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Vinlivt
4.6 (13 reviews)
Verified profile
This is how users rate the product
9.6
Ease of use
CRM
Average: 8.6
9.3
Meets requirements
CRM
Average: 9
9.2
Customer Support
CRM
Average: 8.7
9.8
Ease of setup
CRM
Average: 8.3
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Global features
Setup & support
Cloud
On-premise
24/7 support
German-speaking support
Data Privacy
Server location DE
Server location EU
Only EU companies affiliated
EU standard contract
Versions
Free version
Free trial
Screenshots & Videos
Vinlivt Downloads
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Vinlivt Reviews (13)
AI-generated summary
What users say about Vinlivt
Based on 13 reviews
Vinlivt is praised for centralizing customer financial data and enabling efficient communication. Many find its user interface intuitive and appreciate features like automated contract recognition and secure data exchange. Some users mention occasional bugs and a lack of certain broker pool connections, which limits functionality. However, the responsive support team and continuous feature updates contribute to improved customer relationships, streamlined workflows, and time savings for financial advisors.
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