SmartAgentic Alternatives

The best CRM software for education and migration consultants worldwide to manage their business efficiency. Increase lead conversions and simplify processes with our cloud-based CRM system that integrates everything you need into one platform. With our management system, education agents can connect with leads through shareable webforms and follow up in a timely manner. Centralize your international education agency’s data in one place. Track, control, and manage your clients, partnered colleges and subagents to increase your scalability to get more customers. Start growing your education and immigration consultancy by automating repetitive tasks. Get full financial control and judge your business’ performance with Agentcis all-in-one CRM software. Stay updated with your overseas study abroad agency from the convenience of your mobile device. Access your clients anytime, anywhere with the best CRM for education and migration agents.

Entrily - Global Admission Provider Entrily, the premier global admission provider, connects students, consultants, and colleges/Universities worldwide. Streamlining the study abroad process, we offer personalized guidance to students, expand reach for consultants, and boost college visibility. We create the path to academic success from program selection to visa assistance. Join us today and unlock a world of opportunities in global education. . Whether you're a student chasing dreams, a consultant shaping futures, or a college seeking exceptional talent,Entrily is your trusted partner in the journey of global education.

Turning leads into enrollments and enrollments into diplomas. Verticalized CRM for the educational market, focused on offering the best solutions in attracting, retaining and retaining students, through a continuous relationship process, for basic and higher education institutions across the country. Supported by Artificial Intelligence, Educational CRM offers prediction algorithms that increase the assertiveness in the process of converting leads into enrollments and in controlling student dropout. It is directing your team in the right place! Automated selection process within the Educational CRM, including registration forms, ensalement, exam and online writing. Agile contact without duplication. Call center active, autonomous and aligned with the capture priorities thanks to automated rules and prioritization of phone and message queues. Relationship with the student to manage permanence.

Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.

Manage your student inquiries efficiently using centralized and standard operating processes. Save time using Edubee CRM and concentrate on your marketing strategy. Edubee is more than just another expensive Customer Relationship Management (CRM) tool or student administration platform for saving Excel spreadsheets, filing notes and saving email. With this is mind, Edubee has been developed as an inexpensive software solution provides our customers with a fully featured Customer Relationship Management (CRM) tool, with practical add-ons. We offer educational consultants an opportunity to experience flawless and streamlined office operations. By using our Agent CRM the consultants will be able to manage and control all their branch offices and counsellors working in respective offices.

The Omnichannel Suite for Salesforce Brands. Build experiences once and deploy them on many channels with the only Salesforce Native tool to streamline customer engagement across the entire journey. All of your customer-facing teams will be empowered with new opportunities to monetize while improving customer experience. Meet customers where they are without leaving where you are. Design multi-channel experiences from a single view, and complete your omnichannel management by adding Instagram, Review Channels, TikTok, Support Emails and more. Using Einstein Bots helps to qualify customer information, handle common inquiries and deflect calls prior to agent handoff. Further enrich the customer experience with rich features like images, carousels, emojis, scheduling, location sharing and the automatic two-way translation of messages. Scale personalization across departments and channels by leveraging customer data and order history that already lives in Salesforce.

Currently, the hotel industry is one of the fastest-growing, competitive sectors. As guests become more digitalized and price-conscious, building loyal relationships and attracting new guests becomes an increasingly complicated process. This is where hotel CRM software comes into play. The software allows you to improve all the aspects of your sales, marketing and customer service, and as a result increase customer experience. Be it booking engines, travel websites, web forms on your own site, emails, or calls – the CRM unites the inquiries coming from all these channels. It creates a complete guest profile and stores the history of communication and visits. The platform also streamlines your marketing campaigns by offering the tools to create data-driven, targeted outreach and promotional emails for your business and private guests. Apart from that, it brings transparency to your financial transactions, and automates the generation of quotes and invoices.

SalesOutlook's Outlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook based CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as "Opportunity" or "Customer Inquiry" directly from the email interface. By right-clicking on a customer name, users can easily access contact information, providing instant visibility into all the necessary information related to any particular buyer. Our Outlook CRM is a specialized system that builds upon a frequently-used email medium to create a CRM that will optimize user efficiency.

Your customer’s multidimensional experience is amplified through the customer service agent – making the contact center a key to experience transformation. Learn how to uncover the hidden insights that are already in your contact center right now. Employees are the heartbeat of a company. How can the right insights fuel strength, to find opportunities in change? Download the eBook to learn how to increase engagement while transforming the customer experience. Customer Feedback Management amplifies and ignites relationships that inspire brand loyalty. Feel the difference with a holistic understanding, designed for the complete customer journey, not just individual touchpoints. Your customer’s multidimensional experience is amplified through the customer service agent – making the contact center a key to experience transformation. Learn how to uncover the hidden insights that are already in your contact center right now.

Since the entrance of CRM in hospitality industries, the traditional way of travel agents and other representatives arranging hospitality services for hotel and travel reservations has changed. Since the introduction of CRM software for hotels and the hospitality industry, hoteliers have embraced the potentials of on-demand Customer Relationship Management (CRM) services in the Industry. CRM software offers the opportunity to cut distribution costs, preserve brand and price integrity and to operate at a step remove from industry discounters. Internet users are educated and savvy and appreciate sophisticated and smooth online services, and they have taken up e-billing and self-serve options with as much gusto as the hoteliers themselves. Salesboom offers hoteliers CRM software with integrated and synchronized performance across all channels including call center, billing and administration, sales, etc.

Intellum provides the world's largest and fastest-moving companies, including Amazon, Google, X (Twitter), Meta, Mailchimp, Gusto, Redbull, Snap Inc., Pinterest, Stripe, AirBnB, and Verizon, with an all-in-one solution for authoring, presenting, managing, tracking, and continuously improving customer, partner, and employee education initiatives at scale. Backed by a team of award-winning learning practitioners, consultants, content experts, engagement professionals, developers, and engineers, with a scientific, data-driven approach based on 20+ years of industry experience, our solutions help organizations improve product utilization, customer retention, and revenue. From our LMS to social/community learning, user journey tracking and data insights delivery, paid course and certifications support, and advanced content authoring, collaboration, and customization functionality, Intellum is uniquely positioned to provide an all-in-one EdTech for Business solution.

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.

They also help solve specific problems related to the IT products and services offered by the company they work for. These products can include computers, smartphones, software, or various other technologies. Plus, being able to diagnose and resolve technical issues over the phone, email, or online support chat. An IT support technician has to be prepared to receive customer complaints/inquiries. IT support providers work in the IT helpdesk to resolve IT-related issues of the companies and also perform IT maintenance activities. IT support is very much needed for both small scales as well as large scale industries these days. IT support specialists can find jobs at home or abroad depending on your skills and educational qualification. Job openings are available all year round with a good pay package so it's a great time to be an IT Support Specialist.

Simple and essential. This is everything the seller wants! The sales funnel was designed for the sales team to gain time in strategic functions, to add opportunities just click on a single button. Use the crm software to: Manage the b2b / consultative sales team and process. Eliminate spreadsheets and lack of control. Understand sales indicators. Don't miss out on sales opportunities. Beat the goals! Never ever lose customers for lack of follow up! Build relationships throughout the sales process to close more deals. The first and only crm with gamification to ensure commercial team engagement. Engage and motivate salespeople, keep the team running consistently and get feedback to hit the goal every day. The Acceleration Plan is the fastest way to ensure that the Sales Funnel manager and his sales team enjoy the maximum benefits from our CRM. It is not just a matter of configuring the CRM, but of immersing yourself in your sales process based on our methodology.

IrisApt is a CRM software that is built out of our personal needs and 15 years of sales experience managing a small business. IrisApt is a simple and sales oriented cloud CRM for everyone. It is easy to kick-start because there is zero installation, just sign up your organization and it is ready to use. No complicated workflows or processes, everything around understanding deals and structuring them into visual buckets. IrisApt enable firms to provide timely, accurate processing of customer orders and requests and the ongoing management of customer accounts. IrisApt helps firms manage customer relationships more effectively across the stages of relationship initiation, maintenance, and termination. IrisApt is built on cutting edge technology following the best practices of CRM and to add to that it empowers its users to customize the entire application as they see fit, just a few clicks and voila!

We created our Achiever CRM software to help you as a University or Training Provider improve how you work with your students – from that initial call or email through to course completion. Our workflows guide you through essential processes including event planning and enquiry handling. And you can make sure you never miss an opportunity with our automated communications and alerts. Achiever CRM software also helps you to comply with GDPR and general data protection rules – so you can communicate with confidence. The graphical, interactive dashboards in Achiever CRM give you a real-time view of what marketing activities are doing well. And as you build up your data you can start to compare months – or even years!

Get a full view of your interactions with current or potential customers, and never ever make a cold call if you don’t have to. Comprehensive activity history is always at hand, even when your Contacts change organisations or roles over time. Charm’s Placements module will provide you with the granularity and flexibility needed to accurately reward your consultants, maintain data auditability and deliver financial data to your payroll and other applications. Stop dedicating extra resources to rework data into actionable information. As we deploy Charm in your organisation, we will ensure you have the right detailed reports to manage your sales operations in real time. Smart businesses gave up on client and contact coding decades ago. Tagging in Charm enables you to multi-categorise clients, contacts and opportunities to support your direct marketing campaigns and automate system searches and alerts.

Life.ioEngage™ replaces tired customer transactions by creating meaningful and ongoing customer interactions. At each stage of the customer relationship, we educate, engage, reward, and delight your customers. These thoughtful interactions reveal important data and insights that help you move the needle on your most important metrics: Conversion, lead generation, placement, wallet share generation, persistency, NPS. Available as a desktop or mobile app, the Engage platform can stand on its own or seamlessly integrate with Life.ioGrow™ and Life.ioEmpower™ as well as your existing technology. Successful engagement revolves around offering real value to the user. Built around the framework of holistic well-being, Engage: Offers classes, real-life stories, and short articles on personal finance, health, fitness and emotional well-being, encourages positive change through dynamic, original content, fun programs, and quizzes.

Streamline your agent workflow while enhancing agent and customer interactions by providing a simplified customer 360° view. Help agents resolve issues faster and reduce hold time with our AI-powered agent assist. Eliminate repetition with our contact center automation and smart actions. Troubleshoot and share screens with Smart consult collaboration. Know how customers feel in real-time with Customer sentiment. Improve response time and reduce multiple screens with a single, unified tool. Monitor service levels and assess performance with quick-access KPI, training, and feedback data. Enable pattern spotting, training enhancements, productivity improvements, and informed decision-making by integrating multiple data sources. Monitor built-in quality assurance dashboards designed to improve agents, teams, and organizations.

dovyo CRM embodies empowerment for every stakeholder—individual users, teams, and valued customers—fostering a culture of success across diverse business functions. By seamlessly integrating marketing, sales, and support functionalities, dovyo CRM acts as a catalyst for collaboration, efficiency, and growth. Its intuitive interface and robust features empower users to streamline processes, make informed decisions, and deliver unparalleled customer experiences. With centralized data and insights, teams can cultivate deeper customer relationships and drive impactful business outcomes. dovyo CRM's commitment to nurturing success extends beyond internal operations to elevate customer satisfaction, loyalty, and retention. In essence, it serves as a dynamic platform that aligns efforts inspires innovation, and propels organizations toward sustainable success in today's competitive landscape.

If you want to increase the efficiency of your customer service you need to ensure one thing above all: perfect interlocking of all incoming channels. Your customers expect satisfactory customer service, clear answers and fast response times from you. They do not distinguish between offline and online channels. Good service teams follow their customers and offer them exactly the contact channels they use – whether it’s via e-mail, facebook, or twitter. They are where their customers need them to be. According to a PwC study, call and contact centers across Germany receive 25 millions customer inquiries every day. That is quite a lot. In order to prevent the flood of inquiries from turning into a structural chaos, your team needs smart support. ReplyOne digitally links all incoming written customer inquiries, evaluates them in advance and sends them to the appropriate service employee. Everything happens on a uniform interface, is cross-channel, user-friendly and intuitively designed.

Any organization that wants to succeed must aspire towards having excellent customer relations and the first leg of this journey is adopting a no-nonsense approach to customer relationship management (CRM). CRM is all of the activities, strategies and technologies that companies use to manage their interactions with their current and potential customers. CRM helps businesses build a relationship with their customers that, in turn, creates loyalty and customer retention which are both qualities that affect a company’s revenue. Etiya Customer Relationship Management (CRM) provides a highly scalable, customer-centric, omni-channel experience enabling companies to exceed customer expectations by interacting with them on any platform, via any channel. Etiya CRM provides an end-to-end, integrated lead-to-cash process flow for customer management. Social media analysis determines communities of interest and opportunities for cross-sells and up-sells.

Drive greater engagement and automation across the entire customer journey. Move past traditional CRM to a true journey-enabled customer engagement suite. Whether you’re looking for an alternative to your current system or looking to scale and reinforce your existing one, Pega has you covered. Your agents are integral to your success. Keep your team connected, effective, and productive wherever they are. Your customers want to feel taken care of. Provide them with proactive, personalized, and frictionless experiences across any channel. These days, you need to do it all. Minimize costs and get the most out of your channels with intelligent automation and case management. Connect and automate work across people and systems to resolve customer inquiries faster. Pega’s AI-powered case management adapts to customer service requests. Pre-defined microjourneys built on industry best practices are templates to get started quickly.

Round Robin Distributor: Lead Assignment, Case Assignment & Distribution Streamline lead, opportunity, account, and case assignment with Round Robin Distributor. Features include: - Smart Scheduling: Assign based on work schedules, skills, geographies, lead source, and past relationships. - Real-time Assignment: Monitor assignments with the Activity Log. - Efficient Tracking: Out-of-the-box reports, cross-object assignment. - Load Balancing: Evenly distribute work for enhanced team productivity. - Team-Centric: Create dedicated teams for distribution. - Workload Distribution: Prevent overburdening specific team members. - Versatile Reassignment: Flexibility with reassignment options. - Seamless Integration: Integrates with Salesforce queues and marketing automation software. - Insightful Reporting: Custom and standard reports. - Configurable Alerts: Receive notifications via task, email, or both. Simplify workflow and optimize processes with Round Robin Distributor.

Indydesk Sales is a simple, easy to use, customizable sales CRM tool to manage all your leads, pipelines, tasks, & team. It covers all the major touch-points in the sales journey from a lead to a customer. It helps you to achieve more sales with less stress. With our tool, you could easily handle the following activities: 1. Visualize & analyze Your Revenue Opportunities 2. Create Custom Pipelines & assign leads in stages 3. Integrate Your Lead Source & automatically fill leads 4. Import your existing leads & perform actions 5. Prioritize More Leads With Pipeline 6. Put more efforts on leads with high conversion probability 7. Create, assign & handle tasks among your team with ease 8. Manage Meetings & Appointments 9. Don't let your meetings & appointments missed 10. Customize & Save Your Report DashBoard 11. View all your sales metrics under a single dashboard

Sales1440® provides lead management, sales automation, and customer relationship management (CRM) designed specifically for today’s builder. Easily manage the sales process from start to finish – track new leads, automate sales follow-up, track customer lots, manage floor plans and options selections, and automatically create dynamic sales contracts. The intuitive navigation guides staff through the entire sales process, effectively tracking sales leads and ensuring no opportunities or selections are missed. Capture and transfer new leads into the Sales1440 CRM system, while tracking progress throughout the sales process. Equip your staff with the tools necessary to easily follow-up with prospects, while automatically generating sales and marketing reports to fine-tune strategy and marketing campaigns.

With Quotible’s automated lead response & communication software, you are able to deliver a great first impression and maximize sales opportunities, every time. Compare your lackluster lead response process to Quotible’s powerful, automated technology. Stop responding to leads with static, unengaging CRM email templates. Respond to every lead instantly via text and email with a beautifully designed, interactive, and personalized response. The average response time to a customer’s inquiry varies from 90 minutes to more than 5 hours. Quotible does the heavy lifting for you by responding to customers instantly and automatically with an interactive lead response. Over 50% of lead responses sent from the CRM filter to spam or go unseen. This means your dealership is wasting marketing dollars and losing customers to your competitors. Quotible automatically responds to every customer inquiry via text and email, meaning they'll never miss it.

The Enquire technology ecosystem is unmatched for acquiring, tracking, and retaining opportunities. Enquire CRM was designed specifically for senior housing and post-acute care and can be customized with your terminology, workflows, and sales process. Streamline the inquiry and admissions process and save money on staffing and technology with Enquire contact center. Connect with website visitors in real time with live chat. Enquire contact center converts online chats to presentations and tours while providing immediate support to residents and patients. Increase occupancy with streamlined lead management and reporting. Insight through real-time analytics. Actionable analytics fully integrated into Enquire CRM. Enquire is an extension of your team, integrating seamlessly with your business systems and processes. Organizations see real and measurable results with Enquire products and services. Proudly serving senior living and healthcare organizations since 2010.

SmartAction brings together best-of-breed technologies and services to deliver conversational AI as a fully managed experience. With more than 100 customer deployments, we know a thing or two about automating conversations that drive engagement and resolution. Why trust your CX to anything less? Building and managing a virtual agent has never been so easy — because we do it all for you. From the conversation design, implementation, and continuous optimization, the SmartAction CX team supports you at every step in the conversational AI journey. Because every customer interaction is different, SmartAction tailors its natural language understanding (NLU) system question by question, to achieve the highest accuracy possible. This approach enables our intelligent virtual agents to perform on par and sometimes even better than live agents.

Use video chat to connect with online leads and increase sales performance — whether it’s Online Shopping, B2B Sales, or Consulting Business. Reproduce the world-famous Live Video Shopping experience, and provide immersive Product Demo. Initiate Online Consultations without leaving the chat conversation. You no longer need to use a third-party video service provider, the video communication takes place directly without leaving the chat. Regardless of your screen sharing needs (presentation display, technical support), the entire experience happens in a single click and inside chat with the client. All agents can instantly playback their call records immediately after the call is ended. Find all your recordings in our embedded dashboard, even weeks after the call ends. Initiate a live video call within the chat with your client. Enhance collaboration by enabling screen sharing.

Smart Student ERP developed to monitor the entire group of institutions with a single login. Admission: Student admission form that allows you to fill the details directly or import their details from Excel sheet and admit students one by one. Enrollment: Once the data is entered you can Enroll the students and generate UniqueID. Can promote students to their concerned classes. Using data filters you can find students quickly as per your search. SMART STUDENT ERP is a student management system that is completely customizable and highly phenomenal, So as to enable a complete "SMART EDUCATION" for reputed institutions. SS Tech Services is a chennai based company Organization are pioneer in Application Development,Bussiness process,Outsourcing Overall our Team Members vast experience with passion, Ambission and commitment has work with over 100+ clients across the global with International standard.

Everything you need to create outstanding customer experiences. Imagine resolving every customer service inquiry promptly and proficiently—without a single sloppy handoff or having to scramble for purchase histories. From easy at-a-glance dashboards to robust self-service portals, Sugar Serve has everything you need to create outstanding customer experiences. You’ll always be prepared to give customers exactly what they need. At any moment, for any issue or interaction. Too many companies today are investing time and money to capture leads and land sales—only to watch those relationships crumble because of a bad customer experience. With Sugar Serve, it’s easy to keep customers happy and coming back for more. With a customer support platform focused on the features that matter most to service agents, you’ll always have instant access to the exact insights you need. SugarLive brings the power of omnichannel customer interactions to Sugar Serve, seamlessly embedded in a single service.

Avela envisions a world where opportunities are more equitably and efficiently allocated, starting with education. We give enrollment, admission, and award officers the tools to make equitable decisions and empower families. Governments and nonprofits also use our platform to allocate talent and resources fairly and effectively. Our suite of products covers each stage of the admission or selection journey. Whether you are choosing students for your school, recipients for your scholarship, or fellows for your program, It ensures your selection committee makes informed, equitable decisions. Our founding team includes a Nobel Laureate and a Clark Medalist. They showed that school districts see a 90% reduction in the number of dissatisfied families when using our approaches. This has real learning implications - their research at MIT showed that students who enrolled in their first choice school improved math achievement by 0.4 standard deviations.

Tessitura is a nonprofit tech company dedicated to helping arts and cultural organizations thrive. CRM lies at the heart of our mission and our technology platform. Ticketing works hand-in-hand with fundraising, membership, marketing, education and front of house. Intuitive tools help uncover business insights and turn data into action. And features like timed admission, integrated streaming and contactless scanning help build a sustainable future. The Tessitura community includes over 750 arts organizations and cultural attractions in 10 countries. Our staff provide 24/7 support and offer guidance to grow revenue and build lifelong engagement.

Admissions and marketing software designed for higher education institutions to increase conversions. Track the journey of a prospect from a new inquiry to an active student. In addition to securely capturing prospects information, Ynot allows direct engagement via phone call, email and text. Each contact attempt, and enrollment turning point is logged, and each call is recorded. Ynot can integrate with your SIS and thousands of third party applications to ensure your data is accurate. Ynot enables you to automate portions of your educational organization’s marketing and admissions process without losing the feeling of a personal touch. Your Reps will love it! YYou will be able to use Ynot CRM to put prospective students on a lead nurturing track where you can personalize all communications from text messages to emails to phone calls. Know where 100% of your inquiries are coming from. Immediately start engaging with prospective students through text, email, and phone calls.

Missed calls can have a quantifiable impact across your company's day-to-day business, reducing sales revenue, customer satisfaction and brand appreciation. Freespee Callback Manager gives you full visibility and control over inbound lead management. 20% of customer calls are missed every month. Give your customers a second chance to buy from you. Automatically follow up all missed opportunities with personalized messaging that makes an impact. Help sales prioritize high-value leads by providing contextual information about the opportunity. Increase conversion opportunities by engaging prospects through better conversations. Maintain the flow of communication between you and the customer by sending personalized messages when agents are busy or after business hours. Proactively invite missed prospects to re-engage. Complete the buying experience by sending a thank you message to show you the value of their purchase.

Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.

When it comes to the critical features you need, we made sure UpStage ticks all the boxes: ✅ Event Ticketing: reserved seating, general admission, and timed entry. ✅ Subscriptions: fixed, choose-your-own, and flex packages. ✅ Fundraising: single and recurring. ✅ Memberships: singe and groups. ✅ Digital Tickets: QR code, email delivery, and print-at-home. ✅ Patron Portal: mobile first and digital ticket access. ✅ Business Intelligence: save, export, print, and share reports. ✅ Front Of House Joy: dedicated box office app and lightning-fast scanning. ✅ Support: personalized response times measured in minutes, not days.

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

All the tools you need to run your business in one powerful CRM type platform. Contacts, Sales Agents, Opportunities, Tasks, Orders, Territory Management, Advanced Reporting and More. Manage your business from one place, at the office or on the go. An average business spends 68 hours per month doing administrative tasks. Don't be one of them. Connect with Profi WebForm (contact form that is connected to your site), Google (login, calendar, import contacts) , Whosms (SMS), Mailchimp (email marketing), Jabber (telephone booth, VOIP) Assign territories and product lines to agents and companies to better organize your sales activity. Organize your business by regions and product category. Who closed more deals this month? What products sell the best? Who bought them? Powerful reporting will give you an excellent overview of how to drive up sales. Take decisions based on data, remove the guesswork.

CustomViewbook puts the power of personalized content in the hands of admissions offices to engage prospective students right from the start. Within 60 seconds, prospects become qualified inquiries by creating a digital viewbook focused only on their needs and interests – and providing you with valuable student recruitment data. Leveraging your CRM, you’ll use CustomViewbook to increase engagement at critical times throughout the admissions process, from inquiry through to enrollment. Our digital viewbook platform is designed for content flexibility, allowing you to address current topics and make updates as circumstances and program details change. Students and their families can quickly focus on rich, immersive content relevant to their academic and student life interests, explore campus experiences and student support services, and prepare to take the next steps in their admissions journey.

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.

KONDESK, a power packed industry-specific CRM that integrates with various tools to streamline you Edu-Immigration Business. Developed by the industry experts, it provides country based admission workflows that assure you spend less time research. The cloud based storage system allows you to store all documents on the tip of your finger, one click and access them all. Highlights of KONDESK: 1) Extensive reports to analyze your sales funnel 2) Notification system to remind the follow ups due 3) Integration with various cloud storages like Google Drive 4) Communication and Appointment integrations to assure no meeting is missed out 5) The best part? The customer support, you can request for a QnA session anytime even after you purchase the product. With it's user friendly layout, KONDESK is meant to become your favorite CRM. Starting at AU$15/ user/month, KONDESK is best fir for Small and medium sized Edu-Immigration Consultancies.

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

helloGTX is an award winning travel software which helps travel agents and tour operators to automate their day to day activities. A Travel CRM is customer relationship management software which helps travel companies or tour operators to improve their lead management and conversion process, increase sales efficiency, streamline follow ups and rapidly expand their customer base. Software specifically designed for both TMCs and DMCs. helloGTX is the very cost-effective software which is designed keeping in mind all categories of travel partners. It's very easy to use for various Travel Partners and helps them organize their Corporate & Customer data, Automates Query Management, Initiates Payment Requisition, Allows Invoice Generation, Quotation Generation of contracted suppliers, Sightseeing and Transfers etc.

ActivePipe is an innovative email marketing platform that uses intelligent automation to nurture clients and generate leads. Designed to solve the specific challenges of real estate professionals, ActivePipe enables its users to build relationships at scale and unlock the hidden opportunities in their database. Let the power of email automation nurture your clients in the background and build relationships at scale. Set it up once and ActivePipe nurtures your prospects along the funnel, connecting you with the best leads every day. Spend more time selling and less time marketing. Top agents respond to 100% of their leads in under 100 mins. ActivePipe makes this easy by identifying high value prospects that are ready to buy or sell right now. Get leads delivered straight to your inbox at the exact moment people are ready to act. Know what clients need before you even pick up the phone.

Fine-tune virtual selling motions, align sales and operations, and create a unified forecast with Manufacturing Cloud. Manage customer, partner, and employee interactions on a single platform integrated with the back office. Close more deals and take advantage of new growth opportunities with scalable digital manufacturing solutions. Optimize field service by giving service agents and technicians a 360-degree view of customer data. Drive collaboration, eliminate inefficiencies and maximize transparency with Manufacturing Cloud. Get data to the teams that need it with Sales Cloud, Service Cloud, and manufacturing capabilities like Account-Based Forecasting and Rebate Management, all included in Manufacturing Cloud. Capture a single, accurate picture of your net new opportunities side-by-side with your customer agreements and demand forecast. Drive operational excellence with the manufacturing data model and count on new manufacturing innovation provided three times a year.

Integrated Business Intelligence Systems for the Construction Industry. Consultants. Digitize workflows to improve productivity. Contractors. Digitize project management for greater efficiency. Suppliers. Digitize sales to specify, track and win projects. Integrate information from multiple sources. Combine business information for sales and project management from internal departments, related companies, vendors, customers and 3rd parties. Automate sales & project management work-flows. Digitize document management, filing, revision tracking and document approvals within your company and across companies working on a project. Construction analytics for informed decision making. Use internal data and the regions's largest construction database to study construction across countries and sectors to identify opportunities, benchmark performance and develop strategy. Create company networks such as supplier networks, distributor networks, sub-contractor networks.

Education and technology are becoming increasingly intertwined, making it exceedingly difficult to stay connected and follow pupils. Flavor CRM makes things easier and saves time and money. Flavor CRM was designed with the intention of making customer engagement as simple as possible. We can help you optimize your whole customer relationship management process so you don't have to worry about missing contacts, non-automated interactions, or lack of progress updates. Never lose data of all your past sessions. We'll help you which is and is not working. No worries, we've got you.

Deliver frictionless customer experiences with the only dedicated CX Channel built to maximize customer engagement, education and lifetime value. Relay’s CX Channel, the Customer Feed™, transforms the way customers engage, learn, and take action for unmatched customer lifetime value. As a private, secure and frictionless customer channel, only the Customer Feed combines the benefits of text, email, and apps to deliver a unique combination of customer engagement, education, and service excellence. Whether you need to reach patients about sensitive prescriptions or onboard new banking customers, we have a solution for your industry. Help your customers get unstuck by delivering personalized solutions at the right time. How can we get customers to engage with company content if they’re not engaged? That’s why, first, we make sure 100% of your customers get set up with their private, secure, and compliant format for engagement: a Relay Feed.