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Description
PM1 is employed by numerous leading private wealth management banks worldwide to oversee assets on an international level, utilizing various booking centers. Its fundamental advantages stem from PM1's provision of the most extensive features available in the front-/mid-office software category, which facilitates complete life-cycle management within the private banking sector. This encompasses everything from comprehensive client regulatory compliance to consolidated reporting across multiple booking centers, all while delivering an exceptional user experience. PM1 stands out as the sole software solution capable of fulfilling the expectations of contemporary banks that seek a blend of digital excellence and personalized service. Additionally, recognizing that no software operates in a vacuum, PM1 boasts top-tier interfacing capabilities that allow seamless integration with essential banking systems, order execution platforms, and a wide range of commonly employed applications. Furthermore, hosting solutions are flexible, offering options that include on-premise installations, the PM1 Cloud, and collaboration with the Finstar Open Banking platform for enhanced accessibility and performance. Ultimately, PM1 not only meets but exceeds the multifaceted needs of the modern financial landscape.
Description
SalesCycle CRM is a versatile application that integrates CRM, PIM, and communication tools tailored for small to medium-sized enterprises. What sets it apart from many competitors is its licensing model, which requires only a single upfront payment without recurring monthly or yearly fees. Built on the DBISAM database and developed with native code, SalesCycle offers exceptional speed and efficiency within a compact installation. While most CRM solutions target a minimum user base of five, SalesCycle can be utilized by just one user, allowing businesses to scale by adding users as needed, ensuring they only pay for what they currently require. The pricing structure is straightforward, as we only charge for the SalesCycle CRM client application itself. Moreover, all necessary servers to establish a comprehensive client/server CRM system, complete with integrated email and chat features, are supplied at no additional cost, making it a highly cost-effective solution for businesses looking to enhance their operations. Ultimately, SalesCycle CRM provides an accessible entry point for businesses to manage customer relationships effectively without the burden of ongoing fees.
API Access
Has API
API Access
Has API
Integrations
Apiax
Pricing Details
$30000 one-time payment
Free Trial
Free Version
Pricing Details
$99.95 per user
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
Expersoft Systems
Founded
1992
Country
Switzerland
Website
www.expersoft.com/solutions
Vendor Details
Company Name
Aquila Technology
Country
Ireland
Website
www.aquilatechnology.com/salescycle.htm
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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