Concenter Services

Concenter Services provides Cloud-based CRM software and consulting for Financial Advisory Firms. Concenter Services offers XLR8, the most customizable CRM designed for Financial Advisors and Wealth Managers available on the Salesforce.com platform. As a Salesforce.com OEM partner, we are able to bundle XLR8 with the Salesforce license to provide affordability and convenience to our clients. As a Salesforce.com Certified Consulting Partner, we are Cloud Computing experts and your most trusted consultant for all things related to Salesforce, including training, customizations, design, and other Salesforce AppExchange products such as ProcessEZ, XLR8-UK and NetDocuments.

Welcome New Clients! Texas Tech University Personal Financial Planning Program, Lubbock TX...The Clark Group, Sherman Oaks CA...Veris Wealth Partners, New York...Howard Financial Services, Dallas TX...Syntrinsic Investment Counsel, Denver CO...Fairview Capital, Greenbrae CA...Kuhn and Associates, Durham NC...Stone Carlie & Co, St Louis MO


Why can’t business collaboration work as easily as Facebook? Salesforce Chatter opens up a whole new world of real-time enterprise collaboration. Chatter is available at no charge with your salesforce.com license.

XLR8. New features and a new affordable pricing model. Concenter Services is now an OEM Partner with Salesforce.com. The new pricing includes a bundle of XLR8 and Salesforce Force.com Enterprise for only $75/mo./user.

"If I were allowed to only have one piece of software, it wouldn't be Excel, Money Tree or NaviPlan; it would be my CRM software, says Yeske, who uses XLR8." Read the entire article here.