Category: Financial CRM
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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With Sales Cloud from Salesforce, the world’s #1 CRM platform with the best-in-class sales solution, sales teams can drive growth for firms and businesses of all sizes, industries, and geographies. While Salesforce customers benefit from a shared main framework, the privacy is well maintained and…
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- $25 per Month
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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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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Maximizer CRM is comparatively low-cost CRM that can benefit both small and big companies. It is the most adaptable CRM which allows you to maintain complete customer history and also allows accessing it anywhere, anytime. (Maximizer all access licensing allows you to access data from…
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- $60/yr
The marketing tag that has been used by Finaeo is “Digital assistant and Sales Coach for Financial Advisors”. The tag is in fact real because the assistance provided by Finaeo will help even a fresher in understanding the customer relationship. All the features of Finaeo…
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CalcuQuote is an end-to-end RFQ management system designed for contract manufacturers. It handles all of your quoting needs from capturing the customer’s requirements to BOM scrubbing, labor estimation, material costing, overhead allocation, markup and even tracking your win rates by customer segment.
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MaxCustomer is an easy-to-use Customer Relationship Management (CRM) system that provides businesses the ability to analyze and increase their sales by effective management of revenue opportunities, customer relationship, and sales growth. MaxCustomer is focused on giving our clients the ability to manage the complete customer relationship process from…
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nTireCRM is a 100% web based Customer Relationship / Incident / lead Management System helps enterprise across diversified verticals viz. Banking, Insurance, Retail, Financial Services, Securities, Health Care, Manufacturing and others. nTireCRM is the unique solution that addresses the needs of Sales & Marketing, Customer…
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ZOHO CRMPlus is more than a CRM, It is a single all-in-one Customer Engagement software. ZOHO CRMPlus intergrated with Zoho SalesIQ, Zoho Social, Zoho Motivator, Zoho Campaigns, Zoho Reports, Zoho Projects, Zoho Survey, Zoho Desk, Zoho CRM Features: Multichannel Communication Sales Performance Sales Productivity Extend/Customize…
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- Price
- $50 per Month
