XLR8 CRM review

XLR8 gives advisory firms Salesforce without buying and configuring Salesforce themselves. One license at $80 per user per month, or $960 per user per year, covers both the Salesforce and XLR8 licenses, updates, support, the XLR8 XCHANGE and continuing education webinars. The data model is built for advisors: Entity records group client households, client businesses and prospects, with financial, contact and activity data in one place. The Process Engine turns repeatable work into templates whose steps can go to a user, a firm role or a shared queue. Custom objects track relationships and centers of influence, assets and liabilities, and a case pipeline for insurance, new accounts, planning and tax services, and the Planning Roadmap records household goals. Meaningful Activity Tracking updates review dates when linked tasks are done. The costs to plan for are a one-time transition project, scoped through a free Statement of Work call, and an annual license commitment.

Who it is for

Advisory firms that want Salesforce's platform with an advisor data model at a flat, published license price.

Price

$80 per user per month or $960 per user per year, Salesforce and XLR8 licenses bundled, annual commitment; one-time transition project quoted separately.

The ongoing cost for licensing is $80/user/month or $960/user/year .
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Entity records for client households, businesses and prospects
• Process Engine for repeatable task templates
• Assets and liabilities, relationships and case management objects
• Planning Roadmap for household goals
• Salesforce reports, dashboards and mobile app

Strengths and weaknesses

• Strength: Salesforce and XLR8 licenses bundled in one published price
• Strength: Built around households and planning
• Strength: Dedicated consulting team for data migration and training
• Weakness: Annual license commitment even when paid monthly
• Weakness: One-time transition project priced separately
• Weakness: Salesforce administration adds complexity for small firms

Key facts

• License: $80 per user per month or $960 per user per year
• Platform: Built on Salesforce
• Implementation: Transition project quoted after a Statement of Work call

Where it ranks

XLR8 CRM is No. 7 in our Best CRM for Financial Advisors verdict.