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Backstop Solutions erbjuder molnbaserade produktivitetslösningar för institutionella investeringsföretag och alternativa kapitalförvaltare. Lär dig mer om Backstop
Backstop CRM är en prisbelönt molnbaserad programvaruplattform som gör det möjligt för institutionella värdepappersföretag och alternativa kapitalförvaltare att bli mer operativt effektiva och produktiva. Backstops över 800 kunder använder programmet för att centralisera kvalitativa och kvantitativa data för att stödja hantering av research, portföljförvaltning, kapitalanskaffning och investerarrelationer. Lär dig mer om Backstop
Backstop CRM är en prisbelönt molnbaserad programvaruplattform som gör det möjligt för institutionella värdepappersföretag och alternativa kapitalförvaltare att bli mer operativt effektiva och produkti...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Lär dig mer om HubSpot CRM
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today. Lär dig mer om HubSpot CRM
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software i...
  • Tillgångshantering
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  • Lead-hantering
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monday.com är ett molnbaserat arbetsoperativsystem där team sköter sina projekt och sitt dagliga arbete, oavsett om de är på kontoret, hemma eller på språng. Lär dig mer om monday.com
monday.com är ett molnbaserat operativsystem där team skapar arbetsflödesappar på några minuter för att köra sina processer, projekt och sitt dagliga arbete. Teamen formar arbetsflöden och projekt, kodlösa, med en anpassningsbar plattform som automatiserar manuellt arbete och ansluter team till en digital arbetsplats. Plattformsfunktionerna omfattar: anpassningsbara arbetsflödesmallar, tidsuppföljning, automatisering, datapaneler och integreringar med populära verktyg. Mer än 100 000 företag runt om i världen förlitar sig på monday.com. Lär dig mer om monday.com
monday.com är ett molnbaserat operativsystem där team skapar arbetsflödesappar på några minuter för att köra sina processer, projekt och sitt dagliga arbete. Teamen formar arbetsflöden och projekt, kod...
  • Tillgångshantering
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  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Investors and advisors come to DealCloud to power their deal teams. Lär dig mer om DealCloud
DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal. Lär dig mer om DealCloud
DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. Wi...
  • Tillgångshantering
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  • Lead-hantering
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  • Hantering av marknadsföring
  • Relationsspårning
Pipedrive är ett lättimplementerat, finansiellt CRM-verktyg som hjälper dig att fokusera på de aktiviteter som ökar antalet slutförda affärer. Lär dig mer om Pipedrive
Tack vare Pipedrives kraftfulla men flexibla CRM-programvara har det aldrig varit enklare att spåra din ekonomi, dina leads och din övergripande försäljningsprocess. Spåra intäkter från produkter, optimera kostnader genom att säkerställa effektivitet och till och med prognostisera försäljningsintäkter med Pipedrives avancerade statistikinstrumentpanel. Pipedrives CRM är mycket anpassningsbar och kan användas av företag som är verksamma inom bankverksamhet, försäkring, leasing, hypotekverksamhet, kreditverksamhet, försäkringsverksamhet med mera. Lär dig mer om Pipedrive
Tack vare Pipedrives kraftfulla men flexibla CRM-programvara har det aldrig varit enklare att spåra din ekonomi, dina leads och din övergripande försäljningsprocess. Spåra intäkter från produkter, opti...
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  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Bitrix24 är nog den snabbast växande kostnadsfria CRM-programvaran och används av över 3,5 miljoner företag runt om i världen. E-postmarknadsföring, offerter, fakturering mer Lär dig mer om Bitrix24
Bitrix24 är en bra, kostnadsfri CRM-programvara som används av över 3,5 miljoner företag runt om i världen. Bitrix24 är tillgänglig i molnet och lokalt med åtkomst till öppen källkod. Obegränsade leads, affärer, kontakter, företag, offerter, fakturor och mötesbokning. Det kostnadsfria abonnemanget inkluderar även e-postmarknadsföring och telefoni. De avancerade versionerna har automatisering av försäljning och marknadsföring, massutskick av SMS, kampanjhantering och support för flera direktkanaler. Finns på 12 olika språk. Lär dig mer om Bitrix24
Bitrix24 är en bra, kostnadsfri CRM-programvara som används av över 3,5 miljoner företag runt om i världen. Bitrix24 är tillgänglig i molnet och lokalt med åtkomst till öppen källkod. Obegränsade leads...
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  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Caspio är en jättebra LOW CODE-plattform för att bygga finansiella CRM-applikationer utan kodning. Lär dig mer om Caspio
Caspio är en jättebra LOW CODE-plattform för att bygga finansiella CRM-applikationer utan kodning. Allt-i-ett-plattformen rankas som en ledare av Forrester Research och erbjuder allt du behöver för en digital omvandling av affärsverksamheten och arbetsflödena. Det inkluderar en integrerad molndatabas, en visuell applikationsbyggare, säkerhet i storföretagsklass, regelefterlevnad och skalbar global infrastruktur. Se varför mer än 12 000 företag världen över litar på Caspio. PROVA KOSTNADSFRITT. Lär dig mer om Caspio
Caspio är en jättebra LOW CODE-plattform för att bygga finansiella CRM-applikationer utan kodning. Allt-i-ett-plattformen rankas som en ledare av Forrester Research och erbjuder allt du behöver för en ...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Freshsales CRM är fullpackad med funktioner och ett mycket intuitivt UI så att du inte behöver växla mellan flera verktyg för att driva ditt företag. Lär dig mer om Freshworks CRM
Freshsales är en CRM-programvara för försäljning från Freshworks. Med ett mycket intuitivt UI och en kraftfull funktionsuppsättning som inkluderar AI-baserad lead-poängsättning, direktförbindelse för visuella affärer och intelligent automatisering av arbetsflöde ger Freshsales företagen allt de behöver för att hantera sin försäljning i ett problemfritt paket. Freshsales är betrodd av över 15 000 företag från över 80 länder. Några företag som använder Freshsales är Dyson, Best Western Hotels & Resorts, Purdue University och WallyPark. Lär dig mer om Freshworks CRM
Freshsales är en CRM-programvara för försäljning från Freshworks. Med ett mycket intuitivt UI och en kraftfull funktionsuppsättning som inkluderar AI-baserad lead-poängsättning, direktförbindelse för v...
  • Tillgångshantering
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  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Onpipeline is one of the best Sales CRM for small-medium businesses. Lär dig mer om Onpipeline
Onpipeline is one of the best Sales CRM for small-medium businesses! Secure and reliable CRM to manage Sales, Contacts and Activities. You can integrate your emails and calendars, automate recurring tasks, create and send Quotes, get Leads from web forms or API, and much more. Focused on helping you track Deals without spending hours filling out forms. You can take control of your sales process, set Events for your next actions that sync with your gmail or outlook calendar, etc. Lär dig mer om Onpipeline
Onpipeline is one of the best Sales CRM for small-medium businesses! Secure and reliable CRM to manage Sales, Contacts and Activities. You can integrate your emails and calendars, automate recurring ...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Zoho CRM ger organisationer en komplett lösning för hantering av kundrelationslivscykeln.
Zoho CRM är en skalbar omnikanal-programvarulösning för finansinstitut i alla storlekar. Öka effektiviteten med en databas för kundinformation, kontohanteringssystem, resultatpaneler och supportverktyg för att ligga steget före konkurrenterna.
Zoho CRM är en skalbar omnikanal-programvarulösning för finansinstitut i alla storlekar. Öka effektiviteten med en databas för kundinformation, kontohanteringssystem, resultatpaneler och supportverktyg...
  • Tillgångshantering
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  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 160 SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 160 Saa...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
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Keap's platforms, Lite, Pro, Max and Max Classic (formerly Infusionsoft) provide all-in-one CRM, sales, and marketing automation softwa
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business.
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from rep...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Small business software to manage leads, customer information, contact history and reminders, and emails.
BEST FOR INDEPENDENT FINANCIAL PLANNERS AND ADVISORS - Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email.
BEST FOR INDEPENDENT FINANCIAL PLANNERS AND ADVISORS - Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, a...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Daylite is a Mac CRM that's great for financial firms of 1-100 employees that want to increase organization and efficiency.
Daylite is a Mac CRM that's great for financial firms of 1-100 employees that want to increase organization and efficiency. Keep track of all your communication and documents with clients in one place. Track new deals and manage client projects all in one app. Share with your team. Control permissions for privacy and security. Made for Apple devices - integrate with Apple Mail, share with Apple Contacts and iCal, use Reminders, Siri, and more!
Daylite is a Mac CRM that's great for financial firms of 1-100 employees that want to increase organization and efficiency. Keep track of all your communication and documents with clients in one place....
  • Tillgångshantering
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  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance
Sage Intacct helps CFOs access integrated management and financial reports across their business entitiesin minutes not daysto grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance.
Sage Intacct helps CFOs access integrated management and financial reports across their business entitiesin minutes not daysto grow and drive their business. Sage Intacct is the AICPA preferred financi...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
The affordable CRM solution for financial services to effectively manage your customer relationships and drive sales growth.
Really Simple Systems CRM is the natural selection for the financial services industry, providing a powerful yet easy to use solution to track and manage your sales. Designed for small and mid-sized organizations working B2B, our affordable CRM includes everything you need to your keep on top of your customer relationships and drive sales growth. With all your data in one place, the CRM enables effective team collaboration and can be customized to meet your specific needs.
Really Simple Systems CRM is the natural selection for the financial services industry, providing a powerful yet easy to use solution to track and manage your sales. Designed for small and mid-sized or...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Maximizer isn't just another CRM software provider. We provide successful businesses with a proven competitive advantage!
Maximizer CRM for Financial Advisors comes loaded with tools to keep your practice organized, simplify compliance, and help you prepare for future growth. Deliver exceptional client service with a CRM solution designed with your entire practice in mind.
Maximizer CRM for Financial Advisors comes loaded with tools to keep your practice organized, simplify compliance, and help you prepare for future growth. Deliver exceptional client service with a CRM ...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. Get email, calling, and SMS in one central place.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call, and text your leads from desktop all without add-ons. Every touchpoint with a lead is automatically tracked in a visual timeline so your team can skip the CRM busywork and focus on the deal. With productivity tools like the task reminders and the Power Dialer, youll reach more leads, follow up more often, and close more deals.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call, and text your leads from desktop all without add-ons. Ev...
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  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
amoCRM is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more.
amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools.It's the perfect messenger-based sales solution for entrepreneurs and SMBs.
amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can be...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
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SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and ma...
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  • Kontoaviseringar
  • Hantering av marknadsföring
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Contactually helps you maintain and strengthen professional relationships.
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you.
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. ...
  • Tillgångshantering
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Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are availabl...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades
Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales & task management solution. It includes a Quick Books, Outlook and Google Sync. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user!
Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calenda...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
As the #1 rated CRM by QuickBooks users, Method:CRM streamlines your business from lead to repeat and everything in between.
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line.
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage ...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Unanet A/E is purpose-built ERP for A/E firms and offers Project Management, Business Intelligence, Financials, and more in one system.
Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM in one system. Powerful analytic dashboards dashboards allow businesses to gain greater visibility and control, analyze data in real time, and drive their business forward. Unanet Connect is the first and only open integration platform that integrates Unanet with hundreds of applications.
Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, ...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
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We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance.
FreeAgent is a complete CRM platform with robust work management. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more -- so every employee has workdays full of impact. Designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization.
FreeAgent is a complete CRM platform with robust work management. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more -- so every employee has workday...
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  • Lead-hantering
  • Kontoaviseringar
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Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals.
Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industrys most widely used applications.
Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The co...
  • Tillgångshantering
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  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
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MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions.
MyCRMDashboard, mortgage CRM, is built specifically for residential lenders. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45+ years of experience in the industry. Increase your repeat business, referrals, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans.
MyCRMDashboard, mortgage CRM, is built specifically for residential lenders. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45+ years ...
  • Tillgångshantering
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  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
A simple yet powerful financial CRM focused on workflow to automate & control processes. Nothing missed, no opportunity left behind.
FLG is a simple yet powerful financial CRM platform that can handle 100,000s of leads and automate the workflows in your processes. Perfect for UK small to medium B2C finance businesses that need a CRM with multi-channel customer contact, intelligent workflows, integration options, marketing automation and reporting & analytics. Unlike other CRMs, we include 5* UK-based telephone and email support, built-in compliance templates, and we don't make you change your sales process to use it.
FLG is a simple yet powerful financial CRM platform that can handle 100,000s of leads and automate the workflows in your processes. Perfect for UK small to medium B2C finance businesses that need a CR...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era.
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blend...
  • Tillgångshantering
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  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs.
ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The features are optimized for SMBs that don't have massive budgets to integrate or pay for expensive add-ons.
ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is pric...
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YayPay makes collecting money fast, easy, and highly predictable.
YayPay is an accounts receivable management & automation solution that makes collecting money fast, easy, and highly predictable. With predictive analytics, automated workflows, collections CRM functionality, and a customer payment portal, YayPay enables AR teams to achieve 3x increase in efficiency, an average of 30% reduction in DSO, and 94% accurate predictions on when invoices will be paid. Automate the collections process, mitigate risk, and seamlessly facilitate payments with YayPay.
YayPay is an accounts receivable management & automation solution that makes collecting money fast, easy, and highly predictable. With predictive analytics, automated workflows, collections CRM functio...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
CRM solution for financial advisors with total customization, efficient workflows, excellent support and key integrations.
Junxure is a CRM built for advisors, by advisors. Trusted by over 1400 wealth management firms since 2000. Powerful workflow automations, robust integrations and 98% customer satisfaction.
Junxure is a CRM built for advisors, by advisors. Trusted by over 1400 wealth management firms since 2000. Powerful workflow automations, robust integrations and 98% customer satisfaction....
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Helps Insurance ageencies convert, engage and retain clients with its CRM, Sales & Marketing Automation and analytics tool.
All in one integrated System to optimize and grow your agency. An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Teams utilize InsuredMines Agency Portal and Mobile App to manage clients & prospects, offering an omnichannel presence and last-mile connectivity.
All in one integrated System to optimize and grow your agency. An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Team...
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  • Lead-hantering
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  • Relationsspårning
ClickPoint is an all-in-one sales automation solution to help you reach more prospects. Featuring dialing, Text SMS, and email nurture.
ClickPoint is an all-in-one solution sales and marketing solution designed to help your salespeople reach more prospects. ClickPoint customers, on average contact, more than 50% of their leads, and many will contact upwards of 70%. ClickPoint provides one solution that makes it easy for salespeople to dial their prospects, while automated Texting and Email marketing reach customers at the right time in their buying journey. All of this comes together to make your sales team more successful.
ClickPoint is an all-in-one solution sales and marketing solution designed to help your salespeople reach more prospects. ClickPoint customers, on average contact, more than 50% of their leads, and m...
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  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
The next generation of PSA tool. Complete professional services automation package for software and services businesses.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform, available from the cloud on any device.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in...
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  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight.
Cool Life CRM was designed and built from the ground up with complex customer management environments in mind. Not every business treats their customers as single transaction-based opportunities. Cool Life CRM recognizes and meets the nuances of specialty firms such as financial services, professional associations, software and services firms, and more. Our solution addresses unique market needs and does so with software that is Fast; Intuitive; Secure. To quote our customers, Its Cool"
Cool Life CRM was designed and built from the ground up with complex customer management environments in mind. Not every business treats their customers as single transaction-based opportunities. Coo...
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  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Create awesome experiences for your customers and grow your business faster with the Centra Hub CRM solution for financial services.
Centra Hub CRM is a cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics. It offers multi-channel support and allows businesses to connect with customers via email, phone, live chat, and social media. Centra Hub CRM caters to 1000+ customers across a wide range of industries, including distribution, manufacturing, retail, and more.
Centra Hub CRM is a cloud-based CRM software which helps business of all sizes to nurture leads and analysis the performance metrics. It offers multi-channel support and allows businesses to connect wi...
  • Tillgångshantering
  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more.
Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more.
Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more....
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  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
FPS GOLD Core Banking fills every bank need. Relationship management, teller, deposits, loans, accounting, reporting, and more.
Everything you need to give your institution a competitive advantage is in one place. With relationship management, teller, new accounts, deposit servicing, lending, accounting, and reports, FPS GOLD Core Banking makes it easy to compete, profit, and thrive. And after more than 50 years of experience in the finance industry, we are still known for and proud of our preeminent customer service and close relationships with our clients.
Everything you need to give your institution a competitive advantage is in one place. With relationship management, teller, new accounts, deposit servicing, lending, accounting, and reports, FPS GOLD C...
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Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa.
Would you like CRM software that seamlessly supports you in sales, marketing and service? Or an agile CRM tool that you can use quickly and in a targeted manner? BSI CRM is both, thanks to its strictly modular structure and open technology. Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa. This gives you a clear 360 view of customer data and customer behavior at any time, in any department and at any touch point.
Would you like CRM software that seamlessly supports you in sales, marketing and service? Or an agile CRM tool that you can use quickly and in a targeted manner? BSI CRM is both, thanks to its strictly...
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  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
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  • Relationsspårning
Unleash the power of your data and relationships: Manage fundraising, deal flow, and operations. For Alternative Investments.
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition.
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. ...
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  • Lead-hantering
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Empowers Alternatives fund managers to manage their investments and their entire investor base in a single, cutting-edge portal.
AtomInvest provides next generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting.
AtomInvest provides next generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software soluti...
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  • Lead-hantering
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Financial adviser CRM software solution that helps keep a history of all interactions with clients.
We work with you to ensure we are helping your business succeed the best it can with your daily activities. We are here to help save you time and money, and let you do what you do best, help your clients! 100% Guaranteed! Get started today!
We work with you to ensure we are helping your business succeed the best it can with your daily activities. We are here to help save you time and money, and let you do what you do best, help your clien...
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  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Increase productivity of your Field Salesforce by automating their workflow, their time on field, expenses etc.
Toolyt is an intelligent personal assistant for field officers, which can be automated with event and data driven workflows to increase productivity by 40%
Toolyt is an intelligent personal assistant for field officers, which can be automated with event and data driven workflows to increase productivity by 40%...
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  • Lead-hantering
  • Kontoaviseringar
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Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal.
For financial service providers, enVisual360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive.
For financial service providers, enVisual360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time reco...
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  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Web-based tool that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows.
Web-based tool that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows.
Web-based tool that helps financial advisors with activity streams, system reporting, portfolio integrations, and automated workflows....
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  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Web-based CRM software for tax resolution firms.
Web-based CRM software for tax resolution firms Lead Management * Auto-generated IRS Forms (Federal/State) * Reporting and Analytics * Workflow Management * Billing and Finance * Pipeline Management * E-Signature * Rules Engine * 100+ Integrated Payment Gateways * SMS and Email Features * 100% Browser-based - accessible from anywhere * Pay by monthly subscription
Web-based CRM software for tax resolution firms Lead Management * Auto-generated IRS Forms (Federal/State) * Reporting and Analytics * Workflow Management * Billing and Finance * Pipeline Management * ...
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  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning
Sidetrade streamlines cash collection & order to cash (O2C) using automation, big data & AI to optimize working capital & cut bad debt.
Augmented Cash from Sidetrade is a global SaaS solution that uses AI to automate & accelerate cash collection from your B2B customers. This accounts receivable automation solution covers collections, credit risk, dispute management, analytics & cash forecasting. Aimie, our AI identifies untapped cash opportunities & recommends the actions most likely to result in a payment. The system streamlines the settlement of disputes, reduces bad debt & credit risk, & optimizes working capital.
Augmented Cash from Sidetrade is a global SaaS solution that uses AI to automate & accelerate cash collection from your B2B customers. This accounts receivable automation solution covers collections, c...
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  • Kostnadsspårning
  • Lead-hantering
  • Kontoaviseringar
  • Hantering av marknadsföring
  • Relationsspårning