ProsperWorks is the #1 Financial Services CRM for G Suite users. ProsperWorks CRM seamlessly integrates with G Suite, gets rid of manual data entry, and is super easy to use. If you can use Gmail, you¿ll know how to use ProsperWorks. Join the over 10,000 customers love using ProsperWorks and start selling more with the CRM teams love to use, today.
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Focus on Relationships, Not Records with ProsperWorks and Google. The only CRM built for, used by, and recommended by Google.
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Keep the Conversation Moving. Fully engage your customers on their preferred channel and shape their interactions with your organization by using Katabat. With the ability to customize automated outbound customer SMS messages, reacting in real time, you can increase engagement that dramatically improves conversion rates. Inspire and empower your customers to fulfill activities in one seamless transaction.
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Katabat enables digital transformation with complete visibility across the consumer lifecycle.
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Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.
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Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution.
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MyCRMDashboard, mortgage lead generating CRM, was built specifically for residential lenders, banks and credit unions. 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!
MyCRMDashboard.com is powered by Continuity Programs. 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.
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MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions.
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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.
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Built for Banks and Credit Unions, Doxim Financial CRM helps you establish and maintain relationships with new and existing clients.
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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.
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The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance
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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.
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Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close.
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Build valuable lead and client relationships with amoCRM. Our exclusive Digital Pipeline eliminates routine tasks by automating lead capture, email send outs, behavior-triggered movement through the pipeline and task reminders. Focus on growing revenue, not data entry.
Even better, amoCRM's analytics track your growth and measure ROI.
Evaluate account manager performance with goal tracking, pivot your strategy with reports that help identify bottlenecks. Sell easy and smart with amoCRM!
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amoCRM is easy-2-use CRM. It is however very functional and powerful. Sales pipeline, lead tracking, analytics and website integration.
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Powerful CRM designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance their customer experience.
The solution provides a complete set of tools for bank front-office and contact center management, allows managing end-to-end sales processes of financial products and services to the bank's corporate clients, as well as multichannel marketing campaigns to boost demand generation.
- bank customer journey
- bank sales
- marketing
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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"
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Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle
process providing valuable insight.
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Backstop Solutions exists to help the alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders.
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Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers.
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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.
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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!
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Financial adviser CRM software solution that helps keep a history of all interactions with clients.
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Freshsales is a full-fledged Online CRM made for high-velocity sales teams, packed with features such as, built-in phone, integrated email, user behavior tracking, deal management, reporting and more.
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Freshsales is a full-fledged Online CRM made for high-velocity sales teams, packed with features such as, built-in phone, integrated em
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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 50k investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations.
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SOFTWARE FOR RAISING ANGEL, SEED & VC. Foundersuite makes the leading Investor CRM + an Investor Database and Investor Updater tools.
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Obsidian is an all in one investor management framework with a proven track record helping financial clients rapidly digitize operations, cut costs, and improve sales cycles. Our modern interface lets clients choose from 4 key suites: Finance CRM, Data Rooms, Investor Portals, and Business Intelligence, while benefiting from the fastest deployments in market. We provide the best in class cyber security, and bank level encryption. Join 10K+ happy Obsidian users, and transform your operations.
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Obsidian Suite offers a leading CRM optimizing client and prospect management with its data rooms and prospect portal included.
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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!
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Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades
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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.
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Small business software to manage leads, customer information, contact history and reminders, and emails.
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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.
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Contactually is a simple, effective way to get more from your network by helping you stay top of mind with your most important contacts
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Marketing 360 - #1 Marketing Platform for financial professionals. Market your business across Google, Facebook Bing, Instagram, Linkedin, and more with a seamless all-in-one solution. Since all your data is in one place managing your inbound leads saves you time and money. With better analytics you can optimize at scale generating more leads across multiple channels.
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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.
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For financial service providers, enVisual 360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive.
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Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal.
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Best for companies with 10-1,000 employees. Step into the 21st century with the HubSpot CRM, an easy to use CRM system that eliminates manual work and actually helps your sales team sell. It's free, and you can start using it right now. The HubSpot CRM allows you to keep all your contacts in one centralized, customizable database, automatically logs every interaction for you, and crawls the internet for you, keeping track of over 13M companies (and growing).
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HubSpot CRM is the 100% free, flexible, and intuitive CRM that your sales team will love.
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Infusionsoft is a cloud-based sales and marketing platform trusted by 125,000 small business users. The platform brings Customer Relationship Management (CRM), Marketing Automation, and E-Commerce together in one centralized system, so small businesses can deliver personalized sales and customer service experiences and close more business.
Infusionsoft is currently offering 50% off for the first 3 months. Watch the demo now to see how it can help your small business.
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Automate your sales and marketing processes. Grow sales. Save time. Get organized. Watch the software demo now!
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HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform, available from the cloud on any device.
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The next generation of PSA tool. Complete professional services automation package for software and services businesses.
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Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
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Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
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Base helps sales teams win more deals by automating tasks and providing actionable insights to grow sales with our all-in-one platform
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Base helps sales teams win more deals by automating tasks and providing actionable insights to grow sales with our all-in-one platform
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CRM that is tailored to financial and insurance advisors to improve business processes, develop client engagement and remain compliant.
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CRM that is tailored to financial and insurance advisors to improve business processes, develop client engagement and remain compliant.
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Customer relationship management software that eliminates manual data entry and uses data science to help users make better decisions
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Customer relationship management software that eliminates manual data entry and uses data science to help users make better decisions
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ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs.
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ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs.
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Finaeo, a FREE Digital Assistance platform built for Advisors by Advisors automates back office admin powered by a custom-built CRM.
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Finaeo, a FREE Digital Assistance platform built for Advisors by Advisors automates back office admin powered by a custom-built CRM.
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An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
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An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
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The #1 software for companies looking for a feature-rich all-in-one solution that integrates and APIs with any other software.
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The #1 software for companies looking for a feature-rich all-in-one solution that integrates and APIs with any other software.
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CRM software for buy-side investment professionals for the asset management industry. Visit www.satuit.com/products/satuitcrm.
Learn more about SatuitCRM
CRM software for buy-side investment professionals for the asset management industry. Visit www.satuit.com/products/satuitcrm.
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Core Trac helps financial institutions deliver consistent, tailored and memorable experiences to clients and simplifies CRM data.
Learn more about Aptean Core Trac CRM
Core Trac helps financial institutions deliver consistent, tailored and memorable experiences to clients and simplifies CRM data.
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Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.
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Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.
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Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa.
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Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa.
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Clienteer is the leading provider of relationship management and fund marketing technology to hedge funds and institutional managers
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Clienteer is the leading provider of relationship management and fund marketing technology to hedge funds and institutional managers
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Customer relationship management software for the financial services industry that allows for easy tracking of sales targets.
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Customer relationship management software for the financial services industry that allows for easy tracking of sales targets.
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An out-of-the-box CRM solution designed to meet the needs of client-facing staff of commercial banks, retail banks and credit unions.
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An out-of-the-box CRM solution designed to meet the needs of client-facing staff of commercial banks, retail banks and credit unions.
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Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard
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Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard
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Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management.
Learn more about NexJ Contact
Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management.
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Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies.
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Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies.
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SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.
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SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.
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