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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Engage with potential clients through email campaigns and web forms while planning, executing, and assessing the effectiveness of your strategies. Ensure complete visibility of your sales process from beginning to end and synchronize your sales initiatives with your overarching business goals. Unlike traditional software, Alpha CRM is a dynamic solution that evolves; whenever an upgrade is released, your system is automatically refreshed. Efficiently manage and document customer inquiries and information while keeping a comprehensive record of previous transactions and trends, all through an intuitive user interface. The web-based nature of Alpha CRM means you can access it from any location using any device, whether it’s a PC, tablet, or smartphone. Additionally, maintain a detailed log of all communications sent and received, and track customer interactions and other business emails directly within our CRM. With our innovative software, your business begins to operate more autonomously, giving you the freedom to focus on what truly matters for growth and success. Ultimately, Alpha CRM not only streamlines your operations but also enhances your ability to nurture customer relationships effectively.

Description

Visible Alpha provides a single experience for consumption and collaboration across research reports, analyst model and corporate access events. It enables clients to track, budget, value, and pay for research content. Visible Alpha is changing the way Wall Street firms collaborate in research, financial models, corporate access events and research by providing innovative tools for analysis, valuation, and discovery. Visible Alpha boasts a growing client base, $17 trillion in AUM and more than 600 research providers who contribute content. It also has over 500 employees worldwide. The company is backed worldwide by some of the most prominent banks, including Banco Santander and Bank of America Merrill Lynch. Citi, Exane BNP Parabas and Citi.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BattleFin Ensemble

Integrations

BattleFin Ensemble

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AlphaResponse

Founded

2001

Country

United Kingdom

Website

www.alpharesponse.com/crm-software.html

Vendor Details

Company Name

Visible Alpha

Founded

2012

Country

United States

Website

visiblealpha.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

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

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