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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

ANALEC InsightsCRM redefines CRM for capital markets by combining domain expertise with powerful business intelligence and workflow automation. Purpose-built for investment banking, institutional asset management, research, and private equity, the platform transforms client data into actionable insights that enhance relationship management and decision-making. It provides a unified, 360° view of client interactions, removing information silos and creating operational discipline across teams. With superior UI/UX, firms achieve 90% user adoption rates and reduce data entry tasks by 65%, driving measurable efficiency gains. Integrated tools for email, telephony, virtual meetings, and smart contracting ensure frictionless collaboration across global teams. The customizable workflows adapt to each firm’s structure, ensuring compliance, confidentiality, and consistency in managing complex deals. Its application marketplace allows users to seamlessly connect third-party solutions and extend CRM capabilities without disrupting workflows. Backed by 24x5 dedicated support, ANALEC delivers a low total cost of ownership and rapid ROI for modern financial organizations.

Description

CURSOR-CRM is a customizable CRM platform built for companies that want to improve customer relationships, streamline communication, and support daily business processes from one connected system. The platform gives users a 360-degree view of customers, teams, partners, activities, and business workflows. It comes with a strong standard feature set for sales, marketing, and customer service, allowing teams to begin using the system quickly while still leaving room for future expansion. CURSOR-CRM can be adapted to different departments, business areas, user counts, and industry-specific requirements as an organization grows. Its features include process management, collaboration tools, mobile CRM access, complaint management, standard process templates, third-party integrations, and AI-assisted support for routine tasks and customer insights. Businesses can choose between cloud and on-premises deployment depending on their technical, operational, and data security needs. The platform integrates with external systems such as ERP and billing tools, reducing disconnected software and manual spreadsheet work. CURSOR-CRM also prioritizes data protection, with certified German data center hosting available for cloud customers. CURSOR-CRM is designed to help organizations work more efficiently, improve customer service, and build a scalable CRM foundation for long-term success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APIFreaks No 
HTML Yes 
Inxmail No 

Integrations

APIFreaks Yes 
HTML No 
Inxmail Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Contact CURSOR Software for pricing details.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ANALEC

Founded

2003

Country

United States

Website

www.insightscrm.com

Vendor Details

Company Name

Software AG

Country

Germany

Website

cursor.de/

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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