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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

Your service department must be responsive to customers' needs and provide transparency. CRM for SYSPRO was designed for distributors and manufacturers. It gives your teams the tools to provide better service and assistance at every stage of your customers' journey, from initial purchase to becoming advocates. CRM for SYSPRO was designed for distributors and manufacturers who rely on loyalty, operational efficiency, quality, and customer service. Our integrated solution pulls data from every customer interaction, SYSPRO and other connected systems to help you build a customer-centric company. Our unique solution includes all the features that you would expect from a CRM system, plus some tools specifically designed to support recalls of lotted or serialized products, manage warranty contracts, and facilitate remote and in-house maintenance.

Description

We empower our clients to deliver integrated and embedded wealth solutions, creating products that resonate with their customers. This encompasses saving, investing, trading, and managing wealth seamlessly. Customers today demand digital financial offerings that are not only easy to access but also aesthetically pleasing and capable of maximizing their funds; if they can't find these features with you, they will likely seek alternatives. By keeping customers within your ecosystem, you can enhance relationships and boost revenue through investment propositions tailored to their needs, thereby fostering both your business's growth and adaptability. This represents the essence of cutting-edge digital investment solutions. Utilizing advanced technology means you can launch in a matter of months rather than years. The complete automation of the investment lifecycle helps maintain low costs. With API layers, businesses can integrate with any current or future in-house solutions, third-party applications, or data sources. Additionally, the platform's modular structure offers a versatile foundation for creating products that cater to a diverse range of customer needs, ensuring that you can meet the evolving demands of the market. This adaptability is crucial for staying competitive in an ever-changing financial landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alumio
Built2Buy
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
Microsoft Excel
Microsoft PowerPoint
SYSPRO ERP
Skynamo
Vergo
Visual Planning

Integrations

Alumio
Built2Buy
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
Microsoft Excel
Microsoft PowerPoint
SYSPRO ERP
Skynamo
Vergo
Visual Planning

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

SYSPRO

Founded

1978

Country

United States

Website

www.syspro.com

Vendor Details

Company Name

Nucoro

Country

United Kingdom

Website

www.nucoro.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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