Software Development · Oshawa
About This Business
EdgeFlow is an Oshawa-based software company offering an integrated CRM automation platform built for financial advisors. The platform includes an integrated phone system with automatic call logging, AI-powered meeting transcription and summarization, compliance management with automated audit trails and regulatory reporting, a 360-degree client relationship hub, workflow automation, and practice performance analytics. The company states its automation can save advisors more than 10 hours per week, and all plans include a 30-day money-back guarantee with white-glove onboarding and no setup fees.
Opening Hours
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