Bottomline Banking CRM Alternatives

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all y

Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.

Procurify’s easy-to-use Intelligent Spend Management platform provides hundreds of organizations worldwide with real-time visibility and control over all business spend. By bringing more spend under management, our customers capture reliable spend data that can be used to proactively minimize rogue spend and rework — and ultimately save them precious time and money. Our procure-to-pay solution helps organizations gain a competitive edge by transforming spend management from a reactive cost center to a proactive, profit-driving function. Beyond process optimization, spend data can drive strategic discussions that directly influence organizational growth and financial health.

Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.

FPS GOLD has been providing core banking, mobile and online banking, wire transfer software, and a content management system to financial institutions for over 55 years. Our mission is to help financial institutions compete, profit, and thrive by providing flexible and robust software that's paired with unmatched customer service. With FPS GOLD, you get more because WE ACTUALLY CARE. Don't believe us? Test it yourself.

ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.

This powerfully specialist CRM from Avolin is designed specifically for community banks and credit unions, giving you a centralized, 360° view of all your clients. Your financial services teams will be empowered to deliver outstanding customer experience outcomes, like never before. Build stronger connections with your clients using a centralized data view across all their experiences and communications with you. With one unified view you’ll be able to build better relationships, sell more and expand every opportunity. CoreTrac goes beyond other platforms, giving you the deep insight you need to craft bespoke communications for all your clients and prospects: the right message, at the right time. It also automatically manages online requests so that your website can serve clients and generate revenue 24/7.

With customer expectations changing as fast as technology, and new kinds of competitors emerging every day, Engage helps Financial Institutions confidently meet the needs of each customer. A comprehensive, end-to-end consumer lending, account, and card marketing automation solution, Engage creates an enhanced profile of your customers - so you know just what they need, and when. It provides revenue-driving opportunities across your organization, enabling you to efficiently target your audience with customized, relevant communications - and measure the impact to your bottom line. Combining your data and 3rd party data with our cutting-edge decisioning and marketing engine, Engage removes the need for IT data pulls, sorting, and manual reporting for marketing campaigns. Plus, it adds efficiency and an improved client experience to your lending growth efforts with integrations to MeridianLink Consumer loan origination software and MeridianLink Portal.

All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients

IQProspects is an easy to use, sales and service CRM growth engine for banks and credit unions. The best commercial bankers are out meeting and talking with customers and prospects for the better part of every day. Now there is a tool to help you build relationships while you are on the move. The Quest Analytics mobile applications help you be more productive while you are out of the office. IQProspects tracks the journey every step of the way from opportunity stage to underwriting, thru closing. Are loans taking too long to process? IQProspects customizable workflow automates the process and gets loans completed quickly and accurately. It all starts with a prospect. Quest tracks the journey every step of the way from opportunity stage to underwriting, thru closing. IQProspects new marketing event management capabilities will help your institution manage each golf outing, charity event, or other relationship building marketing opportunity.

Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud.

Serve, solve and sell with VeriTouch. VeriTouch is a vertical Customer Engagement (CRM) solution built o​n top of Microsoft Dynamics 365, optimized with industry best practices that enable financial institutions to place customer relationship management at the core of their digital transformation journey. ​VeriTouch consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently; streamlined and tailored solutions to solve customer's concerns and address their needs; recommendations and guided selling tools to deliver relevant and differentiated offers to customers. Benefits of VeriTouch; Improve Data Quality, Reduce, TAT & Cost of Servicing, Improve Cross-sell Ratio, Provide Single View of Customer, Improve Sales Team Efficiency, Reduce Cost of Client Acquisition, Improve Marketing Efficiency, Improve Customer Experience.

When work flows, trust grows. Collaborate in real time, instantly share insights, maintain compliance, and make smarter, faster decisions from anywhere with Financial Services Cloud and Slack. Empower senior bankers, analysts, compliance managers, and group heads to drive deeper client relationships. Manage pipelines, collaborate efficiently across deal teams, leverage internal and third-party data, and ensure information is shared with the right people at the right time. Evolve your banking operations to focus on customer needs and financial wellness. Empower employees to provide seamless experiences across channels. Embrace the industry’s digital imperative with omni-channel engagement, agile product innovation, and automated processes. Quote and issue policies, transact service requests, and adjudicate claims all from a single cloud platform.

Demonstrating that you can understand — and meet — customers’ specific needs is critical. Empower organizational growth by providing a richer relational experience. As the demand for personalized service continues to increase, banks must harness their customer data to meet that demand. One of the best ways to communicate to your customers that you know them and understand their needs is to recommend the right products at the right time. To grow, banks need a place where every customer touchpoint is logged in real-time. You need the ability to scale personalized outreach throughout the customer life cycle. Promote customer retention and grow relationships through targeted marketing communications. Tailoring interactions communications to each customer’s specific profile is vital to retaining and growing those relationships.

Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.

Easily manage client relationships, track opportunities, and estimate project costs. Reduce project risk and deliver projects on time and on a budget to improve customer satisfaction. Employ faster-reporting processes and provide role-based metrics to key decision-makers. Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with real-time information to help identify problems early enough to allow for timely -course correction. Tools to constantly monitor project status and staff utilization. One integrated system to track all financial, project and resource planning data. By leveraging the processes and people that make your business unique, Deltek cloud solutions serve as the framework for ultimate project growth and profitability.

Altvia’s fully integrated product suite and industry expertise optimize the Salesforce CRM platform for the world of Alternative Investments. Translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future. AIM, Altvia’s Private Equity CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. Integrate AIM with a LP Portal or Data Visualization tool to power your internal and external teams. Successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors.

Deal, relationship, and firm management. DealCloud provides a single-source deal, relationship, and firm management platform that enables capital markets firms to power their dealmaking process — from strategy to origination to execution. We offer best-in-class customized solutions and implementations for firms of all sizes, along with a variety of data partner integrations and system APIs that can maximize your existing technology investments. Schedule a demo below to learn more about how DealCloud can work for your team. To date, we have equipped over 25,000 of the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. To date, we have equipped the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. Explore our financial services software from the seat of professionals in various verticals and contact us to schedule a demo.

Maximize financial visibility and profitability. Assess the health of your business, improve financial controls, and make timely decisions to drive agility and growth using comprehensive, real-time financial reporting, embedded analytics, and AI-driven insights. Integrate financials into core business processes and automate tedious and time-consuming tasks to boost user productivity, support evolving business models, and maximize financial performance. Minimize costs and optimize spending across business geographies with process automation, budget control, and financial planning and analysis. Quickly adapt to changing financial and legal requirements with a guided, rules-based chart of accounts and a no-code configuration service that simplify regulatory reporting, electronic invoicing, and global payments. Customers are optimizing financial operations with Dynamics 365 Finance.

Tier1 Financial Solutions is a leader in global relationship management software for capital markets, corporate and investment banking and investment management professionals. We empower our clients to increase productivity, reduce relationship risks and enhance customer ROI. Tier1 delivers the tools, connectivity, and workflows that empower collaboration, transparency, and communication among capital markets participants and the clients they serve. Leveraging Salesforce’s trusted infrastructure and solid encryption, our extensible developer toolkit and plug-ins facilitate rapid custom application development with capital markets grade security, configurable coverage models and industry-specific business logic.

AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. We come into the office every morning with a goal of creating the future of financial advice. We begin with the advisor-client relationship and work outward from there. The best advice is deeply human, it begins and ends with people. We are always searching for new ways to understand investing and investor behavior. The best advice is informed by research, evolving based on developments in quantitative finance, behavioral economics, business analytics and artificial intelligence. We are creative and design-minded, which gives our technology a different aesthetic compared to other firms. The best advice is inspiring. Make it effortless for new clients to begin working with you using a streamlined and personalized approach to digital onboarding.

Deepen your relationships with industry-leading integrations and reporting tools to make your data work for you. Develop more actionable insights with a single source of truth to deeply understand your customers and their financial journeys–transforming engagement and building a better customer experience. Create a data-rich ecosystem at the core of your sales and marketing activities. Then leverage these insights to dig into performance and truly understand your ROI. Total Expert is the CRM and customer engagement platform uniquely built for banks. Banks that partner with Total Expert have grown 2.2x the speed of the industry and win deeper customer relationships, drive higher retention, and provide greater customer satisfaction – all through a hybrid digital + human approach.

Experience the business benefits of customer relationship management solution with Doxim CRM! Built to meet specific needs of Banks and Credit Unions, Doxim CRM empowers staff with a 360 view of customer activities and interactions. With Doxim CRM, you can increase revenue and brand loyalty by developing a deeper understanding of your customer base. Doxim CRM integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management.

Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.

Gravitational architecture of integration with other systems to achieve digital transformation in organizations. Automated, flexible and result-oriented processes for a scalable and quality business. Integrated content management combined with processes to generate and maintain large volumes of structured, up-to-date and reliable data. CRM 360 for customer and partner relationship: better management, more sales and greater retention. Real-time data analysis – in charts or extractions – to make visual management easier, provide insights and support decision-making. Have your other areas oriented to a strategy with procurement, marketing, IT, logistics and legal integrated processes. Make your administrative processes efficient – from purchases to reimbursements – and improve your team’s results. Automate your organization’s HR department and manage the whole process, from admission to dismissal.

As diverse as zeb.control is, so are our customers. We offer banks and FinTechs as well as insurance companies individually tailored solutions in the area of control. The solutions can be operated in the cloud or on-site. The era of zero interest rate levels seems to be over, but banks are currently not dealing with an isolated and gradual rate increase. What is the total impact of these developments on European banks and how do capital markets assess the new, potential opportunities for the sector? With zeb.control, you create the basis for the efficient control of your house. From controlling income and risks from the top management's point of view to analysis and planning at customer and account level, you will be supported by the solution in an integrated form in order to fulfill a bank´s or fintech´s very own transformation functions. Our bank management system is individually adapted to your needs.

Market Quest a sophisticated yet accessible to use database marketing and customer management software, It helps to increase your sales, gives you the edge versus your competitors while being organized, Market Quest can send E-cards, newsletters, videos and more customization is available. Market Quest can integrate into your website to grab all entry forms and assign it to a sales professional. And not lose that lead and build customer loyalty thus help generate future referrals. Our marketing automation is designed for busy sales professionals and marketing departments who want to increase their marketing with the least amount of effort. All that is needed is to simply add people to the database and they automatically receive newsletters, birthday ecards, holiday and seasonal ecards, and other drip marketing campaigns. This advanced automation can be done for individual sales professionals or groups of sales professionals.

Intuitive. Smart. Complete. Mortgage iQ takes your business to the next level. Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders. We've got you covered. Our CRM Platform includes serious firepower to serve the needs of all of your organization's departments. Mortgage iQ CRM improves your efficiency. Leverage the power of Mortgage iQ's list management capabilities to drive focus and attention on the relationships that matter. Let Mortgage iQ do the driving. Our team will assist you in configuring strategic touch point campaigns or "tracks" for borrowers, transactions, Realtors and other Partners in your database. Create Beautiful Templates for high impact. Our powerful yet easy-to-use Template Editor provides the tools to create great-looking emails that you can use for drip campaigns, mass emails or single use. Top Originators Demand it. So should you.

The CRM for Financial Services. Comprehensive Management Solution. Multiple brands, platforms and call-centers under one system. Proftit CRM is divided into sales, marketing, management and reports, Proftit allows you to stay in control over your data. Analyze all leads according to your brand’s needs. Optimize the way your leads are handled to achieve the highest value per client. Automate. Create a faster, more accurate and goal-oriented business. Features. Enhance the quality of communication by giving your sales agents all the information they need about a client. Receive the current time, news events and weather conditions, based on the trader’s location. Verify clients and meet regulatory requirements. View the trader’s behavior, most traded assets, history and overall performance. Real time notifications providing key trading insights such as trading PNL, margin levels, etc. Track and view a trader’s activity without accessing the MT4 Manager.

Practifi is the performance optimization platform that transforms data into insights, action and excellence at scale. We help wealth management firms go beyond traditional CRMs and redefine what’s possible. Unlike traditional CRMs, Practifi unifies your team, data and best-in-class tools to give the visibility and oversight you need to drive your organization forward. Our enterprise workflow engine, open API and robust analytics centralize data sources to maximize actions and insights. Practifi has been recognized as one of the best platforms in the industry, earning high accolades for our intelligent platform design and innovative features. We believe that partnership means more than just picking up the phone when something goes wrong. Our team is committed to working closely with clients to find solutions to their challenges–or build them if they don’t exist.

Spotler CRM (formerly Really Simple Systems) is the powerful CRM system that's designed for growing teams working B2B. Spotler CRM provides everything your sales team needs to manage customers, prospects and sales, without letting the technology dictate your strategy. The CRM system also comes with integrated email marketing and customer service desk modules and is accessible anywhere on desktops, tablets and smartphones. The CRM is designed so it is easy to set up and easy to use. This means you can train your team in minutes, so you can concentrate on growing your business.

An effective CRM is the lifeblood of any retail brokerage. LXCRM was crafted to make staying in touch with your Forex traders easy. Every feature of our CRM system is specifically designed for the needs of Forex brokers. Use LXCRM to increase your performance with Integrated marketing & automation tools. Multiple dashboards with full customization allow you to get all the info you need in one page. LXCRM can be seamlessly integrated with affiliate systems, emailers, SMS, and more. Track your sales and success teams’ performances collectively and individually. Assign specific permissions for different staff members for maximum data protection. A personal success manager will help you build the most fitting package for your needs. Our technical team will install and integrate all of your brokerage components. A training professional will guide your team through all your systems, and you are good to go!.

Measure & Track your sales and business to speed into growth. Brokerage firm goes from 6 to 600 sales staff in 12 months by streamlining the sales process using Skale Customer Revenue Management Platform. Automate client interactions to lower acquisition costs. Keep your clients' information safe so you can sleep at night. How to increase revenue from $2M to $8M in 12 months using an in house sales team without compromising on security, privacy and risk. Track compliance and regulatory needs to stay stable. Instead of spending 1-2 days every month, spend less than half an hour each week with Skale Customer Revenue Management Platform internal audits. With the Skale Forex CRM you have everything under one roof to start trading right away. Marketing, sales & retention, fully transparent MT4 integration, PSPs and many other start of the art FinTech tools. The Skale CRM is highly customizable ready in hours instead of days, maximizing profits, minimizing risk.

Focus on your customer, grow your business. Stay ahead of your customers with a single, agile Swiss cloud platform. As InvestGlass is originally built for the banking domain, TLS and OWASP security recommendations and practices are carefully monitored. An open API is a publicly available application programming interface that provides developers with programmatic access to InvestGlass. We are cloud-native and we have a universal deployment model. InvestGlass is not locked to any specific cloud provider. InvestGlass is built with agile principles. We add features as soon as they are ready. New features are released regularly. Our team is here to provide you with personalized and outstanding service in French, English, Spanish, and German. We also offer a range of self-learning tools. Learn new skills from anywhere, all content to help you grow. We’ve made creating online forms easier than ever before by giving our users access to powerful tools they can use from their own web browser.

Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.

Get actionable information delivered in real-time with Cool Life Customer Relationship Manager (CRM). Designed with complex customer management environments in mind, Cool Life CRM provides a 360 marketing solution coupled with a full relationship lifecycle process that delivers valuable insights for business leaders. Fast, secure, and intuitive, Cool Life CRM helps address the unique market needs of specialty firms such as professional associations, financial services, software and services companies, and more.

Compose your own digital financial institution by assembling it on our core platform. Use Bricknode Core with its API as a framework to build your own financial business. Bricknode has developed a scalable, fully cloud-based platform that can be likened to the plumbing, or the infrastructure, of financial operations. Our vision is to be able to help both established financial institutions and startups to digitalize their business and enabling them to focus on creating value for their customers without having to think about what is beneath the hood. Everything is completely cloud-based and you can expand the functionality of Bricknode Broker by activating applications and modules in our Marketplace. The back office module is the core interface of Bricknode Core. From here you can manage customers, financial instruments, transactions, positions, orders and you can also enable numerous specialized add-ons to help you automate your back-office operations.

SeedRM is the most intuitive and useful CRM tool for Institutional Investors to effectively manage relationships within a portfolio of Investment Managers. Users are able to access SeedRM anytime and anywhere in the world with internet access! Leverages expertise in Investment Manager Due Diligence Advisory and Partner backgrounds steeped in Financial Markets. Built on the market-leading, cloud-based Salesforce.com platform, an unlimited number of licensed Users are able to access and contribute Investment Manager information, reports, and attachments. From a workstation in your office, or your compatible mobile device, SeedRM provides a simple interface for Users to effectively manage relationships without disrupting their day-to-day operations.

Customers demand more and more, so bank should discover customer needs and abilities faster than the competition and balance these needs with bank’s business objectives. Acquisition costs increase, so banks should generate more profit from existing customers. It allows improving business profitability with more efficient decisions. Customer relationships strategy design, implementation and management. Cross-sell, up-sell decision support based on customer behavior. No limit in terms of a number of users, or number decisions/workflows.

Build deeper long-term client relationships using our CRM software for financial advisors. Equisoft/connect is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients’ insurance and investment information. And it’s a powerful productivity, marketing, sales and compliance tool. Spend less time looking for important client data and more time with clients and prospects. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. Thanks to the various Equisoft/connect modules, you can view your clients' insurance policies and investments, send emails, and manage your appointments and documents—all in one powerful app.

The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence

Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.

Customer Lifecycle Management CRM, from cold prospects to happy lifetime customers. One place for all customer information and activities. Sell smarter and close deals faster with easy to customize sales processes and powerful automation. Launch effective marketing campaigns, find more interested customers, and increase your ROI dramatically. Empower agents to deliver delightful customer experience and build life-long relationships with 360-degree customer view. Track products and services, create and send custom invoices effortlessly, manage discounts, track payments and grow your business. From cold prospects to happy lifetime customers to brand advocates and beyond. Manage all customer information and activities from one place. Manage sales, marketing, customer service and billing from one unified platform. Get a 360-degree customer view and avoid duplicate data entry.

MadeMarket's deal management CRM is the easiest way for investment bankers to manage their deals and contacts. Great investment banks get real results with MadeMarket. From boutique to bulge-bracket, investment bankers love MadeMarket. Maintain focus on your transactions in a faster, simpler way. Easily advance deals as a team and view progress at a glance, from anywhere. Instantly view the relationship information you care about most. From contact details and key relationships to transaction preferences and history, always see the full picture. Gain powerful insights on the value of your pipeline, how transactions are progressing and your most active relationships, all without lifting a finger. MadeMarket will help you grow your business and improve the performance of your team. Designed from the ground up to work specially within the investment banking workflow. Whether your advisory firm focuses on sell-side or buy-side, MadeMarket is designed to make your firm more efficient.

audius:Finance combines the general advantages of Microsoft Dynamics 365 with the industry-specific requirements of diverse financial service providers in one single solution. Asset managers, developers, and distributors of investment products, insurers, and real estate agents can use add-on modules to tailor their CRM system to their individual business models. Make recurring tasks for customer meetings, legal clarification, or damage/loss reporting even more efficient. We continuously develop our industry-specific software solutions, always under observance of the latest operational and legal requirements. We offer the perfect add-on for every task to ensure that your system remains flexible, scalable and up to date. You only use and pay for what you actually need. audius:Finance is our solution to support the industry-specific business processes of financial service providers.

Atominvest provides next generation technology solutions to Alternatives investment managers. From sourcing deals to raising funds, from managing your investor relationships to monitoring your portfolio, Atominvest’s integrated, modern tech solutions can be tailored to the way you run your business and will give you the edge you need to thrive in an ultra-competitive market. Our cutting-edge tech systems enabling Alternatives fund managers to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting.