Software para Gestión de clientes para banca

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72 productos encontrados

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Copper

Copper

Por Copper (formerly ProsperWorks)

(301 reseñas)

ProsperWorks es el CRM n.° 1 de servicios financieros para los usuarios de G Suite. ProsperWorks CRM se integra perfectamente con G Suite, elimina la entrada manual de datos y es súper fácil de usar. Si puedes usar Gmail, sabrás cómo usar ProsperWorks. Únete a los más de 10 000 clientes satisfechos con el uso de ProsperWorks y comienza hoy mismo a vender más con los CRM que a los equipos les encanta usar. Descubre más sobre Copper

Enfócate en las relaciones, no en los registros con ProsperWorks y Google. El único CRM creado, utilizado y recomendado por Google. Descubre más sobre Copper

Pipedrive

Pipedrive

Por Pipedrive

(1611 reseñas)

El seguimiento de las finanzas, los clientes potenciales y el proceso de ventas general nunca ha sido tan fácil gracias a Pipedrive, el software de CRM potente, pero ágil. Realiza un seguimiento de los ingresos de los productos, optimiza los costos al garantizar la eficiencia e incluso pronostica los ingresos de ventas con el panel de estadísticas avanzadas de Pipedrive. Perfectamente personalizable, el CRM Pipedrive puede ser utilizado por empresas que operan en la banca, seguros, leasing, hipotecas, créditos, suscripciones y mucho más. Descubre más sobre Pipedrive

Pipedrive es una herramienta financiera de CRM fácil de implementar que te ayuda a concentrar en las actividades que impulsan el cierre de tratos. Descubre más sobre Pipedrive

Zoho CRM

Zoho CRM

Por Zoho CRM

(1424 reseñas)

Zoho CRM brinda a las organizaciones de pequeñas a grandes una solución completa de gestión del ciclo de vida de las relaciones con los clientes para gestionar ventas, marketing, asistencia al cliente y servicios, y gestión de inventarios, todo en un solo sistema de negocios y en toda la organización. Descubre más sobre Zoho CRM

Zoho CRM otorga a las organizaciones una solución completa de gestión del ciclo de vida de las relaciones con los clientes. Descubre más sobre Zoho CRM

MyCRMDashboard.com

MyCRMDashboard.com

Por Continuity Programs

(14 reseñas)

MyCRMDashboard, mortgage lead generating CRM, was built specifically for residential lenders, banks and credit unions. The easy-to-use SaaS solution includes automated marketing based on 45 years of experience in the industry. Increase your repeat business, referrals, testimonials, and more! MyCRMDashboard.com is powered by Continuity Programs. The platform is also known as MGIC Elements. Lenders who use MGIC mortgage insurance can sign up at a significantly reduced price per loan officer. Descubre más sobre MyCRMDashboard.com

MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions. Descubre más sobre MyCRMDashboard.com

Doxim CRM

Doxim CRM

Por Doxim

(2 reseñas)

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. Descubre más sobre Doxim CRM

Built for Banks and Credit Unions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients. Descubre más sobre Doxim CRM

Sage Intacct

Sage Intacct

Por Sage Intacct

(236 reseñas)

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. Descubre más sobre Sage Intacct

The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance Descubre más sobre Sage Intacct

amoCRM

amoCRM

Por QSOFT

(74 reseñas)

Construye valiosas relaciones con clientes potenciales y clientes mediante amoCRM. El exclusivo Digital Pipeline elimina las tareas rutinarias mediante la automatización de la captura de clientes potenciales, envíos de correo electrónico, movimiento desencadenado por el comportamiento a través del proceso y recordatorios de tareas. Concéntrate en aumentar los ingresos, no en la entrada de datos. Aún mejor, las analíticas de amoCRM rastrean tu crecimiento y miden el retorno de la inversión. Evalúa el rendimiento del administrador de cuentas con seguimiento de objetivos, pivotea tu estrategia con informes que ayudan a identificar cuellos de botella. ¡Vende con facilidad e inteligencia con amoCRM! Descubre más sobre amoCRM

amoCRM es un sistema de CRM fácil de usar. Sin embargo, es muy funcional y poderoso. Proceso de ventas, seguimiento de clientes potenciales, analíticas e integración de sitios web. Descubre más sobre amoCRM

Maximizer CRM for Advisors

Maximizer CRM for Advisors

Por Maximizer Software

(162 reseñas)

Maximizer is designed to give businesses the power to #GrowWithConfidence. From our personalized CRM and in-house experts to unlimited customer support with our team in Vancouver, BC and flexible deployment options, we promise your business can achieve predictable growth. For extra peace of mind we also offer a 60 day money back guarantee. In the unlikely event you're not happy in the first 60 days of using Maximizer we'll give you a free refund. Descubre más sobre Maximizer CRM for Advisors

From our Personalised CRM platform to our exceptional customer care, we promise your business can always achieve predictable growth. Descubre más sobre Maximizer CRM for Advisors

Cool Life CRM

Cool Life CRM

Por Cool Life CRM

(17 reseñas)

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" Descubre más sobre Cool Life CRM

Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight. Descubre más sobre Cool Life CRM

Freshsales

Freshsales

Por Freshworks

(77 reseñas)

Freshsales es un software completo de CRM y administración de clientes potenciales creado para equipos de ventas de alta velocidad, repleto de características tales como teléfono integrado, correo electrónico integrado, seguimiento del comportamiento del usuario, administración de acuerdos, creación de informes y más. Descubre más sobre Freshsales

Freshsales es un software completo de CRM y administración de clientes potenciales para equipos de ventas de alta velocidad. Descubre más sobre Freshsales

Sticky Advisor

Sticky Advisor

Por stickypages

(5 reseñas)

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! Descubre más sobre Sticky Advisor

Financial adviser CRM software solution that helps keep a history of all interactions with clients. Descubre más sobre Sticky Advisor

Foundersuite

Foundersuite

Por Foundersuite

(84 reseñas)

THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 121,000+ investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. Descubre más sobre Foundersuite

SOFTWARE FOR RAISING ANGEL, SEED & VC. Foundersuite makes the leading Investor CRM + an Investor Database and Investor Updater tools. Descubre más sobre Foundersuite

bpm'online financial services

bpm'online financial services

Por bpm'online

(0 reseñas)

Potente CRM diseñado para banca corporativa y minorista e instituciones financieras, para gestionar el viaje completo de un cliente y mejorar la experiencia de los clientes. La solución proporciona un conjunto completo de herramientas para la administración de centros de contacto y front-office bancarios, permite administrar procesos de venta de productos y servicios financieros de punto a punto para los clientes corporativos del banco, así como campañas de marketing multicanal para impulsar la generación de demanda. - viaje del cliente del banco - ventas del banco - comercialización Descubre más sobre bpm'online financial services

CRM impulsado por procesos innovadores para bancos e instituciones financieras, para agilizar los procesos orientados al cliente. Descubre más sobre bpm'online financial services

Procurify

Procurify

Por Procurify

(68 reseñas)

Procurify es la solución de gestión de gastos por excelencia para empresas medianas. En todo el mundo, cientos de empresas usan Procurify para hacer un seguimiento, controlar y analizar sus gastos. Gracias a su flujo de trabajo completo y una interfaz fácil de usar, los equipos de Compras, Adquisiciones y Finanzas han podido implementar Procurify en todos los departamentos y equipos y crear una mejor cultura de gastos. Ponte en marcha en tan solo dos semanas y permite que Procurify te ayude a transformar el proceso de adquisición. Descubre más sobre Procurify

La gestión de gastos de Procurify es fácil de usar en toda a organización, lo que permite un control completo de la inversión, una rápida adopción y configuración. Descubre más sobre Procurify

Less Annoying CRM

Less Annoying CRM

Por Less Annoying CRM

(294 reseñas)

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. Descubre más sobre Less Annoying CRM

Small business software to manage leads, customer information, contact history and reminders, and emails. Descubre más sobre Less Annoying CRM

InfoFlo

InfoFlo

Por InfoFlo Solutions

(62 reseñas)

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! Descubre más sobre InfoFlo

Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades Descubre más sobre InfoFlo

Marketing 360

Marketing 360

Por Madwire

(703 reseñas)

The mission of Marketing 360 is to provide SMB's with the #1 marketing platform in the world by offering world-class digital marketing software & highly skilled professional marketing services through a single, powerful, affordable platform. Descubre más sobre Marketing 360

#1 Marketing Platform For SMB's! FREE marketing demo Descubre más sobre Marketing 360

Infusionsoft

Infusionsoft

Por Infusionsoft

(732 reseñas)

Trusted by 140,000 small business users, Infusionsoft is an integrated business management platform that brings order to your day-to-day by providing one centralized place to track all customer activity, deliver personalized follow-up service, and close more business. View the short video below to learn more. Descubre más sobre Infusionsoft

Infusionsoft brings order to your business with one place to track client activity, deliver personalized service, and close more deals. Descubre más sobre Infusionsoft

HubSpot CRM

HubSpot CRM

Por HubSpot

(1141 reseñas)

Ideal para empresas que tienen entre 10 y 1000 empleados. Adéntrate en el siglo XXI con HubSpot CRM, un sistema de gestión de relaciones con los clientes (CRM) que es fácil de usar, elimina el trabajo manual y realmente ayuda a tu equipo de ventas a vender. Es gratis y puedes comenzar a usarlo ahora mismo. HubSpot CRM permite mantener todos los contactos en una base de datos centralizada y personalizable, registra automáticamente cada interacción y recorre continuamente Internet, haciendo un seguimiento de más de 13 millones de empresas (y en crecimiento). Descubre más sobre HubSpot CRM

HubSpot CRM es el CRM 100 % gratuito, flexible e intuitivo que encantará a tu equipo de ventas. Descubre más sobre HubSpot CRM

Contactually

Contactually

Por Contactually

(76 reseñas)

Contactually es una manera simple y efectiva de obtener más de tu red, ayudándote a mantenerte conectado con tus contactos más importantes. Descubre más sobre Contactually

Contactually es una manera simple y efectiva de obtener más de tu red, ayudándote a mantenerte conectado con tus contactos más importantes. Descubre más sobre Contactually

Market Quest For Insurance

Market Quest For Insurance

Por Market Focus

(1 reseña)

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. Descubre más sobre Market Quest For Insurance

Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized. Descubre más sobre Market Quest For Insurance

Really Simple Systems CRM

Really Simple Systems CRM

Por Really Simple Systems

(192 reseñas)

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 for small and mid-sized organizations, this GDPR compliant CRM is easy to set up and simple to use. With sales, marketing and service & support built-in you'll have all your data in one place, enabling team collaboration, better relationships and driving sales growth. Descubre más sobre Really Simple Systems CRM

An easy to use CRM that helps you work smarter by managing and tracking your sales leads and customers. Descubre más sobre Really Simple Systems CRM

Backstop

Backstop

Por Backstop Solutions Group

(2 reseñas)

Backstop Solutions ofrece soluciones de productividad basadas en la nube para empresas de inversión institucionales y gestores de activos alternativos.

Backstop Solutions ofrece soluciones de productividad basadas en la nube para empresas de inversión institucionales y gestores de activos alternativos.

CRMnext

CRMnext

Por Acidaes Solutions

(1 reseña)

CRMNEXT is a global CRM solution provider credited with the world's largest installation ever.

CRMNEXT is a global CRM solution provider credited with the world's largest installation ever.

Deltek Vision

Deltek Vision

Por Deltek

(384 reseñas)

Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.

Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.

Method CRM

Method CRM

Por Method Integration

(51 reseñas)

#1 rated CRM by QuickBooks users, Method streamlines your business from lead to repeat and anything in between.

#1 rated CRM by QuickBooks users, Method streamlines your business from lead to repeat and anything in between.

Magnifinance

Magnifinance

Por MagniFinance

(0 reseñas)

Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard

Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard

DealCloud

DealCloud

Por DealCloud

(8 reseñas)

Investors and advisors come to DealCloud to power their deal teams.

Investors and advisors come to DealCloud to power their deal teams.

Kronos Finance

Kronos Finance

Por Kronos Technologies

(1 reseña)

Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals.

Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals.

UGRU

UGRU

Por UGRU

(2 reseñas)

The #1 CRM Financial Practice Management Suite.

The #1 CRM Financial Practice Management Suite.

ConvergeHub

ConvergeHub

Por ConvergeHub

(24 reseñas)

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.

Finaeo

Finaeo

Por Finaeo

(10 reseñas)

Finaeo, a FREE Digital Assistance platform built for Advisors by Advisors automates back office admin powered by a custom-built CRM.

Finaeo, a FREE Digital Assistance platform built for Advisors by Advisors automates back office admin powered by a custom-built CRM.

irsLogics

irsLogics

Por Intellirose Solutions

(1 reseña)

Web-based CRM software for tax resolution firms.

Web-based CRM software for tax resolution firms.

Account360

Account360

Por Saylent Technologies

(2 reseñas)

Customer relationship data analytics platform for financial institutions.

Customer relationship data analytics platform for financial institutions.

Clienteer

Clienteer

Por Imagineer Technology Group

(9 reseñas)

Clienteer is the leading provider of relationship management and fund marketing technology to hedge funds and institutional managers.

Clienteer is the leading provider of relationship management and fund marketing technology to hedge funds and institutional managers.

SatuitCRM

SatuitCRM

Por Satuit Technologies

(1 reseña)

CRM software for buy-side investment professionals for the asset management industry. Visit www.satuit.com/products/satuitcrm.

CRM software for buy-side investment professionals for the asset management industry. Visit www.satuit.com/products/satuitcrm.

360 View CRM

360 View CRM

Por inBusiness Services

(0 reseñas)

360 View CRM is a web-based software that was developed by financial institutions for financial institutions.

360 View CRM is a web-based software that was developed by financial institutions for financial institutions.

Behavia

Behavia

Por Scorto

(0 reseñas)

A solution for customer relationship management through scoring and analysis.

A solution for customer relationship management through scoring and analysis.

Engaged CRM

Engaged CRM

Por Engaged

(0 reseñas)

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.

Base

Base

Por Base

(107 reseñas)

Base helps sales teams win more deals by automating tasks and providing actionable insights to grow sales with our all-in-one platform.

Base helps sales teams win more deals by automating tasks and providing actionable insights to grow sales with our all-in-one platform.

Sidetrade Network

Sidetrade Network

Por Sidetrade

(4 reseñas)

Sidetrade, leading global provider of Predictive Sales-to-Cash solutions, delivers high value creation over the customer journey.

Sidetrade, leading global provider of Predictive Sales-to-Cash solutions, delivers high value creation over the customer journey.

Living Systems Process Suite

Living Systems Process Suite

Por Whitestein Technologies

(0 reseñas)

LSPS from Whitestein is the most advanced, intelligent BPMS available today.

LSPS from Whitestein is the most advanced, intelligent BPMS available today.

Advisor Desk

Advisor Desk

Por Salentica

(0 reseñas)

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.

PlanMagic Finance Pro

PlanMagic Finance Pro

Por PlanMagic

(0 reseñas)

It provides vital financial information and key financial indicators of your business whenever you want them.

It provides vital financial information and key financial indicators of your business whenever you want them.

Pipedrive

Pipedrive

Por Pipedrive

(1611 reseñas)

Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close.

Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close.

Aptean Core Trac CRM

Aptean Core Trac CRM

Por Aptean

(0 reseñas)

Core Trac helps financial institutions deliver consistent, tailored and memorable experiences to clients and simplifies CRM data.

Core Trac helps financial institutions deliver consistent, tailored and memorable experiences to clients and simplifies CRM data.

SalesPage

SalesPage

Por SalesPage Technologies

(0 reseñas)

Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies.

Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies.

GaleForce CRM for Banking

GaleForce CRM for Banking

Por GaleForce Solutions

(0 reseñas)

An out-of-the-box CRM solution designed to meet the needs of client-facing staff of commercial banks, retail banks and credit unions.

An out-of-the-box CRM solution designed to meet the needs of client-facing staff of commercial banks, retail banks and credit unions.

CANNEX Interface

CANNEX Interface

Por Strategic Information Technology

(0 reseñas)

Portfolio Plus integrates with CANNEX enabling you to manage each stage of the term deposit broker purchasing cycle.

Portfolio Plus integrates with CANNEX enabling you to manage each stage of the term deposit broker purchasing cycle.

Jobstream 9

Jobstream 9

Por Jobstream Group

(0 reseñas)

Una plataforma de software que cumple los requisitos de contabilidad y administración especializados de las empresas de fideicomiso.

Una plataforma de software que cumple los requisitos de contabilidad y administración especializados de las empresas de fideicomiso.

MyPlanMap

MyPlanMap

Por MyPlanMap

(0 reseñas)

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

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

NexJ Contact

NexJ Contact

Por NexJ Systems

(0 reseñas)

Solución basada en la nube para los sectores de finanzas y seguros. Las características incluyen colaboración, incorporación de clientes y gestión de flujo de trabajo.

Solución basada en la nube para los sectores de finanzas y seguros. Las características incluyen colaboración, incorporación de clientes y gestión de flujo de trabajo.

SeedRM

SeedRM

Por Lenox Park Solutions

(0 reseñas)

SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.

SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.

Infocorp Analyzer

Infocorp Analyzer

Por Infocorp Group

(0 reseñas)

Enables you to make strategic decisions based on statistics, access trends and the use of your channels

Enables you to make strategic decisions based on statistics, access trends and the use of your channels

Bricknode Broker

Bricknode Broker

Por Bricknode

(0 reseñas)

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.

Salesforce Essentials

Salesforce Essentials

Por Salesforce Essentials

(28 reseñas)

Salesforce Essentials es la solución nueva e innovadora para las pequeñas empresas de CRM n.º 1 del mundo.

Salesforce Essentials es la solución nueva e innovadora para las pequeñas empresas de CRM n.º 1 del mundo.

enVisual 360

enVisual 360

Por enSynergy Professional Services

(5 reseñas)

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

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

SetShape

SetShape

Por SetShape

(3 reseñas)

The #1 software for companies looking for a feature-rich all-in-one solution that integrates and APIs with any other software.

The #1 software for companies looking for a feature-rich all-in-one solution that integrates and APIs with any other software.

zeb.control

zeb.control

Por zeb

(1 reseña)

Bank information system that addresses all aspects of modern bank management

Bank information system that addresses all aspects of modern bank management

Union.digital

Union.digital

Por Union Financial Technologies

(0 reseñas)

Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it.

Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it.

DebtPayPro

DebtPayPro

Por Debt Pay

(0 reseñas)

A complete set of cloud based CRM tools and integrations to help financial service providers.

A complete set of cloud based CRM tools and integrations to help financial service providers.

BSI CRM

BSI CRM

Por BSI Business Systems Integration AG

(0 reseñas)

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

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

InvestorFlow

InvestorFlow

Por InvestorFlow

(0 reseñas)

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

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

Beanstalk Solutions

Beanstalk Solutions

Por Genesis Contractor Solutions

(0 reseñas)

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.

BankSight Intelligent Banking CRM

BankSight Intelligent Banking CRM

Por BankSight

(0 reseñas)

Intelligent banking CRM that helps 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.

Yoyo Wallet

Yoyo Wallet

Por Yoyo Wallet

(0 reseñas)

Building the relationship between retailers and their customers

Building the relationship between retailers and their customers

Relationship Management System

Relationship Management System

Por FMR Systems

(0 reseñas)

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.

Wealthbox

Wealthbox

Por Starburst Labs

(0 reseñas)

Easy to use CRM for financial advisors.

Easy to use CRM for financial advisors.

AdvisorEngine

AdvisorEngine

Por AdvisorEngine

(0 reseñas)

Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

Financial CRM

Financial CRM

Por Konjoin Technolgies

(0 reseñas)

Customer relationship management software for the financial services industry that allows for easy tracking of sales targets.

Customer relationship management software for the financial services industry that allows for easy tracking of sales targets.

Optimizer

Optimizer

Por Synertree CMS

(0 reseñas)

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value

PractiFI

PractiFI

Por PractiFI

(0 reseñas)

Business management platform solution for financial advice businesses.

Business management platform solution for financial advice businesses.