Category: Customer Relationship Management (CRM)
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Junxure has been developed by a financial advisor only and this is the reason why all the problems that a financial advisor faces when it comes to client management are solved with this software. It is a CRM software that thinks like its advisor. It…
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Wealthbox is one such rare CRM software which provides mobile app to work when you are on commute. This is one of the best user interface software and one can use it without any training. There are many important features of Wealthbox CRM software which…
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Alwafaa is a very prominent software solutions provider in UAE. The Super CRM is the product of Alwafaa group. The Super CRM software helps in maintaining a sustained relationship with the customers. The generation of leads and its management is given a higher priority. The…
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Metadata is one of the most famous and all in one CRM solution for a business. This single cloud based software will help in maintaining a good and sustaining relationship with the customers. Compared to the other software solutions present in this list, Metadata is…
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Agile CRM is a comprehensive CRM that helps the small business manage all the aspects of the business like sales, marketing, support and billing. This all in one CRM not only helps you to manage your customers but also helps in streamlining all the marketing…
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- Starting from $8.99 per Month
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Prosperworks is one more easy to use CRM to organize your contacts and to build your sales pipeline. It is one of the best G suite CRMs available. It easily integrates with the Gmail and lets you manage all your conversational data at one place.
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Beautiful, friendly and simple are the three words which will define this software better. If you have a wrong perception about CRMs, then your perception will tend to change over time with the use of Real Office 360. These are easy to use and it…
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- 100% free forever
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Redtail CRM is one of the most prominent CRM software in the finance industry. This easy to use software has been supporting the financial advisors in client relationship management since 2003 and it has been very useful since then. With their amazing features, the CRM…
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Kronos Finance is a Canada based CRM software which is designed by keeping the financial advisors in mind. The CRM aggregates the client and product data from various gateways with the insurance and information platform. The features of this software will save the time and…
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Tamarac Advisable CRM is another powerful CRM tool that has been built on the Microsoft Dynamic platform. A team of consultants and advisors work together at Tamarac in order to provide the best strategies to implement in order to have good relationship with the clients.…
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