Nimble vs ProTrak CRM

Starting Price

$12.00/month/user

Not provided by vendor

Best For

Business Services Media & Internet Retail Software Manufacturing Finance

ProTrak CRM caters to Institutional Asset Managers, Hedge Funds, Private Equity, Funds of Funds, Wealth Managers, Family Offices, Consultants and Intermediaries servicing the Financial Industry.

Rating


4.4 / 5
(1358)
Read All Reviews

5 / 5
(3)

Ideal number of Users

1 - 99

2 - 1000+

Ease of Use


4.3 / 5

5 / 5

Customer Support


4.3 / 5

5 / 5

Features & Functionality


4.2 / 5

Value for Money


4.3 / 5

Product Features

Not provided by vendor
  • close Account Alerts
  • check Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management

Screenshots

View 5 screenshots 121004 thumb
View 2 screenshots 99031 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • close Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Nimble vs ProTrak CRM

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