Streamleader

Streamleader

StreamLeader
+
+

Related Products

  • Fathom
    7,733 Ratings
    Visit Website
  • Google Workspace
    69,107 Ratings
    Visit Website
  • Construction Daily Reports
    22 Ratings
    Visit Website
  • Process Street
    1,119 Ratings
    Visit Website
  • AestheticsPro
    725 Ratings
    Visit Website
  • Trumba
    63 Ratings
    Visit Website
  • Lawmatics
    289 Ratings
    Visit Website
  • P3Source
    16 Ratings
    Visit Website
  • ONLYOFFICE Docs
    715 Ratings
    Visit Website
  • Screencapt
    140 Ratings
    Visit Website

About

Sombra turns a client meeting into an adviser-ready file note, then carries that note into the work that follows: a living client record, the relationships that need attention, and follow-through that keeps its context. Built for Australian financial advice firms and designed for AFSL compliance, it multiplies a team rather than replacing one. Sombra suggests, structures and prioritises; the adviser reviews, accepts and decides. A growing set of specialist AI teams runs alongside, with Regulatory Watch live today. Australian-hosted; your data is never used to train AI models. Start with three free file notes, no card required.

About

StreamLeader ERP/CRM/HRM is Australian business management software, built for Australian businesses by Australian businesses. It's different to others in the marketplace as we are completely customisable to your needs! No matter which direction your business evolves, StreamLeader will grow with you. Steamleader ERP/CRM/HRM is Australian business management software, built for Australian businesses by Australian businesses. Use Streamleader ERP/CRM/HRM to improve staff efficiency, accountability and client satisfaction and to decrease administration time, wastage and errors. We have worked closely with various industry experts to perfect STREAMLEADER ERP/CRM/HRM as the complete business management software for each industry. As STREAMLEADER ERP/CRM/HRM is deployed into more organisations and more industries, we continue to evolve existing modules based on user feedback, and increase the already huge number of available modules.

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

Australian financial advice firms: advisers, principals and firm owners, paraplanners, and compliance teams.

Audience

Businesses searching for a solution to improve their services and increase sales

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

No images available

Screenshots and Videos

Pricing

$49 AUD/month
Free Version
Free Trial

Pricing

$300.00/month/user
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

Sombra
Founded: 2023
Australia
getsombra.com

Company Information

StreamLeader
Founded: 2009
Australia
www.streamleader.com.au

Alternatives

Alternatives

Qdos

Qdos

Qdos Technology
NoteLedge

NoteLedge

Kdan Mobile
TruckSafe Manager

TruckSafe Manager

Tamari Software and Technology
Access MicrOpay

Access MicrOpay

The Access Group
Kilonotes

Kilonotes

Hefei Stack Top Information Technology
InterAcct

InterAcct

InterAcct Software
MeisterNote

MeisterNote

Meister

Categories

Categories

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Integrations

No info available.

Integrations

No info available.
Claim Sombra and update features and information
Claim Sombra and update features and information
Claim Streamleader and update features and information
Claim Streamleader and update features and information