CAM by TerraWealth 17+

Terra Wealth, LLC

Designed for iPad

    • Free

Screenshots

Description

CAM is designed to work in addition to the desktop version as a marketing CRM for financial advisors. Our platform helps you build stronger relationships and make connections with leads and potential clients. CAM started in 2023 as a way for agents to engage with their prospects via email marketing and has since grown into a tool that is unmatched in the financial industry. CAM has designed professionally created content so you don’t have to. Our automated email campaigns, conversations, funnels, and other valuable marketing and communication tools were created and targeted to any type of lead, prospect, or other contact you enter into the system. Our notification system lets you know who is engaging with your emails and alerts you to follow up with hot prospects. We also have available training on various financial and life insurance platforms, tutorials on how to use these tools, and excellent support options to help you run your business as efficiently as possible.

What’s New

Version 3.88.4

*Stability upgrades
*Bug Fixes
*Performance optimization
*Other minor improvements

App Privacy

The developer, Terra Wealth, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Wallet

    Get all of your passes, tickets, cards, and more in one place.

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