Advisors Assistant

Advisors Assistant to The Leader in Client Management Software. In practice that means keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. Alongside the main category they mention CRM and Financial Services. As a small product team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Advisors Assistant is based in Pismo Beach, California. You can read more at advisorsassistant.com.

Things worth asking about: pipeline stages, email sync, mobile app, and what reporting costs extra. A short pilot with your real data tells you more than any demo.

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