Alpheous

Alpheous

Alpheous, Inc.
Sigma CRM

Sigma CRM

JadenX
+
+

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About

Alpheous is an on-premises AI platform for asset managers and distribution teams serving financial advisors. Its coordinated agents monitor advisor, product, territory and regulatory signals; rank advisor-product fit; prepare meeting briefs; draft follow-ups; and support research and compliance review. Work is organized across targeting, outreach, compliance and research, with outputs routed to staff for review. Users can approve, edit or reject external communications; Alpheous states that nothing is sent to an advisor without human approval. The product runs on a single-tenant appliance installed within the firm’s network and is managed by the vendor. It connects with systems and data sources including HubSpot, Slack, Gmail, Google Calendar, Broadridge and FINTRX. Firms configure it for their products, data, processes and compliance requirements.

About

Sigma CRM is a customer relationship management application for organizing contacts, companies, deals, and sales activity. Teams can manage records and pipelines, connect email accounts, and use AI-supported workflows to review customer information and prepare sales briefs. The product exposes REST and GraphQL interfaces and includes an MCP server and client, allowing compatible AI tools to work with CRM data and agents. Sigma can be run as a managed cloud service or self-hosted on a customer's infrastructure using Docker Compose; the documentation describes single-tenant deployment on cloud infrastructure and EU-region pinning. The platform also supports custom objects, fields, agents, workflows, and front-end components through its SDK. It is intended for organizations seeking a configurable CRM that can be connected to their existing sales processes and AI tools.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Asset managers, fund distribution teams and wholesalers that sell through financial advisors, RIAs and broker-dealers

Audience

B2B sales teams and Mittelstand companies that want an on-premise, AI-ready CRM

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Alpheous, Inc.
Founded: 2024
United States
www.alpheous.com

Company Information

JadenX
Founded: 2019
Germany
www.jadenx.com/sigma-crm

Alternatives

Alternatives

MyReportPortal

MyReportPortal

My Report Portal, LLC
Bancroft

Bancroft

Bancroft Sysyems
SigmaTrust

SigmaTrust

CyberSigma

Categories

AI Sales Agents Supported

Categories

CRM Supported

Integrations

Claude Not Supported
Claude for Legal Not Supported
FINTRX Platform Supported
Fireflies.ai Supported
Gmail Supported
Google Calendar Supported
HubSpot CRM Supported
Model Context Protocol (MCP) Not Supported
Notion Supported
Slack Supported

Integrations

Claude Supported
Claude for Legal Supported
FINTRX Platform Not Supported
Fireflies.ai Not Supported
Gmail Not Supported
Google Calendar Not Supported
HubSpot CRM Not Supported
Model Context Protocol (MCP) Supported
Notion Not Supported
Slack Not Supported
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