Related Products
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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
|
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Audience
Venture Capital, Investment Banking, and Private Equity Principals
|
Audience
Financial services firms that need a powerful CRM solution
|
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Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
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API
Offers API
|
API
Offers API
|
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$250/user/month
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
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Reviews/
|
Reviews/
|
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Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
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Company InformationFundingstack
Founded: 2022
United States
fundingstack.com
|
Company InformationSalesforce
Founded: 1999
United States
www.salesforce.com/solutions/industries/financial-services/overview/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
|
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Integrations
Gmail
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
Slack
Workato
Xero
|
Integrations
Gmail
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
Slack
Workato
Xero
|
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