You are using an outdated browser. Please
upgrade your browser to improve your experience.
M-Edge is a specialized CRM platform tailored for financial advisors, designed to streamline client management, lead tracking, and task automation
Medge CRM
by Masterstrokeonline
What is it about?
M-Edge is a specialized CRM platform tailored for financial advisors, designed to streamline client management, lead tracking, and task automation. It offers features like automated workflows, team management, and secure data handling. The platform allows advisors to organize client interactions, manage opportunities, and grow their business efficiently. M-Edge emphasizes ease of use, accessibility, and security, providing tools specific to the needs of financial advisors.
App Screenshots
App Store Description
M-Edge is a specialized CRM platform tailored for financial advisors, designed to streamline client management, lead tracking, and task automation. It offers features like automated workflows, team management, and secure data handling. The platform allows advisors to organize client interactions, manage opportunities, and grow their business efficiently. M-Edge emphasizes ease of use, accessibility, and security, providing tools specific to the needs of financial advisors.
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.
