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design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Act-On
Broadridge Cash Management
ConformX
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Fintel Connect
Mailchimp
SOLEX
Seismic
dotdigital Engagement Cloud

Integrations

Act-On
Broadridge Cash Management
ConformX
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Fintel Connect
Mailchimp
SOLEX
Seismic
dotdigital Engagement Cloud

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

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