Average Ratings 0 Ratings
Average Ratings 0 Ratings
API Access
Has API
API Access
Has API
Integrations
Act-On
Addepar
Broadridge Cash Management
CircleBlack
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
MoneyGuidePro
Seismic
Integrations
Act-On
Addepar
Broadridge Cash Management
CircleBlack
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
MoneyGuidePro
Seismic
Pricing Details
$80 per user per month
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
Practifi
Founded
2013
Country
Australia
Website
practifi.com
Vendor Details
Company Name
Satuit Technologies
Founded
1994
Country
United States
Website
www.tier1fin.com/satuit
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
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