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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for an innovative Sales Activity Management system that makes the process faster, simpler, and more engaging for their clients

Audience

Any business that is need of finance technology to build and/or maintain their finance business and/or products.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Apex 72
Founded: 2020
United States
apex72.io

Company Information

Centrex Software
Founded: 2015
United States
www.centrexsoftware.com

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
Unify CRM

Unify CRM

Unify
Wealthbox

Wealthbox

Starburst Labs
Sticky Advisor

Sticky Advisor

stickypages
Freshsales

Freshsales

Freshworks
CoreTrac

CoreTrac

Ignitech

Categories

Categories

Financial CRM Features

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

Integrations

Actum Processing
Decision Logic
Gmail
Microsoft 365
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
TransUnion Collections Management
Twilio
Ytel

Integrations

Actum Processing
Decision Logic
Gmail
Microsoft 365
Plaid
SendGrid
Snowflake
Spinify
Spinwheel
TransUnion Collections Management
Twilio
Ytel
Claim Apex 72 and update features and information
Claim Apex 72 and update features and information
Claim Centrex Software and update features and information
Claim Centrex Software and update features and information