Best Finance Software for Seismic

AppEQ is a customer retention software that provides real-time customer insights on top of your existing SaaS applications. AppEQ unifies customer data from your CRM, Helpdesk, Email, etc., and delivers actionable insights at your fingertips. Purpose-built for Customer Success and Account Management teams to drive retention revenue and growth without the complexities of traditional Customer Success Platforms. Fast-growing SaaS companies use AppEQ to retain and grow their accounts. Customer Success and Account Management teams from fast-growing B2B SaaS companies rely on AppEQ to boost their retention revenue and account growth. AppEQ is a customer retention software that provides one-click real-time customer insights on top of your existing SaaS applications.

Smart experiences, workflows, and content designed for scale distribution and to simplify investor services functions of global asset manager, private equity firms and real estate groups, hedge fund, credit and funds of funds. A CRM that is specifically tailored for your world allows you to manage your contacts, prospects, commitments, and deals. Private placements with brand-named, institutionally wrapped communications. The perfect portal to get your business started at a great price. Ideal for firms without a portal and needing something that can be quickly set up and used by investors. All the tools and workflows needed to communicate and report. It elevates the Essentials Portal to a higher level by adding CRM and performance dashboards. It is ideal for firms that want to move away from Excel or other inefficient tools in order to manage investor and contact relationships and improve their reporting and management.