Software para Gestión de clientes para banca

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ProsperWorks CRM

ProsperWorks CRM

Por ProsperWorks

(221 reseñas)

ProsperWorks is the #1 Financial Services CRM for G Suite users. ProsperWorks CRM seamlessly integrates with G Suite, gets rid of manual data entry, and is super easy to use. If you can use Gmail, you¿ll know how to use ProsperWorks. Join the over 10,000 customers love using ProsperWorks and start selling more with the CRM teams love to use, today. Learn more about ProsperWorks CRM

Pipedrive

Pipedrive

Por Pipedrive

(1396 reseñas)

Tracking your finances, leads, and overall sales process has never been easier thanks to Pipedrives powerful yet agile CRM software. Track revenue from products, optimize costs by ensuring efficiency, and even forecast sales revenue with Pipedrives advanced statistics dashboard. Perfectly customizable, Pipedrives CRM can be used by businesses operating in banking, insurance, leasing, mortgage, credit, underwriting, and more. Learn more about Pipedrive

Zoho CRM

Zoho CRM

Por Zoho CRM

(1018 reseñas)

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. Learn more about Zoho CRM

MyCRMDashboard.com

MyCRMDashboard.com

Por Continuity Programs

(0 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. Learn more about 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. Learn more about Doxim CRM

Sage Intacct

Sage Intacct

Por Sage Intacct

(224 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. Learn more about Sage Intacct

amoCRM

amoCRM

Por QSOFT

(67 reseñas)

Build valuable lead and client relationships with amoCRM. Our exclusive Digital Pipeline eliminates routine tasks by automating lead capture, email send outs, behavior-triggered movement through the pipeline and task reminders. Focus on growing revenue, not data entry. Even better, amoCRM's analytics track your growth and measure ROI. Evaluate account manager performance with goal tracking, pivot your strategy with reports that help identify bottlenecks. Sell easy and smart with amoCRM! Learn more about amoCRM

bpm'online financial services

bpm'online financial services

Por bpm'online

(0 reseñas)

Powerful CRM designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance their customer experience. The solution provides a complete set of tools for bank front-office and contact center management, allows managing end-to-end sales processes of financial products and services to the bank's corporate clients, as well as multichannel marketing campaigns to boost demand generation. - bank customer journey - bank sales - marketing Learn more about bpm'online financial services

Backstop

Backstop

Por Backstop Solutions Group

(1 reseña)

Backstop Solutions exists to help the 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

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" Learn more about Cool Life CRM

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. Learn more about Market Quest For Insurance

Freshsales

Freshsales

Por Freshworks

(65 reseñas)

Freshsales is a full-fledged CRM & Lead Management Software made for high-velocity sales teams, packed with features such as, built-in phone, integrated email, user behavior tracking, deal management, reporting and more. Learn more about 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! Learn more about Sticky Advisor

Foundersuite

Foundersuite

Por Foundersuite

(81 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 50k investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. Learn more about Foundersuite

Obsidian Suite

Obsidian Suite

Por Obsidian Solutions

(0 reseñas)

Obsidian is an all in one investor management framework with a proven track record helping financial clients rapidly digitize operations, cut costs, and improve sales cycles. Our modern interface lets clients choose from 4 key suites: Finance CRM, Data Rooms, Investor Portals, and Business Intelligence, while benefiting from the fastest deployments in market. We provide the best in class cyber security, and bank level encryption. Join 10K+ happy Obsidian users, and transform your operations. Learn more about Obsidian Suite

Contactually

Contactually

Por Contactually

(69 reseñas)

Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you wh Learn more about Contactually

Less Annoying CRM

Less Annoying CRM

Por Less Annoying CRM

(280 reseñas)

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. Learn more about Less Annoying CRM

InfoFlo

InfoFlo

Por Carmel Vision

(54 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! Learn more about InfoFlo

Marketing 360

Marketing 360

Por Madwire

(669 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. Learn more about Marketing 360

Infusionsoft

Infusionsoft

Por Infusionsoft

(601 reseñas)

Infusionsoft is a cloud-based sales and marketing platform trusted by 125,000 small business users. The platform brings Customer Relationship Management (CRM), Marketing Automation, and E-Commerce together in one centralized system, so small businesses can deliver personalized sales and customer service experiences and close more business. Infusionsoft is currently offering 50% off for the first 3 months. Watch the demo now to see how it can help your small business. Learn more about Infusionsoft

HubSpot CRM

HubSpot CRM

Por HubSpot

(937 reseñas)

Best for companies with 10-1,000 employees. Step into the 21st century with the HubSpot CRM, an easy to use CRM system that eliminates manual work and actually helps your sales team sell. It's free, and you can start using it right now. The HubSpot CRM allows you to keep all your contacts in one centralized, customizable database, automatically logs every interaction for you, and crawls the internet for you, keeping track of over 13M companies (and growing). Learn more about HubSpot CRM

Really Simple Systems CRM

Really Simple Systems CRM

Por Really Simple Systems

(190 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. Learn more about Really Simple Systems CRM

enVisual 360

enVisual 360

Por enSynergy Professional Services

(5 reseñas)

For financial service providers, enVisual 360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive. Learn more about enVisual 360

SalesforceIQ

SalesforceIQ

Por SalesforceIQ

(27 reseñas)

Whether you're managing a sales pipeline or closing business development deals, SalesforceIQ CRM eliminates the tedious, manual parts of your job through automatic data capture, freeing up your time to get back to the relationships that matter most to your business. SalesforceIQ's algorithms use data science to surface information that is otherwise hidden in emails, invites and other sources.

Deltek Vision

Deltek Vision

Por Deltek

(364 reseñas)

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.

Magnifinance

Magnifinance

Por MagniFinance

(0 reseñas)

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.

DealCloud

DealCloud

Por DealCloud

(8 reseñas)

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.

Kronos Finance

Kronos Finance

Por Kronos Technologies

(1 reseña)

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.

UGRU

UGRU

Por UGRU

(2 reseñas)

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.

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, 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.

Finaeo

Finaeo

Por Finaeo

(10 reseñas)

Finaeo is a FREE cloud-based digital assistance platform that enables insurance advisors to save time, stay compliant, and streamline their systems to be efficient. Advisors that #RunAdvising with Finaeo has total control over their client relationships, back-office administration, product mix & data.

irsLogics

irsLogics

Por Intellirose Solutions

(1 reseña)

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

Account360

Account360

Por Saylent Technologies

(2 reseñas)

Customer relationship data analytics platform for financial institutions.

SatuitCRM

SatuitCRM

Por Satuit Technologies

(1 reseña)

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.

Clienteer

Clienteer

Por Imagineer Technology Group

(0 reseñas)

Clienteer is an intuitive and highly configurable technology developed to streamline investor relations, business development, operations and compliance workflows for hedge funds and institutional asset managers. Clienteer provides a comprehensive suite of features within an intuitiveand powerful user interface, allowing you to manage communications with your investors and prospects while keeping track of investor accounts and transactions.

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.

Behavia

Behavia

Por Scorto

(0 reseñas)

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.

Engaged CRM

Engaged CRM

Por Engaged

(0 reseñas)

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

Base

Base

Por Base

(102 reseñas)

Base enables sales teams to sell more efficiently with less effort. With a powerful all-in-one CRM platform that increases rep adoption and automates data capture, sales reps get a tool that simplifies their daily lives allowing them to focus on revenue generation. Base automatically analyzes data to provide sales leaders with the actionable insights they need to coach team performance and accelerate revenue growth in a way thats measurable, repeatable and scalable.

Sidetrade Network

Sidetrade Network

Por Sidetrade

(4 reseñas)

Sidetrade (EURONEXT: ALBFR.PA) is the most compelling A.I. Software Company shaping the future of Customer Engagement and empowering Marketing, Sales and Finance people to grow sales and accelerate cash. Seamlessly integrated with existing CRM and ERP, Sidetrade leverages Artificial Intelligence to disclose untapped new business opportunities, increase upsell, reduce churn, predict customer payments and accelerate cash flow generation.

Living Systems Process Suite

Living Systems Process Suite

Por Whitestein Technologies

(0 reseñas)

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.

Advisor Desk

Advisor Desk

Por Salentica

(0 reseñas)

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

PlanMagic Finance Pro

PlanMagic Finance Pro

Por PlanMagic

(0 reseñas)

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.

Pipedrive

Pipedrive

Por Pipedrive

(1396 reseñas)

Tracking your finances, leads, and overall sales process has never been easier thanks to Pipedrives powerful yet agile CRM software. Track revenue from products, optimize costs by ensuring efficiency, and even forecast sales revenue with Pipedrives advanced statistics dashboard. Perfectly customizable, Pipedrives CRM can be used by businesses operating in banking, insurance, leasing, mortgage, credit, underwriting, and more.

Aptean Core Trac CRM

Aptean Core Trac CRM

Por Aptean

(0 reseñas)

Designed specifically for financial institutions, CoreTrac CRM gives you a centralized, 360 degree view of clients information; enabling you and your workforce to deliver outstanding customer service. Reduce the risk of losing customers from the help of a platform that manages, prioritizes and helps you understand their feedback and needs. Insight from Core Trac can be used to expose developing issues, help your business build better relations, drive a product or service, and expand.

SalesPage

SalesPage

Por SalesPage Technologies

(0 reseñas)

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.

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.

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.

Jobstream 9

Jobstream 9

Por Jobstream Group

(0 reseñas)

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.

MyPlanMap

MyPlanMap

Por MyPlanMap

(0 reseñas)

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

NexJ Contact

NexJ Contact

Por NexJ Systems

(0 reseñas)

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

SeedRM

SeedRM

Por Lenox Park Solutions

(0 reseñas)

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.

Infocorp Analyzer

Infocorp Analyzer

Por Infocorp Group

(0 reseñas)

Our Business Activity Monitor, enables you to make decisions based on statistics, access trends and the use of channels. Use our Analyzer and filter results per channel, country, time zone or device. Analyze the amount of transactions and the most used functions of your portal.

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.

Maximizer CRM for Advisors

Maximizer CRM for Advisors

Por Maximizer Software

(51 reseñas)

Maximizer CRM for Financial Advisors is CRM software tailored specifically for financial, insurance and group benefits advisors and wealth managers. Developed in partnership with advisors from across Canada and the U.S., our solution combines industry insight with over 28 years of expertise in CRM software. It enables users to optimize their most important asset - time - through being organized, remaining compliant, providing superior client service and preparing for succession

SetShape

SetShape

Por SetShape

(2 reseñas)

The #1 software for companies looking for an all-in-one solution that integrates with all their favorite software. Shape allows you to directly connect to over 500 lead sources, manage and market leads, send automated e-mails, texts, contracts, invoices, and create custom workflows and reports. Grow like a company twice your size by leveraging technology and automation tailor-made to your industry, APIs/integrations with any software, and customer service second to none.

zeb.control

zeb.control

Por zeb

(1 reseña)

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.

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. 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.

DebtPayPro

DebtPayPro

Por Debt Pay

(0 reseñas)

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)

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

InvestorFlow

InvestorFlow

Por InvestorFlow

(0 reseñas)

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.

BankSight Intelligent Banking CRM

BankSight Intelligent Banking CRM

Por BankSight

(0 reseñas)

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 and referral ratios that increase revenues, and more loyal, committed customers with less customer attrition. 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

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.

Wealthbox

Wealthbox

Por Starburst Labs

(0 reseñas)

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.

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.