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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

ClientTrade® is our well-established solution for corporate clients, currently utilized by over 30,000 businesses globally. The latest iteration, CTNet, is a J2EE web-based platform that seamlessly integrates with BankTrade, our back-office application, as well as various third-party Trade Finance systems. In line with the ongoing evolution of BankTrade®, CTNet adheres to a similar developmental approach, featuring a comprehensive product roadmap that guarantees its leading position among client-facing solutions. This innovative web-based platform enables banks’ corporate clients to efficiently create and oversee their Trade Finance transactions and associated activities via an intuitive and interactive web portal. Furthermore, CTNet includes a comprehensive reporting feature that generates standard reports for each module, with outputs available in both PDF and MS Excel formats. Its user-centric design, along with beneficial features like email notifications, significantly improves the level of customer support provided. Additionally, the continuous updates and enhancements planned for CTNet will ensure that it remains a vital tool for corporate clients in the dynamic finance landscape.

Description

Team Up is a social CRM designed to simplify the management of client and customer information alongside associated documents, tasks, and meetings, offering rapid search capabilities that enable users to retrieve any information within moments. It also features a comprehensive Reports & BI tool that assists in monitoring and analyzing business performance. Users can easily link significant emails to the corresponding customers, allowing them to access all related correspondence with a single click. Additionally, documents can be attached and organized by relevant clients, and users can view all files associated with a particular customer at the click of a button. Furthermore, Team Up provides a check-in and check-out functionality to maintain a detailed version history of documents, ensuring that users can track changes effectively. This seamless integration of features enhances collaboration and improves overall efficiency in managing customer relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 

Integrations

Microsoft Excel No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Contact Evolution Technologies 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 No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

BT Systems

Country

United States

Website

www.banktrade.com/index.php/solutions-3/client-trade

Vendor Details

Company Name

Evolution Technologies

Country

United Arab Emirates

Website

evolutiontech.ae/team-up-crm.html

Product Features

CRM

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

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