XLR8 CRM for Financial Advisors for Salesforce AppExchange
XLR8 CRM for Financial Advisors is the #248 ranked sales app on Salesforce, with a 5.0 average rating from 37 reviews, as a paid app, as of Sep 10, 2026.
XLR8 CRM for Financial Advisors is a Salesforce AppExchange app by Concenter Services, LLC. With a rating of 5.0★ from 37 reviews, it currently ranks #248 in the Sales category.
AppRanks data: XLR8 CRM for Financial Advisors ranks #248 in Sales on Salesforce AppExchange, placing it in the top 15% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
XLR8 CRM for Financial Advisors is a category-leading Salesforce app with a limited review volume. It is listed in the Sales category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 37 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (5.0★) signals consistent merchant satisfaction
- +Published by Concenter Services, LLC — established developer track record
Cons
- −Limited review base (37) — ratings can shift significantly with new feedback
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About XLR8 CRM for Financial Advisors
How XLR8 CRM for Financial Advisors works
Why XLR8? -Simple, easy to use interface allows you to be quickly up and running with the most advanced overlay for Financial Services -Secure access to XLR8 from any computer or mobile device with internet access -Customizable interface allows firm to tailor XLR8 to their specific needs -“Entity” concept for Households, Companies, and Trusts allows firms to separate information where applicable -Process engine included allows management of recurring tasks/projects through custom templates
PROFESSIONAL SERVICES available: -Customizing: modify XLR8 and/or Salesforce -Data migration: import your existing data from current source (e.g. Junxure, ACT!, Redtail, Protracker, GoldMine, Outlook, Excel or any Salesforce application). -Integrations: Document Storage Systems (NetDocuments plus many others); Portfolio Management Systems (e.g. Black Diamond, Orion, Portfolio Center, etc); Financial Planning Systems (MoneyGuidePro, emoney), and the community of products on the AppExchange. -Certified Salesforce Consultant: Concenter Services's experienced team is available to help each firm maximize XLR8 by providing training, customization, and consulting -Ongoing Support
Key features
- CRM overlay designed specifically for Financial Services allowing users to build account information under a single record. All financial, contact, activity, community and business processes related to the account can be viewed from a single location!
- Facilitates the management of household wealth including contact data, relationships, assets and liabilities, estate planning and gifting, insurance, income tax, family office reporting and client goals.
- Process engine incorporated to document repeatable firm processes to ensure consistency for all clients, and communication of progress through email and assigned tasks.
Category rankings
As of Sep 11, 2026- Sales#248of 1,763Top 15%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
XLR8 CRM for Financial Advisors ranks for 1 keywords across Salesforce AppExchange. Here are the top 1:
- Rank #12
Competitors & alternatives
XLR8 CRM for Financial Advisors doesn't have curated competitor matchups yet. Other tracked sales apps on Salesforce:
Frequently asked questions
What is XLR8 CRM for Financial Advisors?
XLR8 CRM for Financial Advisors is an app for Salesforce. It currently holds a 5.0-star rating from 37 merchant reviews, and it has been listed on the marketplace since 2010. It is listed under the Sales category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Concenter Services, LLC.
Is XLR8 CRM for Financial Advisors free?
XLR8 CRM for Financial Advisors does not offer a permanent free plan on Salesforce. Pricing starts at 80, and the listed tiers are Default Plan. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses XLR8 CRM for Financial Advisors?
XLR8 CRM for Financial Advisors is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Sales category on Salesforce.
Where does XLR8 CRM for Financial Advisors rank on Salesforce?
XLR8 CRM for Financial Advisors currently sits at position #248 in the Sales category on Salesforce. That places it in the top 14% of 1,763 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does XLR8 CRM for Financial Advisors integrate with?
XLR8 CRM for Financial Advisors lists 5 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Service Cloud, Platform Cloud, Sales Cloud, Platform Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.