Aurea CRM

Aurea CRM

Aurea
IQProspects

IQProspects

Quest Analytics
+
+

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About

Manage every lead, opportunity, and interaction with customers throughout their journey with Aurea CRM — a comprehensive customer relationship management solution with integrated campaign management. Aurea CRM lets you drive customer engagement tools deep into your sales organization. With end-to-end capabilities for sales and marketing, we’ve created a one-stop-shop that delivers a compact overview of team activities, sales pipelines, and key performance indicators so you can set priorities and make informed decisions. Get on-demand access to everything you need to know about customers and prospects in one location. With simple mobile tools, sales teams can access and update information from the field. Optimize your opportunity management processes with data-driven recommendations to help you profit from relationship networks, and identify the best opportunities in the funnel.

About

IQProspects is an easy to use, sales and service CRM growth engine for banks and credit unions. The best commercial bankers are out meeting and talking with customers and prospects for the better part of every day. Now there is a tool to help you build relationships while you are on the move. The Quest Analytics mobile applications help you be more productive while you are out of the office. IQProspects tracks the journey every step of the way from opportunity stage to underwriting, thru closing. Are loans taking too long to process? IQProspects customizable workflow automates the process and gets loans completed quickly and accurately. It all starts with a prospect. Quest tracks the journey every step of the way from opportunity stage to underwriting, thru closing. IQProspects new marketing event management capabilities will help your institution manage each golf outing, charity event, or other relationship building marketing opportunity.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Life sciences, energy, retail, and insurance industry companies that want an effective cloud CRM solution

Audience

Mobil CRM solution for banks and financial institutions

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Aurea
Founded: 2012
United States
www.aurea.com/library/customer-relationship-management/

Company Information

Quest Analytics
Founded: 2001
United States
www.quest-analytics.com/iqprospects

Alternatives

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JustRelate CRM

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Alternatives

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Mortgage Quest

Market Focus
NexJ CRM

NexJ CRM

NexJ Systems Inc.
Aurea Monitor

Aurea Monitor

Aurea Software
CoreTrac

CoreTrac

Ignitech

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Aurea FirstRain
SALESmanago
SOAtest
Taxi for Email

Integrations

Aurea FirstRain
SALESmanago
SOAtest
Taxi for Email
Claim Aurea CRM and update features and information
Claim Aurea CRM and update features and information
Claim IQProspects and update features and information
Claim IQProspects and update features and information