Financial Advice and Client Engagement Software vs PhoneBurner

Starting Price

Not provided by vendor

$149.00/month/user

Best For

Wealth management firms or departments

Sales professionals and SMB customers and teams who use the telephone as a sales tool, and want to simplify contact management, follow-up, and sales workflow.

Rating

(0)
4.8 / 5
(116)
Read All Reviews

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use




4.8 / 5


  • "We as a start up company chose Phone Burner, because of it's ease of use and ability to help expedite the business development process."

  • "Good customer support when needed very user friendly."

Customer Support




4.8 / 5


  • "Very pleased with the service and have had amazing customer service and assistance with every part of the implementation."

  • "Very customizable software and always ready to help customer service especially few members who are always very helpful."

Features & Functionality




4.7 / 5


  • "I especially love the ability to forward all returning calls to by cell phone - the detailed and simple to use follow up calendar + notifications - and the customizable dialer interface."

  • "Ease of use and the ability to quickly move from contact to contact."

Value for Money




4.6 / 5


  • "This is a great product for functionality, service, price, ease of use, transparency, and consistency Phone Burner is in a league of its own."

  • "Their business practice is true SUBSCRIPTION -- Sign-up monthly, continue month-to-month."

Product Features

  • check Analytics
  • close Branch Optimization
  • close Channel Management
  • check Compliance Management
  • check Customer Engagement
  • check Performance Management
  • check Risk Management
  • close Analytics
  • close Branch Optimization
  • close Channel Management
  • close Compliance Management
  • check Customer Engagement
  • close Performance Management
  • close Risk Management

Screenshots

View 3 screenshots 96482 thumb
View 5 screenshots 164421 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Financial Advice and Client Engagement Software vs PhoneBurner

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