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Average Ratings 5 Ratings

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support
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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CloudCall
Iress
Microsoft 365
Microsoft Access
Mogoplus
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
iPipeline CRM for Distributors

Integrations

CloudCall
Iress
Microsoft 365
Microsoft Access
Mogoplus
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
iPipeline CRM for Distributors

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$999
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

Engaged

Founded

2012

Country

United States

Website

engagedresource.co.uk

Vendor Details

Company Name

Integrated Accounting Solutions

Founded

1999

Country

United States

Website

www.iasolutions.info/

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Alternatives

Alternatives

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