Audience

Companies in need of an CRM solution

About ClientLogix

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.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

UNAPEN
Founded: 1991
United States
unapen.com

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Product Details

Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Training
Documentation
Support
Phone Support
Online

ClientLogix Frequently Asked Questions

Q: What kinds of users and organization types does ClientLogix work with?
Q: What languages does ClientLogix support in their product?
Q: What kind of support options does ClientLogix offer?
Q: Does ClientLogix have a mobile app?
Q: What type of training does ClientLogix provide?

ClientLogix Product Features

CRM

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