SparrowCRMSurveySparrow
|
||||||
Related Products
|
||||||
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 VideosNo 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/
|
Reviews/
|
|||||
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 InformationLeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/
|
Company InformationSurveySparrow
Founded: 2017
United States
www.sparrowcrm.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
Categories |
Categories |
|||||
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
|
|||||
|
|
|