Deft Sales - fast response software
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Overview
Tagline Brand's website · 2026-10-04
Unrivaled speed in lead response (within seconds) to ensure advisors are the first to connect, integrated automated outreach (calls, texts, emails), and seamless CRM integration to eliminate manual data entry and maximize lead conversion for financial advisors.
Description Brand's website · 2026-10-04
DeftSales is a rapid response software designed for financial advisors to instantly engage with new leads through automated calls, texts, and emails, streamlining lead management and CRM integration to boost client acquisition and improve return on marketing investment.
Offerings
Core capabilities Brand's website · 2026-10-04
- Automated instant lead outreach via text and email
- customizable email drip campaigns
- automated CRM data entry
- Fast Call (rapid calling)
- Next Call (daily call lists)
- one-click calling
- call metric tracking
- CallerID setup.
Pricing Brand's website · 2026-10-04
Subscription-based with two main tiers (Basic at $147/month, Premium at $197/month) plus add-ons for additional users, local phone numbers, and lead sources.
Audience
Target industry Brand's website · 2026-10-04
Financial advisors and wealth management professionals who generate online leads and seek instant, personalized follow-up to convert prospects and grow their client base.
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Claim Deft Sales - fast response software — free →Page last updated 2026-10-17.