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API Access
Has API
API Access
Has API
Integrations
Cobalt
Google Calendar
Mailchimp
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
Slack
Integrations
Cobalt
Google Calendar
Mailchimp
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
Slack
Pricing Details
$0 (free version)
Free Trial
Free Version
Pricing Details
No price information available.
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
Werkflo Software Solutions Pty Limited
Founded
2020
Country
Australia
Website
www.werkflo.com.au
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/solutions/industries/financial-services/overview/
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
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management