SmartAsset announced the acquisition of prospect engagement platform provider DeftSales.
Financial details of the acquisition were not disclosed.
DeftSales, launched in 2020, offers tools to automate outreach, provide analytics and insights, and integrate with other CRMs.
- SmartAsset plans to integrate DeftSales solutions into its SmartAdvisor platform; the company believes its automation capabilities would decrease the work required to convert prospects into clients.
- The integrated platform would offer FastCall technology to eliminate follow-up lag time, enhance lead outreach, and an analytics dashboard.
- The Houston-based company's co-founder and COO, James Fason, has joined SmartAsset as director of engineering.
