CONCENTER SERVICES
Concenter Services provides a CRM software and consulting services for financial advisory firms. It sells and markets products that run on the Salesforce.com platform. Concenter Services helps financial advisors in setting up NetDocuments, a robust document management system in the cloud. It then sets up an integration between Salesforce and Netdocuments for an integration that impacts firm productivity. Concenter Services' professional team can work with firms on migrating CRM data to the Salesforce platform, customize Salesforce CRM, and train the staff to efficiently use Salesforce. Concenter Services was founded on 2010 and is headquartered in Dallas, Texas. It is a designated certified consulting partner, an ISV Partner, and an OEM Partner with Salesforce.
CONCENTER SERVICES
Industry:
Consulting CRM Data Integration Productivity Tools Software
Founded:
2010-01-01
Address:
Dallas, Texas, United States
Country:
United States
Website Url:
http://www.concenterservices.com
Total Employee:
11+
Status:
Active
Contact:
(877) 513-3862
Email Addresses:
[email protected]
Technology used in webpage:
SPF Amazon Google Apps For Business Salesforce SPF Salesforce A2 Hosting DNS IContact Mail
Similar Organizations
Dear Helper
Dear Helper is an enterprise software consulting service provider, offers U.S., and Canada customers.
Current Employees Featured
Official Site Inspections
http://www.concenterservices.com
- Host name: 68.66.230.5
- IP address: 68.66.230.5
- Location: Ann Arbor United States
- Latitude: 42.2503
- Longitude: -83.8393
- Metro Code: 505
- Timezone: America/Detroit
- Postal: 48106

More informations about "Concenter Services"
About Us – XLR8CRM
Concenter Services is not your typical technology company. Unlike the competition, our solutions are designed to be customizable to your particular business needs. ... My Possibilities is a …See details»
Concenter Services - Crunchbase Company Profile & Funding
Concenter Services was founded on 2010 and is headquartered in Dallas, Texas. It is a designated certified consulting partner, an ISV Partner, and an OEM Partner with Salesforce. …See details»
Concenter Services, LLC - LinkedIn
Concenter Services, LLC provides CRM software and consulting for Financial Advisory Firms. Concenter Services sells and markets products that run on the Salesforce.com platform. XLR8 …See details»
Concenter Services: Revenue, Worth, Valuation & Competitors 2025
Concenter Services has an estimated revenue of $1.7M, and 19 employees. Alternatives of Concenter Services are Nimble, MAXIMIZER and Copper. ... Organization Concenter Services …See details»
Concenter Services, LLC Information - RocketReach
Concenter Services sells and markets products that run on the Salesforce.com platform. XLR8 is a highly customized CRM overlay to SFDC and is our flagship product. Concenter Services is …See details»
Concenter Services - Overview, News & Similar companies
Who is Concenter Services. Concenter Services offers XLR8, the most comprehensive and customizable CRM application designed for Financial Advisors and Wealth Managers availab …See details»
Concenter Services - PitchBook
Concenter Services General Information Description. Developer and provider of customer relationship management software designed for the financial advisors. The company's cloud …See details»
concenter-services,-llc Research by SuperAGI
```report ## Overview Concenter Services, LLC specializes in the provision of Customer Relationship Management (CRM) software and consulting services, specifically designed for …See details»
CONCENTER SERVICES Company Profile | Allen, TX | Competitors ...
Concenter services. d&b business directory home / business directory / professional, scientific, and technical services / management, scientific, and technical consulting services / united …See details»
Concenter Services - Products, Competitors, Financials, Employees ...
Concenter Services is a designated Certified Consulting Partner, an ISV Partner, and an OEM Partner with Salesforce. Its professional services team works with firms on migrating CRM …See details»
Concenter Services - 2025 Company Profile - Tracxn
May 5, 2025 Concenter Services is an unfunded company based in Dallas (United States), founded in 2010. It operates as a XLR8 CRM for financial service companies. Concenter …See details»
XLR8 - Crunchbase Company Profile & Funding
Also Known As XLR8 Concenter Services , Concenter Services & XLR8; Hub Tags Pledge 1% Company Type For Profit; Contact Email [email protected]; Phone Number (877) …See details»
Concenter Services, LLC Overview | SignalHire Company Profile
Concenter Services, LLC is a private company. The company currently specializes in the Information Technology and Services area. ... Organization Website: concenterservices.com : …See details»
Concenter Services, Llc - Golden
Concenter Services, Llc is a Dallas-based company founded in 2010. Overview Structured Data Issues Contributors Activity. Contents. concenterservices.com. Is a. Company. Organization. …See details»
Concenter Services: Employee Directory | ZoomInfo.com
Concenter Services corporate office is located in PO Box 941968, Plano, Texas, 75094, United States and has 8 employees. concenter services llc. concenter services & xlr8. concenter …See details»
Concenter Services, LLC - Company Profile & Staff Directory
Concenter Services, LLC provides CRM software and consulting for Financial Advisory Firms. Concenter Services sells and markets products that run on the Salesforce.com platform. XLR8 …See details»
Concenter Services & XLR8 Company Profile | Management and
Concenter Services & XLR8 Profile and History. XLR8CRM is a tailored customer relationship management solution built on the Salesforce platform, specifically designed for the Financial …See details»
Concenter Services - Overview, News & Similar companies
Concenter Services's Social Media. Is this data correct? View contact profiles from Concenter Services. Popular Searches Concenter Services LLC Concenter Services & XLR8 Concenter …See details»
Concenter Services Products | Read 5 Reviews on G2
Top Categories. AI Chatbots Software; CRM Software; Project Management Software; Expense Management SoftwareSee details»
Concenter Services - Contacts, Employees, Board Members
Concenter Services offers XLR8 CRM and other Salesforce.com consulting services for financial advisors. New. Resources. Advanced Search. Start Free Trial . Talk With Sales. Pricing. Log …See details»