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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

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

Screenshots View All

Screenshots View All

Integrations

Apiax

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

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