Average Ratings 0 Ratings
Average Ratings 0 Ratings
API Access
Has API
API Access
Has API
Integrations
Act-On
Broadridge Cash Management
ConformX
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Fintel Connect
Mailchimp
SOLEX
Seismic
Integrations
Act-On
Broadridge Cash Management
ConformX
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Fintel Connect
Mailchimp
SOLEX
Seismic
Pricing Details
No price information available.
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
MeridianLink
Country
United States
Website
www.meridianlink.com/engage
Vendor Details
Company Name
Satuit Technologies
Founded
1994
Country
United States
Website
www.tier1fin.com/satuit
Product Features
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