Alternatives to ISOhub
Compare ISOhub alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ISOhub in 2026. Compare features, ratings, user reviews, pricing, and more from ISOhub competitors and alternatives in order to make an informed decision for your business.
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1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. -
2
NMI Payments
NMI
NMI Payments is an embedded payments solution that lets SaaS platforms, Software companies and ISVs integrate, brand, and manage payment acceptance directly within their software—without becoming a PayFac or building complex infrastructure. As a full-stack processor, acquirer, and technology partner, NMI handles onboarding, compliance, and risk so you can stay focused on growth. The modular, white-label platform supports omnichannel payments, from online, mobile and in-app to in-store and unattended. Choose from full-code, low-code, or no-code integration paths and launch in weeks, not months. Built-in risk tools, flexible monetization, and customizable branding help you scale faster while keeping full control of your experience. With NMI’s developer-first tools, sandbox testing, and modern APIs, you can embed payments quickly and confidently. -
3
Centrex Software
Centrex Software
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. -
4
Shape Software
Shape Software
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. -
5
Creatio
Creatio
Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. -
6
monday CRM
monday.com
monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.Starting Price: $10/seat/month -
7
Freshsales
Freshworks
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.Starting Price: $9 per user per month -
8
Mortgage Quest
Market Focus
Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and TwitterStarting Price: $45 per month -
9
monday AI work platform
monday.com
monday AI work platform is an AI-powered work management and collaboration platform that enables organizations to manage projects, operations, workflows, and business processes through a centralized digital workspace where people and AI agents work together. The platform combines workflow automation, project management, team collaboration, and AI-driven execution tools to help businesses streamline operations, automate repetitive tasks, and improve productivity across departments such as marketing, sales, IT, HR, operations, and product management. monday AI work platform supports customizable workflows, dashboards, integrations, automations, and AI agents that can perform tasks such as research, reporting, meeting management, risk analysis, process optimization, and workflow orchestration within a secure enterprise-ready environment.Starting Price: $39/month for 5 users -
10
Intapp DealCloud
Intapp
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. -
11
Salesforce
Salesforce
Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.Starting Price: $25.00/month/user -
12
PegasusCRM
PegasusCRM
PegasusCRM is a cloud-based CRM platform built specifically for the merchant services industry, enabling independent sales organizations, processors, and acquiring firms to manage leads, merchant onboarding, support, residuals, and portfolio servicing all in one system. It features a sales-funnel engine with partner and agent portals, digital signatures and auto-populated merchant agreements to accelerate deal closing; a boarding module with document management, task and meeting tracking to streamline merchant setup; daily communication and maintenance tools including VoIP and email integration, equipment tracking and ticketing for support; and a residual-reporting suite that allows calculation of payouts, bonuses, deductions and multi-level commissions from any processor, with dashboards and analytics to monitor performance and agent activity.Starting Price: $895 per month -
13
Pulse CRM
Pulse CRM
Pulse CRM is a purpose-built customer-relationship and portfolio-management system designed specifically for independent sales organizations and payment-processing firms, covering the merchant lifecycle from lead acquisition and application submission through underwriting, boarding, residual payouts, and portfolio analytics. It supports merchant onboarding automation across multiple ISOs, built-in risk and underwriting tools to accelerate approvals, residual-tracking and reporting features tailored to payment-services flows, and deep-dive dashboard analytics to monitor agent and merchant performance. It delivers centralized workflow automation, streamlined document management, and compliance check integration so that manual spreadsheets and multiple auxiliary systems can be replaced by a unified solution.Starting Price: $299 per month -
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NMI Merchant Central is a unified underwriting and merchant-services solution designed to streamline the full merchant lifecycle, from lead acquisition and onboarding to portfolio monitoring, risk, and residual-management. It empowers independent sales organizations, banks, and payment software firms to underwrite, forecast, and onboard merchants in minutes using automated workflows that reduce friction and speed approvals. It includes tools such as its portfolio-management module for tracking merchants, managing residual payouts, and consolidating processor-agnostic reporting; lead- and sales-funnel management to boost conversion; and integrated risk-and-compliance checks (via automated data and real-time monitoring) to reduce merchant abandonment and churn. Designed for efficiency, MRM enables organizations to manage merchant data, transactions (volume, chargebacks, deposits), and residuals all in a single dashboard while automating manual tasks.
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15
Payitiv CRM
Payitiv
Payitiv CRM Merchant System is an integrated, end-to-end agent/merchant portal crafted to streamline sales, onboarding, support, and residual management for payment-services portfolios. It enables agents to manage their pipeline, create professional rate-comparison proposals (including interchange, tiered, and ERR formats), and generate electronic contracts in seconds, thereby accelerating merchant acquisitions. It automates residual calculations and portfolio tracking so agents spend less time on spreadsheets and more on selling, and offers real-time insight via a merchant tracker into how prospects engage with websites, how current clients are performing, and which accounts may be idle. Lead-management tools include SMS outreach, customizable lead-field reporting, and auto-notification of team members as deals move through the cycle. -
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NMI Merchant Relationship Management (formerly IRIS CRM) helps banks, ISOs, and payment providers manage the entire merchant lifecycle—from lead to underwriting to ongoing support. Purpose-built for the payments industry, NMI Merchant Relationship Management unifies risk management, compliance, and portfolio oversight within one scalable platform. Its modular suite includes Merchant Central for onboarding, residuals automation and calculation and reporting; ScanX for automated KYC/KYB and AML compliance; and MonitorX for continuous monitoring and risk alerts. Unlike generic CRMs, Merchant Relationship Management offers payments-specific functionality designed to reduce manual work, improve compliance accuracy and increase merchant retention. With white-label flexibility, integrated automation, and seamless CRM integration, it delivers operational efficiency and transparency across high-volume portfolios. Modernize merchant management, reduce churn, and simplify compliance with NMI.Starting Price: $1,499 per month
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RiseCRM
Aurora Payments
RiseCRM is a secure, cloud-based CRM built specifically for merchant-services operations, designed to streamline the full merchant lifecycle, from onboarding and support through reporting and API integrations, within a single platform. It enables same-day activation of qualified merchants via automated underwriting and onboarding tools, reducing manual tasks and accelerating growth. It consolidates support workflows so service teams can respond and manage activity from one login, and provides comprehensive reporting on processing, residual revenue, and cost analyses to support informed decision making. Built-in RESTful APIs and tight integration with broader payment ecosystems enable seamless coordination across ISVs, ISOs, internal teams, and partner models. RiseCRM supports a wide variety of business models, including ISOs, software vendors, associations, referral partners, and franchise networks, delivering customizable workflows for complex sales. -
18
Privvy ISO CRM
Defyne Payments
Privvy ISO CRM is a proprietary account-management portal designed for independent sales organizations, agents, resellers, and their merchants, consolidating onboarding, servicing, and full-account visibility into one platform. It enables agents to complete applications, submit service tickets, add users, and monitor merchant activity from a single login, while providing real-time transparency into metrics such as chargebacks, ACH rejections, and batch processing. With features like offer-code pricing templates, a searchable document library, and electronic disclosure submission integrated with underwriting workflows, Privvy streamlines onboarding and risk-management operations. It also supports hierarchical merchant groups for multi-location clients, robust reporting on card batches and ACH transactions, push notifications for holds or chargebacks, and embedded email integration so agents can contact merchants directly without leaving the portal. -
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SCALE MCA
SCALE MCA
SCALE MCA is a cloud-based, white-labeled CRM solution designed specifically for independent sales organizations and brokers in the merchant cash advance industry. It combines merchant data management, e-signature integrated digital applications, direct lender submission workflows, and smart automation of follow-ups to streamline deal closing and reduce manual overhead. It supports custom API integrations with lead providers and third-party tools, offers enterprise-grade security including two-factor authentication, JWT authentication, encrypted data storage, and role-based access controls, and provides deep analytics and reporting on merchant performance and funding trends. With its white-label capability, firms can brand the platform as their own and launch rapidly, enabling them to manage leads, applications, communications, and portfolios all in one unified environment.Starting Price: $69 per month -
20
Mindgate Merchant Management
Mindgate Solutions
The Merchant Management Platform is an end-to-end solution designed for acquiring banks and financial institutions to manage their full merchant lifecycle, from onboarding and configuration to hierarchy management, settlements, reconciliation, and dispute handling. It supports merchant servicing across both physical stores and online/app-based environments, enabling banks to handle dynamic routing, settlement/payout flows, fees and charges, and merchant-specific business parameters. It provides merchant and sub-merchant portals, including self-onboarding, transaction tracking, QR-generation, refund processing, alerts, and real-time funds sweep-in. With multiple acquiring interfaces (mobile, web, kiosk, POS, PC-POS, APIs), support for varied transaction methods and identities (cards, mobile devices, virtual addresses, national ID, QR, bulk payments, and H2H), and full MIS/reporting capabilities, it helps banks onboard more merchants with minimal operational overhead. -
21
Teamgate CRM
Teamgate
Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential. We pride ourselves on empowering Sales and SaaS teams to increase their speed of execution across the entire sales cycle, with our team by your side every step of the way. Say goodbye to hidden implementation costs, consulting fees and add-ons.Starting Price: Free -
22
PayiQ
PayiQ
PayiQ is a cloud-enabled payment processing and payments intelligence platform built to replace legacy, pre-internet payment systems with a scalable, secure, and data-rich solution that serves merchants, independent sales organizations, and independent software vendors through a full suite of processing services, automated tools, and deep consumer insight capabilities. Its cloud architecture delivers faster transaction processing, strengthened security, and automated management functions such as risk assessment, merchant onboarding, chargeback handling, and residual calculations, reducing manual work and operational overhead for resellers and partners while allowing them to focus on revenue growth. For merchants, PayiQ captures and analyzes detailed transaction and order data from all channels to transform previously anonymous card-paying customers into first-party profiles that include purchase behaviors, preferences, and frequency, enabling personalized segmentation. -
23
Merchant Industry
Merchant Industry
Merchant Industry is a nationwide card-processing and payments solutions provider offering an all-in-one platform for businesses of all sizes. It provides traditional card-processing services, dual-pricing, surcharging models, high-risk processing, equipment financing, and a wide array of hardware and software products, including terminals, POS systems, mobile devices, a payment-gateway API, embedded payments, and virtual-terminal capabilities. It also supports a partnership network of ISOs, agents, ISVs, and developers via a dedicated portal, CRM access, and referral-program channels. Merchant Industry emphasizes personalized support, dedicated account managers, marketing resources, and timely residual payments, and claims to handle high volumes of transaction processing annually. It aims to give merchants flexibility in payment acceptance, integrate with both in-store and online commerce, and offer financing and equipment options to reduce upfront costs. -
24
FreeAgent CRM
FreeAgent Network
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.Starting Price: $33 per user per month -
25
Agentforce 360 for Financial Services
Salesforce
Agentforce 360 for Financial Services is Salesforce’s AI-powered CRM platform built specifically for banking, insurance, and wealth management organizations. It enables firms to become agentic enterprises by combining trusted AI with unified customer data. The platform empowers advisors, bankers, brokers, and service teams to proactively engage customers and drive revenue growth. Financial Services Cloud centralizes front-, middle-, and back-office operations on one connected system. AI-powered automation improves productivity, streamlines onboarding, and personalizes customer interactions. Purpose-built solutions support retail banking, commercial banking, insurance, lending, and wealth management. Agentforce 360 helps financial institutions increase ROI, enhance customer loyalty, and modernize digital experiences at scale. -
26
Skale CRM
Skale
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.Starting Price: $39 per user -
27
Redtail CRM
Redtail Technology
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.Starting Price: $99 per month -
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Identifee
Identifee
Identifee is a modular, AI-powered platform purpose-built for financial institutions, consolidating capabilities like CRM+, GenAI assistance, prospecting intelligence, workflow automation, business intelligence, learning management, sales enablement, and secure digital sales rooms into a unified toolset. The CRM+ module centralizes customer relationships by managing accounts, notes, activities, and pipelines, while the GenAI assistant, branded as “Ask IDA”, answers questions, prepares for meetings, and analyzes competitor statements within seconds. Prospecting tools provide actionable insights into target technology stacks, and workflow features deliver real-time visibility into team and customer activity. Its business intelligence module transforms complex datasets into actionable insights via dashboards and reports, and sales enablement enables instant creation of client-ready reports enriched with industry benchmarking and explanatory videos. -
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Fundex
Fundex
Fundex is an intelligent CRM platform purpose-built for raising capital. Designed by Fidelman & Co., it empowers founders and fund managers to target, connect, and close with the right investors using the same data and methodologies as top investment banking professionals. The platform offers expert-led onboarding, curated investor lists, campaign analytics, and continuous data verification, ensuring an efficient and successful fundraising experience. Fundex’s real-time dashboards and bi-weekly strategic reports help teams optimize outreach and close deals faster, all on a flexible subscription basis.Starting Price: $250 -
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Dquip
Dquip
A powerful CRM to help you know all your showroom visits, bookings, vehicle sales, loans & payment schedules. Set sales targets for your company revenue-wise for a month, quarter, half-year, etc. Set, track and monitor sales targets for your business and banking sales team members respectively. Monitor & manage the sales performance of your business and sales teams. View the status of each follow-up and prioritize leads to get more account openings faster. See the condition of each lead follow-up & prioritize accordingly to sell more, faster. -
31
Forex CRM
DivulgeTech
DivulgeTech Forex CRM is a CRM platform for forex brokerages, developed by a team with 18+ years of industry experience and based in Limassol, Cyprus. It centralises client, partner, and back-office operations in a single platform that integrates natively with MetaTrader 4 and MetaTrader 5. The platform covers the full operational lifecycle: client onboarding with KYC/AML verification, IB and affiliate management with multi-tier commission tracking, deposits and withdrawals, role-based access control, and two-factor authentication. Payment gateway integration supports multiple funding methods, and a modular API architecture allows extensions including PAMM, social trading, and copy trading. Client and partner portals give end users self-service account management and referral tracking. Administrators manage all operations through a centralised dashboard.Starting Price: $1500 / Month -
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Hoadley Portfolio Optimizer
Hoadley Trading & Investment Tools
The data download and analysis function (which is optional) will automatically retrieve historic stock, fund, and index prices from Yahoo Finance (most exchanges supported), or from an external spreadsheet, for a complete portfolio and will calculate key risk measures such as volatility (decomposed into active risk, residual risk and market risk), Beta, and R-Squared: for individual securities, the specified index, and for the portfolio as a whole. Historical trends for individual asset volatilities, betas, prices, and trends for correlations between pairs of assets can be viewed graphically to provide a picture of their stability over time.Starting Price: $129 one-time payment -
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Kestrelbox
Kestrelbox
Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships. Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.Starting Price: $197/month -
34
TURBO-Lease
Better Programs
TURBO-Lease™ lessor accounting software provides over 80 standard reports. Send these reports to screen, paper, PDF or to Excel. Report into the future to forecast balances. Report into the past for historical record or audit requirements. Eight fields named by the user can be a basis for reporting sequence. You may use any name by which you need leases grouped, such as; bank, vendor, salesperson, note, equipment type, etc. The trial balance reports are designed to aid in balancing to your GL. They will reflect activity for a date range you specify. Each report will show the beginning balance, current period activity, adjustments, new business and ending balance. There are trial balance reports for lease receivable, residual receivable, income, residual income, initial direct cost, advance payments, security deposits and fees.Starting Price: $1250.00/one-time -
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Market Quest For Insurance
Market Focus
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. -
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g-Platform : Acquisition QC
Geomage
g-Platform : Acquisition QC includes all the required applications for testing the acquired 2D/3D seismic in the field or on the vessel during acquisition process: - Geometry assignment QC and edit - FB picking and basic refraction statics - SC residual statics and deconvolution - Signal processing - Stack and post-stack migration Geomage g-Platform™ provide processor with an interactive and graphical experience of working with seismic data. The software has separate packages for Acquisition QC, Land, Marine, VSP and Depth imaging applications that simplifies licensing to the domain you require to work in.Starting Price: $6,000/year/user -
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LigPlot+
EMBL-EBI
LigPlot+ is a successor to our original LIGPLOT program for the automatic generation of 2D ligand-protein interaction diagrams. It is run from an intuitive java interface that allows on-screen editing of the plots via mouse click-and-drag operations. In addition to the new interface, the program includes several major enhancements over the old version. When two or more ligand-protein complexes are sufficiently similar, LigPlot+ can automatically display their interaction diagrams either superposed or side by side. Any conserved interactions are highlighted. The LigPlot+ suite also now includes an update of the original DIMPLOT program for plotting protein-protein or domain-domain interactions. Users can flexibly select the interface of interest and DIMPLOT will then generate a diagram showing the residue-residue interactions across the interface. To assist in interpretation, the residues in one of the interfaces can be optionally displayed in sequence order. -
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NexJ CRM
NexJ Systems Inc.
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. -
39
Platformax
Platformax
Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.Starting Price: $9.99 per month -
40
MyCRMDashboard Mortgage CRM
Continuity Programs
Meet the simplest residential mortgage CRM software. Gain the key to growing your mortgage business. Drive more services per household with MyCRMDashboard. It’s fully integrated with the most powerful mortgage marketing campaigns and allows you to follow up with contacts effortlessly. The easy-to-use mortgage CRM helps you save time and money with automated campaigns. It also generates mortgage leads, referrals, and testimonials for loan officers. You will realize three times more repeat business and 5+% more referrals. Most importantly, you’ll retain customers for life, while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based mortgage CRM allows each Loan Officer to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead.Starting Price: $29.99 per month -
41
Growfin
Growfin
Growfin is the world's first Finance CRM aimed at helping B2B enterprises across the globe streamline their accounts receivable through automation. Growfin is a finance CRM purpose-built for streamlining and automating your receivables process across teams, collaboratively. Developer of account receivable automation software designed for predictable cash inflows. The company's end-to-end software helps enterprises accelerate cash collections from customers and provide CFOs visibility and predictability into cash inflow by streamlining and automating the invoice to cash process, helping companies by making collections smarter, more collaborative, and automating manual processes. -
42
LeadCenter.AI
LeadCenter.AI
Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.Starting Price: $60/month -
43
Equisoft/connect
Equisoft
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.Starting Price: $89.00/month/user -
44
Venminder
Venminder
Venminder is loaded with all the features you need for effective third-party risk management. Complete inherent risk assessments to determine which of your vendors require attention. Streamline the onboarding, ongoing management and offboarding of your vendors with dedicated workspaces. Manage each stage in our purpose-built configurable software platform. Risk assessments are an extremely important activity to complete on your vendor's products as they provide you with the level of risk a product will or is posing to your organization. The Venminder platform enables you to create custom risk assessment questions, invite unlimited internal users to contribute answers, apply scoring preferences, create clear and concise risk rating reports and more. Features also include template creation, progress monitoring and residual risk capabilities. -
45
Simple Sales Tracking CRM
Simple Sales Tracking
Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts. Simple Sales Tracking was born out of a need that existed within our own sales team. Back in 2005 we tried a number of crm sales tools that were available, but each crm proved either too complex to use, difficult to learn, expensive or a combination of the three. Keep all your important files together and easily accessible by your entire team. The files can also be associated to your Sales and Contacts for quick retrieval. Keep on top of your to-do’s. A fully featured task management system that is also integrated within the Contact and Lead Management features. Forward any important email message to your personalized email address and it will automatically be stored in the system. In addition, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two will be created.Starting Price: $15 per user per month -
46
Apex 72
Apex 72
Monitor and track your sales activity to make sure you are on the path to success. Tailored features to fit your business. With Apex 72’s interactive client experience, you can securely capture personal client data and create a unique and personal experience. Managers stay informed with APEX 72’s built-in dashboard viewing and reporting systems. Streamline the discovery process with clients through our interactive and real-time fact-finding application. Support sales team leaders with activity, marketing, calendar, and process management reporting. Virtual transparency for your entire team. Don’t just take our word for it. Efficient technology is essential to focus on the core of your business. Sales through technology productivity are critical to achieving growth and continue to be a major struggle for businesses everywhere. -
47
SYDLE ONE
SYDLE
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.Starting Price: $19 per month -
48
Financial Cloud
Financial Cloud
Financial Cloud is the ultimate Financial CRM platform for managing exceptional customers experiences. We are on a mission to redefine the way companies with financial connections to consumers provide customer experiences, striving not only for increased efficiency, but also offering enjoyable and supportive services. Whether a customer, a call center agent, or even the CEO of a bank we are committed to making the experience for everyone involved is more positive, helpful and impactful. -
49
Zendesk Sell
Zendesk
Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.Starting Price: $19 per user per month -
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Surefire CRM
Top of Mind Networks
Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems