Concenter Services, LLC Email Format

IT Services and IT ConsultingTexas, United States11-50 Employees

Concenter Services, LLC operates in IT services and consulting with a focus on CRM solutions for financial advisory firms. Its flagship product, XLR8, is a customized CRM overlay built on the Salesforce platform, designed to extend Salesforce capabilities for its clients. The company also provides professional services to migrate data to XLR8/Salesforce, tailor the instance to client needs, and train staff to use the system effectively.

Based in Addison, Texas, the firm positions itself within the Salesforce ecosystem as a provider of specialized CRM software and consulting. It maintains formal partnerships with Salesforce as a Certified Consulting Partner, an ISV Partner, and an OEM Partner. Through these offerings, Concenter Services serves financial advisory firms seeking to implement and adopt a Salesforce-based CRM solution.

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