ClientLogix

ClientLogix

UNAPEN
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+

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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

KADO is a smart networking solution that helps professionals build meaningful relationships that turn into deals. With KADO, deal makers reduce time spent on contact management by more than 30%. Empowering business professionals to create meaningful connections is at the heart of what we do. Built for relationship-driven professionals and packed with powerful networking features, KADO is redefining networking as you know it. Paper business cards are in the past. With KADO, you can create and personalize your own digital business card: save time, and money and make a statement by showing your prospects that you are up-to-date with the latest technological trends. With KADO, sync all your contacts from different sources, including Google, Outlook, and your CRM, into one easy-to-use interface. Keep track of your contacts and events by easily recording, organizing, and sharing your notes without leaving the app.

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

Business professionals in need of a solution to share contact details and create meaningful connections

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

$3.71 per 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

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

UNAPEN
Founded: 1991
United States
unapen.com

Company Information

KADO
United States
www.kadonetworks.com

Alternatives

Heads-up

Heads-up

WattsNet

Alternatives

CamCard

CamCard

INTSIG Information
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

Integrations

Gmail
Google Calendar
Google Cloud Platform
LinkedIn
Microsoft Edge
Microsoft Outlook
Mozilla Firefox
Safari
X (Twitter)

Integrations

Gmail
Google Calendar
Google Cloud Platform
LinkedIn
Microsoft Edge
Microsoft Outlook
Mozilla Firefox
Safari
X (Twitter)
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