Audience
Trust professionals looking for an innovative CRM, workflow and compliance software
About TNET FrontOffice
Robust wealth management CRM capabilities to manage and analyze customer interactions with the goal of improving business relationships with clients and COIs, assisting in client retention, and driving sales growth. Fully customizable trust and wealth management workflows covering the full life cycle of client operations. A suite of fully customizable workflows to simplify compliance and risk management execution. Full life-cycle wealth management workflows, from referrals to pipeline, fee exception approvals, sales management, account & client onboarding, custom incentive plans, and service tools to help you deliver value to clients.
Other Popular Alternatives & Related Software
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.
Learn more
Salesmate
Salesmate is an all-in-one marketing, sales, and client services CRM platform.
It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales.
Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business.
The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.
Learn more
Creatio
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.
Learn more
monday sales CRM
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.
Learn more
Integrations
Company Information
HWA International
Founded: 1977
United States
www.hwainternational.com/tnet-frontoffice
Videos and Screen Captures
Other Useful Business Software
Fully Managed MySQL, PostgreSQL, and SQL Server
Cloud SQL handles your database ops end to end, so you can focus on your app.
Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online
