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Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop
The Backstop CRM is an award-winning cloud-based software platform that empowers institutional investment firms and alternative asset managers to become more operationally efficient and productive. Our over 800 clients use Backstop to centralize qualitative and quantitative data to support research management, portfolio management, capital-raising, and investor relations. Learn more about Backstop
The Backstop CRM is an award-winning cloud-based software platform that empowers institutional investment firms and alternative asset managers to become more operationally efficient and productive. Our...
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HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Learn more about HubSpot CRM
HubSpot's free CRM is built for financial companies with 10-1,000 employees that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. It helps you manage your pipeline so you can keep deals moving forward. 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. It's easy to set up and intuitive to use, so you can get back to closing deals. Learn more about HubSpot CRM
HubSpot's free CRM is built for financial companies with 10-1,000 employees that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. It helps you...
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Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal. Learn more about enVisual360
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. Learn more about enVisual360
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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Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
Tracking your finances, leads, and overall sales process has never been easier thanks to Pipedrives powerful yet agile CRM software. Track revenue from products, optimize costs by ensuring efficiency, and even forecast sales revenue with Pipedrives advanced statistics dashboard. Perfectly customizable, Pipedrives CRM can be used by businesses operating in banking, insurance, leasing, mortgage, credit, underwriting, and more. Learn more about Pipedrive
Tracking your finances, leads, and overall sales process has never been easier thanks to Pipedrives powerful yet agile CRM software. Track revenue from products, optimize costs by ensuring efficiency, ...
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Freshsales CRM is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business. Learn more about Freshsales
Freshsales is a sales CRM software by Freshworks. With a highly intuitive UI and a powerful feature set including AI-based lead scoring, visual deal pipeline, and intelligent workflow automations, Freshsales gives businesses everything they need to manage their sales in a hassle-free package. Freshsales is trusted by over 15,000 businesses from 80+ countries. Some companies that use Freshsales include Dyson, Best Western Hotels & Resorts, Purdue University, and WallyPark. Learn more about Freshsales
Freshsales is a sales CRM software by Freshworks. With a highly intuitive UI and a powerful feature set including AI-based lead scoring, visual deal pipeline, and intelligent workflow automations, Fres...
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Bitrix24 is the fastest growing free CRM software used by over 3.5 million companies worldwide. Email marketing, quotes, invoicing more Learn more about Bitrix24
Bitrix24 is the leading free online CRM software used by over 3.5 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling. The free plan also comes with email marketing and telephony. Advanced versions have sales and marketing automation, bulk SMS, campaign management and support for multiple pipelines. Available in 12 different languages. Learn more about Bitrix24
Bitrix24 is the leading free online CRM software used by over 3.5 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, com...
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Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades Learn more about InfoFlo
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! Learn more about InfoFlo
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...
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Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution.
Zoho CRM is an omnichannel, scalable software solution for financial institutions of all sizes. Accelerate efficiency with a client information database, account management system, performance dashboards and support tools to stay ahead of competition.
Zoho CRM is an omnichannel, scalable software solution for financial institutions of all sizes. Accelerate efficiency with a client information database, account management system, performance dashboar...
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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...
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Keap is an all-in-one CRM, sales, and marketing automation software you can customize to win more business.
Step up to all-in-one sales & marketing software designed for growing service-based businesses, ranging from entrepreneurs and startups to larger teams. 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 and delivering great service.
Step up to all-in-one sales & marketing software designed for growing service-based businesses, ranging from entrepreneurs and startups to larger teams. Our platform organizes your customer information...
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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...
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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...
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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...
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Maximizer isn't just another CRM software provider. We provide successful businesses with a proven competitive advantage!
With offices in Canada, England, and Australia, as well as business partners in the United States and around the world, Maximizer has helped over 120,000 companies increase sales, build relationships, and boost their bottom line. Maximizer CRM comes loaded with features, and includes modules for Sales, Marketing and Customer Support, as well as must-haves such as customization and mobile access. 30-day Free Trial and live human support!
With offices in Canada, England, and Australia, as well as business partners in the United States and around the world, Maximizer has helped over 120,000 companies increase sales, build relationships, ...
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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...
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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...
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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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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. ...
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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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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...
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Clearview InFocus is a project-based ERP solution built for architects and engineers to run their firms more profitably.
Clearview InFocus is a powerful project-based ERP solution built for architects and engineers to run their firms more profitably with greater ease. Manage your firm's entire project lifecycle from opportunity to project completion with real-time accounting, billing, and time & expense. These features combined with InFocus's analytic dashboards, API management layer and cross-database analytics, integrated in real time, set it apart from any other ERP solution in the market.
Clearview InFocus is a powerful project-based ERP solution built for architects and engineers to run their firms more profitably with greater ease. Manage your firm's entire project lifecycle from oppo...
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Designed to help you sell faster. Track your sales, recommend actions, and help your team execute them.
LeadSquared is a marketing automation and sales execution platform which caters to financal services which include lending, banks and insurance.Manage your call center sales, increase your efficiency by 55% with complete sales tracking. Get features like: automatic inquiry capture, auto distribution of leads, geo-tracking of the field reps and detailed analytics of the meetings attended.
LeadSquared is a marketing automation and sales execution platform which caters to financal services which include lending, banks and insurance.Manage your call center sales, increase your efficiency b...
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FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly.
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Get everything in one place Work more collaboratively and get more done Track and improve performance Optimize any process Whether its a deal, a project, a support ticket, or anything else, FreeAgent helps your team stay on task. Boards, lists, and cards enable you to organize and prioritize any business flow in a fun, flexible, and rewarding way.
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Get everything in one place Work more collaboratively and get mo...
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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 ...
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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...
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A complete 6-in-1 financial CRM platform that's easy to use, handles 100,000s of leads and automates the workflows in your processes.
The only easy to use financial CRM platform that can handle 100,000s of leads and automate the workflows in your processes. FLG is a complete 6-in-1 platform that includes a powerful CRM, multi-channel customer contact, intelligent workflows, integration options, marketing automation and reporting & analytics. Unlike our competition, we include 5 star telephone and email support, built-in compliance templates, and we don't have to change your sales process to use it!
The only easy to use financial CRM platform that can handle 100,000s of leads and automate the workflows in your processes. FLG is a complete 6-in-1 platform that includes a powerful CRM, multi-channe...
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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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SalesExec is an all-in-one sales automation solution to help you reach more prospects. Featuring dialing, Text SMS, and email nurture.
SalesExec 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.
SalesExec 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 ma...
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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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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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Investors and advisors come to DealCloud to power their deal teams.
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.
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...
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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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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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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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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...
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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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Relationship intelligence platform built to expand and evolve the traditional CRM.
Relationship intelligence platform built to expand and evolve the traditional CRM.
Relationship intelligence platform built to expand and evolve the traditional CRM....
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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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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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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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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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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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Intelligent relationship and pipeline management for investors, that eliminates data entry and provides signals to close more clients.
Relationship and pipeline management built for investors. We eliminate data entry and provides intelligence to close more clients. We combine the ability to search your team's network easily and intuitively with automated data entry and alerts so you never miss opportunities to grow your business. Your network is your net worth. We'll help you maximize it.
Relationship and pipeline management built for investors. We eliminate data entry and provides intelligence to close more clients. We combine the ability to search your team's network easily and intui...
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  • Relationship Tracking
Customer relationship management (CRM) solution for buy-side investment professionals for the asset management industry.
Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management. Our software solutions can be delivered as a cloud solution or installed on your corporate servers. SatuitCRM, Satuit2GO, SatuitCPM, Satuit Investor Portal and Client Report Automation, enable asset and wealth managers to increase sales, improve client service, and reduce costs.
Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management. Our software solutions can be ...
  • Asset Management
  • Expense Tracking
  • Lead Management
  • Account Alerts
  • Marketing Management
  • Relationship Tracking
An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm.
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor...
  • Asset Management
  • Expense Tracking
  • Lead Management
  • Account Alerts
  • Marketing Management
  • Relationship Tracking
CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations.
CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations.
CRM solution for financial advisors with features such as streamlined homepages, efficient workflows, and key integrations....
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. ...
  • Asset Management
  • Expense Tracking
  • Lead Management
  • Account Alerts
  • Marketing Management
  • Relationship Tracking
Built for Banks and Credit Unions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients.
Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points. Empower staff with a 360 view of customer activities and interactions. Develop a deeper understanding of your customer base, and take action to increase revenue and loyalty. Integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management.
Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points...
  • Asset Management
  • Expense Tracking
  • Lead Management
  • Account Alerts
  • Marketing Management
  • Relationship Tracking
The #1 CRM Financial Practice Management Suite.
UGRU is the #1 CRM Financial Practice Management Suite. A full featured, integrated financial CRM, with sales force and marketing automation, accounting, operations and financial planning.
UGRU is the #1 CRM Financial Practice Management Suite. A full featured, integrated financial CRM, with sales force and marketing automation, accounting, operations and financial planning....
  • Asset Management
  • Expense Tracking
  • Lead Management
  • Account Alerts
  • Marketing Management
  • Relationship Tracking
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more.
Financial CRM platform that provides customer management solutions through credit repair, debt settlement, loan consolidation and more....
  • Asset Management
  • Expense Tracking
  • Lead Management
  • Account Alerts
  • Marketing Management
  • Relationship Tracking