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bullish.ly

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bullishly is a cloud-base interactive crm for financial advisors that allows them to know, to retain, to connect with clients better than salesforce and redtail. bullish.ly delivers an interactive crm for advisors and clients in mind: • proactively aggregate client’s social data and life events for advisors. advisors are better prepared for meetings resulting in better quality service • measures client interactions to understand which clients are being neglected • forecasts which clients have the highest asset growth potential so advisors know who to pay attention to first

Headquarters:
-
Industry:
Internet
Founded:
2013
Employees:
1
Annual Revenue:
-

Type: Private
Ticker: -
United States 1
Client Retention and PersonalizationCRM IntelligenceCRM for Financial AdvisorsInteractive CRM

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bullish.ly has 1 employee

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bullish.ly is in the industry of: Internet

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Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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