Wealthbox is a robust but intuitive CRM for financial advisors (~280,000 in the US) to manage not only their book of business but deal w. modern day communication across email, phone and social. The product is one of many incubated at @starburstlabs here in NYC, all focused on the financial technology and SMB space.
BTW, fun fact about the founder of Wealthbox, @johnrourke: alongside @alexmturnbull (now @groovehq) and @hpoydar (now @statushero), John helped build one of my favorite social CRM products we used actively during our first company called Bantam Live in 2009. It was way ahead its time w. social feeds and a much cleaner view of tasks than any other CRM in the market - ideal for sales.
Polywork