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ease
features
design
support

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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

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Arbortext
Causal
ChatGPT
Clay
Composio
Dropbox
Eventbrite
Exopen
Google Drive
Mailchimp
Nucla
PTC Implementer
Relay
Salesforce
Slack
Truto
Typeform
Unified.to
Vessel
zenphi

Integrations

Arbortext
Causal
ChatGPT
Clay
Composio
Dropbox
Eventbrite
Exopen
Google Drive
Mailchimp
Nucla
PTC Implementer
Relay
Salesforce
Slack
Truto
Typeform
Unified.to
Vessel
zenphi

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$299 per month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Affinity

Founded

2014

Country

United States

Website

www.affinity.co

Vendor Details

Company Name

Rundit

Founded

2015

Country

Finland

Website

rundit.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

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