CRM Services
Discovery Call
During our Complimentary Discovery Call we discuss how we help quickly implement, facilitate and enhance your Wealthbox CRM or Redtail CRM system.
CRM Implementation
Our CRM Implementation service delivers a personalized approach to optimize your firm's CRM system. We begin with a detailed CRM Inspection Report, and then collaborate with you to enhance the system, ensuring it fully supports your client service objectives.
Additional Services
Specialized Solutions
Custom projects are quoted following a project scope call
Project Scope Call: $500
Project Minimum: $5,000
Stephanie Dannebaum Consulting
Sample Custom CRM Features
- CRM Migration Support
- Contact Management Refinement
- Customized Activity, Task, Note, and Workflow Templates
- Tailored Custom Export Templates & Wealthbox Reports
- Role / Service Team Dashboards
- Integration Support
Testimonials
Schedule a Discovery Call
to find out how we help firms quickly elevate your Customer Relationship Management (CRM).
Related Blog Posts
Top CRM Features Financial Advisors Need in 2025
In 2025, staying competitive as a financial advisor means leveraging the right tools to manage your client relationships effectively. Customer Relationship Management (CRM) software is
CRM for Financial Advisors: Redtail vs. Wealthbox Comparison
In today’s competitive financial advisory landscape, having the right tools to manage client relationships isn’t just a bonus—it’s a necessity. Choosing the right Customer Relationship
What Is CRM Consulting & How It Can Benefit Your Financial Services Firm
Managing client relationships is the cornerstone of success in the financial services industry. Whether you’re a financial advisor, wealth manager, or involved in any client-focused