Alternatives to RetireCo

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.

The Chaordix Community Platform hosts communities that connect top brands with their customers, members and users. Our Community Platform is a white-label SaaS solution that connects brands with people who matter most to them, so they can share, discuss, and learn. - Engage your community with a variety of activities and content. - Customizable, ever-expanding profiles facilitate discovery & reporting - Create challenges to gather ideas, review submissions and then put them to a vote. - Create groups manually or automatically by using specific criteria. Connect with customers to build brand loyalty and boost advocacy Access a high-quality, on-demand group of customers and fans to conduct research.

TL LeadManager®, our lead management system, is exclusively for Life and Health Insurance Agents. It's easier than ever to manage your Medicare Supplement, Long-Term Care, Final Cost, Annuity, and other leads. TL LeadManager is the perfect solution if you don't like or don't have a lead/contact management software. This CRM-based contact management system, CRM, has many features and is easy to use. It's designed to reduce the time spent on leads and maximize your selling time. Reduce paperwork, become more organized and sell more policies. We can make direct mail marketing as easy as possible when used in conjunction with TargetLeads®. Whether you are using Turning 65 lists to get Medicare Supplement or any other type of insurance leads, the TLLM program will allow your to manage, follow up, and run reports on all your campaigns.

The software was developed and managed by financial professionals with more than 20 years of experience in the development of software for the Irish broker industry. The application can manage all aspects of a firm's office, including sales, marketing, and compliance. It also includes advice, cash flow projections, compliance, product library, pipeline, and commissions management. The application also includes full Client Relationship Management. Clients and policy details can be updated and maintained by Aviva, Aviva Health and BCP Asset Management. Friends First, Irish Life and New Ireland are also included. Standard Life is not included. All insurers offer Life Protection quotes. Money Advice +CRM is a one-stop shop for all your software needs. Get email notifications of all enquiries and offer advice via best price quotes.

Mojo Lead Manager: Manage contacts, leads, sales pipeline, and take action using our simple to use lead manager. You can import data, post data automatically from our preferred data partners, or use our custom lead capture form to fill your pipeline. Mojo Dialer: The ultimate prospecting tool by the leader in sales telephone technology. Exclusive copper-based technology delivers unsurpassed call quality and first hellos. Simple calling modes and advanced filtering allow for instant access to the most common sales calling logic. Click to Call for semi manual list and nurture dialing. Automated single-line power dialing for up to 85 calls an hour Automated multi-line power dialing - up to 300 calls an hour Mojo Marketing: Use powerful marketing tools to communicate with your client base, nurture it, and convert past clients and leads. Mojo allows you to create letters, envelopes, and labels that you can schedule and print directly from.

Tungsten Communications Manager is ideal for any outbound communication, including contracts, proposals and insurance documents. It puts your line of business managers in charge of their correspondence. Documents can be delivered via e-mail, digital or social channels with minimal IT involvement. This solution is a key component of your digital workflow transformation initiatives. Automate workflows, standardize business processes for customers and integrate seamlessly with legacy systems and core enterprise apps. Deliver personalized, rich-content communications by leveraging data and preferences in order to maximize cross- and upsell opportunities. Create and manage tailored communication with a single platform which gathers data from multiple sources, saving time and increasing efficiency.

Customers today have more options to research and buy their products than ever before. You must create a consistent, satisfying customer experience across all channels if you want to retain and attract customers. Infor Customer Experience Suite integrates customer data across the enterprise to create consistent, exceptional and personal experiences across all channels. Infor Customer Experience Suite is a purpose-built CX suite that helps manage the entire sales process, from engagement to sales automation, to configure to quote and contracts. Learning from customer behavior has become a rapidly evolving art. Infor Customer Experience Suite's marketing tools allow customers to be engaged in a way that is unprecedented by using data, such as decision-making apps, marketing resource management, and omnichannel campaigns management.

Avolin's powerful CRM is specifically designed for community banks and credit unions. It gives you a central 360-degree view of all your clients. Your financial services teams will have the ability to deliver exceptional customer experiences like never before. A centralized data view that includes all of your clients' experiences and communications will help you build stronger relationships with them. You'll be able build stronger relationships, sell more, and expand every opportunity with one unified view. CoreTrac is more than any other platform. It gives you the insight you need to create bespoke communications for all of your clients and prospects. The right message, at exactly the right time. CoreTrac automatically handles online requests, so your website can be available to clients and generate revenue 24 hours a day.

The CRM that you will actually use. Simply CRM is the CRM you will actually use. It's designed for humans. It's quick, easy and simple. We can help you with sales, marketing, support and invoicing. We can help you get started. We offer 24/7 support in your local language. Integrates with all major email and calendar systems. Add events to your (and your customers') calendars Calendar. Simply allows you to send emails from your email address. You can see who had the last conversation and what it was about. Check out related Events, Calls and Emails. Actionable: What's the next step for this customer? All the tools you need, from the first customer to the last invoice, are included in the price.

Selling is hard work. Software was designed many years ago on the assumption that more information would make you a better salesperson. This is simply not true. By removing distracting data and focusing on the essential details that manage deal flow, your sales team can save time. DriveCentric Desking receives its greatest upgrade to date, making even the smallest details seem monumental. It can be difficult to use multiple tools and have fragmented payment information. DriveCentric brings together the power of showroom, retailing, and desking workflows into one integrated solution that creates exceptional customer experiences. You can quickly identify sales opportunities that have the highest chance of selling to customers by having a 360-degree view of each customer. Spend less time building lists and more on opportunities that convert. Prospects in your customer database are now easier to find than ever before. Check out our customer segmentation tool to see how it can help you improve your bottom line.

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.

Pipeline Manager allows you to keep all your data and dashboards. The Pipeline is loved by reps because it gives them 'what the next'. This is a consistent visual language that allows for planning and strategizing. Selling is complex enough without having to connect the critical bits from five or ten separate forms. Each complex story requires a single place for selling professionals to tell, review and strategize. Don't wait to see the future. You can steer it with the most flexible and innovative process tools. Ever. A CEO-simple program will help you stay ahead of the curves. Coaches can now make their great advice easily accessible to the entire team. Instantly. CRM suppliers will always claim that this is the user's fault. We believe users are not the problem. CRM is the Problem. Pipeline Manager disrupts CRM. Our company disrupts the user experience without affecting customer data, reports, or dashboards. All the great benefits of a world-class CRM are retained.

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.

Dock 365 is an end-to-end contract management solution suitable for businesses of all sizes and needs. Our customizable contract management software empowers organizations to create, edit, share, e-sign, store, and manage contracts efficiently from a single platform. The automated system comes with the benefits of pre-approved templates, digital repositories, workflows, and integrations with Microsoft Dynamics CRM, Salesforce CRM, e-signature options, etc. to close contracts faster. Spare your legal from endless manual tasks and errors with our secure and fast solution.

Daylite is a Mac-based CRM that's designed for small businesses. Daylite keeps track of everything, from client communication and follow-ups to project details. It also tracks next steps. All this in one app. Integrate with Apple Mail and Apple Contacts & Calendars. Share with your team. You can also work offline.

The Sapiens Platform to Property & Casualty offers a complete, end-to-end, cloud-based or on-premise suite of software products with advanced digital capabilities. It can be used as a pre-integrated platform or as a standalone system. It offers a variety of solutions that address all P&C carrier requirements, across all lines and distribution channels. Sapiens CoreSuite Property & Casualty consists of Sapiens PolicyPro Property & Casualty which manages all aspects of policy administration, including rating, rating, policy issuance, and claims payments. Sapiens BillingPro Property & Casualty ensures that premiums and claims payments are collected and processed accurately. Sapiens ClaimsPro Property & Casualty handles claims management and settlement. It also offers a reinsurance solution.

Reporting tools will help you keep track of where you are at all times. Reporting by individual, group or company. Graphical reporting is available at your disposal! Avoid emails and calls. i-linked.net will keep your informed about the progress of your transactions. i-linked.net makes it simple to issue custom quotations and proposals in a matter of seconds. Proposals are made easy by the i-quoting module. i-linked.net keeps you up-to-date. The system is never downloaded or maintained. i-linked.net allows PEOs, Carriers and MGAs to work independently. Quickly collect and share data. In a familiar and user-friendly environment. Collect and store documents from clients and prospects on a record by record basis. It is easy to store and retrieve securely. You can share documents, forms, and other important data with your colleagues and partners. i-linked.net makes it easy to instantly get the right information.

Prokeep is an easy to use, constantly improving messaging platform that was created exclusively for distributors. It is supported by a dedicated team that is focused on our customers success. Prokeep makes it easy to streamline customer communications and keep your customer relationships (and your business) growing. Prokeep is an easy to use, constantly improving messaging platform that was created exclusively for distributors. It is supported by a dedicated team that is focused on our customers success. Prokeep streamlines customer communications so that your customer relationships and business can grow. Prokeep sends text messages even if your phone line is down. There is no software to download or update. Prokeep is a web-based cloud app that can be moved to any machine. Prokeep sends over half a million messages each month. This includes hundreds of thousands of orders, inventory confirmations, and customers simply saying hello.

Aurea CRM is a complete customer relationship management solution that integrates campaign management and allows you to manage every lead, opportunity, interaction, and interaction with customers. Aurea CRM allows you to drive customer engagement tools deeper into your sales organization. We've integrated marketing and sales capabilities into Aurea CRM to provide a comprehensive overview of your sales team, pipelines, key performance indicators, and other important information. This will allow you to make informed decisions and set priorities. Access all the information you need about prospects and customers in one place. Sales teams can update and access information directly from the field using simple mobile tools. Optimize your opportunity management process with data-driven recommendations that will help you profit from relationships networks and identify the best opportunities within the funnel.

Oracle's Complete CRM solutions provide the most comprehensive and powerful capabilities to help organizations increase sales, marketing, loyalty and service effectiveness. They can be combined with Oracle Commerce solutions to deliver a seamless cross-channel experience for customers. Only Oracle CRM On Demand Industry Editions offer customized CRM solutions for specific industries. Oracle CRM On Demand Industry Editions, unlike other hosted CRM solutions, are built upon Oracle’s industry expertise. They provide organizations in the automotive and high tech industries with tangible business benefits from the beginning of deployment. Oracle CRM On Demand Industry editions include pre-built business processes, data and object models, as well as business logic, to meet the specific needs of each industry.

Realx ERP is the cloud-based application that helps your organization to optimize the business process & improve the staff accountability through work assignment tracking. It is highly customizable, affordable, self-serviceable, easily-integrated,superior customer support and easily reportable,hassle-free and with shortest implementation time.

UserTesting helps organizations gain insights from customers - from concept to execution. Based on a world-class on-demand sourcing platform, customers can get fast, high-quality feedback from our audience networks and those of our partners around the globe. UserTesting is the most comprehensive solution for experience research in the industry. UserTesting is a more direct approach than approaches that track customer behavior or collect listening data from live experiences and then try to infer the meaning of that data. It allows companies to get feedback directly from customers earlier in the process, reducing guesswork and bringing experience information to life with human insights.

Your systems, reimagined. We create products that enhance the functionality of existing policy systems, so you can interact with your customers. We don't require you to modify your payment processor or policy management system. In just days, we can connect to a small portion of your data and you will be ready to go. Our products work regardless of whether you have written 500 million or 5,000,000 in written premium. We are always online, available in the cloud, and we auto-scale to meet your needs. Our products are hosted in PCI-compliant datacenters that are georeplicated throughout the USA. We do not store sensitive information and our data is fully encrypted. We are insurance professionals. We are experts in insurance. We love all things insurance technology. No matter what line of business you are in, our products will help you succeed.

Kustomer is a central customer service platform that allows your brand to provide exceptional customer experiences in today's customer-first world. All customer information is available on a single timeline. You can accept requests from anywhere and reply in one thread. A configurable interface to automate repetitive tasks. Kustomer is a company that makes customer service easy, personalized, and efficient. A holistic view of the customer allows you to speed up customer conversations and eliminate unnecessary questions. Agents can easily integrate customer activity and purchase history from all of your systems on the Kustomer timeline. This allows them to have data-driven, actionable conversations, without having to switch screens. Your customers and agents will have the ability to switch between channels during a conversation, allowing them to truly experience omnichannel communication. Agents will always have context to move conversations forward, regardless of whether they are communicating via email, chat, voice, or Facebook Messenger.

Krezzo's unified approach to OKRs can help you get started with OKRs or take your program to the next level. It's not easy to ensure everyone in your company speaks the same strategic language. Krezzo offers highly engaging online training experiences that employees can immediately put into practice. Our step-by-step certification process will help you set the stage for success and serve as a valuable reference point. The company's strategy and performance are not always visible. A purpose-built OKR platform will allow you to structure your strategy in a way that connects with employees. Sometimes, you just need someone to give you and your team an objective perspective. Your team will always have a second pair of eyes with on-demand consulting.

Generic CRM systems don't understand finance-specific issues like loans details, investments, and insurance. These fields are not available and they cannot report on them effectively. LinxCRM was designed by finance professionals. It "knows" finance. Privacy legislation can make normal web-based systems vulnerable. LinxCRM, on the other hand, keeps your client data completely under your control. However, LinxCRM allows remote access through a "private clouds" if necessary. We can't even access your data! You won't need multiple systems if your business covers more than one aspect. It will allow you to view each client's entire portfolio of loans and policies, as well as their properties. You will be able to see all Client records, as well as copies of any supporting documentation.

Supercharge your data, customer engagement, sales, and team collaboration. Highest delivery rates in the industry with carrier filtering reports and AI backed algorithms. Simply target, launch, and analyze campaigns based on your data and communication history. Personalized marketing is a proven method. We made it just a few clicks - regardless of the size of your data. List stacking is good, but detailed data stacking is a game changer. When you import a list, UniStack will detect and link existing and new data together. Once you verify a contact for a Property or a Company - the system automatically marks existing and future imports as "secondary", and excludes them from your campaigns, so that you only focus your efforts where it matters.

Any service company must be able to manage customer relationships (CRM) in order to identify potential customers, monitor commercial activity, and keep them satisfied. Customer relationship management software is essential for understanding your customers and documenting your relationships. The software makes daily life easier and makes communication between teams more efficient. Everwin CRM software makes it easier to manage customer relationships and improves your company's performance. Automated imports of contacts and companies (interface with Corporama). Management of commercial objectives and reporting.

Hotel guests are now in fierce competition. Personalizing your communications with your prospects and guests will help you build loyalty and drive repeat business. This will also give you an edge over your competitors. Amadeus's Guest Management Solutions is more than a CRM tool. It also offers a complete suite of marketing automation tools that will engage your hotel guests and generate incremental revenue. Target guests with the right message at just the right moment, even as their behavior changes, and tailor your outreach seamlessly before, during, or after their stay. Maximize the potential of guest data to drive revenue and engagement for your hotel. Discover all the new features in the GMS Email Center for hospitality that make it easy to create elegant and powerful communications.

Anyone Home CRM is a single-family and multi-family operator's tool that helps you manage prospects and residents effectively. Automated communication, activities by your leasing agents, as well as easy-to-read views of your marketing and sales efforts all in one platform. Get instant insight into agent and marketing performance. You can track where your dollars are going, and where optimization might be required. To ensure consistent results across your team, see where your top performers excel. With a single click, you can quickly address common resident questions and concerns. You can save time by using templates to send messages directly from Anywhere Home CRM. You always know what's coming next. Reminders sent daily and upcoming remind you when the next automated or personal activity is due. You can customize attributes for each customer based on their leasing status and personal preferences.

DirectDrop Voicemail allows you to respectfully send voicemail messages that can be customized and allow customers to respond at their own pace. Instead of spending your time dialing and waiting for the phone to ring, let the word get out to your entire audience. Then, spend your time talking to the people who are ready to talk. DirectDrop Voicemail allows you to leave a voice message, without having to call. This allows the consumer to respond at their own time. Your agents will remain focused on answering calls from consumers who are ready to talk. Instead of transferring to the tower, carriers switch to voicemail server. Reaching people is harder than ever, especially when asking for money. You can increase loan conversions by quickly contacting your customers and giving them the power back.

All your tasks, files, projects, customer communications, team communications, and other tasks can be managed and automated from one platform. When sales inquiries are sent to an email address, automatically add tasks to the right users. Add email attachments automatically to cloud storage. When an email is received by a user, create tasks. When an email is received, it will automatically change the status of prospective clients from cold to warm. Automatically change the status of prospective clients from cold to hot and add a task for a follow-up mail. If the first sales representative is not available, the task will be automatically added to the next sales team member. With one click, you can convert any email into a task. In one click, any email can be converted into a discussion thread. You can also share it with your team. Files that are shared in real-time via chat are automatically added into your DynaDo cloud file storage.

A digital platform that simplifies, streamlines, and is fully compliant with the law, empowers Pharma Sales & Medical Affairs. Accelerate sales by delivering the right information to the right people on the right platforms with full visibility into prospect interactions. From the ground up, compliance was simplified. We are compatible with Veeva Vault and Veeva CRM. Our data-driven tools provide valuable insight into content performance. Seamless onboarding makes it easier to focus on sales and engage with prospects. We understand how important compliance is for your business. MobileLocker makes compliance easier than ever. MobileLocker makes it easy for your team to access the latest version of any asset they upload, regardless of whether they are on a mobile device or desktop. You can easily set expiration dates, distribution and other details for all your content.

One Platform, Countless Customer Solutions. TABLE offers all-in-one, 24/7 customer service. It can be used whenever, where, or how the customer needs. Everything is done in one interface. The customer will have instant access to all your products and services, from the first click to the fiftieth order. TABLE will keep track of everything you need about them. Smart for your company, unforgettable for your customers. TABLE provides the best customer experience throughout the entire journey. Our marketing and sales campaigns are more aligned than ever before! Chart Your Customer Journey with Confidence TABLE connects with your company to create a seamless journey for customers. You'll be able to help your customers every step. {Enable All-in-One Customer Service TABLE is so much more than chat.|All-in-One Customer Service TABLE can do so much more than just chat.} TABLE can automate customer-specific actions, such as payments and appointments. Your experts can also interact with customers via voice and video calls.

Technology and data science provide efficient and scalable customer acquisition solutions for the industry and other verticals. MediaAlpha offers customer acquisition solutions that reach high-value categories like property & casualty, life, health, travel, education, and other high-consideration areas. We can help you maximize every customer interaction, regardless of whether you are looking to generate demand or make the most of the shoppers who come to you. Instead of trying to acquire customers through a black box, you can get the visibility and pricing information you need to target prospects based on their value. You'll be able to use the transparency we provide to align customer acquisition costs with customer lifetime value. The volume you need for meaningful business results. You can connect with the right prospects by using precise targeting capabilities.

Missed calls can have a significant impact on your company's day to day business. This could lead to lower sales revenue, customer satisfaction, and brand appreciation. Freespee Callback Management gives you complete control and visibility over your inbound lead management. 20% of customer calls are missed each month. Give customers another chance to purchase from you. Automated follow-ups on missed opportunities with personalized messaging that makes a difference. Sales can use contextual information to help them prioritize high-value leads. Engaging prospects through better conversations can increase conversion opportunities. Keep communication open between you and your customer by sending personalized messages to agents when they are not available or after hours. Encourage potential customers to re-engage with you. To show appreciation for their purchase, send a thank-you message.

Our cloud-based system manages everything, from leads to clients, invoicing to documents, project management to email marketing, and replaces 3-4 apps with one. You don't have to divide your team between multiple apps. SWELLEnterprise makes it easy to save time and keeps everything in one place. No more app switching. SWELLEnterprise brings together all your business tools into one. This gives you a complete view of your clients. With us, you can quickly understand customer needs. SWELLEnterprise can be tailored to meet your needs. Allow the tools you require. Hide the ones that you don't need. Your company colors will be used to brand the app. You can create what you need. SWELLEnterprise automates the repetitive tasks for you. Never worry about creating contracts or projects, invoicing, or sending out welcome emails.

Everything you need to drive demand, build long-term customer relationships, and drive bookings. Multi-touchpoint integration for powerful mining. A holistic guest profile record that collects guest data from Social media, PMS, and Loyalty Marketing platform. This allows you to understand your guests' needs and wants to provide personalized service. This allows you to interact with your guests at every stage of their journey, from the moment they search for a place to stay to their departure. GHS empowers hotels to create new business opportunities in the digital, connected, and social age. We provide innovative digital solutions to the hospitality industry. Our goal is to increase direct business and profit optimization by strategic implementations of CRM and loyalty marketing. We continue to be successful with iRewards and have developed products to meet the rapidly-growing needs in the industry.

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.

All your products, teams, and processes can be managed in one platform (digital or call center driven, or field agent driven). Never miss a sales opportunity. The prospect-to-customer journey in B2C businesses is not always straightforward. There are many paths to closure. There are many sales journeys that involve different channels, processes and teams. LeadSquared connects them all, processes, distributed teams and touchpoints. This gives you one platform for sales execution - for your digital team, call center agents, feet on the street teams (sales and partner onboarding, service), as well as operations. LeadSquared reduces the noise your teams have to deal with and allows them to concentrate on their next task. This will increase their efficiency and help them sell more. No-code sales process creator. You can create the best sales workflows possible for your products and teams. Sales processes can be dynamic and flexible.

Angaza supports a wide range of life-changing products, including more than 50 top-of-the-line pay-as you-go devices from the most respected manufacturers. The platform's responsive architecture adapts to your actions, so you will never have to outgrow it. Our solution and services were developed over a decade of collaboration with distributors at every stage of their growth. Our trusted team works with you to identify new opportunities, and ensure that you get the most out of the Angaza solution. You can customize loan terms and criteria, including pay to own, recurring subscriptions and pay-to use models. Angaza's Activator mobile application makes it easy to create and approve loan leads. You can process down payments, direct sales, and installment payments. Securely accept cash with built-in fraud prevention tools. Remotely monitor your payment history.

You have access to a customized and fully customizable virtual miitap profile. It is linked to your card/miitap tag with unlimited taps, shares, and is always available. Tap a miitap on the back of any smartphone to instantly share your profile. Even if you don't have the app, anyone can access your digital business card. Just one tap and you can share your contact information, social profiles, websites, etc. miitap is the modern version of the traditional business card. It's durable, eco-friendly, and modern. You'll always stand out and make a lasting impression with miitap. You can customize your profile at any moment. In 5 seconds, you can add or modify your details.

Automate your day to day business activities so you can concentrate on selling, not maintaining data. Intelligent collaboration and reminders will help you grow your business faster. Basic Online CRM works from prospect to customer, initial marketing to prospect to customer. With a personalized reminder feed, you can never miss a call-back. It is accessible directly from your portal dashboard or CRM homepage. Instantly see who is buying power and who is the contact within the same company. Only target those who matter to you. Our web-based CRM software is available on any device. It can be used at work, at home, or in a cafe. The basic online CRM includes the ability to add additional features to enhance your online contact management. The online CRM system adapts to your device so there is no need to download separate apps for mobile and tablet.

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.

Brick Street CONNECT allows you to have conversations with prospects and customers on multiple devices while they go about their day. Its single platform architecture gives you unified views of every consumer across all channels. This allows you to engage, drive sales and build loyal relationships. It allows you to monitor all customer interactions and shift your focus away from individual metrics. This allows you to see how much time your customer spends with your brand. CONNECT's in-depth customer profiling allows you to be extremely responsive and responsive to customer preferences and behavior without the need to hire additional staff. Modular platform adapts to digital communication channels that are constantly changing and evolving without disrupting IT departments. This allows marketers to be more responsive to customers.

Select the best experts who are the most qualified in the areas that you want to achieve. With Kolexia, you can optimize your recruitment strategy of KOLs* according to your objectives. This is done through an intuitive interface that allows for precise digital and scientific qualification. Kolexia's database is unique, combining information about health experts and their work. This wealth of information allows for a more in-depth analysis on their profiles, their collaborations and their impact within their field of expertise. This approach allows us to provide a comprehensive, up-to date view from opinion leaders in order to optimize medical strategy. *KOL: Key Opinion Leader

Professional service companies around the globe love Accelo to manage client work profitably. The cloud-based platform handles all aspects of client work delivery from prospect to payment. It also manages tickets, retainers and timesheets. The client work management platform puts an emphasis on money and time. It gives you a complete view of your most recent business data and financial performance. Client communications, activities, and work are all centralized on a single platform so you can always see where things are without needing to ask for status updates. Accelo improves efficiency and streamlines workflows across the business. It also helps teams and leaders coordinate better and increase visibility. This allows professionals to concentrate on the most important work while leaders can run the business. Managers can deliver projects on time and within budget by harnessing the power of automation.

This simple app helps you monitor your telecalling activities, and improves your team's performance. All you need is a SIM and a smartphone. It doesn't matter where your callers work, whether they are at home or at work. They only need a SIM and a smartphone. You can assign leads and track their performance as if they were right there with you. You can import your leads directly from a csv file. You can also obtain your leads from other sources, such as your website or 99Acres, IndiaProperty and Sulekha. Our web application allows you to upload and assign leads quickly. These leads can be distributed equally or in any way you choose. Our intelligent dialer makes it easy for your callers to navigate their daily calls. Your prospect is interested. RoloCRM offers powerful tools that allow you to set appointments, track follow ups, and send reminders. Everything you need to follow-up on a lead to close it.

Easy client management! All your information can be managed. All services and interactions can be tracked. This software is designed for the Australian Community, Not for Profit and Health sectors. Xero allows you to automatically invoice members using ChilliDB. You will also receive confirmation of payments as they occur. Integrate with Mailchimp to link your distribution lists from ChilliDB and a MailChimp account. You can save time with Case management tools and Contract management tools that provide dedicated support for national programs. You can send pre-populated online forms to your clients, and their responses will be automatically merged into ChilliDB. With unlimited members, paid or unpaid memberships, and renewal tracking, simplify your membership management. In less than 30 minutes, integrate with your website! Sign up for events and memberships, service directories, newsletter subscriptions, and many other features!

Take advantage of the high-intent that a lead displays when submitting a form. Instant scheduling allows you to connect qualified leads directly from your website with the right sales rep. RevenueHero shortens the sales cycle by connecting your high-intent visitors to the correct rep and driving more pipelines. You need to identify your best leads immediately, not after hours of qualifying each form-fill. You need to schedule directly on your website with just one click, not in multiple email threads. You need to connect the right leads to the correct reps without having to redirect them repeatedly. Your best customers won't fall through the cracks with instant qualification. Save time by automatically qualifying leads. Assign the right reps to most valuable prospects. Qualify leads instantly and book meetings in a second. Automate the matching of leads with the right sales reps to reduce sales cycles. Instant connection and faster sales conversations.