Best Financial CRM Software for Microsoft Dynamics 365

Procurify is the Intelligent Spend Management company. We’re on a mission to give all organizations unprecedented visibility and control over their business spend. By bringing more spend under management in one procure-to-pay solution, our customers capture unified spend data that can be harnessed to realize millions of dollars in time and cost savings. Procurify is trusted by hundreds of customers worldwide to manage over US$30 billion dollars of organizational spend.

Salentica offers a wide range of features, and the ability to add many more. We have automated the repetitive, explored analytics and integrated the best tools to create the most powerful web-based financial CRM. Salentica improves activations, creates better campaigns, and optimizes outreach. You can achieve more targeted targeting, better segmentation and discover personalized content opportunities. It can be difficult to know if you're saying the right thing to the right client. It's now possible to answer their questions more accurately and in a more informed manner. Your CRM can automate your workflow. Reduce errors and allow your employees to concentrate on the work that only humans can do.

Maximize financial visibility, profitability. Assess your business's health, improve financial controls, make timely decisions to drive agility, growth, and financial reporting. Integrate financials into core business processes to automate tedious and time-consuming tasks, increase user productivity, support evolving business models and maximize financial performance. Process automation, budget control, financial planning and analysis, as well as process automation, can help you reduce costs and optimize spending across different business geographies. With a chart of accounts that is based on rules and a service that does not require code configuration, you can quickly adapt to new financial and legal requirements. This allows you to simplify regulatory reporting, electronic billing, and global payments. Dynamics 365 Finance is helping customers optimize their financial operations.

Xpedition Microsoft Dynamics 365 private equity CRM Accelerator is designed to improve productivity, integrate with existing data, and create a comprehensive, single source of truth. This actionable insight can be seamlessly integrated with Microsoft and 3rd-party applications, making it intuitive. Launching a Private Equity project CRM is one thing. It is one thing to launch a Private Equity CRM project. We know your challenges, and with a number of industry-specific projects behind us, we are leaders in creating and delivering tailored CRM systems designed to meet your specific requirements.

audius Finance combines the best of Microsoft Dynamics 365 and the industry-specific needs of different financial service providers into one solution. Add-on modules can be used by asset managers, developers, distributors, and insurers of investment products, as well as real estate agents, to customize their CRM system to suit their business models. You can make customer meetings, legal clarifications, and damage/loss reporting more efficient by using add-on modules. Our industry-specific software solutions are constantly developed, while always being in compliance with the latest legal and operational requirements. We have the right add-on to make sure your system is flexible, scalable, and always up-to-date. You only pay for what you use. audius Finance is our solution to support financial service providers' industry-specific business processes.

VeriTouch helps you to serve, solve and sell. VeriTouch, a vertical Customer Engagement solution built on top of Microsoft Dynamics 365 and optimized with industry best practice, allows financial institutions to put customer relationship management (CRM) at the heart of their digital transformation journey. VeriTouch consolidates information from the organization's digital channels and back-end systems. It provides a unified interface with standardized processes for serving customers efficiently. It also offers streamlined and tailored solutions that address customer concerns and needs. It also provides recommendations and guided sales tools to deliver relevant and differentiating offers to customers. VeriTouch Benefits; Improve Data Quality, Reduce TAT and Cost of Servicing. Improve Cross-sell Rate, Provide Single View Of Customer, Improve Sales Team Efficient, Reduce Cost of Client Acquiring, Improve Marketing Efficiency.