Category: Customer & Sales

Creatio is a powerful CRM designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance their customer experience. End-to-end customer journey Deliver an outstanding customer experience, while improving operational efficiency. Personalize communication and manage customer requests by following…

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Punchh is a leading marketing tool that provides modern level advertising and marketing solution for restaurants. Punchh provides businesses the advantage of connecting with customers across channels. It allows you to engage and understand the behaviors of customers to increase the sales.

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Intercom is basically a customer communication platform which allows you to communicate with the customers individually. When integrated with the marketing, sales and service activities it can help you to communicate personally with each customer who visits your app, website etc.

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Highrise as the name says  can be used to rise your revenues by converting the more leads. This software allows you setup personalized remainders for various sales activities so that you don’t miss a single lead and follow up each lead on time.

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Smartoffice is another powerful tool that is available in the market. This tool includes several amazing features which will help an advisor a lot with the customer relationship management. Client interaction, document tracking, activity, calendar management are some of the core features. Other than these…

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Pareto Platform offers a CRM tool that is built on Microsoft Dynamics. The platform has been built for financial advisers exclusively and a lot of care has been taken in the entire process. The platform has a mobile application which will help the advisers when…

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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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