SparrowCRM

SparrowCRM

SurveySparrow
+
+

Related Products

  • Pipedrive
    10,536 Ratings
    Visit Website
  • ShareCRM
    68 Ratings
    Visit Website
  • ActiveCampaign
    17,291 Ratings
    Visit Website
  • Creatio
    586 Ratings
    Visit Website
  • Shape Software
    136 Ratings
    Visit Website
  • Sage Intacct
    8,776 Ratings
    Visit Website
  • Act!
    554 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • InfoFlo
    196 Ratings
    Visit Website

About

Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.

About

SparrowCRM is an AI-native customer relationship management platform that helps sales teams manage contacts, track deals, and automate sales activities in one place. It combines contact and account management, visual sales pipelines, email sequences, lead routing, workflow automation, and reporting. AI scoring and automatic tagging help teams prioritize leads, monitor engagement, and identify deals that need attention. Its built-in AI assistant, Zulie, helps users find CRM information, summarize deals, prepare for meetings, and automate tasks. Conversation intelligence captures insights and action items from sales interactions to support timely follow-ups. With email and calendar integrations, customizable workflows, and centralized customer information, SparrowCRM helps growing teams reduce manual data entry, maintain pipeline visibility, and manage relationships from first contact to close.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Financial advisors

Audience

SMB

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$60/month
Free Version Not Supported
Free Trial Supported

Pricing

$19/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

LeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/

Company Information

SurveySparrow
Founded: 2017
United States
www.sparrowcrm.com

Alternatives

monday CRM

monday CRM

monday.com

Alternatives

monday CRM

monday CRM

monday.com
HubSpot CRM

HubSpot CRM

HubSpot

Categories

AI CRM Supported
Financial CRM Supported

Categories

AI CRM Supported

Integrations

Axis LMS Supported
Gmail Not Supported
Google Drive Not Supported
Microsoft Outlook Not Supported
Slack Not Supported
SparrowDesk Not Supported
Stripe Not Supported
Zoom Not Supported

Integrations

Axis LMS Not Supported
Gmail Supported
Google Drive Supported
Microsoft Outlook Supported
Slack Supported
SparrowDesk Supported
Stripe Supported
Zoom Supported
Claim LeadCenter.AI and update features and information
Claim LeadCenter.AI and update features and information
Claim SparrowCRM and update features and information
Claim SparrowCRM and update features and information