Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Efficiently structured for acquisition, consistent marketing, and the attraction of interested stakeholders while delivering exceptional support. Experience CRM as you desire: user-friendly, immediately deployable, and robust in functionality. Daily sales tasks are streamlined and navigation is intuitive, with combination buttons that reduce the number of clicks needed. The ease of use ensures a high rate of user satisfaction, and Emnis offers numerous customization options for a swift onboarding experience, leading to a quicker return on investment. For increasing needs, it includes additional fields, import profiles, user permissions, a report generator, and if-then logic features. Utilizing a central technological infrastructure in a secure German data center eliminates the need for extensive investment in personal infrastructure. Affordable monthly fees replace significant licensing costs, making Emnis a cost-effective choice. Furthermore, there is an option for operation from your own location. Continuous updates and a network of skilled local partners contribute to the sustained success of your projects while providing ongoing support. Ultimately, this comprehensive system adapts to your evolving business requirements and enhances overall efficiency.
Description
InvestCloud, headquartered in California with an international footprint, specializes in top-tier digital financial solutions that are seamlessly integrated in the cloud. Our focus is on delivering elegantly designed client experiences alongside user-friendly operational solutions, all powered by our continually growing library of modular digital applications. Our unique methodology, known as Programs Writing Programs, facilitates the development of platforms, including InvestCloud itself. Additionally, both clients and third parties can utilize PWP and InvestCloud APIs to create tailored solutions that meet their specific needs. This adaptability ensures that we remain at the forefront of innovation in the financial technology space.
API Access
Has API
API Access
Has API
Integrations
Coherent
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
Emnis
Founded
2005
Country
Germany
Website
www.emnis.de
Vendor Details
Company Name
InvestCloud
Founded
2010
Country
United States
Website
www.investcloud.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
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement