Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Coheris CRM, developed by ChapsVision, serves as a comprehensive tool designed to enhance controlled customer relationship management. Achieving a deep and reliable understanding of your customers is essential for boosting your company's overall performance. With ChapsVision's Coheris CRM software, you gain a distinctive and holistic perspective on customer value that is accessible to all departments within the organization, enabling immediate translation into actionable strategies. This platform empowers each user to operate with maximum efficiency and substantial independence, while remaining aligned with the company's established business processes. Coheris CRM addresses crucial challenges by providing real-time monitoring of key performance indicators (KPIs). Additionally, this CRM solution facilitates the execution of your multi-channel marketing initiatives, effective sales strategies, and lead management, all aimed at enhancing your team's commercial success, cutting costs, refining your marketing and communication efforts, and fostering customer loyalty in the long run. By integrating these capabilities, Coheris CRM by ChapsVision not only streamlines operations but also positions your business for sustained growth and adaptation in a competitive market.
Description
WebVision is a secure and highly customizable cloud-based content management system (CMS) and investor portal that caters to asset managers by providing essential access to marketing materials, fund performance data, and comprehensive reporting tools. This platform can be implemented either as a module for fund or investor reporting integrated with an existing site, or as a completely bespoke website developed by the design experts at Imagineer. The system enables seamless automation of communications for investors and prospects via its robust online portal. WebVision operates independently, capable of importing data from various proprietary or CRM systems, or it can be fully integrated with Clienteer to enhance control and automation capabilities. Moreover, the platform includes the Fiveblocks reputation management tool, which assists in tracking user engagement, preserving your online reputation, and enhancing your brand identity. By leveraging these features, asset managers can ensure they meet client expectations while streamlining their operational processes.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
ChapsVision
Founded
2019
Country
France
Website
www.chapsvision.fr/crm/
Vendor Details
Company Name
Imagineer Technology Group
Founded
1998
Country
United States
Website
www.imagineertechnology.com/WebVision-Fund-Marketing-and-Reporting
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
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
No
Territory Management
No
Product Features
Content Management
Audio Content
Yes
Customizable Templates
Yes
Document Indexing
No
E-forms
No
Full Text Search
No
Image Editor
No
SEO Management
Yes
Text Editor
Yes
Version Control
Yes
Video Content
Yes
Website Management
Yes
Equity Management
Cap Table Management
No
Deal Management
Yes
Document Storage
Yes
ESOP Management
No
Financial Modeling
No
Options Management
No
Participant Portal
Yes
Portfolio Management
No
Private Equity
Yes
Public Equity
No
VSOP Management
No
Valuation Management
No
Vesting Management
No
Financial Services
Analytics
Yes
Branch Optimization
No
Channel Management
No
Compliance Management
Yes
Customer Engagement
Yes
Performance Management
No
Risk Management
No
Virtual Data Room
Anonymity Management
No
Audit Trail
Yes
Collaboration
Yes
Data Protection
Yes
Data Storage Management
Yes
Document Tagging
Yes
Due Diligence Management
Yes
Procurement Management
No
Project Management
No
Role-Based Permissions
Yes
Secure Preview
Yes