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166 resultater
Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Læs mere om Backstop
The Backstop CRM is an award-winning cloud-based software platform that empowers institutional investment firms and alternative asset managers to become more operationally efficient and productive. Our over 800 clients use Backstop to centralize qualitative and quantitative data to support research management, portfolio management, capital-raising, and investor relations. Læs mere om Backstop

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Læs mere om HubSpot CRM
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today. Læs mere om HubSpot CRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close. Læs mere om Pipedrive
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. Læs mere om Pipedrive

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Zoho CRM is an online management platform for financial service firms of all sizes to centralize functions & accelerate efficiency. Læs mere om Zoho CRM
Zoho CRM is an omnichannel, scalable software solution for financial institutions like banks, credit unions, and insurance companies, investment services of all sizes. Accelerate efficiency with a client information database, account management system, transaction history, performance dashboards, AI-powered conversational assistant, and support tools to stay ahead of the competition. Integrate with 40+ native apps and 500+ popular third-party apps. Læs mere om Zoho CRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
monday.com er et skybaseret Work OS, hvor teams driver deres projekter og hverdagsarbejde, uanset om de er på kontoret, hjemme eller på farten. Læs mere om monday sales CRM
monday.com er en CRM-software til finansielle institutioner i alle størrelser. Der kan holdes styr på kunder, kontaktoplysninger, transaktionshistorik og optegnelser på ét sted. Smarte og visuelle tavler kan bruges til at tildele elementer, automatisere e-mails, indstille påmindelser, styrer mål og dele filer. Læs mere om monday sales CRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads. Læs mere om EngageBay
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform. Læs mere om EngageBay

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Man kan styre virksomheden og få den til at vokse med én app, der klarer det hele. Farvel til endeløse telefonopkald og papirarbejde, goddag til kundeloyalitet! Læs mere om vcita
Fakturerings- og afregningsopgaver kommer af vejen, så man kan spare tid og fokus kan være på at styrke virksomheden. Man kan let udstede fakturaer fra desktop eller mobil, og gør betaling hurtigere med automatiske kundepåmindelser. Læs mere om vcita

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Known as Europe’s most flexible CRM, Efficy offers a completely customisable solution that will empower your employees. Læs mere om Efficy CRM
At last, a CRM solution that adapts to your needs. Efficy is a major player in the European CRM market. With our range of customisable solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. Efficy CRM is easy to use and is adapted to each organisation based on their size and specific needs. This enables you to grow and develop your business in a structured way. Don’t waste time organizing data - empower your employees and grow your business with Efficy CRM. Læs mere om Efficy CRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Chatabox is a user-friendly CRM with contact management, sales and task tracking, scheduling and reporting. Learn more on Chatabox. Læs mere om Chatabox
Chatabox is a cloud-based user-friendly CRM that is highly scalable, with workflow and low code automation features for contact management, a centralised database and tracking of user interactions for task management, appointments and reminders, email marketing, customer relationships, sales and leads pipeline monitoring, payments and collections, quotes and proposals, invoicing, integrations plus customisable dashboards and many other features. Learn more about Chatabox. Læs mere om Chatabox

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Onpipeline is one of the best Sales CRM for small-medium businesses. Læs mere om Onpipeline
Onpipeline is one of the best Sales CRM for small-medium businesses! Secure and reliable CRM to manage Sales, Contacts and Activities. You can integrate your emails and calendars, automate recurring tasks, create and send Quotes, get Leads from web forms or API, and much more. Focused on helping you track Deals without spending hours filling out forms. You can take control of your sales process, set Events for your next actions that sync with your gmail or outlook calendar, etc. Læs mere om Onpipeline

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager. Læs mere om Nimble

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business. Læs mere om Keap

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
NetSuite, der er blandt verdens førende skybaserede ERP'er, giver brugerne det overblik og den kontrol, de behøver for at kunne tage informerede beslutninger og være sikre i deres evne til at vækste.
NetSuite er en skybaseret alt-i-én-løsning til forretningsstyring, der hjælper mere end 32.000 organisationer med at styrke effektiviteten via automatisering af centrale processer og indsigt i realtid i operationelle og økonomiske resultater. Med én samlet, integreret pakke af applikationer til styring af regnskab, ordrebehandling, lagerbeholdning, produktion samt forsyningskæde og lageraktiviteter giver NetSuite virksomheder det fulde overblik og kontrol over deres forretningsaktiviteter. Læs mere om NetSuite

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite. Læs mere om Apptivo

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Bitrix24 er en hurtigst voksende gratis CRM-software, der bruges af over otte millioner virksomheder verden over. E-mailmarketing, tilbud, fakturering og mere.
Bitrix24 er gratis online CRM-software, der bruges af over otte millioner virksomheder verden over. Den er tilgængelig i skyen eller lokalt med åben kildekode-adgang. Ubegrænsede kundeemner, aftaler, kontakter, virksomheder, tilbud, fakturaer og aftaleplanlægning. Avancerede versioner har salgs- og marketingautomatisering, masse-SMS, kampagnestyring og support til flere pipelines. Fås på 18 forskellige sprog. Læs mere om Bitrix24

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. Læs mere om Freshsales

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Easy-to-use, affordable, small business contact manager to track contacts, schedule follow-ups, and manage workflows.
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. Læs mere om Less Annoying CRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
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. Læs mere om Deltek Vision

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
The affordable CRM solution for financial services to effectively manage your customer relationships and drive sales growth.
Really Simple Systems CRM is the natural selection for financial services, providing a powerful yet easy to use solution to track and manage your sales. Designed for growing teams working B2B, our affordable CRM includes everything you need to manage your customer relationships and drive sales growth. Customizable to suit your needs, there's a wealth of reporting features and custom dashboard charts that track real-time data for actionable insights. Læs mere om Really Simple Systems CRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Daylite is a Mac CRM that's great for financial firms of 1-100 employees that want to increase organization and efficiency.
Daylite is a Mac CRM that's great for financial firms of 1-100 employees that want to increase organization and efficiency. Keep track of all your communication and documents with clients in one place. Track new deals and manage client projects all in one app. Share with your team. Control permissions for privacy and security. Made for Apple devices - integrate with Apple Mail, share with Apple Contacts and iCal, use Reminders, Siri, and more! Læs mere om Daylite for Mac

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance
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. Læs mere om Sage Intacct

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Maximizer isn't just another CRM. We provide businesses with the tools to enrich customer relationships and boost their bottom line.
Maximizer CRM for Financial Advisors comes loaded with tools to keep your practice organized, simplify compliance, and help you prepare for future growth. Deliver exceptional client service with a CRM solution designed with your entire practice in mind. Læs mere om Maximizer CRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
The best CRM for financial companies. Helps you with Clients, Sales, and Projects. It's great because it sits right inside Outlook.
The best CRM Add-in for Outlook, also available as a web app and on iOS / Android. It helps manage Customers, Sales, Projects, and Email Campaigns. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently. The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions. Læs mere om eWay-CRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Caspio er en af verdens førende platforme, der ikke kræver meget kodning til opbygning af online databaseapplikationer.
Caspio er en af verdens førende lav-kodningsplatforme til opbygning af finansielle CRM-applikationer uden meget kodning. Alt-i-en-platformen har alt, hvad man behøver for at transformere forretningsdr ift og arbejdsgange digitalt. Den omfatter en integreret database i skyen, en visuel applikationsbygger, sikkerhed i virksomhedsklassen, overholder lovgivning og har en skalerbar global infrastruktur. Se hvorfor over 15.000 virksomheder verden over stoler på Caspio. Det kan prøves gratis. Læs mere om Caspio

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Close is the all-in-one sales engagement CRM designed to help SMBs turn more leads into revenue.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons. Packed with productivity tools like task reminders and Power Dialer, you'll reach more leads and follow up more often. Læs mere om Close

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Zendesk Sell is sales CRM software that helps you close more deals.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient. Læs mere om Zendesk Sell

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Kommo is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more.
Kommo is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools.It's the perfect messenger-based sales solution for entrepreneurs and SMBs. Læs mere om Kommo

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers.
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses. Læs mere om Wealthbox

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Teamgate CRM powers sales teams to unlock their potential, gaining efficiencies and in-depth ICP insights to close more deals, faster.
Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup level to SMB. We pride ourselves on empowering Sales and Sales teams to increase their speed of execution across the entire sales cycle. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential. Læs mere om Teamgate

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
All-in-One FinServe CRM solution built for max efficiency and 50% more sales. Capture, distribute, prioritize,and convert effortlessly.
As a financial CRM designed for sales efficiency, LeadSquared works with 2000 businesses globally to streamline their onboarding, acquisition, sales, collections, reporting, and cross/up-sell operations. LeadSquared benefits industry leaders that perform high-velocity sales through multiple channels, delivering metrics such as: 50% more product sales 75% less turnaround times 85% call centre efficiency 90% less acquisition costs 100% drop-off elimination Læs mere om LeadSquared

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations. Læs mere om Foundersuite

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Contactually helps you maintain and strengthen professional relationships.
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. Læs mere om Contactually

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Læs mere om Dolibarr

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
As the #1 rated CRM by QuickBooks users, Method:CRM streamlines your business from lead to repeat and everything in between.
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line. Læs mere om Method CRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades
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! Læs mere om InfoFlo

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Creatio CRM for Financial Industry offers an award-winning CRM, a great variety of financial apps, and enterprise-grade no-code tools!
Creatio CRM for Financial Industry offers an award-winning CRM, a great variety of financial apps, and unlimited freedom of innovation with no-code development tools! Creatio CRM enables financial companies to streamline and automate lead management workflows, run multi-stage multichannel marketing campaigns, build intelligent scoring and qualification models with ML/AI tools, and many more. With Creatio no-code tools, you can do as much as replicate your company’s very DNA in a digital form. Læs mere om Creatio CRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Intuitive solutions earning powerful results to help commercial service businesses dominate their competition.
Wingmate engages your field staff, on the go, to generate new sales, improve service & communicate in real-time. Our solution is comprised of a Mobile App for your staff on the move to capture/report intel and send it back to your team at the office. Our Simple CRM - management dashboard (Web-based CRM) enables two-way communication & tracking between both your sales staff and team in the field. Læs mere om Wingmate

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals.
Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industrys most widely used applications. Læs mere om Redtail CRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Unanet A/E is purpose-built ERP for A/E firms and offers Project Management, Business Intelligence, Financials, and more in one system.
Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM in one system. Powerful analytic dashboards dashboards allow businesses to gain greater visibility and control, analyze data in real time, and drive their business forward. Unanet Connect is the first and only open integration platform that integrates Unanet with hundreds of applications. Læs mere om Unanet AE

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance.
FreeAgent is a complete CRM platform with robust work management. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more -- so every employee has workdays full of impact. Designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful low-code/no-code customization. Læs mere om FreeAgent CRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
#1 Action-Focused Sales CRM for Small Business. Focus on the Next Action, follow up with every lead, and stay in control of your sales.
OnePageCRM is the 1st action-focused sales CRM that helps small and medium-sized businesses stay in control of their sales. Focus on what needs to be done next, follow up with every lead, keep the team on the same page, and close more deals, one sales action at a time. Save time and automate your admin and data entry. Generate leads in a click from anywhere on the web. Reap the CRM benefits on the go with iOS and Android mobile apps. Any questions? We offer support via email, phone and chat. Læs mere om OnePageCRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Surefire is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions.
Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forg et-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform. Læs mere om Surefire CRM

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions.
MyCRMDashboard, mortgage CRM, is built specifically for residential lenders. 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, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. Læs mere om MyCRMDashboard

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Sales Acceleration Platform for the world's largest Financial Services Institutions.
Vymo is the Sales Acceleration Platform for leading Financial Institutions across the world. It solves for frontline personnel, sales managers and business leaders through mobility, insights and industry playbooks. 60+ global financial institutions have deployed Vymo to solve over 18 deep industry-relevant use cases ranging from allocating leads to the best-fit salespeople to identifying potential cross-sell opportunities and driving conversions. Læs mere om Vymo

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Covve is designed to help you better manage relationships and create business opportunities
Covve: Your Personal CRM Stay in touch effectively with clients and personal connections. "This simple yet state-of-the-art app will revolutionize your business relationships like you've never seen" - Inc What you will love about Covve: Reminders to follow up; Notes on your contacts to always be relevant; Tags for organizing and grouping your network; Statistics on your weekly networking progress. Find out more at covve.com. We are always here to help, reach out at [email protected] Læs mere om Covve App

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. Læs mere om Total Expert

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
A simple yet powerful financial CRM focused on workflow to automate & control processes. Nothing missed, no opportunity left behind.
FLG is a simple yet powerful financial CRM platform that can handle 100,000s of leads and automate the workflows in your processes. Perfect for UK small to medium B2C finance businesses that need a CRM with multi-channel customer contact, intelligent workflows, integration options, marketing automation and reporting & analytics. Unlike other CRMs, we include 5* UK-based telephone and email support, built-in compliance templates, and we don't make you change your sales process to use it. Læs mere om FLG

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
User.com is an advanced marketing and sales system that helps automate personalized communication and streamline business processes.
User.com is an all-in-one marketing automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers. Reach clients through a wide range of communication channels: email, live chat, chatbot, push notifications, dynamic page content, and many more - all available in one place. Interested in Marketing Automation? Get a free 14 day trial with no upfront payment Læs mere om User.com

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
The most flexible CRM ever is free to try for 14 days.
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidate s all aspects of your business in one AI platform. Shape Software provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer r Læs mere om Shape

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor. Whatever your investing needs, we’ve got you covered with independent and balanced stock research, fundamental analysis tools, crowdsourced debate, or actionable market data. As a member, you can link your portfolio to get customized stock screeners, alerts and updates, or join one of our expert services to get exclusive real-time trading ideas. Læs mere om Seeking Alpha

Egenskaber

  • Sporing af udgifter
  • Styring af kundeemner
  • Markedsføringsautomatisering
  • Sporing af relationer
  • Rørledningsstyring
  • Kundedatabase
  • Kontaktstyring
  • Dashboard for aktivitet
  • Styring af kunder
  • Dokumentstyring