Roger LeeNov 25, 2021 · 3 years ago2 answers What are the best client relationship management tools for advisors in the cryptocurrency industry?
As an advisor in the cryptocurrency industry, I'm looking for the best client relationship management (CRM) tools to help me manage and nurture my client relationships. Can anyone recommend some top CRM tools that are specifically designed for advisors in the cryptocurrency industry? I want to ensure that I can effectively track and communicate with my clients, as well as analyze their needs and preferences. Any suggestions would be greatly appreciated!