ClientLogix

ClientLogix

UNAPEN
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About

One solution that is built to handle the very distinct differences in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business. One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with a bi-directional interface to many portfolio accounting systems, plus flexible import from sponsor platforms. Heads-up CRM data and document library keeps you informed without leaving Outlook, quickly set up meetings, review/take meeting notes, view history and reminders and much more. User adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices. Insight into social interaction helps drive client relationships and referrals.

About

Whether you're at an in-person or virtual event, meeting the right people makes all the difference. With Cvent Appointments, you can increase engagement between customers, prospects, employees, sponsors, and exhibitors. Allow all your event attendees to make valuable connections with each other, in person or virtually. The Cvent Appointments solution is a flexible tool that allows you to create groups of event participants and control how these groups can view and request meetings with each other. By using pre-booked appointments at the virtual or in-person events you host, you can be confident that your attendees are fostering the relationships they’re looking for. Your customers and prospects want to meet like-minded individuals at your event. Cvent Appointments allows your attendees to build a profile and set meetings with other attendees that share mutual interests, making it easy to form valuable new connections.

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

Companies in need of an CRM solution

Audience

Companies in need of an event networking and appointment scheduling software

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

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Reviews/Ratings

Overall 4.7 / 5
ease 4.2 / 5
features 4.3 / 5
design 4.4 / 5
support 3.9 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

UNAPEN
Founded: 1991
United States
unapen.com

Company Information

Cvent
Founded: 1999
United States
www.cvent.com/en/event-management-software/cvent-appointments

Alternatives

Heads-up

Heads-up

WattsNet

Alternatives

A2Z Events

A2Z Events

Personify

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

CrowdPass

Integrations

CrowdPass
Claim ClientLogix and update features and information
Claim ClientLogix and update features and information
Claim Cvent Appointments and update features and information
Claim Cvent Appointments and update features and information