Related Products
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About
Salesinteract is an interactive CRM that involves your relations in the entire sales process if you want. As a user of Salesinteract you work from a clear dashboard where you can follow up tasks in a very easy and quick way and you can share presentations with your relations. Important push notifications illuminate your dashboard when your relations are promoted to prospect or customer and when your shared files are viewed and how often.
Your relations automatically get their own dashboard where they see information from your company, your presentations / files / offers you have shared with them. You can communicate with your relations 1-on-1 in the communication center, which can create an even more personal bond. When targets are set, Salesinteract will suggest motivational quotes based on your progress to help you further.
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About
Value Research is a comprehensive portfolio management tool designed to simplify the tracking and analysis of your investments. It offers hassle-free and automated transaction imports, powerful performance analytics and comparisons, detailed and ready-to-file tax statements, and automated capturing of all dividends, bonuses, rights, and splits. You can manage and track your and your family's investments in one place, making it India's best portfolio management system. It supports various investment types, including mutual funds, stocks, NPS, PPF, sovereign gold bonds, alternatives (InvITs/REITs), and bonds & other fixed income instruments. It provides an overview of your investments, reflecting how well your investments are doing and allowing you to identify problem areas at a glance. The dashboard offers insights into the classification of your investments, key signals related to your performance over time, and a crisp graphic overview of your transactions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Every company who has sales people
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Audience
Retail investors needing a solution to track, analyze, and optimize their diverse investment portfolios with ease
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$15.00/month/user
First user always free.
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSalesinteract
Founded: 2017
Netherlands
www.salesinteract.com
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Company InformationValue Research
Founded: 1990
India
www.valueresearchonline.com/my-investments/
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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