MLO Shift 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.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.

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.

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.

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 Twitter

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.

InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly.

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.

CRM Software Built for Mortgage Professionals. Leverage an extensive set of original marketing content. Ready to use pre-built drip campaigns. Reach out to your clients and referral partners with two monthly newsletters. Use two-way texting to communicate with your contacts. From birthdays and milestones to all the major holidays, Cimmaron has you covered with ready-to-go eCards. Create and deliver videos in your e-mail marketing. Co-branded marketing made easy. Track and measure performance using open rates, click-throughs, conversions, etc. Centralized marketing - one user can easily handle marketing for the entire branch or organization. Integration with all major lead providers and predictive dialers. Create custom business rules to distribute leads. Automated lead distribution with notifications to your mobile app or desktop. Create shark tanks and automatically redistribute leads based on user response times.

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.

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

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.

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.

Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. Never forget any follow-up by our personalized task reminder dashboard. Automatically Assign leads to the appropriate salesperson based on area or product/service and manage it effectively. Reduce time in follow-up by our marketing automation & auto-follow up the system. Reduce tasks & Increase the performance of your employees. Increase leads conversion ratio by automated, Targeted & constant follow up. Get Live and most advanced reports by Our BI Reporting dashboard.

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.

Aidium is the ultimate all-in-one CRM solution for mortgage professionals — helping you streamline your processes to close more deals, scale your operations and increase ROI. Supercharge your loan origination process with Aidium's lead conversion software, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Aidium's Mortgage CRM automation streamlines your processes, improves client relationships, and improves lead conversion rates through intelligent workflows and data-driven strategy. Aidium's marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement - boosting conversion rates and growing your loan portfolio. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place.

The CRM tool specifically designed for finance, allowing you to acquire, convert, retain and monetize. Keep track of leads, and easily onboard clients. Thorough client overview allows for actionable communication. Make your KYC checks quick & easy. Leading eKYC providers are natively integrated. BrokerIQ’s KYC-based client statuses allow for effortless management and clear overview. Access fully logged KYC and document checks through exportable, dedicated reports. BrokerIQ supports integrations with all major PSPs. You get to pick who will be processing your payments. All transactions, internal and external, are recorded in BrokerIQ, giving you a complete picture of your business. Automate bonuses based on flexible client segment configurations, and bonus amounts, fixed, or percentage based with limits. BrokerIQ is integrated with industry-leading trading platforms. Keep the platforms you have, and easily expand to new ones.

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.

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

Everything you need to know about your customers, in one place. CRM in banking and financial services can be beautiful. Meet the CRM that's built for financial institutions and beyond simple to use. It gives your teams a better way to collaborate, scale their personalization, and anticipate customer needs. Facilitate relationship growth by giving your relationship managers a complete set of customer data. Uncover growth opportunities and help guide your customers towards their financial goals. Grow lead and referral volumes between teams and business lines.

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly starting from $6 AUD dollars with seamless workflow and automation features to simplify the sales and lead management process. The software has an array of features include tracking and sharing contact emails, attachments, appointment, customer relationships, marketing, leads generation, storage, quotes and proposals, invoicing with customisable dashboards plus more. Access the right information at the right time from anywhere, whether you're at your desk or in the field. Rely on our proven efficient and intelligent platform designed to integrate and scale with your needs. Lower costs, reduce errors, and improve productivity with efficient processes that fit your requirements.

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.

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.

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.

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.

Paysley allows you to send secure payment requests to your customers using text messaging, picture messaging, and email. Your customers can also access any custom payment page on their mobile devices by scanning a unique QR code that you can display anywhere. Your customers do not need to download an app or register to make a payment. Paysley offers the most straightforward and convenient way to make payments. No card readers or special devices required. Cardholders make payments from their own mobile devices. No customer app download, no account registration, and no password, or login. No redirect to a service provider website. Paysley is a direct, tokenized payment option. You never have to ask for a customer’s card information again. Paysley is secure and your business is automatically PCI compliant. Upload and manage your customer information directly on your Paysley Portal. Your customer database isn’t limited to just contact information.

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.

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!.

Unlike traditional CRM systems, Amplify enables EDOs and IPAs to manage their entire investor life-cycle. Enabling you to attract new investments by building relationships. Engage with the investors to achieve their potential and support existing investors by maximising aftercare/BRE. Amplify's intuitive design allows it to be quickly customized to align directly with your service offer with no hidden costs. With fast and easy onboarding and adoption, our team will support every step from system setup, to data migration and training - all included in the license fee. Visual dashboards & advanced analysis tools to measure investment & economic development activity by department, sector & target regions. Email integration, users can track activity and conversations by attaching emails to the designated contacts/companies.

We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account.

The Integration to Mortgage Source allows a seamless transfer of the data captured on your bespoke fact find into 27Tecs APIs. Once combined with all the pre existing filters 27Tec offer through their own standalone service you can benefit from the lenders, packagers, clubs and products you would expect, combined with detailed product criteria and intelligent research logic that 27Tec provides within your own CRM. Once you have your returned results you have the option to utilise 27Tecs provided documentation options, combining fact find data and that of your chosen plans in 1 click you can download Evidence of research (EOR) documents as well as a European Standardised Information Sheet (ESIS) which can be altered with your own custom fees and broker information. These documents will be stored within the CRM for access throughout the application process.

Experience, technical strength, industry knowledge, and collaboration with a strong client community—these set SalesPage apart as the best partner for asset management distribution. For over 20 years, we’ve helped asset managers use data to drive their distribution strategies. Leveraging SalesPage’s distribution data platform, solutions, and services, our clients more effectively target their prospects and manage their business. We provide asset managers with industry-leading solutions and services, and our SalesPage client community is a true driver of our value proposition. We don’t believe that one size fits all. Our family of products provides solutions for asset managers with varying requirements. The SalesPage family of products shares the same vision, which is to help asset managers distribute more intelligently. What differentiates them is what they specialize in and how they can help you.

Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.

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.

Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Standardize the sales process with workflows, sales scripts, email templates, view your sales pipeline and forecast, and share sales material with the entire team. Mass email up to 5,000 emails per day and 150,000 emails per month, run drip campaigns and easily view open rates, click-through rates, and bounce rates to determine campaign effectiveness. Organize mission-critical documents for utilization in workflows or one-off scenarios like: Call Scripts, HR Word Documents, PDF Contracts or Marketing collateral, Excel, PPT Presentations and Utilize over 100 Tagging Codes to save time on document changes.

Grow your business with the simplest CRM in town, that is driven by your sales process. Improve customer engagement, drive leads to closure, and nurture existing customers with our simple and intelligent sales force automation software. As they say, nothing happens unless someone sells something. And whatever you sell, you need people / leads to sell to. Manage this lifeline of sales almost hands free. You don’t build a business; you build people. And then people build the business. Nurture relationships with responsive communication to continue to build your business. Get the full ezTask.io experience on your iOS and Android devices and run your business from just about anywhere. We take care of clearing all the clutter on your plate, because we understand, all that sales professionals want to do is focus on sales.

Premier Deal Software for Data-Driven Sourcing and Risk-Free Execution. Pinpoint your best buyer and intermediary relationships. Scale your business development efforts. Expert project management control over due diligence and deal prep. Automate analytics and reporting. Convert market data into actionable intelligence and enhance deal discipline to better control deal outcome. Navatar offers a comprehensive fundraising and investor relations platform. Outpace rivals on the fundraising trail by targeting the right LPs, creating structured processes to nurture them, and ultimately earning your prospective investors' trust. Built on the world's most trusted cloud security platform Salesforce, Navatar connects to the AppExchange ecosystem offering hundreds of apps in addition to industry data providers.

Finosoft is a user-centered omnichannel CRM solution for brokers, designed to revolutionize the back office of the brokerage industry. The new integrative system gives brokers seamless control over all the CRM needs, for better management and better results. Focus on what matters, when it matters most. We provides a multi-layer lead management system, including high performance segmentation and call automation. Our focus in enhancing client management performance using full customer profile, workflow and real-time trading updates. In addition, you’ll get a flexible payment system that supports multi offering, easy to use documents management system, including automatic and secured document verification process in compliance with regulation requirements, and a 100% secured permission-based system. Finosoft puts the power of technology to work for our clients. With the best in business intelligence for brokers, we offer increased efficiency and streamlined processes that really matter.

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.

Manage your entire deal funnel, including inbound emails from founders. Easily invite your LPs to invest alongside you using the Co-invest tool. Benchmark and monitor your portfolio companies. Use Yardsitck to generate industry-leading insights and make better investment decisions. With this information at your fingertips, you can stay ahead of the curve and be empowered to make informed decisions. Receive timely, standardized reports from your portfolio companies. Use insights to make decisions and stay engaged with founders with a seamless feedback mechanism. Manage your fund activity and seamlessly onboard investors. Generate, maintain, and manage documents - NAV reports, tax statements, and audited accounts.

Salentica puts an incredible array of features right at your fingertips, with the ability to configure countless more. We’ve automated the repetitive, delved deep into analytics, and integrated the very best tools to curate the most powerful web-based financial CRM available. Salentica helps improve activations, create better campaigns, and optimize outreach. Through more focused targeting, better segmentation, discovering personalized content opportunities, and holistic customer views. It isn’t always easy to know if you are saying the right things to the right client. But now, it’s possible to answer their questions with more validity and in a more informed way. Our workflow automation allows your CRM to do the work for you. Expedite menial tasks to reduce error and free up your employees' time to focus on work only humans can handle.

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.

Professional Tools for All Funders. Professional tracking software for funding companies of all sizes. With MCA Track, your company can have the same tools that the big boys use! Welcome to the big leagues! MCA Track is fully integrated with GoACH so that you can easily process all of your MCA payments.

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.

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.

Context switching saps productivity. Avoid switching between Outlook and your CRM. Keep teams flowing without throwing unnecessary speed bumps in their way. Start closing more deals and improving customer relations today. We have helped thousands of companies streamline their business processes through Prophet CRM. Take the first step and join us for a demo today. Your team is in Outlook all day long, shouldn't your CRM system be too? Prophet CRM is easy for sales & marketing teams to start using since it's built into a platform they are already using - Outlook. Personal onboarding from our team of dedicated project managers ensures effortless adoption in your organization. Enjoy a 2-hour SLA with our Gold Support plan. All support staff are US-based full time employees. Founded in 2002 in the Seattle metro area of Washington state, Avidian is an employee-owned company that provides a CRM solution embedded directly within Microsoft Outlook.

Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.

From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite. Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking. Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms.

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.

Essentials offers sales and customer support software in one app. Think of us as an extra pair of hands — multiplied by 1,000. Organize all your customer data in one app. Track your sales process — from call to close — all in one place. Support your customers across phone, web chat, social media and email. Run your business from your phone. Build real-time reports and dashboards to visualize key business metrics. Sync with tools you already use, like Dropbox, and DocuSign.