FMG CRM | Integration with Advyzon
T
Tricia Hoopingarner
Our firm would also like to cast a vote for Advyzon integration
M
Mary Blas
Retirement Planning Group Jarod Yost 378850https://app.hubspot.com/contacts/21464181/record/0-2/9538853026?eschref=%2Fcontacts%2F21464181%2Frecord%2F0-5%2F47885771945%2F They would like to recommend an integration for Advizon their current CRM.
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Walter W
Looking for this integration, the lack of it will likely lead to us leaving FMG.
Kat Harpster
Merged in a post:
Integration between FMG Suite and Advyzon
T
Thomas Judge
I am requesting an integration with Advyzon for email and other marketing purposes.
I now use them for CRM and other financial matters in my advisory practice.
Kat Harpster
Merged in a post:
Sync integration with Advyzon
B
Brett Vandervort
Client suggest that we work with Advyzon for CRM integration
M
Mary Blas
Another request to integrate with Advyzon. The client said Redtail is outdated, and this one works much better.
J
Jesse Price
One more request to integrate with Advyzon please. :)
Allison Smith
Yes please! We have at least 8 advisors on our platform that use Advyson and many more that will not join the platform because it won't connect.
Lucas Jans, VP of Product
Merged in a post:
Advyzon integration
L
Lee Rycraft
Lucas Jans, VP of Product
Merged in a post:
Any plans to integrate with Advyzon?
D
Dale Branda
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