118 results
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monday.com is a cloud Work OS, where teams run their projects and everyday work, whether they are in the office, home or on-the-go. Learn more about monday.com
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with an adaptive platform that automates manual work and connects teams in a digital workspace. The platforms features include: customizable workflow templates, time tracking, automations, data dashboards, and integrations with popular tools. More than 100,000 companies around the world rely on monday.com. Learn more about monday.com
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with an adaptive pla...
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  • Lead Management Software
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  • Marketing Automation Software
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Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 95,000+ paying customers spanning across 179 countries, sales teams are drawn in by our CRMs simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with CRM that is both agile and powerful. Learn more about Pipedrive
Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 95,000+ paying customers spanning across 179 countries, sales teams are drawn in by our CRMs ...
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High-end solution designed for effective collaboration, communication, social networking, and workflow and knowledge management. Learn more about Bitrix24
Highly secure, turnkey intranet solution for small and medium-sized businesses designed for effective collaboration, communication, social networking, business process and knowledge management. Allows better knowledge continuity by moving data from network silos and local drives to a well-protected centralized repository. Wikis, blogs and forums ensure social-enabled knowledge bases for improved teamwork. Learn more about Bitrix24
Highly secure, turnkey intranet solution for small and medium-sized businesses designed for effective collaboration, communication, social networking, business process and knowledge management. Allows ...
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Caspio is the world's leading LOW-CODE platform for building online database applications without having to write code. Learn more about Caspio
Caspio is the world's leading LOW-CODE platform for building online database applications without coding. Ranked a Leader by Forrester Research, the all-in-one platform provides everything you need to digitally transform business operations and workflows. It includes an integrated cloud database, a visual application builder, enterprise-grade security, regulatory compliance, and scalable global infrastructure. See why Caspio is trusted by over 15,000 companies worldwide. Try it for FREE. Learn more about Caspio
Caspio is the world's leading LOW-CODE platform for building online database applications without coding. Ranked a Leader by Forrester Research, the all-in-one platform provides everything you need to ...
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Freshworks 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 Freshworks CRM
Built on the next-generation customer engagement platform, Freshworks CRM helps break internal silos and deliver personalized experiences across marketing and sales. The AI-powered CRM enables sales and marketing professionals to better understand customers with the right customer insights at the right time across each touchpoint. The CRM includes salesforce automation, marketing automation, chat, and telephony all in one solution. Learn more about Freshworks CRM
Built on the next-generation customer engagement platform, Freshworks CRM helps break internal silos and deliver personalized experiences across marketing and sales. The AI-powered CRM enables sales an...
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Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop
Backstop Solutions exists to help the institutional and alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders. Learn more about Backstop
Backstop Solutions exists to help the institutional and alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their ...
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Onpipeline is one of the best Sales CRM for small-medium businesses. Learn more about 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. Learn more about 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 ...
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Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution.
Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.
Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and ...
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HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
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.
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...
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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 250+ 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 250+ Sa...
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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...
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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.
Less Annoying CRM is a simple contact manager 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 through the phone and email if users have questions.
Less Annoying CRM is a simple contact manager 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 ...
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For Mac & iOS. Manage more clients, close more deals, and finish more projects with Daylite. Made for teams that love Macs.
Daylite is a powerful Mac & iOS CRM that helps teams manage more clients, close more deals, and complete more projects. Unlike other Web based CRMs that just focus on customer relationships and sales, Daylite takes you through the full customer lifecycle. Keep track of communication with clients and the status of projects and deals all in one place, even when you are working offline. Designed for small businesses on Macs, Daylite work seamlessly with many built-in Apple features such as Apple Mail, Caller ID, Siri, Notification Centre, and more. Daylite offers complimentary onboarding support to help you get the most out of Daylite.
Daylite is a powerful Mac & iOS CRM that helps teams manage more clients, close more deals, and complete more projects. Unlike other Web based CRMs that just focus on customer relationships and sales, ...
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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 entities in minutes not days to 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 entities in minutes not days to grow and drive their business. Sage Intacct is the AICPA preferred finan...
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An easy to use CRM that helps you work smarter by managing and tracking your sales leads and customers.
Really Simple Systems CRM helps you work smarter, managing and tracking your sales leads and customers, so you can get on with growing your business. Designed specifically for small and mid-sized organizations, this GDPR/HIPAA compliant CRM is easy to set up and simple to use. Our CRM includes a stand-alone Sales module, plus options for Marketing and/or Service Desk software - so all your data in one place, enabling great team collaboration and customer relationships that drive sales growth.
Really Simple Systems CRM helps you work smarter, managing and tracking your sales leads and customers, so you can get on with growing your business. Designed specifically for small and mid-sized organ...
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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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Close is the all-in-one sales engagement CRM designed to help SMBs turn more leads into revenue.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If youre a tech-enabled team who needs to scale without overpaying for enterprise software, youve found the right sales tool. Close lets you email, call, and text your leads all without add-ons. Packed with productivity tools like task reminders and Power Dialer, youll reach more leads, follow up more often, and
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If youre a tech-enabl...
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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 worlds 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. Its the perfect messenger-based sales solution for entrepreneurs and SMBs.
amoCRM is the worlds 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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Zendesk Sell is sales CRM software that helps you close more deals.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. Its quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on sellingnot admin workand can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. Its quick to implement and easy to use: 70% of co...
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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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Contactually helps you maintain and strengthen professional relationships.
Relationships are your most important asset. So the heart of Contactually is centralizing your contacts so you can extract the most value from those relationships. Spend just minutes per day to reach those that need the most attention with timely, targeted messages and work smart, by automating where appropriate, but always communicating in your voice. These actions leave agents free to do what they do best - build the kind of personal relationships that grow the business.
Relationships are your most important asset. So the heart of Contactually is centralizing your contacts so you can extract the most value from those relationships. Spend just minutes per day to reach t...
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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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Most affordable complete CRM on the market. One time $99 cost per user. Very easy to use with optional add-ons for a tailored package
We believe that software should be a one time cost. InfoFlo 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, calendar, document, sales, task management solution and VoIP. It includes a Quick Books, Outlook and Google Sync.
We believe that software should be a one time cost. InfoFlo 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 pe...
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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 ...
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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, ...
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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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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...
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Improve your company by empowering your people to capture in-field intelligence that will help you grow and save you time.
Our solution is comprised of a mobile app for people in the field and a lead management dashboard (Web-based CRM) accessible to those back at the office. Now you can drive sales and save time by maximizing the eyes and ears of everyone around you. Wingmate motivates users to capture leads (new business, up-sells, service deficiencies, etc) in seconds. Intel comes in hot and is organized, so your team can get to work in seconds. Ultimately resulting in more revenue and a tighter team.
Our solution is comprised of a mobile app for people in the field and a lead management dashboard (Web-based CRM) accessible to those back at the office. Now you can drive sales and save time by maximi...
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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FLG is a simple yet powerful CRM focused on workflow to automate & control processes. Nothing missed, no opportunity left behind.
FLG is a simple yet powerful CRM platform that can handle 100,000s of leads and automate the workflows in your processes. Perfect for UK small to medium B2C 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 CRM platform that can handle 100,000s of leads and automate the workflows in your processes. Perfect for UK small to medium B2C businesses that need a CRM with multi-chann...
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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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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...
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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....
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An All-in-One Sales, CRM Marketing Automation platform for Insurance Agents to help them save time and accelerate growth.
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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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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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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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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  • Relationship Tracking
Centra Hub CRM is fully customizable integrated sales, marketing, and service suite to automate conversion for growing businesses.
Centra Hub CRM is fully customizable, which is integrated with sales, marketing, and service. It has excellent experience in offering highly customizable CRM solutions. Automates lead generation, nurturing, and support for all growing businesses. Centra Hub is a cloud-based CRM software that provides a centralized platform to execute business operations aligning in various verticals of an organization. It offers a highly customizable CRM platform for small, medium, and large enterprises.
Centra Hub CRM is fully customizable, which is integrated with sales, marketing, and service. It has excellent experience in offering highly customizable CRM solutions. Automates lead generation, nurtu...
  • Asset Management
  • Expense Tracking
  • Lead Management Software
  • Account Alerts
  • Marketing Automation Software
  • Relationship Tracking
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....
  • Asset Management
  • Expense Tracking
  • Lead Management Software
  • Account Alerts
  • Marketing Automation Software
  • Relationship Tracking
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...
  • Asset Management
  • Expense Tracking
  • Lead Management Software
  • Account Alerts
  • Marketing Automation Software
  • Relationship Tracking
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...
  • Asset Management
  • Expense Tracking
  • Lead Management Software
  • Account Alerts
  • Marketing Automation Software
  • Relationship Tracking
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 Software
  • Account Alerts
  • Marketing Automation Software
  • Relationship Tracking
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...
  • Asset Management
  • Expense Tracking
  • Lead Management Software
  • Account Alerts
  • Marketing Automation Software
  • Relationship Tracking
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...
  • Asset Management
  • Expense Tracking
  • Lead Management Software
  • Account Alerts
  • Marketing Automation Software
  • Relationship Tracking
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%...
  • Asset Management
  • Expense Tracking
  • Lead Management Software
  • Account Alerts
  • Marketing Automation Software
  • Relationship Tracking
enVisual360 is a modular suite to manages all aspects of your wealth management firm. Designed with entity compliance in mind.
enVisual360 is a modular software suite which manages all aspects of your wealth management firm. 360 is scalable, powerful and simple to use. At the heart of 360 is a Compliance-centric CRM with OPTIONAL modules to manage Documents, Company & trust administration, Multi-currency Accounting, Billing, Timesheet & Work-in-Progress, Investments and Process Workflow. 360 can be hosted locally or via your private cloud. Our web portal, enVisual AIR, allows secure web interaction with third-parties.
enVisual360 is a modular software suite which manages all aspects of your wealth management firm. 360 is scalable, powerful and simple to use. At the heart of 360 is a Compliance-centric CRM with OPTIO...
  • Asset Management
  • Expense Tracking
  • Lead Management Software
  • Account Alerts
  • Marketing Automation Software
  • Relationship Tracking
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....
  • Asset Management
  • Expense Tracking
  • Lead Management Software
  • Account Alerts
  • Marketing Automation Software
  • Relationship Tracking