CONTACT

RIA Customer Relationship Management (CRM) Software Provider Directory

Firm Name Address Phone Email Website
Act! 621 17th St., Suite 500, Denver, CO, 80293 877-228-8377x   http://www.act.com/
Advisors Assistant 880 Price Street, Pismo Beach, CA 93449 800-799-4267x cms@climark.com http://www.climark.com/
REDTAIL 11285 Pyrites Way, Suite B, Gold River, CA 95670 800-206-5030x support@redtailtechnology.com http://corporate.redtailtechnology.com/
AppCrown 220-68 64th Ave., Oakland Gardens, NY 11634 888-989-8599x sales@appcrown.com http://appcrown.com/
Concenter Services 14673 Midway Rd., Suite 103, Dallas, TX, 75001 877-513-3862x info@concenterservices.com http://www.concenterservices.com/
Grendel (Control Your Monsters) 140 West Gay St., Suite 300, West Chester, PA 19380 888-824-4477x info@bigbrainworks.com https://www.grendelonline.com/
Junxure 3651 Trust Dr., Raleigh, NC 27616 866-586-9873x sales@junxure.com https://www.junxure.com
Less Annoying CRM St. Louis, MO 877-666-6467x info@lessannoyingCRM.com https://www.lessannoyingcrm.com/
Microsoft Dynamics One Microsoft Way, Redmond, WA 98052 888-477-7989x   https://www.microsoft.com/en-us/dynamics/crm.aspx
Pareto Platform #101 – 1593 Sutherland Ave, Kelowna, B.C. Canada V1Y 5Y7 866-593-8020x inquiries@paretoplatform.com http://crm.paretoplatform.com/
ProTracker Software 6 Merrill Industrial Dr., #7, Hampton, NH 03842 603-926-8085x sales@protracker.com http://www.protracker.com
Rushmore 5875 Landerbrook Drive, Suite 120, Mayfield Heights, OH 44124   inquiries@rushmoreadvisor.com http://www.rushmoreadvisor.com/
Salentica 245 Park Ave., 39th Floor, New York, NY 10167 212-672-1777 x300x info@salentica.com https://www.salentica.com
Salesforce The Landmark @ OneMarket, Suite 300, San Francisco, CA 94105 415-901-7000x   https://www.salesforce.com
Skience 560 Herndon Parkway, Suite 330, Herndon VA 20171 (866) 4-ATHENE Info@TheAtheneGroup.com http://www.skience.com/
SmartOffice 251 S. Lake., Suite 200, Pasadena, CA 91101 877-777-9188x SmartOfficesupport@Ebix.com https://www.ez-data.com
SugarCRM Inc 10050 North Wolfe Rd., SW2-130, Cupertino, CA 95014 408-454-6900x sales@sugarcrm.com https://www.sugarcrm.com/
Wealthbox CRM 594 Broadway, Suite 1004, New York, NY 10012   support@wealthbox.com http://www.wealthbox.com
Zoho CRM 4141 Hacienda Dr., Pleasanton, CA 94588 877-834-4428x sales@zohocorp.com https://www.zoho.com/