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Zoho CRM offre alle organizzazioni di piccole e grandi dimensioni una soluzione completa per gestire tutte le fasi delle relazioni con i clienti permettendo di centralizzare le vendite, il marketing, l'assistenza ai clienti e la gestione dello stock in un unico sistema per le imprese. Ulteriori informazioni su Zoho CRM Zoho CRM offre alle organizzazioni una soluzione completa per gestire tutte le fasi delle relazioni con i clienti. Ulteriori informazioni su Zoho CRM
Monitorare le finanze, i lead e l'intero processo di vendita non è mai stato così semplice grazie al potente ma flessibile software CRM di Pipedrive. Monitora il ricavo sui prodotti, ottimizza i costi assicurando l'efficienza e prevedi gli introiti delle vendite grazie all'avanzata dashboard delle statistiche di Pipedrive. Perfettamente personalizzabile, la soluzione CRM di Pipedrive può essere utilizzata dalle imprese che operano nei settori bancario, assicurativo, leasing, mutui, credito, selezione dei rischi e altro ancora. Ulteriori informazioni su Pipedrive Pipedrive è uno strumento CRM finanziario facile da implementare che consente di dedicare più tempo alle attività che portano alla chiusura delle trattative. Ulteriori informazioni su Pipedrive
Bitrix24 è il principale software CRM online gratuito utilizzato da oltre 3,5 milioni di aziende in tutto il mondo. È disponibile in cloud e sul posto con accesso al codice open source. Lead, offerte, contatti, società, preventivi, fatture e programmazione degli appuntamenti illimitati. Il piano gratuito include anche l'e-mail marketing e la telefonia. Le versioni avanzate hanno Marketing Automation e automazione delle vendite, SMS di massa, gestione delle campagne e supporto per più pipeline. Disponibile in 12 lingue diverse. Ulteriori informazioni su Bitrix24 Bitrix24 è il software CRM gratuito in più rapida crescita utilizzato da oltre 3,5 milioni di aziende in tutto il mondo. E-mail marketing, preventivi, fatturazione e altro Ulteriori informazioni su Bitrix24
Il CRM gratuito di HubSpot è progettato per aziende finanziarie da 10 a 1.000 dipendenti che desiderano dedicare meno tempo alla registrazione dei dati. Mantiene tutti i tuoi contatti in un unico database centralizzato e personalizzabile. Ti aiuta a gestire la tua pipeline affinché tu possa concentrarti sugli affari. Inoltre, puoi vedere tutto di un lead in un unico posto, senza più metterti a scavare nella casella di posta per trovare le informazioni di cui hai bisogno. Inizia a utilizzare oggi gratuitamente il CRM HubSpot. Facile da configurare e intuitivo da utilizzare, ti permette di tornare a concludere affari. Ulteriori informazioni su HubSpot CRM HubSpot CRM è una soluzione CRM totalmente gratuita, versatile e intuitiva che ogni team di vendita apprezzerà. Ulteriori informazioni su HubSpot CRM

da Harmony Business Systems

(17 recensioni)
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HarmonyPSA supporta l'intero ciclo di vita di un'azienda, dalla generazione dei lead al rinnovo dei contratti. Progettato e realizzato specificamente per le aziende di software e servizi, automatizza le funzioni aziendali in un'unica piattaforma ed è disponibile nel cloud su qualsiasi dispositivo. Ulteriori informazioni su HarmonyPSA La prossima generazione di strumenti per l'automazione dei servizi professionali (PSA). Pacchetto completo di automazione dei servizi professionali per imprese di software e servizi. Ulteriori informazioni su HarmonyPSA
Nimble è un CRM semplice e intelligente per Office 365 e G Suite che lavora per te combinando automaticamente i tuoi contatti, le cronologie delle comunicazioni, le caselle di posta elettronica e gli appuntamenti del calendario con oltre 160 contatti di app aziendali SaaS e connessioni di social media (tra cui Linkedin, Twitter, Facebook) in un unico sistema di gestione delle relazioni dei team. Nimble è un CRM semplice e intelligente per Office 365 e G Suite che lavora per te, ovunque lavori tu.
Infusionsoft di Keap automatizza i processi di vendita, marketing e aziendali in un unico posto, offrendoti la flessibilità e la potenza di cui hai bisogno per concludere più affari con fiducia. Fai arrivare il messaggio giusto ai clienti giusti, in modo semplice e automatico, tramite automazioni personalizzate. Gestisci il processo di vendita con fasi e flussi di lavoro personalizzabili. Migliora le prestazioni di vendita e marketing con informazioni approfondite e creazione di report. Infusionsoft di Keap, piattaforma CRM multifunzione potente e conveniente per la marketing automation e l'automatizzazione delle vendite, ti permette di far crescere la tua azienda.
Deltek Vision è una soluzione basata sui progetti, pensata per le aziende di servizi professionali, che unisce in un unico prodotto funzioni di contabilità, gestione dei progetti, delle risorse, del tempo/delle spese e dei clienti. Deltek Vision è una soluzione basata sul web, disponibile per essere implementata nel cloud o on-premise. Soluzione basata sui progetti per le aziende di servizi professionali (PS) che unisce funzioni di contabilità, gestione dei progetti, delle risorse, del tempo/delle spese e dei clienti.
OTTIMO PER PIANIFICATORI E CONSULENTI FINANZIARI – Less Annoying CRM è un semplice CRM costruito a partire da zero per le piccole aziende. Gestisci i tuoi contatti, lead, note, calendario, cose da fare e molto altro, tutto da una semplice applicazione web. Questo prodotto si basa su tre principi fondamentali: semplicità, convenienza e un eccellente servizio clienti. Tutti gli utenti ricevono una prova gratuita di 30 giorni illimitata per testare in modo esauriente ogni aspetto del CRM e il servizio clienti è sempre gratuito per telefono ed e-mail. Software per piccole aziende per la gestione di lead, delle informazioni sui clienti, della cronologia dei contatti, dei promemoria e delle e-mail.
ESCLUSIVAMENTE per Mac e iOS. Daylite è un CRM incentrato sulla produttività per le piccole imprese che desiderano tenere traccia, in un unico posto, di comunicazioni, dettagli e fasi successive per clienti e progetti. Non dimenticherai più il follow-up né lascerai che i dettagli vengano persi. Ottieni tutte le funzionalità quali integrazione di Apple Mail, promemoria, gestione degli elenchi, modelli di e-mail, monitoraggio dei lead, gestione dei progetti e altro a un prezzo conveniente. Migliaia di persone usano Daylite per vincere più affari e fare di più. ESCLUSIVAMENTE per macOS e iOS. Tieni traccia di clienti, trattative e progetti in una singola posizione. Migliora l'organizzazione e la produttività dei team.
Sage Intacct aiuta i direttori finanziari ad accedere alla gestione integrata e ai report finanziari di tutte le loro entità aziendali in pochi minuti, non giorni, per far crescere e guidare la loro azienda. Sage Intacct è il prodotto di gestione finanziaria preferito dall'AICPA (Istituto americano dei dottori commercialisti) che aiuta le aziende di medie dimensioni in crescita ad andare oltre, più velocemente e con le risorse finanziarie di base necessarie per automatizzare i processi più importanti, per ridurre la dipendenza dai fogli di calcolo e per darti maggiore visibilità sulle prestazioni aziendali. Un software per la contabilità e una soluzione di gestione finanziaria di prima qualità. Progettato per il mondo della finanza da persone che lavorano nel mondo della finanza.
Con uffici in Canada, Inghilterra e Australia, nonché partner commerciali negli Stati Uniti e in tutto il mondo, Maximizer ha aiutato oltre 120.000 aziende ad aumentare le vendite, creare relazioni e aumentare i profitti. Maximizer CRM include molte funzionalità, tutte a un prezzo semplice. Include moduli per le vendite, il marketing e l'assistenza clienti, nonché elementi indispensabili come la personalizzazione e l'accesso da dispositivi mobili. Prova gratuita di 30 giorni e garanzia di rimborso di 60 giorni. Maximizer non è solo un altro fornitore di software CRM ma offre alle aziende un comprovato vantaggio competitivo.
Il CRM Really Simple Systems è la naturale scelta per il settore dei servizi finanziari, in quando offre una soluzione avanzata, ma facile da utilizzare, per monitorare e gestire le vendite. Progettato per le piccole e medie imprese che lavorano nell'ambito B2B, questo conveniente CRM include tutto ciò di cui hai bisogno per tenerti aggiornato sulle relazioni con i clienti e favorire la crescita delle vendite. Con tutti i dati raccolti in un unico posto, questo CRM consente una collaborazione efficace dei team e può essere personalizzato per soddisfare esigenze specifiche. Una soluzione CRM conveniente per i servizi finanziari che consente di gestire con efficacia le relazioni con i clienti, favorendo la crescita delle vendite.
Crea relazioni preziose con lead e clienti grazie ad amoCRM. L'esclusiva pipeline digitale elimina le attività di routine automatizzando l'acquisizione dei lead, l'invio di e-mail, il movimento attivato dal comportamento tramite la pipeline e i promemoria delle attività. Potrai concentrarti sulla crescita degli introiti, anziché sull'inserimento dei dati. Inoltre, cosa ancora migliore, le analisi di amoCRM ti consentiranno di monitorare la crescita e misurare il ritorno sull'investimento (Return on investment, ROI). Valuta le prestazioni del gestore degli account con il monitoraggio degli obiettivi e modifica la tua strategia con report che ti aiutano a identificare i colli di bottiglia. Vendi in modo facile e intelligente con amoCRM. amoCRM è una soluzione CRM facile da utilizzare, rimanendo al contempo molto funzionale e potente. Pipeline di vendita, monitoraggio dei lead, analisi e integrazione con il sito web.
Il software di Contactually semplifica il coinvolgimento di ogni parte del proprio network. È sufficiente classificare i contatti chiave in Buckets e lasciare che il proprio account Contactually si occupi del resto. Ciò significa che non è più necessario preoccuparsi di chi seguire oggi, di come sono andate le interazioni precedenti o di cosa dire per rompere il ghiaccio. Con un follow-up regolare come questo, in breve tempo risulta chiaro che vi sono meno contatti freddi e dimenticati e più relazioni attive e impegnate che pensano all'utente. Contactually aiuta a mantenere e rafforzare le relazioni professionali.
Questo software è ideale per le aziende che sviluppano idee, capitali di rischio e capitali privati (e per consulenti e banche di investimento che aiutano a farle crescere). Foundersuite produce software per la raccolta di capitali e la gestione degli investitori. La linea di prodotti di Foundersuite comprende l’Investor CRM leader del settore. Questo CRM opera su un database di oltre 141.000 investitori per aiutare a creare la propria canalizzazione. Foundersuite comprende anche gli strumenti di hosting e aggiornamento degli investitori di Pitch Deck che aiutano a gestire il potenziale degli investitori e le relazioni con loro. SOFTWARE PER LA RACCOLTA DI FONDI DA PRIVATI E LO SVILUPPO DI IDEE, PE E VC. Foundersuite produce i principali strumenti di Investor CRM + Investor Database e Investor Update.
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 from customers and orders to invoicing and inventory.

da InfoFlo Solutions

(78 recensioni)
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Infoflo è un CRM facile da usare, perfetto per la gestione delle relazioni con i clienti e che include la sincronizzazione Outlook più solida sul mercato. Si tratta di un soluzione completamente integrata di gestione dei contatti, delle relazioni, di e-mail, calendario, documenti, vendite e delle attività. Include Quick Books, Outlook e Google Sync. Un software che ha un costo una tantum. Per questo motivo questo software CRM di facile utilizzo include aggiornamenti gratuiti a vita, senza costi mensili ed è un costo di 99 $ una tantum per utente. CRM di facile utilizzo con contatti, e-mail, calendario, documento e gestione delle attività + QuickBooks, Outlook e Google Sync. 99 $ + aggiornamenti gratuiti

da Clearview Software

(71 recensioni)
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Clearview InFocus è una potente soluzione ERP basata sui progetti creata per consentire ad architetti e ingegneri di gestire in modo più redditizio e facile le proprie società. Consente di gestire l'intero ciclo di vita del progetto della propria azienda, dalla presentazione dell'opportunità al completamento del progetto con contabilità, fatturazione e presenze in tempo reale. Queste funzionalità sono combinate con le dashboard analitiche, il livello per la gestione API e le analisi tra database di InFocus, integrate in tempo reale e che gli permettono di distinguersi dalle altre soluzioni ERP disponibili sul mercato. Clearview InFocus è una soluzione ERP basata sui progetti creata per consentire ad architetti e ingegneri di gestire in modo più redditizio le proprie società.
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. Designed to help you sell faster. Track your sales, recommend actions, and help your team execute them.

da FreeAgent Network

(45 recensioni)
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FreeAgent CRM è una piattaforma di vendita, marketing e assistenza clienti basata su cloud che aiuta le piccole imprese a coltivare relazioni con i clienti di qualità. Il sistema funziona automaticamente con l'e-mail dell'utente per creare e classificare lead, seguire promemoria, eseguire automazioni personalizzate e tenere traccia di tutte le interazioni con i clienti. Una piattaforma di vendita, marketing e assistenza clienti basata su cloud che aiuta le piccole imprese a coltivare relazioni con i clienti di qualità.
Il sistema CRM per i mutui MyCRMDashboard è stato creato appositamente per i finanziatori di mutui residenziali. Adatto ad attività con 5 o più funzionari addetti ai mutui. Questa soluzione SaaS di facile utilizzo comprende funzionalità di marketing automatizzate basate su oltre 45 anni di esperienza nel settore. Permette di aumentare attività, referenze, recensioni, testimonianze e altro ancora. L'automazione integrata gestita dal fornitore aiuta i finanziatori ad aumentare la fidelizzazione dei clienti, generare nuove opportunità commerciali e ridurre i costi da sostenere per l'emissione dei mutui. MyCRMDashboard è un sistema CRM per la generazione di potenziali clienti di mutui creato appositamente per istituti di credito residenziale, banche e istituti di credito.

da Backstop Solutions Group

(36 recensioni)
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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. Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers.
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).
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.

da ClickPoint Software

(18 recensioni)
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SalesExec helps salespeople at companies big and small by automating the sales follow up process. SalesExec is an all-in-one solution to help your salespeople reach more prospects. Including local presence dialing to reach 60% more of your prospects, with automated text SMS, and email nurture to reach customers at the right time in their buying journey. Capture and instantly route all web leads and phone calls. SalesExec is an all-in-one sales automation solution to help you reach more prospects. Featuring dialing, Text SMS, and email nurture.

FLG

da FLG Business Technology

(18 recensioni)
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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! 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.
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 enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight.
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. Investors and advisors come to DealCloud to power their deal teams.

da Imagineer Technology Group

(11 recensioni)
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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.
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. FPS GOLD Core Banking fills every bank need. Relationship management, teller, deposits, loans, accounting, reporting, 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 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. Create awesome experiences for your customers and grow your business faster with the Centra Hub CRM solution for financial services.

da BSI Business Systems Integration AG

(9 recensioni)
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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. Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa.

da Project Affinity

(7 recensioni)
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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.
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! Financial adviser CRM software solution that helps keep a history of all interactions with clients.

da enSynergy Professional Services

(5 recensioni)
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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. Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal.

da Intellirose Solutions

(4 recensioni)
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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.
Augmented Cash from Sidetrade is a SaaS accounts receivable automation solution that streamlines and automates the Order to Cash process, manages B2B customer payment collection, improves credit control and increases working capital by driving cash flow. It benchmarks customer payment behaviour against Sidetrades unrivalled company payment data, and uses AI to identify untapped cash opportunities and recommend the best actions for your collection team. Sidetrade streamlines the Order to Cash process using automation, big data & AI to increase working capital & customer relationships

da Starburst Labs

(4 recensioni)
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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.
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. Intelligent relationship and pipeline management for investors, that eliminates data entry and provides signals to close more clients.

da Satuit Technologies

(3 recensioni)
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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. CRM software for buy-side investment professionals for the asset management industry.

da ProTrak International

(3 recensioni)
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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. An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
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.

AIM

da Altvia Solutions

(2 recensioni)
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AIM, la principale soluzione per la gestione del capitale privato sulla piattaforma Salesforce, consente di consolidare i dati in un unico sistema centrale per l'efficienza operativa e ottimizzare i flussi di lavoro per aumentare la crescita. AIM è pronta per Lightning Experience con un'interfaccia utente semplice e chiara, progettata per facilità d'uso e velocità. Con AIM otterrai le basi per creare la tua soluzione tecnologica nell'intera impresa, sfruttare la potenza dei tuoi dati e ottenere un vantaggio informativo che ti pone molti avanti rispetto alla concorrenza. Gestisci la raccolta di fondi, il flusso di affari, la due diligence e i portafogli. Per gestori di fondi di investimento alternativi e investitori istituzionali.
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. Built for Banks and Credit Unions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients.

da Saylent Technologies

(2 recensioni)
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Cloud-based CRM & data analytics platform for financial institutions that helps augment better product-customer relationships. Cloud-based CRM & data analytics platform for financial institutions that helps augment better product-customer relationships.
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. The #1 CRM Financial Practice Management Suite.
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.
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Task management software and collaboration software with the newest features Task management software and collaboration software with the newest features

da Acidaes Solutions

(1 recensione)
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CRMNEXT is the Worlds most powerful financial CRM. It has practice leadership across nine verticals assisting businesses from SMEs to Fortune 500 businesses in optimizing customer relationships. Gartner recognizes CRMNEXT as a leading player in Sales force automation, Service Management and Lead Management. It is committed to make digital journeys of its customers, simpler and profitable through disruptive innovations. For more information, visit www.crmnext.com CRMNEXT is a global CRM solution provider, a specialist in optimizing customer relationships.
zeb.control - Increase your earnings while managing your risk! An efficient management of financial service providers requires flexible information, planning and analysis tools. The zeb.control product range provides the technical support for managing a variety of financial controlling, risk measurement and monitoring, accounting and value management tasks. The product range and the modules are freely combined, enabling a quick integration into existing IT structures. Bank information system that addresses all aspects of modern bank management
Market Quest For Insurance is a marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals. Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized.
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Sales and marketing solution with preset campaigns for the mortgage loan sector. Sales and marketing solution with preset campaigns for the mortgage loan sector.

da Onpipeline Technology

(1 recensione)
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CRM per le vendite che consente di gestire visivamente la pipeline di vendita, ottenere e organizzare lead di terze parti tramite moduli web, API e molto altro ancora. Pensato principalmente per tenere traccia delle trattative, ti evita di dedicare ore a compilare moduli. Potrai assumere il controllo del tuo processo di vendita e fissare eventi per le tue prossime azioni, che saranno sincronizzate con il calendario Gmail o Outlook e così via. Onpipeline elimina la necessità di seguire le sessioni di formazione richieste invece da altri sistemi CRM. CRM di vendita efficace per la gestione della tua pipeline. Si integra con la tua e-mail e il tuo calendario! È ideale per i team di vendita e la lead generation online.
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. Empowers Alternatives fund managers to manage their investments and their entire investor base in a single, cutting-edge portal.

da Whitestein Technologies

(0 recensioni)
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The Living Systems Process Suite - or LSPS - from Whitestein is revolutionary. The platform is designed from first principles to answer the needs of business and IT in one seamless, transformational package. Whether you need to build a simple standalone application to automate a paper-based workflow, integrate ageing legacy infrastructure, or create intelligent software solutions that adapt their behavior to business events in order to achieve business outcomes, it is the intelligent choice. LSPS from Whitestein is the most advanced, intelligent BPMS available today.

da Salentica

(0 recensioni)
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Engage is an incredibly flexible cloud-based CRM that gives you full control over every aspect of your business. We provide you with the tools and support necessary for you to deliver high-value advice and bespoke client experiences. Our single pane of glass model puts client relationship and financial information in one place. Allowing you to grow your business, show value to customers, and be more efficient. Pre-built integrations to popular portfolio management and custodians. An immersive CRM for Financial Wealth Management. From Business Development to Client Engagement, and Analytics to Optimization.

da SalesPage Technologies

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SalesPage Technologies is your partner for intelligent distribution. Whether you're in operations, sales management, marketing, or IT, we provide the best software solutions, services and integrations to help you get the data right, maximize your time, and distribute your products intelligently. Experience, technical strength, industry knowledge, and collaboration with a strong client communitythese set SalesPage apart as the best software solution provider for asset management distribution. Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies.

da inBusiness Services

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Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques. Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques.

da Scorto

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Scorto Behavia is a solution for customer relationship management through scoring and analysis. The system is capable of predicting customer behavior on macro and micro levels. Scorto Behavia allows banks to automate reporting for portfolio analysis and Basel II/III requirements, spot trends in customers' behavior, monitor product performance and proactively address churn. A solution for customer relationship management through scoring and analysis.

da PlanMagic

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The #1 financial diagnostic and plan tool that begins where your traditional financial accounting stops. It provides vital financial information and key financial indicators of your business whenever you need them. Fully automated business financials with lots of unique features and state-of-the-art financial analysis tools. It provides vital financial information and key financial indicators of your business whenever you want them.

da Jobstream Group

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Jobstream 9 is a highly configurable software platform built to suit the individual requirements of the offshore financial services industry. It enables trust companies, family offices, and similar organisations to efficiently manage their business by providing a single integrated source of role-based, actionable information supporting client and office: - Administration - Accounting - Practice management - Reporting - Regulatory compliance. A software platform that serves the specialist accounting and administration requirements of trust companies.

da Creatio

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Soluzione CRM avanzata, progettata per banche che offrono servizi a dettaglianti e per istituzioni finanziarie, consentono loro di gestire il percorso completo del cliente e migliorarne l'esperienza. Questa soluzione offre un set completo di strumenti per la gestione del front-office e dei contact center delle banche, permettendo di gestire i processi di vendita end-to-end di prodotti e servizi finanziari ai clienti aziendali di una banca, nonché campagne di marketing multicanale, per far aumentare la creazione di domanda. - percorso del cliente bancario - vendite bancarie - marketing Soluzione CRM innovativa, orientata ai processi, che permette a banche e istituzioni finanziarie di ottimizzare i processi rivolti ai clienti.

da Engaged

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CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions. CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions.

da MyPlanMap

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Scale your financial planning practice easily through this instant client engagement system. Scale your financial planning practice easily through this instant client engagement system.

da Union Financial Technologies

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Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it. Customise for a specific requirement; scale at minimum cost and adapt quickly as conditions change. Benefits include increased reach, deeper client relationships and corporate agility. Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it.

da NexJ Systems

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Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management. Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management.

da Lenox Park Solutions

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SeedRM is a powerful tool for Investment Managers seeking to institutionalize Relationship Management, Allocation Pipeline, Document Management, and Activity Management needs. Leveraging Force.com's world-class security and cloud-based platform, SeedRM's provides Users a collaborative, centralized technology solution for the Investment Management industry. SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.

da Kronos Technologies

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Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals. This database centralizes all of your clients insurance and investments data while giving you all the tools you need to optimize your business. Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals.

da MagniFinance

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MagniFinance is a financial management platform for businesses. We want managers to be able to run their business' money in just 5 daily minutes. MagniFinance automates 90% of all financial management tasks and does all the heavy lifting so you can manage your finances with no typing. MagniFinance supports the entire financial management process, from invoicing; payable and receivable control, expense management; and from this information cashflow prediction. Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard

da Bricknode

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Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features. Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.

da InvestorFlow

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Customer relationship management software designed for the financial industry for professionals. Customer relationship management software designed for the financial industry for professionals.

da Genesis Contractor Solutions

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CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app. CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app.

da BankSight

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BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell/service and referral ratios that increase revenues, and more committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers. Intelligent Banking CRM that helps bankers never miss opportunities to proactively engage with their customers.

da Yoyo Wallet

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Building the relationship between retailers and their customers Building the relationship between retailers and their customers

da FMR Systems

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The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management. The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management.

da AdvisorEngine

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Cloud-based financial CRM tool which helps advisory firms manage accounts, workflow, risk and assets. Cloud-based financial CRM tool which helps advisory firms manage accounts, workflow, risk and assets.

da Synertree CMS

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Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value

da Practifi

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Practifi is the business management platform solution for financial advice. RIAs, IBDs & MFOs now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centers-of-influence, partners and providers are also managed with powerful automation and analytics alongside an ecosystem of leading partners. The business management platform solution for growing financial advice businesses. Grow your business, your way.

da Reliadvisor

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Comprehensive CRM for financial advisors, RIAs and broker-dealers. Comprehensive CRM for financial advisors, RIAs and broker-dealers.

da Nektoon

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Squirros Insight Engine unlocks the value of unstructured data through cognitive search, advanced Analytics and Dashboarding. Its vertical specific Augmented Intelligence Apps unlock the power of AI to business users by generating leads, next best action recommendations and a real 360 client cockpits, all as an integrations within CRM Systems or core Banking or Insurance Systems. Augmented Intelligence Apps unlock the power of AI to business users by generating leads, next best action recommendations and more...

da DigiFi

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DigiFi is the worlds first open-source loan origination system. The company's foundational technology empowers lenders to drive digital transformation without needing to build core lending capabilities from scratch. DigiFi is based in New York City and serves the consumer, mortgage, small business and commercial lending industries. DigiFi is the worlds first open-source loan origination system. The company's foundational technology empowers lenders to drive digita

da Euronext

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Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders; better understand your shareholder base; profile and target institutional investors with greater accuracy; and advise your management with value-adding briefing notes and reports Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders

Q4

da Q4

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Q4 Desktop is a fully integrated investor relations platform that combines your CRM with advanced markets intelligence tools to simplify and streamline the entire IR workflow. Q4 Desktop includes activity logging and pipeline solutions, intuitive contact-level targeting, report building functionality, itinerary building, roadshow planning tools, database of validated financial data, as well as actionable intelligence including trading analytics, relative performance, and activism alarms. The Q4 Desktop investor relations platform unifies IR CRM and markets intelligence tools in one simplified and streamlined workflow.

da Credito Pratico

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Credito Pratico eanbles you to manage appointments, phone calls, marketing systems, lead control, and integrated reporting. Credito Pratico eanbles you to manage appointments, phone calls, marketing systems, lead control, and integrated reporting.

da ObjectWay

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Financial and digital software for banking. Financial and digital software for banking.

da Pro Management

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CRM system for the accountant or administration office with the most complete library of textual data. CRM system for the accountant or administration office with the most complete library of textual data.

da Faster Forward

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Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports. Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports.

da ProTracker Software

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We are early pioneers of Client Relationship Management - built by financial planners for financial planners. Since 1997, ProTracker Advantage (R) has provided the full-featured, easy-to-use solutions that have received rave reviews over the last two decades. It is the relationship and practice management solution for busy professionals who espouse comprehensive personal financial planning. Finincial CRM solution that helps users with practice management, marketing campaigns, tasks tracking, reporting, and more.

da CapitalBase.com

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Wealth CRM solution that helps financial service professionals manage workflows across trust accounts, sales, referrals & more. Wealth CRM solution that helps financial service professionals manage workflows across trust accounts, sales, referrals & more.

da Asklogix

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CRM for financial services. CRM for financial services.

da Quest Analytics

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CRM for community banks and credit unions. Made for both retail and commercial financial institutions. CRM for community banks and credit unions. Made for both retail and commercial financial institutions.