Customer Testimonials
When it comes to choosing new software, the proof is in the pudding. We could talk with you about our platform all day, but the real magic happens when you put Blueleaf to work in your business. Check out what real users think about Blueleaf and start to get a hint for what happens once you’re in…
“I’ve been impressed with how easily prospects sign up. Now it’s time to scale.”
– Greg B.
“The weekly updates from Blueleaf are an absolute smash… We have clients that literally sit at their computer and refresh their email waiting for the weekly updates. Adding that in with our own efforts puts us in front of our clients about 120 times annually, most on a largely automated or highly efficient basis. It’s tough for a competitor to wedge in on that.”
– Jason Wenk
“We are looking forward to our first ‘non-quarterly report’ quarter. Should make the first week or two of April more enjoyable.”
– James W.
Gee… We think you’re awesome, too.
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Detailed customer stories:
- About scalability: The Key to Delivering Exceptional Service on a National Scale – One advisor’s story
- About the weekly update: Financial Planner Falls in Love with Counterintuitive Software Feature, Believes “Don’t Knock It ‘til You Try it”
- About unprecedented growth: A “Data Problem” Grew This Advisor’s AUM by $1.5mil
