Alternatives to UGRU

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life. Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

Mortgage Quest is an automated CRM and email marketing system for the mortgage industry. The wide range of industry-specific content, marketing strategies, and prospects increase sales from customers, past and current customers, as well as referral partners such Realtors. It includes a weekly mortgage and real-estate newsletter, premade mortgage videos emails, holiday, birthday, and loan anniversary ecards, and many other content options. There are also social media marketing services. You can auto-post our content to Facebook and Linkedin.

QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.

ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals. ProTracker Advantage Desktop: Why? Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.

The Less Annoying CRM is a contact chief that was developed in the beginning of private companies. You can manage your contacts, drives and logbooks, as well as to-do's, from one simple web application. Our product is based on three core standards: simplicity, reasonableness, as well as exceptional client benefit. Clients get a 30-day free trial to test the CRM. Clients can also reach out via email or telephone if they have any questions.

Simple Sales Tracking, a web-based CRM software that tracks, analyzes and forecasts individual and team sales pipelines and contacts, is web-based. Simple Sales Tracking was developed out of a need in our sales team. We tried many crm sales tools back in 2005, but each one proved too complicated, difficult to learn or expensive. All your important files should be kept together so that they are easily accessible to your entire team. You can also link the files to your Sales and Contacts so that you can quickly retrieve them. Keep track of all your to-dos. Fully featured task management system, which is also integrated into the Contact and Lead Management features. Any important email message you send to your personal email address will be automatically stored in the system. A link will also be created between two email addresses that are identified as matching any of your Sales or Contacts emails.

CRM Software for Mortgage Professionals. Use a wide range of original marketing materials. Pre-built drip campaigns that are ready to use. Two monthly newsletters will help you reach out to clients and referral partners. Use two-way texts to communicate with your contacts. Cimmaron offers a wide range of ready-to-use eCards, from birthdays and milestones through to major holidays. Create and send videos with your eMail marketing. Marketing with co-branding made simple. Track and measure performance by using open rates, conversions, click-throughs etc. One user can manage marketing for an entire branch or organization. Integration with all major lead providers, predictive dialers and other tools. Create custom business rules for lead distribution. Automated lead delivery via notifications on your desktop or mobile app. Create shark tanks to automatically redistribute lead based on response times.

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.

Utilize your current contacts database, available in either an Excel spreadsheet or CSV format, and allow the system to securely store your contacts for all your upcoming projects. You can apply filters to categorize your contacts by various criteria such as country, company, position, or any personalized field you desire, and even save these segments for future marketing campaigns. Once you've selected your target group, you can initiate your first automated email sequence that incorporates both behavioral and time-based triggers, ensuring that the messages feel genuine with the inclusion of personalized snippets. As your campaigns progress, keep an eye on their effectiveness through comprehensive Reports, which will help you convert leads into opportunities and subsequently turn those opportunities into finalized deals. Platformax is an inside sales CRM that leverages over 40 years of sales expertise from our founders, and it has been developed as a modular sales platform aimed at enhancing every aspect of your sales journey, including prospecting, lead nurturing, opportunity tracking, sales fulfillment, order delivery, and post-sales support. By integrating these functionalities, Platformax not only streamlines your sales process but also empowers you to build stronger relationships with your clients through effective communication and follow-up strategies.

Stop relying on Excel spreadsheets to oversee your cash flow. With our system, you can instantly see your available cash, track unpaid invoices, and keep a clear record of upcoming payments. Generating all necessary documentation for the Portuguese Tax Authority becomes a straightforward task. You can also organize and assign costs to different product lines, apply discounts, and automatically compute VAT. Our API and plugins seamlessly connect your online sales with MagniFinance invoicing, eliminating the need for manual invoice creation. Furthermore, you can conduct thorough analyses of your sales performance. View all your bank accounts consolidated in one interface. Say goodbye to the tedious process of reconciling invoices manually. Stay informed about client payments and the status of your invoices in real time. This tool is ideal for managing your expenses with increased agility and efficiency. Simply snap a photo of a paper invoice and send it to us via email or through our website for easy processing. With this innovative solution, you can take control of your financial management like never before.

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs.

Market Quest is an advanced yet user-friendly database marketing and customer management tool that enhances sales and provides a competitive edge while maintaining orderliness. With its capabilities to send E-cards, newsletters, videos, and offer numerous customization options, Market Quest seamlessly integrates into your website to capture entry forms and assign them to a sales representative, ensuring no lead is lost and fostering customer loyalty for future referrals. Designed for busy sales teams and marketing departments, our automation system simplifies the marketing process, enabling users to effortlessly add contacts to the database. Once added, these contacts automatically receive newsletters, birthday E-cards, holiday greetings, and seasonal messages, along with other drip marketing initiatives. This sophisticated automation system is adaptable for both individual sales professionals and teams, streamlining their marketing efforts and enhancing productivity. Ultimately, Market Quest not only boosts efficiency but also cultivates lasting relationships with customers, paving the way for sustained business growth.

Enhance your long-term relationships with clients by utilizing our specialized CRM software designed for financial advisors. Equisoft/connect is an innovative, cloud-based CRM tool tailored specifically for financial professionals, allowing you to consolidate all relevant insurance and investment data for your clients. This software serves as a robust resource for productivity, marketing, sales, and compliance needs. By minimizing the time spent searching for crucial client information, you can dedicate more time to engaging with clients and prospects. With Equisoft/connect, all your clients' information is accessible within a single application, eliminating the need to switch between various platforms to monitor client data. The diverse modules offered by Equisoft/connect enable you to effortlessly view clients' insurance policies and investments, correspond via email, and efficiently handle appointments and documentation—all from one comprehensive application. This streamlined approach ultimately fosters stronger client connections and enhances your overall service delivery.

Intuitive, intelligent, and comprehensive, Mortgage iQ elevates your business performance. Offering Mortgage CRM, Lead Management, and Marketing solutions for Retail, Wholesale/Correspondent, and Consumer Direct Lenders, we ensure your needs are fully met. Our robust CRM platform is designed with the capabilities necessary to support every department within your organization. By enhancing your operational efficiency, Mortgage iQ allows you to harness its advanced list management features to concentrate on the crucial relationships that drive success. Trust Mortgage iQ to guide your interactions; our dedicated team will help you set up targeted touchpoint campaigns or "tracks" for borrowers, transactions, Realtors, and other valuable partners in your network. With our intuitive Template Editor, you can easily create stunning templates for impactful communications, whether for drip campaigns, mass outreach, or one-off messages. The demand from leading originators is clear; shouldn’t you join them in leveraging Mortgage iQ? Experience the transformation that comes from utilizing a platform tailored for your success.

CRM Customer Lifecycle Management CRM, From cold prospects to happy customers for life. All customer information and activities in one place. With powerful automation and easy-to-customize sales processes, you can sell smarter and close more deals faster. Boost your ROI by launching effective marketing campaigns, finding more customers interested in your products, and increasing your customer base. Agents can deliver a delightful customer experience and create long-lasting relationships with customers by giving them 360-degree views. Track products and services, create custom invoices and send them easily, manage discounts, track payments, and grow your business. From cold prospects to loyal customers over time to brand advocates and beyond. All customer information and activities can be managed from one place. One platform allows you to manage sales, marketing, customer services, and billing. You can get a 360-degree view of your customers and avoid duplicate data entry.

With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. No matter what you’re working on, how big or small the task may be, SpinOffice makes it super easy to get stuff done. And best of all, you share all information in the database with your colleagues. That makes SpinOffice CRM the ultimate team application for any small and medium-size business. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

Mortgage professionals aiming to enhance their lead management and conversion capabilities can benefit from MLO Shift, which operates on ActiveCampaign, a premier CRM and marketing automation platform utilized by more than 50,000 companies. Each account offers a generous allowance of 2,500 contacts and supports up to 25 users. By joining MLO Shift, you gain access to an extensive library of straightforward video courses designed to help you quickly leverage your investment and maximize your results. Create personalized landing pages effortlessly by either customizing an existing template or building one from scratch; these pages are designed to be fast, easily editable, and mobile-responsive, enabling you to execute campaigns and boost lead conversion effectively. With the ability to automatically consolidate all your leads into a single system, you can follow up instantly via email, text, and Slybroadcast voicemails, allowing you to dedicate more time to managing your business operations. Additionally, MLO Shift ensures that you can systematically track and follow up on your referrals, so you never lose sight of a lead and avoid the risk of them choosing a competitor. This comprehensive system empowers mortgage professionals to streamline their processes and significantly improve their overall efficiency.

Unlike conventional CRM solutions, Amplify empowers Economic Development Organizations (EDOs) and Investment Promotion Agencies (IPAs) to oversee the complete investor life-cycle effectively. This platform facilitates the attraction of new investments through relationship-building strategies. It also encourages engagement with investors to help them realize their full potential while providing essential support to current investors by enhancing aftercare and business retention efforts. Amplify's user-friendly interface allows for swift customization to directly reflect your service offerings without any unforeseen expenses. With a straightforward onboarding process, our dedicated team is committed to assisting you throughout every phase, from system setup and data migration to training, all encompassed within the licensing fee. The platform features visual dashboards and sophisticated analytical tools that enable the measurement of investment and economic development activities across various departments, sectors, and targeted regions. Additionally, with email integration, users can monitor their interactions and communications by linking emails to specific contacts or companies. Thus, Amplify not only streamlines investor management but also fosters deeper connections with stakeholders, ensuring a comprehensive approach to economic growth.

Streamline your sales workflows and enhance your conversion rates from leads to clients by utilizing a sales and marketing automation platform tailored exclusively for financial advisors. This innovative solution will help you maximize efficiency and effectiveness in your outreach efforts.

From initial prospecting to becoming a valued client, our services provide comprehensive support. You can conveniently monitor activities, take notes, and oversee your pipeline with ease. Our system allows for seamless integration of your inbox so that essential emails are automatically synced with your CRM. Accelerate your deal closures with our unique interactive prospect portal, an integral part of the CRM tailored specifically for the finance sector. Designed with the needs of financial professionals in mind, Obsidian’s Business Intelligence Suite features a wide array of plugins that empower financial firms to effectively analyze portfolio and investor metrics. This includes tracking subscriptions by portfolio, sales representative, or advisor, as well as providing insights into performance, risk analytics, and account activity alongside PnL tracking. With Obsidian’s interactive client portals, you can engage with various client types, from institutional investors to high-net-worth individuals and professional firms. This suite not only delivers exceptional adaptability in client communication but also ensures that all investment management firms can meet their unique requirements with ease. Ultimately, our solutions are crafted to enhance client relationships and streamline financial operations effectively.

Boost your sales performance with Zendesk Sell, formerly known as Base, which is an innovative CRM solution tailored for contemporary sales teams. This platform streamlines the processes for small, mid-sized, and large enterprise sales teams, enhancing their productivity and improving visibility into their sales pipelines. With its user-friendly interface, teams can easily access and analyze pertinent data, prioritize leads and opportunities, and initiate sales actions driven by insights. Users can make calls, send emails, schedule meetings, and track deal histories all in one convenient location, eliminating the need for tedious manual logging. When it's time to finalize transactions, Zendesk Sell empowers you to do so from anywhere, putting the capabilities of a desktop sales tool right in your pocket—even without an internet connection. Unlike traditional sales management solutions that can be cumbersome and challenging to navigate, Zendesk Sell is designed for simplicity, ensuring that sales representatives can focus on what they do best—selling. This modern approach not only enhances efficiency but also fosters collaboration among team members, making it an invaluable asset for any sales organization.

We develop digital solutions tailored specifically for investors, advisors, broker-dealers, and financial brands. Wealthbox serves as an elegantly designed CRM that enables financial advisors to effortlessly manage client relationships and collaborate with colleagues. No more straining your eyes amid overwhelming data; our user-friendly layout and efficient note-taking feature allow you to seamlessly track all communications, including calls, emails, documents, and financial details. Stay connected with your prospects and clients by engaging with them on social platforms like Twitter, ensuring you remain informed and relevant. Enhance your productivity and save valuable time with our intuitive system; simply click on a contact's phone number within Wealthbox, and we will initiate a call to both you and your contact instantly. Additionally, you can easily send, forward, and Bcc emails to your personal Wealthbox email dropbox address, which will automatically associate those communications with the appropriate contact record in your account. This streamlined approach not only simplifies your workflow but also enhances your overall efficiency in managing client interactions.

Essentials provides a comprehensive application that combines sales and customer support functionalities. Imagine having an assistant that can scale to meet your every need — times a thousand. Centralize all your customer information within a single platform. Monitor your sales journey from the initial call to the final deal seamlessly. Assist your clients through various channels such as phone, web chat, social media, and email. Manage your business operations directly from your smartphone. Create dynamic reports and dashboards to display important business metrics in real time. Additionally, integrate with familiar tools, such as Dropbox and DocuSign, to streamline your workflow even further. This all-in-one solution ensures you stay connected and efficient while managing customer relationships and sales processes.

The simplest CRM available, which is driven by your sales process, will help you grow your business. Our simple and intelligent sales force automation software will improve customer engagement, close leads, and nurture customers. It is said that nothing happens unless someone buys something. You need leads or people to sell whatever product you are selling. This is the lifeline of sales that you can manage almost effortlessly. You don't build businesses, you build people. Then, people build the business. To continue building your business, nurture relationships through responsive communication. You can access the full ezTask.io experience from your iOS or Android device and manage your business from anywhere. We will take care of clearing out all the clutter so that you can focus on selling.

The Unify full-suite mortgage platform gives you all the tools to grow your business. Unify provides top mortgage professionals with the software they need to grow their businesses. Manage key relationships, automate your marketing campaigns, track leads, all in one place designed for mortgage professionals. Mortgage Inquiry Alerts monitors your contacts and alerts when they apply for a loan with your competitor. This gives you the chance to connect with them and keep their business. The Unify mobile app allows you to add and view contacts, manage leads and set and receive reminders. You can also view loan details, create flyers, send videos and create marketing campaigns. All you need to manage customer relations can be found in your pocket. It takes time to grow your mortgage CRM business. You may not have the time to grow your mortgage CRM business as a top mortgage professional. Unify was created for busy mortgage professionals like you, to help them generate new leads and keep clients.

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

The mortgage source integration facilitates a smooth transition of the information gathered from your tailored fact-find into the APIs of 27Tec. By merging this data with the extensive pre-existing filters that 27Tec provides through its standalone service, users can take advantage of a wide array of lenders, packagers, clubs, and products, all while benefiting from the comprehensive product specifications and advanced research logic that 27Tec integrates into your CRM. After receiving your results, you can easily utilize the documentation options offered by 27Tec; with just one click, you can download Evidence of Research (EOR) documents and a European Standardised Information Sheet (ESIS)—both of which can be customized with your specific fees and broker details. Furthermore, these documents will be conveniently stored within your CRM, ensuring that you can access them throughout the application process whenever needed. This streamlined process enhances efficiency and ensures that you have all necessary documentation readily available.

Teknovate CRM stands out as the premier Sales and Marketing Software for both B2B and B2C sectors in Indian and international markets, facilitating seamless synchronization of customer communications across various business departments. Serving as your personal lead manager, it effectively captures leads from multiple sources, sends introductory emails or SMS to prospects, and keeps you informed about all your ongoing activities. You can oversee various departments within a single organization, including Sales, Marketing, Projects, tasks, Service Tickets, and potentially other teams as well. Our personalized task reminder dashboard ensures you never miss a follow-up, and leads are automatically assigned to the right salesperson based on geographical location or specific product/service needs, allowing for efficient management. By leveraging marketing automation and an auto-follow-up system, you can significantly reduce the time spent on follow-ups. This not only minimizes tedious tasks but also boosts employee performance, enhancing the lead conversion ratio through targeted and consistent follow-ups. Additionally, our advanced BI Reporting dashboard provides real-time insights and comprehensive reports to help you make informed business decisions. With Teknovate CRM, optimizing your sales process has never been easier or more effective.

This finance-specific CRM tool is designed to help you acquire, convert, retain, and monetize clients effectively. It allows for seamless tracking of leads and simplifies the onboarding process for clients. With a comprehensive client overview, you can engage in meaningful and actionable communication. KYC checks are streamlined and made straightforward, thanks to the integration with top eKYC providers. BrokerIQ offers KYC-based client statuses that facilitate easy management and provide a clear view of client information. You can access detailed, fully logged KYC and document checks through customizable, exportable reports. Additionally, BrokerIQ supports integrations with all major payment service providers, allowing you the freedom to choose who processes your payments. Every transaction, both internal and external, is meticulously recorded in BrokerIQ, providing you with a holistic view of your business operations. You can also automate bonuses with flexible configurations based on client segments, with the option to set fixed or percentage-based limits. Furthermore, BrokerIQ integrates seamlessly with leading trading platforms, enabling you to retain your existing platforms while effortlessly expanding to new ones. This versatility ensures that your CRM solution can grow and adapt alongside your business needs.

Oversee your complete deal pipeline, which includes managing inbound communications from founders, and effortlessly invite your LPs to participate in investments through the Co-invest tool. Evaluate and keep track of your portfolio companies' performance while utilizing Yardsitck to create top-notch insights that enhance your investment strategies. By having this crucial information readily available, you can maintain a competitive edge and be equipped to make knowledgeable choices. Additionally, you’ll receive prompt, standardized updates from your portfolio companies, allowing you to stay connected with founders through an efficient feedback loop. Effectively manage your fund’s activities while onboarding investors with ease, and generate, preserve, and oversee essential documents such as NAV reports, tax statements, and audited accounts—all contributing to a streamlined investment process that fosters transparency and accountability. This comprehensive approach not only simplifies the management of your investments but also strengthens relationships with stakeholders.

As customer demands evolve rapidly alongside technological advancements and new competitors continuously enter the market, Engage empowers Financial Institutions to effectively cater to the distinct requirements of each individual customer. This all-encompassing solution for consumer lending, account management, and card marketing automation enhances your understanding of customers by creating detailed profiles that reveal their specific needs and timing. By facilitating opportunities that drive revenue throughout your organization, Engage allows you to precisely target your audience with tailored and pertinent communications while also measuring the results on your financial performance. By integrating your internal data with third-party information through our state-of-the-art decision-making and marketing platform, Engage eliminates the burdensome tasks of IT data retrieval, organization, and manual reporting for marketing initiatives. Additionally, it streamlines your processes and elevates the client experience in your lending growth strategies through seamless connections to MeridianLink's Consumer loan origination software and MeridianLink Portal, ultimately fostering deeper customer relationships and enhanced service delivery.

Introducing the most user-friendly CRM software tailored specifically for residential mortgages, which unlocks the potential for expanding your mortgage business. Boost the number of services offered to each household with MyCRMDashboard, which seamlessly integrates with top-tier mortgage marketing campaigns and simplifies the follow-up process with your contacts. Designed for efficiency, this mortgage CRM saves you both time and resources through its automated campaigns, while also producing leads, referrals, and testimonials for loan officers. By utilizing this tool, you can achieve three times the amount of repeat business and increase referrals by over 5%. Most importantly, it ensures customer loyalty for life, enabling you to assess and enhance customer satisfaction effectively. This platform serves as a comprehensive solution, allowing each Loan Officer to manage their database and the leads generated automatically. Recording activities is straightforward, and follow-up tasks can be scheduled instantly, ensuring that you never overlook another potential lead again. With this effective CRM, you can transform your approach to customer relationship management in the mortgage industry.

A robust CRM is essential for any retail brokerage, and LXCRM was specifically developed to facilitate communication with Forex traders effortlessly. Each component of our CRM is tailored to meet the unique demands of Forex brokers, enhancing your operational efficiency through integrated marketing and automation features. With multiple customizable dashboards, you can access all necessary information conveniently on a single page. LXCRM offers seamless integration with affiliate networks, email marketing, SMS services, and more, ensuring a comprehensive approach to client engagement. You can monitor the performance of both your sales and success teams, whether collectively or individually, for a more thorough analysis. Different staff members can be assigned specific permissions, providing optimum data security for your organization. A dedicated success manager will assist you in creating the most suitable package tailored to your needs, while our technical team ensures the smooth installation and integration of all brokerage components. Additionally, a training expert will guide your team through the various systems, ensuring that everyone is well-prepared to make the most of the tools available. With LXCRM, you can elevate your brokerage's performance and achieve greater success in the competitive Forex market.

Paysley allows customers to send secure payments to you via text messaging, picture messaging and email. Customers can also access any custom payment page from their mobile devices by scanning a QR code that can be displayed anywhere. To make a payment, your customers don't need to download an application or register. Paysley is the easiest and most convenient way to make payments. No special devices or card readers are required. Cardholders can make payments using their mobile devices. There is no customer app download, account registration, password, or login. No redirect to a service provider's website. Paysley is a direct tokenized payment option. You don't need to ask for customer's card information ever again. Paysley is secure, and your business will be PCI compliant. Your Paysley Portal allows you to upload and manage customer information. Your customer database doesn't just contain contact information.

DealCloud offers a comprehensive platform for managing deals, relationships, and firms, specifically designed to streamline the dealmaking journey for capital markets companies—from strategic planning to deal origination and execution. Our tailored solutions cater to firms of any size, enhanced by a range of data partner integrations and system APIs that optimize your current technology investments. By scheduling a demo, you can discover how DealCloud can benefit your team. To date, we have empowered over 25,000 active capital markets professionals with the tools necessary to enhance their effectiveness and competitiveness in the industry. Our financial services software is developed with insights from experts across various sectors, and we invite you to reach out for a demo to see how it can meet your needs. Join us to explore the innovative capabilities that can elevate your firm's performance in the dynamic capital markets landscape.

Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.

Communicate with your campaign members, leads, and contacts directly through Salesforce by sending emails effortlessly. Utilize an intuitive email Wizard to create, send, and schedule visually appealing emails without any need for HTML expertise. Overcome the typical email restrictions found in Salesforce by dispatching messages that exceed daily or batch limits. Monitor the effectiveness of your emails in real-time to inform future strategies, as you can track metrics such as opens, click-through rates, bounces, complaints, and unsubscribe rates. Craft individual emails for your contacts and leads instantly or plan them for later delivery, ensuring you are informed when your message has been opened or engaged with, allowing you to strategically decide on your next actions. Prioritize the authenticity of contacts on your email list before sending to minimize bounce rates by as much as 98% and enhance your email deliverability. Share marketing materials like PDFs, documents, and videos without any added complexity, and if needed, you can set expiration dates and times for any urgent content to ensure timely access. This comprehensive approach makes email marketing through Salesforce not only efficient but also effective in reaching your audience.

Customizable tables equipped with detailed controls enable your internal team to access, perform full-text searches, modify, remove, and add data entries within your systems. These adaptable tables support comprehensive viewing and searching, allowing users to quickly locate all occurrences of specific words, numbers, or dates within the dataset. You can effortlessly import or export CSV files to streamline data management and access. Additionally, you can rearrange and edit table columns to design layouts that best fit the needs of your team. The process for adding and updating records is straightforward and user-friendly. As demonstrated below, the configuration options are flexible, and we offer a software development kit (SDK) to facilitate data validation. Furthermore, you can merge data from various systems to generate robust unified views of customers, transactions, or other entities using our intuitive drag-and-drop builder. This builder allows you to create custom views while also enabling the triggering of external webhooks, inline field editing, and integration with VOIP services for enhanced functionality. Through these features, your organization can effectively manage and analyze data like never before.

Experience, technical expertise, deep industry insight, and strong collaboration with a robust client network distinguish SalesPage as the premier partner for asset management distribution. For more than two decades, we have empowered asset managers to harness data for refining their distribution approaches. By utilizing SalesPage’s advanced distribution data platform, innovative solutions, and comprehensive services, our clients can more precisely identify their target prospects and enhance their operational management. We deliver cutting-edge solutions and services tailored for asset managers, and our engaged SalesPage client community significantly contributes to our unique value proposition. We recognize that a one-size-fits-all approach is ineffective. Our diverse range of products offers customized solutions for asset managers with varying needs. While the SalesPage family of products is united by a common goal of enabling smarter distribution for asset managers, each product offers unique specialties that cater to specific challenges, ensuring that our clients receive the best possible support for their objectives.

An effective CRM system designed to keep track of all showroom visits, bookings, vehicle transactions, loans, and payment timelines is essential. You can establish revenue-based sales goals for various periods such as monthly, quarterly, or biannually. Additionally, it's possible to set, oversee, and evaluate sales targets for both your enterprise and the members of your banking sales team. This tool allows you to assess and enhance the sales performance of your business and sales personnel alike. You can easily check the status of every follow-up and prioritize leads to expedite the process of opening new accounts. Furthermore, by evaluating the condition of each lead follow-up, you can strategically prioritize efforts to boost sales more efficiently. Ultimately, this CRM empowers you to streamline operations and maximize your sales potential.

Accelerate your business growth by effectively measuring and monitoring your sales. A brokerage firm experienced a dramatic expansion from 6 to 600 sales representatives within a year by optimizing their sales operations with the Skale Customer Revenue Management Platform. By automating client interactions, they were able to reduce acquisition costs significantly while ensuring the safety of client data for peace of mind. Learn how to boost your revenue from $2 million to $8 million in just a year with an in-house sales team while maintaining a strong focus on security, privacy, and risk management. It's crucial to track compliance and regulatory requirements to ensure stability in your operations. Instead of dedicating 1-2 days each month for internal audits, streamline the process to under half an hour weekly with Skale's platform. With the Skale Forex CRM, you gain access to a comprehensive suite of tools that enables you to start trading immediately. It offers integrated marketing, sales, and retention features along with transparent MT4 integration, payment service providers, and a variety of cutting-edge FinTech resources. Not only is the Skale CRM highly customizable, but it can also be deployed in hours rather than days, ultimately enhancing profit margins while minimizing risk exposure. With such robust capabilities, businesses can thrive in a competitive landscape.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

Aidium serves as the premier all-encompassing CRM solution tailored for mortgage professionals, enabling you to enhance your operations, finalize more transactions, and boost your return on investment. Elevate your loan origination process with Aidium's cutting-edge lead conversion software, crafted to optimize your lead management, cultivate potential clients, and transform a higher number of leads into successful mortgage deals. With Aidium's mortgage CRM automation, you can streamline your workflows, enhance client relationships, and elevate lead conversion rates through smart, automated processes and data-driven insights. Aidium's marketing software provides a robust array of tools that amplify lead generation efforts and foster client engagement, effectively increasing conversion rates and expanding your mortgage portfolio. Your entire team can monitor your sales pipeline and intervene when necessary, ensuring multiple team members can engage with prospects while tracking all interactions in a single, user-friendly interface. This collaborative approach not only enhances communication but also allows for a more coordinated strategy when managing client relationships.