçu pour iPad

- Gratuit

Description

CAM is designed to work in addition to the desktop version as a marketing CRM for financial advisors. Our platform helps you build stronger relationships and make connections with leads and potential clients. CAM started in 2023 as a way for agents to engage with their prospects via email marketing and has since grown into a tool that is unmatched in the financial industry. CAM has designed professionally created content so you don’t have to. Our automated email campaigns, conversations, funnels, and other valuable marketing and communication tools were created and targeted to any type of lead, prospect, or other contact you enter into the system. Our notification system lets you know who is engaging with your emails and alerts you to follow up with hot prospects. We also have available training on various financial and life insurance platforms, tutorials on how to use these tools, and excellent support options to help you run your business as efficiently as possible.

Le développeur Terra Wealth, LLC a indiqué que le traitement des données tel que décrit ci‑dessous pouvait figurer parmi les pratiques de l’app en matière de confidentialité. Pour en savoir plus, consultez la politique de confidentialité du développeur.

Données non collectées

Le développeur ne collecte aucune donnée avec cette app.

Les pratiques en matière de confidentialité peuvent varier, notamment en fonction des fonctionnalités que vous utilisez ou de votre âge. En savoir plus