Deft Sales
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Deft Sales - overview
Established
2020
Location
Houston, TX, US
Primary Industry
Software
About
Based in Houston, US, and founded in 2020 by Brendan Brown, Hunter Wright, and James Fason, Deft Sales, LLC operates as a software development company that offers prospect engagement services, especially for financial professionals. In April 2023, Financial Insight Technology, Inc. , a portfolio company of Citi Ventures, CMFG Ventures, Contour Venture Partners, Fitz Gate Ventures, Focus Financial Partners Inc. , and others, acquired Deft Sales.
The company provides a proprietary technology platform that integrates with a company's CRM and automates lead communication processes via call, text, and email, enabling personalized and instant responses to leads as soon as they contact financial professionals. Furthermore, the company provides a suite of analytics tools that allow businesses and individuals to monitor email, campaign, and user-level reporting in order to optimize and adjust business engagement efforts.
Current Investors
Focus Financial Partners, LLC, Smart Asset
Primary Industry
Software
Sub Industries
Software, Application Integration Software, Analytics & Performance Software
Company Stage
Add-on
Total Amount Raised
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Deft Sales - employee data
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