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CAM is designed to work in addition to the desktop version as a marketing CRM for financial advisors
CAM by TerraWealth
by Terra Wealth, LLC
What is it about?
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.
App Screenshots
App Store 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.
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
