Mest populære

Sponset

Populære programvarer

166 resultater
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Lær mer om HubSpot CRM
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today. Lær mer om HubSpot CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close. Lær mer om Pipedrive
Tracking your finances, leads, and overall sales process has never been easier thanks to Pipedrives powerful yet agile CRM software. Track revenue from products, optimize costs by ensuring efficiency, and even forecast sales revenue with Pipedrives advanced statistics dashboard. Perfectly customizable, Pipedrives CRM can be used by businesses operating in banking, insurance, leasing, mortgage, credit, underwriting, and more. Lær mer om Pipedrive

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
monday.com er et skybasert arbeidssystem, hvor team driver sine prosjekter og hverdagslige oppgaver, enten de er på kontoret, hjemme eller på farten. Lær mer om monday sales CRM
monday.com er en flott CRM-programvare for finansinstitusjoner av alle størrelser. Hold oversikt over kunder, kontaktopplysninger, transaksjonshistorikk og oppføringer på ett og samme sted. Du kan bruke smarte og visuelle tavler til å tilordne elementer, automatisere e-poster, sette påminnelser, administrere målene dine og dele filer. Lær mer om monday sales CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Chatabox is a user-friendly CRM with contact management, sales and task tracking, scheduling and reporting. Learn more on Chatabox. Lær mer om Chatabox
Chatabox is a cloud-based user-friendly CRM that is highly scalable, with workflow and low code automation features for contact management, a centralised database and tracking of user interactions for task management, appointments and reminders, email marketing, customer relationships, sales and leads pipeline monitoring, payments and collections, quotes and proposals, invoicing, integrations plus customisable dashboards and many other features. Learn more about Chatabox. Lær mer om Chatabox

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Zoho CRM is an online management platform for financial service firms of all sizes to centralize functions & accelerate efficiency.
Zoho CRM is an omnichannel, scalable software solution for financial institutions like banks, credit unions, and insurance companies, investment services of all sizes. Accelerate efficiency with a client information database, account management system, transaction history, performance dashboards, AI-powered conversational assistant, and support tools to stay ahead of the competition. Integrate with 40+ native apps and 500+ popular third-party apps. Lær mer om Zoho CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager. Lær mer om Nimble

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business. Lær mer om Keap

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
NetSuite, nummer én i verden når det gjelder skybaserte ERP-systemer, gir deg den oversikten og kontrollen du trenger for å ta smarte beslutninger og vokse med selvtillit.
NetSuite er en alt-i-ett-, skybasert løsning for forretningsadministrasjon. Den hjelper mer enn 32 000 organisasjoner med å drive virksomheten mer effektivt ved å automatisere kjerneprosesser og gi innsikt i driftsmessige og økonomiske resultater i sanntid. Med én enkelt, integrert programpakke for administrasjon av regnskap, ordrebehandling, lageradministrasjon, produksjon og drift av forsyningskjede og varelager, gir NetSuite bedrifter en tydelig informasjonsoversikt og kontroll over virksomheten sin. Lær mer om NetSuite

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite. Lær mer om Apptivo

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Bitrix24 er en ledende, gratis CRM-programvare på nett som brukes av mer enn åtte millioner selskaper over hele verden. Du får e-postmarkedsføring, pristilbud, fakturering, og mer.
Bitrix24 er en ledende, gratis CRM-programvare på nett som brukes av mer enn åtte millioner selskaper over hele verden. Den er tilgjengelig i skyen eller lokalt med tilgang til åpen kildekode. Du får ubegrensede salgsmuligheter, tilbud, kontakter, selskaper, pristilbud, fakturaer og avtaleplanlegging. De mer avanserte versjonene har salgs- og markedsføringsautomatisering, masse-SMS, kampanjeadministrasjon og støtte for flere kanaler. Tilgjengelig på 1åtte forskjellige språk. Lær mer om Bitrix24

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
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. Lær mer om Freshsales

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Easy-to-use, affordable, small business contact manager to track contacts, schedule follow-ups, and manage workflows.
BEST FOR INDEPENDENT FINANCIAL PLANNERS AND ADVISORS - Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email. Lær mer om Less Annoying CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment. Lær mer om Deltek Vision

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
The affordable CRM solution for financial services to effectively manage your customer relationships and drive sales growth.
Really Simple Systems CRM is the natural selection for financial services, providing a powerful yet easy to use solution to track and manage your sales. Designed for growing teams working B2B, our affordable CRM includes everything you need to manage your customer relationships and drive sales growth. Customizable to suit your needs, there's a wealth of reporting features and custom dashboard charts that track real-time data for actionable insights. Lær mer om Really Simple Systems CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Daylite is a Mac CRM that's great for financial firms of 1-100 employees that want to increase organization and efficiency.
Daylite is a Mac CRM that's great for financial firms of 1-100 employees that want to increase organization and efficiency. Keep track of all your communication and documents with clients in one place. Track new deals and manage client projects all in one app. Share with your team. Control permissions for privacy and security. Made for Apple devices - integrate with Apple Mail, share with Apple Contacts and iCal, use Reminders, Siri, and more! Lær mer om Daylite for Mac

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance
Sage Intacct helps CFOs access integrated management and financial reports across their business entitiesin minutes not daysto grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance. Lær mer om Sage Intacct

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Maximizer isn't just another CRM. We provide businesses with the tools to enrich customer relationships and boost their bottom line.
Maximizer CRM for Financial Advisors comes loaded with tools to keep your practice organized, simplify compliance, and help you prepare for future growth. Deliver exceptional client service with a CRM solution designed with your entire practice in mind. Lær mer om Maximizer CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
EngageBay er en enkel, rimelig alt-i-ett-CRM-programvare for markedsføring, salg og service for å anskaffe, engasjere, pleie og hente inn avtaler med salgsmuligheter.
EngageBay er en enkel, rimelig, alt-i-ett-CRM-programvare for markedsføring, salg og service, utviklet for småbedrifter og oppstartsbedrifter for å anskaffe, engasjere og pleie besøkende til nettstedet og konvertere dem til fornøyde kunder. Skaff salgsmuligheter gjennom salgsmulighetsskjemaer og popup-vinduer, få tilgang til nettbesøkende gjennom flotte landingssider, plei gjennom engasjerende e-poster, og automatiser markedsføringstrakten med markedsføringsautomatisering – alt fra én brukervennlig plattform. Lær mer om EngageBay

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
The best CRM for financial companies. Helps you with Clients, Sales, and Projects. It's great because it sits right inside Outlook.
The best CRM Add-in for Outlook, also available as a web app and on iOS / Android. It helps manage Customers, Sales, Projects, and Email Campaigns. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently. The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions. Lær mer om eWay-CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Automate time-consuming admin tasks. Manage clients, online scheduling, billing & invoicing, documents & more- all from one place.
vcita's intuitive CRM allows small businesses to manage, organize and track clients, money and time-related tasks. Automate time-consuming admin tasks, streamline and simplify your payment collection, so you spend less time chasing payments and more time growing your business. Seamlessly integrate with QuickBooks for easy accounting. Estimates, invoices, online payments and processing, client communication and scheduling - all from one single place. Lær mer om vcita

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Caspio is the world's leading NO-CODE platform for building online database applications without having to write code.
Caspio is the world's leading NO-CODE platform for building financial CRM applications without coding. The all-in-one platform provides everything you need to digitally transform business operations and workflows. It includes an integrated cloud database, a visual application builder, enterprise-grade security, regulatory compliance, and scalable global infrastructure. See why Caspio is trusted by over 15,000 companies worldwide. Try it for FREE. Lær mer om Caspio

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Close is the all-in-one sales engagement CRM designed to help SMBs turn more leads into revenue.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons. Packed with productivity tools like task reminders and Power Dialer, you'll reach more leads and follow up more often. Lær mer om Close

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Kommo is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more.
Kommo is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools.It's the perfect messenger-based sales solution for entrepreneurs and SMBs. Lær mer om Kommo

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Zendesk Sell is sales CRM software that helps you close more deals.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient. Lær mer om Zendesk Sell

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers.
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses. Lær mer om Wealthbox

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Teamgate CRM powers sales teams to unlock their potential, gaining efficiencies and in-depth ICP insights to close more deals, faster.
Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup level to SMB. We pride ourselves on empowering Sales and Sales teams to increase their speed of execution across the entire sales cycle. 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. Lær mer om Teamgate

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
All-in-One FinServe CRM solution built for max efficiency and 50% more sales. Capture, distribute, prioritize,and convert effortlessly.
As a financial CRM designed for sales efficiency, LeadSquared works with 2000 businesses globally to streamline their onboarding, acquisition, sales, collections, reporting, and cross/up-sell operations. LeadSquared benefits industry leaders that perform high-velocity sales through multiple channels, delivering metrics such as: 50% more product sales 75% less turnaround times 85% call centre efficiency 90% less acquisition costs 100% drop-off elimination Lær mer om LeadSquared

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations. Lær mer om Foundersuite

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Contactually helps you maintain and strengthen professional relationships.
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you. Lær mer om Contactually

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Lær mer om Dolibarr

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
As the #1 rated CRM by QuickBooks users, Method:CRM streamlines your business from lead to repeat and everything in between.
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Method:CRM, a fully customizable solution, you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. The #1 rated CRM by QuickBooks users, Method:CRM empowers thousands of small and mid-sized businesses to scale operations, increase sales and improve their bottom line. Lær mer om Method CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades
Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales & task management solution. It includes a Quick Books, Outlook and Google Sync. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Lær mer om InfoFlo

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Creatio CRM for Financial Industry offers an award-winning CRM, a great variety of financial apps, and enterprise-grade no-code tools!
Creatio CRM for Financial Industry offers an award-winning CRM, a great variety of financial apps, and unlimited freedom of innovation with no-code development tools! Creatio CRM enables financial companies to streamline and automate lead management workflows, run multi-stage multichannel marketing campaigns, build intelligent scoring and qualification models with ML/AI tools, and many more. With Creatio no-code tools, you can do as much as replicate your company’s very DNA in a digital form. Lær mer om Creatio CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Known as Europe’s most flexible CRM, Efficy offers a completely customisable solution that will empower your employees.
At last, a CRM solution that adapts to your needs. Efficy is a major player in the European CRM market. With our range of customisable solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. Efficy CRM is easy to use and is adapted to each organisation based on their size and specific needs. This enables you to grow and develop your business in a structured way. Don’t waste time organizing data - empower your employees and grow your business with Efficy CRM. Lær mer om Efficy CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Intuitive solutions earning powerful results to help commercial service businesses dominate their competition.
Wingmate engages your field staff, on the go, to generate new sales, improve service & communicate in real-time. Our solution is comprised of a Mobile App for your staff on the move to capture/report intel and send it back to your team at the office. Our Simple CRM - management dashboard (Web-based CRM) enables two-way communication & tracking between both your sales staff and team in the field. Lær mer om Wingmate

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals.
Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industrys most widely used applications. Lær mer om Redtail CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Unanet A/E is purpose-built ERP for A/E firms and offers Project Management, Business Intelligence, Financials, and more in one system.
Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM in one system. Powerful analytic dashboards dashboards allow businesses to gain greater visibility and control, analyze data in real time, and drive their business forward. Unanet Connect is the first and only open integration platform that integrates Unanet with hundreds of applications. Lær mer om Unanet AE

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
We help teams get everything in one place, work more collaboratively to get more done, and track and improve performance.
FreeAgent is a complete CRM platform with robust work management. FreeAgent empowers leaders to optimize sales, marketing, customer success, project management and more -- so every employee has workdays full of impact. Designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful low-code/no-code customization. Lær mer om FreeAgent CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
#1 Action-Focused Sales CRM for Small Business. Focus on the Next Action, follow up with every lead, and stay in control of your sales.
OnePageCRM is the 1st action-focused sales CRM that helps small and medium-sized businesses stay in control of their sales. Focus on what needs to be done next, follow up with every lead, keep the team on the same page, and close more deals, one sales action at a time. Save time and automate your admin and data entry. Generate leads in a click from anywhere on the web. Reap the CRM benefits on the go with iOS and Android mobile apps. Any questions? We offer support via email, phone and chat. Lær mer om OnePageCRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Surefire is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions.
Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forg et-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform. Lær mer om Surefire CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
MyCRMDashboard is a mortgage lead generating CRM that was built specifically for residential lenders, banks and credit unions.
MyCRMDashboard, mortgage CRM, is built specifically for residential lenders. Suitable for companies with 5+ loan officers. The easy-to-use SaaS solution includes automated marketing based on 45+ years of experience in the industry. Increase your repeat business, referrals, reviews, testimonials, and more! The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. Lær mer om MyCRMDashboard

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Sales Acceleration Platform for the world's largest Financial Services Institutions.
Vymo is the Sales Acceleration Platform for leading Financial Institutions across the world. It solves for frontline personnel, sales managers and business leaders through mobility, insights and industry playbooks. 60+ global financial institutions have deployed Vymo to solve over 18 deep industry-relevant use cases ranging from allocating leads to the best-fit salespeople to identifying potential cross-sell opportunities and driving conversions. Lær mer om Vymo

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Covve is designed to help you better manage relationships and create business opportunities
Covve: Your Personal CRM Stay in touch effectively with clients and personal connections. "This simple yet state-of-the-art app will revolutionize your business relationships like you've never seen" - Inc What you will love about Covve: Reminders to follow up; Notes on your contacts to always be relevant; Tags for organizing and grouping your network; Statistics on your weekly networking progress. Find out more at covve.com. We are always here to help, reach out at [email protected] Lær mer om Covve App

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. Lær mer om Total Expert

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
A simple yet powerful financial CRM focused on workflow to automate & control processes. Nothing missed, no opportunity left behind.
FLG is a simple yet powerful financial CRM platform that can handle 100,000s of leads and automate the workflows in your processes. Perfect for UK small to medium B2C finance businesses that need a CRM with multi-channel customer contact, intelligent workflows, integration options, marketing automation and reporting & analytics. Unlike other CRMs, we include 5* UK-based telephone and email support, built-in compliance templates, and we don't make you change your sales process to use it. Lær mer om FLG

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers.
The Backstop CRM is an award-winning cloud-based software platform that empowers institutional investment firms and alternative asset managers to become more operationally efficient and productive. Our over 800 clients use Backstop to centralize qualitative and quantitative data to support research management, portfolio management, capital-raising, and investor relations. Lær mer om Backstop

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
User.com is an advanced marketing and sales system that helps automate personalized communication and streamline business processes.
User.com is an all-in-one marketing automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers. Reach clients through a wide range of communication channels: email, live chat, chatbot, push notifications, dynamic page content, and many more - all available in one place. Interested in Marketing Automation? Get a free 14 day trial with no upfront payment Lær mer om User.com

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
The most flexible CRM ever is free to try for 14 days.
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 consolidate s all aspects of your business in one AI platform. Shape Software 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 r Lær mer om Shape

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor. Whatever your investing needs, we’ve got you covered with independent and balanced stock research, fundamental analysis tools, crowdsourced debate, or actionable market data. As a member, you can link your portfolio to get customized stock screeners, alerts and updates, or join one of our expert services to get exclusive real-time trading ideas. Lær mer om Seeking Alpha

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse
Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis, all in one place.
All contacts, deals, your calendar, your sales pipeline analysis, all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective. Lær mer om RAYNET CRM

Funksjoner

  • Utgiftssporing
  • Administrasjon av salgsmuligheter
  • Markedsføringsautomatisering
  • Forholdssporing
  • Salgsestimatstyring
  • Kundedatabase
  • Kontaktadministrasjon
  • Aktivitetsdashbord
  • Klientstyring
  • Dokumentledelse