Alternatives to Money Advice + CRM

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

AgencyBloc is a management platform for life and health insurance agencies that helps them grow and secure their business. It includes sales enablement, quoting, client and policy management, commissions processing, and more. AgencyBloc is your life and health insurance agency. It has all the features you need to manage your agency, communicate with prospects and clients, and grow your business from any location.

InsureCert, a cloud-based insurance policy management system, is suitable for brokers, general agents, insurers, and managing general agents. InsureCert offers a central platform that allows users to create online shops, manage quotes, collect payments, and even issue property and casualty policies. InsureCert allows users to create white-label websites with custom landing pages. InsureCert offers a multi-rater pricing engine that allows users to create quotations and send invoices to customers instantly.

Automate your insurance marketing and lead management to maximize the power of automation. Top producers don’t have more time than you do, they just have a better way of using them. Insureio offers a systematized, automated selling approach that results in more sales, less paperwork and happier clients. Track leads, events and tasks. Forecasting for sales and productivity is possible with opportunities posted to your dashboard. Pre-built reports are also available for instant analytics. Minimize non-revenue-generating activities. Drop-ticket app fulfillment provides proactive case management, approval automation and e-Policy delivery. Automate marketing, lead generation and sales functions. With a single click, you can implement lead nurture campaigns and status driven follow-ups. Our easy-to-use app allows you to quote over 40 major carriers for term, permanent, LTC, disability, annuities, and more.

COINS Construction Cloud enterprise software is for the construction industry. It includes contracting, home-building and property development. COINS provides a complete range of mobile and desktop applications for managing opportunities, construction, supply chain, operations and projects, accounting and financials as well as asses, human capital, customer service, and customer care. It can be used by any trade or division of construction, from MEP to general to industry. COINS works with its customers to win and perform work, manage projects, maximize job profitability, improve employee performance, eliminate inefficient processes, control cash flow, and manage overall company financial performance. COINS supports more than 62,000 users across 21 countries, with its headquarters in the UK, and offices in the US and Ireland, Australia, and Dubai.

Finosoft is an omnichannel, user-centric CRM solution for brokers. It was created to revolutionize the backoffice of the brokerage industry. Brokers have seamless control over all CRM requirements, resulting in better management and better results. You should be able to focus on the most important things, at the right time. We offer a multi-layer lead management platform that includes high performance segmentation, call automation, and high performance segmentation. Our goal is to improve client management performance by using full customer profile, workflow, and real-time trading updates. You'll also get a flexible payment system that supports multiple offering, easy-to-use documents management system, including an automatic and secure document verification process in accordance with regulations. The system is 100% secured permission-based. Finosoft uses the power of technology for its clients. We offer brokers the best business intelligence, streamlined processes and increased efficiency.

Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These features include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL – Analytics Dashboard, Renewal tracker and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots

Small business CRM software that allows you to manage all customer relations with your contacts and company information. Intrabench CRM software is a simple software tool to manage your accounts and invoicing, sales, marketing, and more. Intrabench CRM software offers full email management capabilities, including client tracking and bulk emails. Intrabench CRM offers a secure, reliable and reliable way to manage contacts, drive sales and manage productivity. All this from your personal user interface - a simple and intuitive CRM. Each feature in Intrabench was created with your business in mind. Take a look at the features to see how they can benefit you. From searching for clients, calling back reminders, opportunity tracking and quotes, invoicing, and automatically chasing payments, to searching for clients. Intrabench gives you the complete circle of operations that no other small business CRM software can offer. You'll love it, and so will you.

With Proftit, you can seamlessly transform the complexity of running a brokerage into a streamlined, efficient, and scalable operation. Consolidate every client interaction, trade, and performance metric into one intuitive platform—your Single Point of Truth (SPOT). Eliminate fragmented systems, reduce compliance stress, and empower your team to focus on driving growth and delivering exceptional client experiences. Whether you're managing multiple brands, scaling operations, or launching a prop trading business, Proftit equips you with the clarity, control, and confidence to dominate your market

Best CRM software for agents. BluInsurance, one of the most popular CRM softwares for agents, manages your client base and simplifies complex operations. BluInsurance allows agents to quickly select the right markets and create concise, personal submissions. BluInsurance tracks progress and keeps both the broker as well as the carrier accountable once they have been sent. BluInsurance records all online leads from your website and third-party sites. It notifies the appropriate agent to follow up. Agents can use custom online forms to collect information and create policies once contact has been made. BluInsurance's integrated email and SMS marketing campaigns make it easy to keep in touch with clients and build relationships to ensure you capture renewals.

SAIBAOnline, the Enterprise Resource Planning software, streamlines and synchronizes different departments of an insurance broker house into one software system. It is a central repository that contains all the information shared between departments. This allows for a seamless flow of data throughout the organization. - The system's salient features are: The software application is accessible both internally and through the internet. SAIBAOnline has a number of prominent features. 1) Provide a complete solution from Customer Relationship Management to Claims Management 2) Integrates with online platforms. Quote and policy management tracking automated workflows. 3) Robust CRM Tool with easy integration, remote access and lead generation with tracking. 4) Comprehensive Management of all Policies Strong Renewal Management System 6) Efficient Brokerage & Claims Management System

Related Marketing Cloud (RMC), a personalization and marketing automation tool for data-driven Omnichannel marketing, is available. One-to-one customer relationships powered by all-in-one platform to drive higher revenues, increase customer lifetime value, grow audience, boost performance, and drive higher revenue. We are proud that we offer the following services: Customer Data Platform (Email Marketing, Mobile Marketing), Web Targeting, Product Recommendation and Customer Journey Manager

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

C-Venture is a sales enquiry management software that can be used to manage leads, follow-ups and quotes. It also allows you to manage sales orders, Manage invoicing, Proforma bill, Delivery Notes, and Manage Invoicing. C-Venture also includes Customer Support Management, which makes it a complete Customer Relations Management Software. CRM that covers all aspects of business. C-Venture's Purchase Management System is unique among all other CRM's.. CRM that can meet all business needs. Mail to Sales enquiry and mail-to Support ticket features make it easy to track emails. All enquiries and leads can be managed by sales executives. They can also manage customer contact information. All enquiries can be viewed and responded to by Sales Coordinators. Sales executives can view and respond to all enquiries. Automated daily report per sales executive based on follow-up data.

Trust grows when work flows. With Financial Services Cloud and Slack, you can collaborate in real-time, instantly share insights, keep compliance, and make faster, smarter decisions from anywhere. To build stronger client relationships, empower senior bankers, analysts and compliance managers as well as group heads. Manage your pipelines, collaborate effectively across deal teams, leverage third-party data, ensure that information is shared with the correct people at the right times, and ensure that you have the right people in the right place at the right time. Transform your banking operations to be more responsive to customer needs and financial well-being. Empower employees to deliver seamless experiences across channels. With omni-channel engagement and agile product innovation, embrace the digital imperative of the industry. All of this is possible from one cloud platform.

SP CRM is a simple but powerful CRM built on Office 365. It provides a complete view into the sales pipeline and activities. It can support the entire sales cycle, from lead capture to opportunity tracking and account management. SP CRM is built on Office 365 and Microsoft Teams. It can be used as a part of your sales team's day without the need to log in to another program. Your sales reps can track opportunities and have access to all the documents, information, knowledge, and documentation they need to close the deal. The portal collaboration features allow sales staff, such as sales engineers, sales developers, and sales managers, to work together. SP Projects and SP Customer Service can be combined to create a complete customer management solution.

iEnterprise CRM is a cloud-based solution designed for small and medium-sized businesses. It's a multi-user, highly configurable system that can be used by all employees to manage salespeople and maximize sales. It offers all the features of a traditional CRM, including accounts, contacts and pipeline, issue tracking, campaigns and reporting. It integrates seamlessly with popular small business tools like Gmail, Outlook, and QuickBooks. We also offer apps for Mac, iPhone and Android. It also offers advanced features like recurring revenue tracking, quoting, and subscription tracking to automate almost all aspects of running your business. This solution is perfect for small and medium-sized businesses. Unlike Salesforce.com, iEnterprise CRM offers everything you need to manage your business at a fair price.

Cool Life Customer Relationship Management (CRM) delivers actionable information in real-time. Cool Life CRM is designed to address complex customer management environments. It provides a 360 marketing solution with a complete relationship lifecycle process that provides valuable insights for business leaders. Cool Life CRM is fast, secure, intuitive, and addresses the unique market needs for specialty firms like professional associations, financial service companies, and software and services companies.

ActionClient is a CRM for small businesses and self-employed people that lets you focus on sales and prospecting. CRM for small businesses, sales reps, freelancers and SMBs. Simple, easy and effective. The only CRM made by salespeople, for salespeople. This tool is for you if your goal is to grow your business. Your priority should be to provide the best service to your customers so that they will stay and attract new ones. Agents and representatives in the following sectors: Insurance agents, real estate agents, financial advisors and planners, multi-card agents, and brokers of all fields. Customer service agents that want to offer personalized service and build a new client base.

Symphony billing gives you the ability to quickly and easily introduce new products and applications within your existing business systems. You can integrate only the modules that you require or implement the entire solution. Our flexible, scalable solution will grow with you. Symphony's real-time data transaction management, mediation and reporting gives you insight into your customers' accounts and allows you to manage those relationships more profitably. Transform how you go from quote to cash. With tools and insight, you can win more business and gain an edge over your competitors. Get customized quotes by specifying products. Based on the products ordered, customer approval triggers workflow. Final quotes can be issued with an auto-generated cover letter and product brochures. Access robust reporting for quotes issued/ordered by agent/region. Automated business processes from beginning to end.

Our CRM, loan origination and servicing software can automate and scale your lending business. Modern borrower experience through online, mobile-friendly portals, customized workflows, and paperless origination. To speed up submissions and collect required documents, integrate our quick and complete app web forms into your site. Keep your entire team (brokers, borrowers, and third parties) updated on the loan status. Our platform is 100% on AWS and conforms to SOC 2, ISO 27001, and PCI compliance. We protect, secure and back up your data and documents for life. A custom dashboard and pipeline. Email marketing using drip campaigns. Lead tagging & referral source tracking. Assign leads and deals to loan officers or processors. LendingWise LOS software can be customized to fit almost any loan product. It is flexible and pre-built for Fix & Flip or Rental, CRE Bridge/Perm loans, as well as for SBA loans.

eWebLife's People Relationship Manager (PRM) is the heart of eWebLife. It provides a suite of web-based tools that help organizations manage their clients and prospects, members, employees volunteers, mentors, contacts, and more. eWebLife is a single platform that consolidates your technology needs, including sales lead tracking and invoicing, donation management and event registration and payment, communications, and more. eWebLife provides both templates and custom websites that can be integrated with eConnectLife and ePeople Relationship Manager. You will have easy access to your website contacts, allowing you to grow with a fully integrated solution. eWebLife offers solutions that allow profit and not-for-profit organizations to consolidate technology and grow their business.

"easyGrahak" is a real-time Customer Relations & Sales Management platform. It was developed by field sales professionals who have helped businesses grow through selling products and services. It is an easy-to-use, simple-to-use tool that enables and enhances sales. It allows you to connect with your customers from a 360 degree perspective. This includes organizing, managing, and tracking all interactions across your entire company. The "easyGrahak CRM system allows you to track and manage all leads, enquiries and follow-ups. It also helps you to schedule meetings, remind clients, keep track of client records, invoices, quotes, and receipts in an easy and systematic manner.

Smart Cyber Insurance policies start with information gathered via the Corvus Scan, which helps to quantify cyber risks. Our team can quickly determine the best pricing and coverage options, allowing them to provide the best pricing. Each policy comes with a Dynamic Loss Prevention™ report that includes detailed IT security recommendations. It also gives you access to our Risk & Response Services, which can be used for proactive risk management and vulnerability alerting. Our proprietary underwriting process uses machine learning and new data sources to quickly quote cyber insurance coverage for most accounts. We also provide our experienced underwriting team with the tools and insights they need to tackle complex risks. The CrowBar broker platform by Corvus optimizes quoting. It allows brokers to request and get quotes in minutes for most accounts.

CRM for insurance agencies. Never lose a lead or client again due to misplaced information or a hard drive crash, corrupted spreadsheet, or a tipped-over file cabinet. Radius makes it easy to organize and manage all your leads and clients. Radius is an all-in-one solution for your Agency. Radius is the best email marketing software for your Agency. Radius can send autoresponders, drip marketing, mass emails, and SMS/Text messages. Each Radius Lead and Client has their own history, tasks, reminders, notes, information, file storage, and information. Radius Dropbox also helps you stay organized by automatically importing your emails. Integrate Radius into your business. You can define custom form fields, lead temperatures, client status, and many other things. Integrate Radius with your website or third-party app, such as a quote engine, lead vendor, or third-party app.

Raptech, a cloud-based digital management software, enables growing businesses to automate the processes for Lead-to quote, order-to cash, source-to pay, record-to report and source-to cash. You can take full control of your business with efficient workflows. AI-powered analytics enables you to make data-driven decisions in real time. The sales team can be more efficient and effective if they have the tools and processes in place to manage their sales pipeline and forecast. This will help them to convert potential clients into sales leads. The bottom line can be improved by streamlining order fulfillment, billing, payment receipt, and other processes. To maximize profits, revenue projections can be used to make strategic decisions. Understanding spending patterns will help you make an informed decision about cost control. Spend forecasts will help you monitor and fix problems before they become serious. A higher return on capital is possible by ensuring efficiency in cash flow and working capital management.

OPAL CRM allows contract manufacturing companies to track their field sales team. It allows sales reps to create detailed sales plans, set goals, and maximize incentives. OPALCRM allows financial services firms to collaborate across the back-office, front-office and middle-office to build deeper client relationships. Real estate is a highly competitive industry. Conversions can be made easier by managing your sales pipelines, lead management, and lead engagement. Management of their lead pipelines can be a challenge for corporate training institutions, skill-based education institutions, and educational institutions. OPAL CRM's Lead Management Software assists these institutions in managing their leads, and driving closures.

Flowlu is your ultimate destination for comprehensive business management. Offering a complete suite of tools for project organization, task delegation, financial tracking, and team collaboration, Flowlu empowers you with complete visibility into your company's operations. Streamlining your business processes, Flowlu serves as a centralized hub where you can efficiently manage all aspects of your operations in one convenient location.

ANALEC believes that technology and software can help full-service brokers-dealers combat the structural decline they face and reset their business models so that they remain sustainable. Our offerings help brokers to increase productivity and cost-competitiveness, as well as improve revenue generation prospects. Over the last decade, institutional stockbroking has faced significant headwinds. Intense competition and regulatory scrutiny, as well as declining commission pools, have all contributed to the economics of this business. We have also seen a growing difference between clients' expectations of value-add versus broker compensation expectations. Investment research as a packaged service has not been commercially attractive.

GRC Contact is an online CRM software that is specifically designed for VSEs and SME. A "One-stop shop" solution that includes CRM, quotes and invoicing, eMailing, personalized support, and more simplifies your life. GRC Contact is a French company that specializes in BtoB. It has French servers and advisors. GRC Contact aims to be "very responsive support" and to be close to customers (customer experience testimonial). One advisor can customize the software to fit the client's needs and sector of activity. GRC follows French legislation, which ensures confidentiality and security. The Cloud in Paris stores all customer data and is protected by confidentiality clauses. GRC Contact CRM software is the most user-friendly commercial management software. It can be used by small and medium-sized businesses to support their various commercial activities.

ForceManager CRM was designed by sales reps. ForceManager was designed with sales reps in mind. It is a CRM solution that simplifies the work of sales representatives so they can concentrate on what matters: building relationships with clients and selling. ForceManager is a leading CRM that offers a full-service WebApp. It can be used for any work style, including office, home, or field. Its user-friendly interface, built-in geolocation features, high adoption rates, and high adoption rate are the key to the success of this solution. ForceManager is based in Barcelona, Spain. We also have international offices in London and Berlin, Venice, Mexico City. Our team boasts more than 100 employees and serves over 1,500 customers around the world.

We have everything you need, from prospect to client. Track activities, take notes, and manage your pipeline. Integrate your inbox to sync important email with your CRM. The only interactive prospect portal that comes with the CRM for Finance suite makes it easier to close deals. This tool is for financial professionals. Obsidian's Business Intelligence Suite provides a variety plugins to help financial firms analyze investor and portfolio data. This includes subscription tracking by portfolio, salesperson, or representative, performance analytics, risk analytics, and account activity & tracking. Obsidian's interactive portals are available to all types of clients, including professional, institutional, and high-net worth firms. This suite allows for unparalleled flexibility in client communication and is suitable for all investment management firms.

T3 is an expert in the hospitality industry and is based in Mumbai. It covers hotels, resorts, clubs, restaurants, etc. This allows organizations to automate their entire business process. CRM for Hotels / Resorts allows the hospitality industry to adopt modern methodologies to improve their business processes and adapt to new ways of doing business. CRM for Hospitably manages and controls marketing, lead generation, enquiry generation, customer database, planning process and calendaring in multisite and single-site environments. CRM allows for faster access to all data belonging to an organization across all stakeholder. Data visibility is made easy. T3 provides hoteliers with an integrated platform that allows them to manage all their departments, including marketing, sales, customer service, help desk, inventory control, loyalty management, reservation system, and call center. This gives the client a 360-degree view of the entire system.

IMPACT Insure, the next generation in insurance risk management and back office software, is now available. We have a solution that can be customized to suit your business, no matter how small or large you are. In many cases, you can have a more automated system. IMPACT is for general insurers, risk insurers and insurance brokers. We can support any type business, including marine, aviation and buildings, as well as motor, general, pet, reinsurance, and medical. Large, established multinational insurers have clients as well as small and medium businesses that are looking for software to help them grow. IMPACT provides complete customer management and multiple policies to suit different business types. It can handle claims and has a fully paperless office document generation system and management system.

PlanProphet, a customer relationship and marketing automation engine for the printing and graphic arts industry, is designed specifically for this industry. It integrates seamlessly with the print estimating platform, integrating Salesforce to provide comprehensive customer relationship management, lead management, and data analytics. PlanProphet automates communications with customers, such as follow-ups on quotes and post-sale checks-ins, in order to increase productivity and improve the customer experience. Its system optimizes approval by allowing users send proofs to customers, monitor them in real time, and send automatic reminders. The platform offers a mobile application that allows users to view and send quotes and manage prospects in real-time. PlanProphet’s project management module powered by Asana helps track projects, streamline communications, and boost productivity.

Platforce CRM, a cloud-based CRM that automates industry-specific business processes and improves customer engagement, is a closed-loop marketing and customer relationship management solution for pharmaceutical and life sciences companies. The system allows you to manage all aspects of marketing and sales activities, from the marketing cycle creation through territories assignment, databases creation, calls carrying, and KPI analysis.

InSimplify, a cloud-based software system that integrates all stages of the Home Building process, is a cutting-edge solution. It provides an integrated solution that handles every stage of the Home Building process, from sales, online quotations, online color selection, customer portal, document administration, construction stages, handover, and maintenance.

BrokerEdge from Damco is an end-to-end, full-fledged software for insurance brokers. It allows brokers of all insurance lines to unlock the potential of automation, connectivity, and other tools. BrokerEdge is designed to benefit customers, brokers, as well as insurance agencies. Brokers can use the centralized platform for automating and simplifying day-to-day workflows such as customer database maintenance, lead tracking and policy updating. The leading insurance broker software offers modules for automated marketing, lead management and commission tracking, as well as a mobile application and customer service portal that offer unparalleled flexibility and scalability. BrokerEdge's capabilities will not only drive your bottom line, but also eliminate bottlenecks and facilitate seamless workflows.

Fronsee Technology Solutions, a San Diego-based custom software development firm, is here. We also offer database, intranet, mobile apps, and website development. We offer information technology, startup, and business consulting. FTS can design and develop custom web- or windows-based solutions. We also add functionality to existing systems. Our passion is custom intranet systems for companies, custom CRM solutions, as well as database-driven web apps. We also create mobile apps for Android and iPhone. For a complete list of our services, visit our services page. Or contact us today to receive a free quote. Our rates are lower than those of larger companies because we are a relatively new company. Our staff is professional and communicates well with clients. We can complete tasks quickly and get your website or application completed faster by using the most recent.NET technologies and re-usable software objects.

A simple interface allows you to manage client information. Keep track of client/vendor information, including phone calls/emails and any actions taken. Track outgoing and incoming payments, and create invoices. You can create invoices and keep track of incoming or outgoing payments. An Insurance Module allows you to track QuickQuotes and instantly reproduce them by linking to an existing or custom QuickQuote. This module can also interface with existing TIFA apps or any other.

ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

The Magazine Manager is the global leader in magazine publishing software solutions, serving over 24,000+ publications worldwide. It was the first web-based CRM built for publishers, by publishers. In a unified platform, the Magazine Manager includes a sales CRM and opportunities pipeline, a centralized ad order entry system, a built-in electronic signature system, production and project management, billing, digital pagination and editions, and a reporting suite. Magazine Manager includes Media Mate our AI powered media assistant which does everything from content creation, to website segmentation, media analytics, and automated prospecting research. The CRM also seamlessly integrates with Marketing Manager, our marketing automation and audience development platform, and ChargeBrite, our recurring revenue platform. Our audience development platform includes a landing page management system, email marketing automation, a website visitor identification platform, competitor insights, and an email verification program. Since our introduction of Magazine Manager, our suite of products has grown to include DigitalStudio, The Newspaper Manager, Flip & Share, Mirabel’s Marketing Manager, Clean Your Lists, and ChargeBrite.

This CRM tool is specifically designed for finance. It allows you to acquire, convert and retain clients, as well as monetize them. You can easily track leads and onboard clients. A thorough client overview is essential for effective communication. Your KYC checks will be quick and easy. Native integration is available for the most prominent eKYC providers. BrokerIQ's KYC-based client statuses make it easy to manage and keep track of your clients. Access all documents and KYC information via exportable, designated reports. BrokerIQ allows integration with all major PSPs. You can choose who will process your payments. BrokerIQ records all transactions, both internal and external. This gives you a complete picture about your business. Automated bonuses are based on flexible client segment configurations. Bonus amounts can be fixed or percentage-based with limits. BrokerIQ integrates with industry-leading trading platforms. You can keep the platforms you already have and easily add new ones.

Ontraport is an integrated platform that provides essential business features such as a powerful CRM system and marketing automation, membership websites, one-click WordPress hosting and outstanding email delivery. Payment processing can also be provided. Affiliate management, visual charts and graphs can also be used to track key business stats and our innovative business automation suite.

A CRM is a central location for all customer data. It can be used in any way you like. You can contact your customer with the relevant information, at the right time, everytime. With a complete view of all their information in the CRM, you can provide exceptional customer support. You can set your goals, track your progress and set your targets in one easy-to-use CRM. The core system is sufficient to meet most business requirements. However, we can tailor the CRM to your specific requirements. We can also create custom modules for your business. Our CRM manages your entire sales cycle, from leads to opportunities, orders, and quotes. Your team can manage campaigns, email, and text message customers. This CRM gives you full visibility of all customer data so that you can make better marketing decisions. Track your products and services, increase purchase orders, and send alerts to inventory mangers when stock is low. Our CRM makes it easy to track services and offer after-sales support.

In a unified platform, the Newspaper Manager includes a sales CRM and opportunities pipeline, a centralized ad order entry system, a built-in electronic signature system, production and project management, billing, digital pagination and editions, marketing automation, circulation, audience development, subscription management, an email verification system, and more. The application helps publishers streamline the entire print and digital advertising life cycles through the creation of ad orders or rate cards and ad inventory management. The ad order entry functionality allows businesses to create contracts, insertion orders, and invoice templates for print, digital, and display advertisements. Newspaper Manager includes Media Mate our AI-powered media assistant which does everything from content creation, to website segmentation, media analytics, and automated prospecting research.

We offer CRM solutions that are tailored to the needs and requirements of our clients. We are able to provide cost-effective and efficient CRM solutions for small, medium and large enterprises. Our multifaceted business tool is flexible and rich in features, but also able to tap into all channels within an organization that can lead to successful business growth. We are experts in the development of professional Website Technology, Content Management System (CMS), on Drupal & Wordpress, Model View Controllers (MVC), and Maintenance Services. Our skilled team of web developers has successfully completed many multi-functional and complex websites following the instructions provided by clients.

AdvisorEngine is a powerful and intuitive technology platform for financial advisors. Our team includes former financial advisors, data scientists, designers and futurists. Every morning, we come to work with the goal of creating the future for financial advice. We start with the advisor-client relationship, and then work our way outwards. The best advice is deeply human. It starts and ends with people. We are always looking for new ways to understand investor behavior and investing. Research is the best way to get the best advice. This includes research that incorporates developments in quantitative finance and behavioral economics as well as artificial intelligence. Our technology has a unique aesthetic because we are creative and design-oriented. Inspiration is the best advice. You can make it easy for new clients to start working with you by offering a personalized and streamlined digital onboarding process.

CrmOne is an innovative CRM platform that helps businesses scale and enhance their customer relationships. Our all-encompassing solution consolidates marketing and business automation, provides unlimited access to tools & a worldwide CRM system. Our CRM platform is used by over 4,000 organizations in 120 countries. CrmOne is a great choice for companies looking to optimize their CRM process, AI integrate marketing and sales efforts, and achieve global reach, while saving time and boosting growth. CrmOne lets you automatically save leads data, create a user journey, and bring teams together to create an unprecedented sales platform. Create a free website, get richer insights, nurture warm leads, create contact profiles, manage deals, track conversations, schedule appointments, automate workflows, and even simplify your social media posting.

You can deliver tailored sales experiences through in-depth contact with your customers and account management. Your marketing should be targeted. Emails to specific customer segments can be created using native HTML emails. Track your deals with the sales pipeline, from lead to opportunity to quote and close. Automate repetitive tasks such as setting up call reminders, email tasks, and sending out emails. You can view all data in your CRM. From leads, activities, and tasks to sales and accounting information, your CRM can provide a complete report. With the built-in quoting tool, you can instantly quote your client. You can store your product details and photos, and create quick presentations of what you want them to see.