ProTrak CRM vs Sage Intacct

Starting Price

Not provided by vendor Not provided by vendor

Best For

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.

Well-suited for senior financial roles in mid-sized organizations.

Rating


5 / 5
(3)

4 / 5
(282)
Read All Reviews

Ideal number of Users

2 - 1000+

1 - 1000+

Ease of Use


5 / 5

4 / 5

Customer Support


5 / 5

4 / 5

Features & Functionality


4 / 5

Value for Money


4 / 5

Product Features

  • 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
  • check Account Alerts
  • check Asset Management
  • check Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • close Lead Management
  • close Marketing Management
  • close Relationship Tracking
  • close Team Assignments
  • close Territory Management

Screenshots

View 2 screenshots 99031 thumb
View 1 screenshot 14337 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

share Share Your Comparison of Sage Intacct vs ProTrak CRM

ProTrak CRM vs Sage Intacct

Share

share Share Your Comparison of Sage Intacct vs ProTrak CRM