Logiciels de CRM pour le secteur financier (Financial CRM Software)

Logiciels de CRM pour le secteur financier, France : utilisez Capterra.fr pour trouver les meilleurs outils pour votre entreprise.

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Copper

Copper

par Copper (formerly ProsperWorks)

(307 avis)

ProsperWorks est le CRM des services financiers n° 1 pour les utilisateurs de G Suite. ProsperWorks CRM s'intègre parfaitement à G Suite, supprime la saisie manuelle des données et est très facile à utiliser. Si vous pouvez utiliser Gmail, vous saurez comment utiliser ProsperWorks. Rejoignez plus de 10 000 clients qui aiment utiliser ProsperWorks et commencez à vendre plus avec les équipes de CRM à utiliser aujourd'hui. En savoir plus sur Copper

Focus sur les relations, pas sur les enregistrements avec ProsperWorks et Google. Le seul CRM construit, utilisé et recommandé par Google. En savoir plus sur Copper

Pipedrive

Pipedrive

par Pipedrive

(1 651 avis)

Le suivi de vos finances, de vos leads et de l'ensemble de votre processus de vente n'a jamais été aussi simple grâce au logiciel de CRM flexible et performant qu'est Pipedrive. Effectuez le suivi des revenus générés par les produits, optimisez les coûts en garantissant l'efficacité et anticipez même les ventes grâce au tableau de bord avancé de Pipedrive et à ses statistiques. Parfaitement personnalisable, le CRM Pipedrive peut être utilisé par les entreprises opérant dans les domaines de la banque, de l'assurance, de la location, de l'hypothèque, du crédit, de la souscription, etc. En savoir plus sur Pipedrive

Pipedrive est un outil de CRM pour le domaine financier facile à mettre en œuvre, qui vous donne le temps de vous consacrer aux activités lucratives de votre entreprise. En savoir plus sur Pipedrive

MyCRMDashboard.com

MyCRMDashboard.com

par Continuity Programs

(18 avis)

MyCRMDashboard, mortgage lead generating CRM, is built specifically for residential lenders, banks and credit unions. Suitable for companies with 5+ loan officers. 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! 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. En savoir plus sur MyCRMDashboard.com

MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions. En savoir plus sur MyCRMDashboard.com

Doxim CRM

Doxim CRM

par Doxim

(2 avis)

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. En savoir plus sur Doxim CRM

Built for Banks and Credit Unions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients. En savoir plus sur Doxim CRM

Sage Intacct

Sage Intacct

par Sage Intacct

(243 avis)

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. En savoir plus sur Sage Intacct

The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance En savoir plus sur Sage Intacct

Zoho CRM

Zoho CRM

par Zoho CRM

(1 561 avis)

La solution Zoho CRM offre aux entreprises de petite et de grande taille une solution complète de gestion du cycle de vie de la relation client. Sur un seul système, vous disposez d'outils de gestion (ventes, marketing, service et support client, gestion des stocks), le tout à l'échelle de l'entreprise. En savoir plus sur Zoho CRM

Zoho CRM offre aux entreprises une solution de gestion complète du cycle de vie en termes de relation client. En savoir plus sur Zoho CRM

HubSpot CRM

HubSpot CRM

par HubSpot

(1 189 avis)

La solution parfaite pour les entreprises de 10 à 1000 employés. Entrez dans le 21e siècle avec HubSpot CRM, un outil de gestion des relations clients facile à utiliser, qui élimine les opérations manuelles et aidera votre équipe à booster ses ventes. Il est gratuit, et vous pouvez commencer à l'utiliser dès maintenant. HubSpot CRM vous permet de garder tous vos contacts dans une base de données centralisée et personnalisable. Il enregistre automatiquement toutes les interactions, explore l'Internet à votre place et peut suivre plus de 13 millions d'entreprises, chiffre qui ne cesse de croître. En savoir plus sur HubSpot CRM

HubSpot CRM est la solution CRM 100 % gratuite, flexible et intuitive que votre équipe de vente va adorer. En savoir plus sur HubSpot CRM

amoCRM

amoCRM

par QSOFT

(79 avis)

Construire des relations précieuses avec le lead et le client avec amoCRM. Ce pipeline numérique exclusif élimine les tâches de routine en automatisant la capture de leads, les envois d'e-mails, les mouvements déclenchés par le comportement dans le pipeline et les rappels de tâches. Focus sur la croissance des revenus, pas la saisie de données. Mieux encore, les analyses d'amoCRM suivent votre croissance et mesurent votre retour sur investissement. Évaluer les performances du gestionnaire de compte avec le suivi des objectifs, faire pivoter votre stratégie avec des rapports qui aident à identifier les goulots d'étranglement. Vendez facilement et intelligemment avec amoCRM ! En savoir plus sur amoCRM

amoCRM est un CRM facile à utiliser. Il est cependant très fonctionnel et puissant. Pipeline de vente, suivi des leads, analyse et intégration de sites web. En savoir plus sur amoCRM

Cool Life CRM

Cool Life CRM

par Cool Life CRM

(17 avis)

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" En savoir plus sur Cool Life CRM

Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight. En savoir plus sur Cool Life CRM

bpm'online financial services

bpm'online financial services

par bpm'online

(0 avis)

Puissant outil de CRM, conçu pour les banques offrant des services aux entreprises et aux particuliers, ainsi que pour les institutions financières qui cherchent à mieux gérer le parcours client et à améliorer l'expérience client. La solution offre un ensemble complet d'outils destiné à la gestion de l'accueil des clients et des centres d'appel, permettant aux banques de gérer, de bout en bout, les processus de vente de produits et services financiers aux entreprises clientes, ainsi que de régir des campagnes marketing multicanal dont le but est de générer une augmentation de la demande. - Parcours client en banque - Ventes bancaires - Marketing En savoir plus sur bpm'online financial services

Axé sur les processus, cet outil innovant de CRM, destiné aux banques et aux institutions financières, permet de rationaliser les processus client. En savoir plus sur bpm'online financial services

Freshsales

Freshsales

par Freshworks

(79 avis)

Freshsales est un logiciel complet de CRM et de gestion des leads conçu pour les équipes de vente, avec des fonctionnalités telles que le téléphone intégré, la messagerie électronique intégrée, le suivi du comportement des utilisateurs, la gestion des transactions, le reporting, etc. En savoir plus sur Freshsales

Freshsales est un logiciel complet de CRM et de gestion des leads conçu pour les équipes de vente. En savoir plus sur Freshsales

Sticky Advisor

Sticky Advisor

par stickypages

(5 avis)

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! En savoir plus sur Sticky Advisor

Financial adviser CRM software solution that helps keep a history of all interactions with clients. En savoir plus sur Sticky Advisor

Foundersuite

Foundersuite

par Foundersuite

(84 avis)

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. En savoir plus sur Foundersuite

SOFTWARE FOR RAISING ANGEL, SEED & VC. Foundersuite makes the leading Investor CRM + an Investor Database and Investor Updater tools. En savoir plus sur Foundersuite

InfoFlo

InfoFlo

par InfoFlo Solutions

(62 avis)

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! En savoir plus sur InfoFlo

Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades En savoir plus sur InfoFlo

Procurify

Procurify

par Procurify

(70 avis)

Procurify est la solution de gestion des dépenses pour les entreprises de moyenne taille. Partout dans le monde, des centaines d'entreprises utilisent Procurify pour suivre, contrôler et analyser leurs dépenses. Grâce à son flux de travail complet et à une interface conviviale, les équipes des achats, d'approvisionnement et des finances ont été en mesure de mettre en œuvre le processus de sollicitation entre les services et les équipes et de créer une meilleure culture des dépenses. Installez-vous en aussi peu que deux semaines et laissez-les vous aider à transformer votre processus d'approvisionnement. En savoir plus sur Procurify

Procurify Spend Management est facile à utiliser pour l'ensemble de votre organisation et permet un contrôle total de vos dépenses, avec une prise en main et une configuration rapides. En savoir plus sur Procurify

Less Annoying CRM

Less Annoying CRM

par Less Annoying CRM

(295 avis)

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. En savoir plus sur Less Annoying CRM

Small business software to manage leads, customer information, contact history and reminders, and emails. En savoir plus sur Less Annoying CRM

Infusionsoft

Infusionsoft

par Infusionsoft

(750 avis)

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. En savoir plus sur Infusionsoft

Infusionsoft brings order to your business with one place to track client activity, deliver personalized service, and close more deals. En savoir plus sur Infusionsoft

Contactually

Contactually

par Contactually

(76 avis)

Contactually est un moyen simple et efficace d'optimiser votre réseau en vous aidant à entretenir vos relations avec vos principaux contacts En savoir plus sur Contactually

Contactually est un moyen simple et efficace d'optimiser votre réseau en vous aidant à entretenir vos relations avec vos principaux contacts En savoir plus sur Contactually

Market Quest For Insurance

Market Quest For Insurance

par Market Focus

(1 avis)

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. En savoir plus sur Market Quest For Insurance

Market Quest for Real Estate is a marketing and CRM system that increases your sales and keeps you organized. En savoir plus sur Market Quest For Insurance

Really Simple Systems CRM

Really Simple Systems CRM

par Really Simple Systems

(192 avis)

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. En savoir plus sur Really Simple Systems CRM

An easy to use CRM that helps you work smarter by managing and tracking your sales leads and customers. En savoir plus sur Really Simple Systems CRM

Backstop

Backstop

par Backstop Solutions Group

(4 avis)

Backstop Solutions propose des solutions de productivité basées sur le cloud pour les investisseurs institutionnels et autres gestionnaires d'actifs.

Backstop Solutions propose des solutions de productivité basées sur le cloud pour les investisseurs institutionnels et autres gestionnaires d'actifs.

Marketing 360

Marketing 360

par Madwire

(719 avis)

#1 Marketing Platform For SMB's! FREE marketing demo

#1 Marketing Platform For SMB's! FREE marketing demo

Maximizer CRM for Advisors

Maximizer CRM for Advisors

par Maximizer Software

(166 avis)

From our Personalised CRM platform to our exceptional customer care, we promise your business can always achieve predictable growth.

From our Personalised CRM platform to our exceptional customer care, we promise your business can always achieve predictable growth.

Base

Base

par Base

(108 avis)

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.

CRMnext

CRMnext

par Acidaes Solutions

(1 avis)

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

par Deltek

(392 avis)

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

par Method Integration

(51 avis)

#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.

ConvergeHub

ConvergeHub

par ConvergeHub

(24 avis)

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

par Finaeo

(10 avis)

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.

Clienteer

Clienteer

par Imagineer Technology Group

(9 avis)

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.

DealCloud

DealCloud

par DealCloud

(8 avis)

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

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

Sidetrade Network

Sidetrade Network

par Sidetrade

(4 avis)

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.

Account360

Account360

par Saylent Technologies

(2 avis)

Customer relationship data analytics platform for financial institutions.

Customer relationship data analytics platform for financial institutions.

UGRU

UGRU

par UGRU

(2 avis)

The #1 CRM Financial Practice Management Suite.

The #1 CRM Financial Practice Management Suite.

SatuitCRM

SatuitCRM

par Satuit Technologies

(1 avis)

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.

Living Systems Process Suite

Living Systems Process Suite

par Whitestein Technologies

(0 avis)

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

par Salentica

(0 avis)

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.

360 View CRM

360 View CRM

par inBusiness Services

(0 avis)

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

par Scorto

(0 avis)

A solution for customer relationship management through scoring and analysis.

A solution for customer relationship management through scoring and analysis.

Engaged CRM

Engaged CRM

par Engaged

(0 avis)

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.

Kronos Finance

Kronos Finance

par Kronos Technologies

(0 avis)

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.

Magnifinance

Magnifinance

par MagniFinance

(0 avis)

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

Pipedrive

Pipedrive

par Pipedrive

(1 651 avis)

Pipedrive est un outil de CRM pour le domaine financier facile à mettre en œuvre, qui vous donne le temps de vous consacrer aux activités lucratives de votre entreprise.

Pipedrive est un outil de CRM pour le domaine financier facile à mettre en œuvre, qui vous donne le temps de vous consacrer aux activités lucratives de votre entreprise.

Nimble

Nimble

par Nimble

(880 avis)

Our social CRM for Office 365 and G Suite transforms who you know into how you grow.

Our social CRM for Office 365 and G Suite transforms who you know into how you grow.

irsLogics

irsLogics

par Intellirose Solutions

(1 avis)

Web-based CRM software for tax resolution firms.

Web-based CRM software for tax resolution firms.

Aptean Core Trac CRM

Aptean Core Trac CRM

par Aptean

(0 avis)

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

par SalesPage Technologies

(0 avis)

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

par GaleForce Solutions

(0 avis)

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

par Strategic Information Technology

(0 avis)

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.

PlanMagic Finance Pro

PlanMagic Finance Pro

par PlanMagic

(0 avis)

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.

Jobstream 9

Jobstream 9

par Jobstream Group

(0 avis)

A software platform that serves the specialist accounting and administration requirements of trust companies.

A software platform that serves the specialist accounting and administration requirements of trust companies.

MyPlanMap

MyPlanMap

par MyPlanMap

(0 avis)

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

par NexJ Systems

(0 avis)

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

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

SeedRM

SeedRM

par Lenox Park Solutions

(0 avis)

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

par Infocorp Group

(0 avis)

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

par Bricknode

(0 avis)

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.

Zap CRM

Zap CRM

par AvanSaber

(6 avis)

CRM stands for Customer Resource Management, Zap CRM is the perfect combination of technology and humanization.

CRM stands for Customer Resource Management, Zap CRM is the perfect combination of technology and humanization.

enVisual 360

enVisual 360

par enSynergy Professional Services

(5 avis)

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.

Shape Software

Shape Software

par Shape Software

(3 avis)

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

par zeb

(1 avis)

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

par Union Financial Technologies

(0 avis)

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

par Debt Pay

(0 avis)

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

par BSI Business Systems Integration AG

(0 avis)

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

par InvestorFlow

(0 avis)

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

par Genesis Contractor Solutions

(0 avis)

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

par BankSight

(0 avis)

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

par Yoyo Wallet

(0 avis)

Construire la relation entre les commerces de détail et leurs clients

Construire la relation entre les commerces de détail et leurs clients

Relationship Management System

Relationship Management System

par FMR Systems

(0 avis)

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

par Starburst Labs

(0 avis)

Easy to use CRM for financial advisors.

Easy to use CRM for financial advisors.

AdvisorEngine

AdvisorEngine

par AdvisorEngine

(0 avis)

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

par Konjoin Technolgies

(0 avis)

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

par Synertree CMS

(0 avis)

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

par PractiFI

(0 avis)

Business management platform solution for financial advice businesses.

Business management platform solution for financial advice businesses.