Watch a Financial Services CRM Demo | SugarCRM

Watch our demo to learn how Investment Professionals can use SugarCRM to:

  • View information sourced from 3rd party applications
  • Collaborate with clients to present trading ideas and forward research articles
  • Proactively call target clients based on market and sector movements
  • On-board new clients

Financial Services CRM Demo

We respect your privacy. More on our privacy policy.