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

Highrise, a CRM solution, enables users to track communication with clients and monitor the status of deals and relationships. Highrise allows users to import contacts from Outlook, Gmail and Excel. Highrise enables users to add notes and comments to contact details. Highrise also features task management functionality that allows users to create tasks, add reminders to projects, and view tasks by company, contact or project.

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

Global Market

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

$24.00/month
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 3.0 / 5
ease 5.0 / 5
features 3.0 / 5
design 3.0 / 5
support 5.0 / 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

Highrise
Founded: 2014
United States
highrisehq.com

Alternatives

Heads-up

Heads-up

WattsNet

Alternatives

Highrise ERP

Highrise ERP

Kanix Infotech Private Limited
Evercontact

Evercontact

One More Company
MomentumTRUST

MomentumTRUST

Momentum3

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

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

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Integrations

APIANT
ActiveCampaign
Adobe Marketo Engage
Agolix by Assessment Generator
Formstack
FreshMail
HubSpot Customer Platform
HubSpot Marketing Hub
LeadsBridge
LessAccounting
Mailchimp
Mailjet
Nimble
Raklet
Stackreaction
SurveyMethods
TrueMail
Wufoo
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Integrations

APIANT
ActiveCampaign
Adobe Marketo Engage
Agolix by Assessment Generator
Formstack
FreshMail
HubSpot Customer Platform
HubSpot Marketing Hub
LeadsBridge
LessAccounting
Mailchimp
Mailjet
Nimble
Raklet
Stackreaction
SurveyMethods
TrueMail
Wufoo
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Claim ClientLogix and update features and information
Claim ClientLogix and update features and information
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Claim Highrise and update features and information