Alternatives to IRSLogics

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

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.

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.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

Dynamo brings the moving pieces that go into smart, successful alternative investment management into one integrated, configurable platform. All of our modules can work together on one technology stack to build one centralized, automated, and comprehensive platform for private equity and venture capital funds, real estate investment firms, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. Dynamo does the heavy lifting and automates repetitive and manual processes with configurable dashboards, workflows, and reports. This way, your team can focus efforts on the human touch and insights that make your firm succeed. Dynamo’s long-tenured Client Services and Support team is committed to delivering excellence and ongoing wins as you embrace the platform for your unique business needs.

FPS GOLD has been providing core and mobile banking, online banking, wire transfer software and a content management system for financial institutions for more than 55 years. FPS GOLD's mission is to help financial institutions succeed, profit, and thrive through flexible, robust software that's paired up with unmatched customer support. FPS Gold is more than just software. We actually care. We don't want you to doubt us. It's possible to test it yourself.

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.

PitBullTax describes itself as the "Swiss Army knife" of tax resolution professionals because it allows CPAs, Enrolled Agents and tax attorneys to gather all their tax debt work in one place. The software includes tools to make tax resolution work fast and efficiently, including: - Secure ways to gather information about their cases - Quick assessment tools to precisely assess their clients' situation - Find the best possible solution for clients' issues fast, making use of the many tools and calculators in the software. You can even run simulations on PitBullTax. - All the forms a taxpro needs to carry out the formal representation of each client, mostly (and sometimes completely) pre-populated by the application - White-label all their reports and documents - Calculate professional fees, invoice and even charge them from their application - Carry out integration with other software through PitBullTax API and Zapier In addition, PitBullTax allows porfessionals to receive tax resolution training that updates and refreshes their knowledge, or welcomes new professionals to the practice.

Questis, a configurable platform for financial wellness delivery, allows retirement advisors to easily deliver customized wellness programs to plan sponsors and participants. Questis was founded by financial professionals and combines the power of software with the flexibility required to drive behavior change. The Questis Platform simplifies financial wellness and makes it profitable with seamless integrations, scalable technology and industry insight. The Questis Platform opens up new avenues for financial service providers, and tangibly improves financial wellness for plan sponsors and participants. Anyone can now offer financial wellness as an optional service. It is easy and customizable to fit their branding and requirements.

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

Integrating software to digitally transform corporate services, trust and fund managers. Supporting the industry's needs from small, local providers to large multi-jurisdictional organisations. Global experience and expertise in implementation across key onshore, offshore and midshore jurisdictions. Global user community that is diverse and growing to support solution innovation. You can choose from a wide range of business consulting services that will meet your changing and growing needs. Technical consulting services that provide flexible technical solutions for getting the most out of our software. For your business, we offer 24/7 global support. TrustQuay has the best product range, global coverage, and highest targeted R&D spending in the trust, corporate service, and alternative fund administration markets. This position is unique and will help clients maximize efficiencies, reduce costs and ensure compliance, and create new revenue opportunities.

The CRM for Financial Services. Comprehensive Management Solution. Multibrands, platforms, and call-centers can all be managed in one system. Proftit CRM can be divided into sales, marketing management, management, and reports. Proftit lets you keep control of your data. All leads can be analyzed according to your brand's requirements. Optimize how leads are handled in order to get the best value per client. Automate. Automate to create a more efficient, accurate, and goal-oriented business. Features. Your sales agents should have all the information they need to communicate with clients. This will improve the quality of communication. Based on the trader’s location, receive the current time, weather conditions and news events. Verify clients and comply with regulatory requirements. See the behavior of trader, most traded assets, history, and overall performance. Real-time notifications provide key trading insights, such as trading PNL, margins, and more. You can track and view trader activity without accessing MT4 Manager.

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

BSI CRM gives you a 360-degree view of your customers - from any department and at every touchpoint. You will love its modular design, open technology, and high configuration. It has been praised by experts and customers alike for its flexibility and has won CRM awards. Happy users are the best reward for us. CRM is something we love and have been doing for nearly 25 years. BSI CRM is now in its 16th generation thanks to its cutting-edge platform, innovative product development, and its cutting-edge platform. We are the right partner if your company has complex requirements, which are common in large corporations. We have a wide range of interfaces and a large ecosystem. Our experience is reflected in our attractive total cost-of-ownership (TCO) numbers. BSI CRM adapts to your business processes and IT environment, regardless of whether you are B2B or B2C.

Market Quest is a powerful yet easy-to-use database marketing and customer management program. It can help you increase sales and give you an edge over your competitors. Market Quest can send Ecards, newsletters and videos. You have the option to customize it further. Market Quest integrates with your website to capture all entry forms and assign them to a sales professional. You can also retain that lead and help to generate future referrals.

Manage client relationships easily, track opportunities, estimate project costs, and manage client relations. To improve customer satisfaction and reduce project risk, deliver projects on-time and within budget. Faster reporting is possible and key decision-makers can be provided with role-based metrics. Project managers face difficult challenges in bringing projects/engagements in on schedule and at the highest level of profitability. Vision is a key ingredient to their success. - Real-time data to identify problems early enough so that corrective actions can be taken promptly - Tools to monitor the status of your project and the utilization of your staff. All financial, project, and resource planning data can be tracked in one integrated system.

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.

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.

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

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.

Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.

Meet the easiest residential mortgage CRM software. The key to growing your mortgage company. MyCRMDashboard allows you to offer more services per household. It integrates seamlessly with the most powerful mortgage marketing campaigns, allowing you to follow up with your contacts easily. Automated campaigns can be made easier with the mortgage CRM's easy-to-use interface. It generates mortgage leads, referrals, testimonials, and other information for loan officers. Three times more repeat business will be generated and you will receive five percent more referrals. You'll retain your customers for life while monitoring and measuring customer satisfaction. This is where it all comes together. This cloud-based, intuitive mortgage CRM allows Loan Officers to keep track of their database and automatically generate leads. You can easily record your activities and schedule follow-up actions immediately so that you don't miss a potential lead.

Sidetrade's AI-powered Order to Cash platform allows companies to increase revenue, grow profitability, and optimize working capital. Intelligent automation is used to: - Increase orders from customers Smarter collection can help you accelerate cash flow - Support quicker dispute resolution - Increase control and visibility over the O2C process Sidetrade's dedicated Artificial Intelligence (Aimie) delivers predictive analytics and automated solutions that are more effective than traditional manual or ERP-driven solutions in difficult times. It is available in 8 languages and has customers in more than 85 countries. This application is used by multinationals and small businesses of all sizes.

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.

Financial Cloud is the ultimate Financial CRM Platform for managing exceptional customer experiences. We are on a quest to redefine how companies with financial connections provide customer experiences. We strive to offer not only increased efficiency but also enjoyable and supportive service. We are committed to improving the customer experience, whether it is a call center agent or the CEO of a financial institution.

The Integration to Mortgage Source allows seamless transfer of data from your bespoke fact-find into 27Tecs APIs. When combined with all the existing filters 27Tec offers through their standalone service, you can enjoy the lenders, packagers and clubs you would expect. You can also benefit from detailed product criteria and intelligent search logic 27Tec provides within the CRM. After you have received your results, you can use 27Tec's documentation options. This includes fact find data as well as that of your chosen plans. In just one click, you can download Evidence of research documents and a European Standardised Information Sheet. These documents can be modified with your custom fees and broker information. These documents will be available in the CRM for easy access throughout the application process.

Your CRM is an integral component of your business. Sticky Advisor allows you to share the entire picture with your clients. Our cloud-based software allows you to keep track of client communications, track client communications and manage your calendar. You can also create forms and surveys, organize documents for clients, set up automated messages and more. Sticky Advisor is backed by our company. We offer a free trial of the product. Sticky Advisor is yours for 30 days. If you don't love it, cancel your subscription. No hidden fees, no setup costs, no credit card required. Sticky Advisor is a network of financial professionals across the country. Sign up today to make your life easier!

Doxim CRM offers the customer relationship management solution that will make your business more profitable. Doxim CRM was designed to meet the specific needs of Credit Unions and Banks. It gives staff a 360-degree view of customer interactions and activities. Doxim CRM allows you to increase your brand loyalty and revenue by gaining a deeper understanding about your customer base. Doxim CRM is fully integrated with the Doxim customer engagement platform for end-to-end customer service management.

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.

Aidium is a powerful CRM tool that helps mortgage professionals streamline their processes, increase their ROI and scale operations. Aidium's Lead Conversion Software will help you streamline your loan origination with its ability to nurture leads, increase the number of successful mortgage deals, and convert more leads. Aidium's Mortgage Automation CRM automates your processes and improves client relationships. It also improves lead conversion through intelligent workflows, data-driven strategy, and data-driven workflows. Aidium's Marketing Software includes a comprehensive set of tools to maximize lead generation, improve client engagement and grow your loan portfolio. You can share your pipeline with your team and have them follow up on leads as needed. Do you have multiple team members contacting prospects? You can now see all their activity in a single, easy-to-use location.

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

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.

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.

SalesPage is the best partner in asset management distribution. Our strengths include technical strength, industry knowledge and collaboration with strong client communities. Since over 20 years, SalesPage has helped asset managers to use data to help them drive their distribution strategies. Our clients can use SalesPage's distribution platform, solutions and services to better target their prospects and manage the business. Our industry-leading services and solutions are available to asset managers. Our SalesPage client base is a driving force behind our value proposition. We don't believe one size fits all. Our products offer solutions for asset managers with different requirements. SalesPage products share the same vision: to help asset managers distribute more intelligently. Their specialization and ability to help you is what makes them different.

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.

We are a leading technology company that provides innovative and comprehensive CRM services to forex brokers around the world. Our team of experts has years of experience and specializes in creating customized CRM solutions that cater to each client's unique needs. We are proud to offer exceptional customer service and support. This ensures that our clients have all the tools they need in order to succeed on the competitive forex market. Our mission is empower forex brokers by providing them with the most advanced, user-friendly and innovative brokerage tech solutions. This will enable them to provide exceptional experiences to their customers and achieve their business objectives.

Deal, relationship, as well as firm management. DealCloud is a single-source platform that allows capital markets firms to manage their dealmaking process, from strategy to execution to origination. We provide best-in-class customized solutions for all sizes of firms, as well as a variety data partner integrations and system interfaces that will maximize your technology investments. To learn more about DealCloud, schedule a demo below. We have provided the solutions needed to make capital markets professionals more efficient and competitive with over 25,000 people.

Customers are demanding more. Banks should be able to identify customer needs faster than their competitors and balance them with bank's business objectives. Banks should make more profit from existing customers as acquisition costs rise. It helps improve business profitability by making more efficient decisions. Design, implementation, and management of customer relationships strategies. Based on customer behavior, cross-sell and up-sell support is possible. There is no limit on the number of users or the number of decisions/workflows.

It is crucial to demonstrate that you are able to understand and meet the specific needs of customers. By providing a richer relationship experience, you can empower organizational growth. Banks must use their customer data to meet the increasing demand for personalized services. Recommending the right products at the right moment is one of the best ways to communicate with your customers. Banks need a place that logs every customer interaction in real-time to grow. Personalization is key to maximizing customer service. Targeted marketing communications can help you to increase customer retention and build relationships. It is crucial to tailor communications to each customer's individual profile in order to retain and grow those relationships.

Our CRM software for financial advisors helps you build deeper client relationships. Equisoft/connect, formerly Kronos Finance, is a web-based CRM system that was specifically designed for financial advisors. It allows you to centralize all information about your clients' investments and insurance. It's also a powerful productivity, sales, compliance, and marketing tool. Spend less time searching for client data and more time interacting with clients and prospects. Equisoft/connect allows you to access the information of your clients in one application. This means you don't have to switch between multiple systems to track their data. Equisoft/connect allows you to view and send emails to your clients, manage appointments, and track documents.

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.

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

Engage helps Financial Institutions meet customer needs with confidence, despite changing customer expectations and new types of competitors. Engage is a comprehensive, end to end solution for card, account, and consumer lending marketing automation. It helps you understand your customers and what they want. Engage provides revenue-driving opportunities for your organization. It allows you to target your audience with relevant communications and measure the impact on your bottom line. Engage combines your data with 3rd-party data to provide cutting-edge decisioning tools and marketing engines. This eliminates the need for IT data pulling, sorting, or manual reporting for marketing campaigns. It also improves the client experience and efficiency of your lending growth efforts by integrating with MeridianLink Consumer loan origination software, and MeridianLink Portal.

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.

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.

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.

You can focus on your customer and grow your business. With a single, agile Swiss cloud platform, you can stay ahead of your customers. TLS and OWASP security recommendations are closely monitored as InvestGlass was originally designed for banking. An open API is a publicly accessible application programming interface that allows developers to programmatically access InvestGlass. We are cloud-native, and have a universal deployment plan. InvestGlass does not have a specific cloud provider. InvestGlass was built using agile principles. We add new features as soon as possible. Regularly, new features are added. Our team will provide exceptional service in French, English and Spanish. We also offer a variety of self-learning tools. You can learn new skills anywhere you are. All content is designed to help you grow. Our users have access to powerful tools that they can use right from their web browsers, making it easier than ever to create online forms.

You can use your existing contacts database in Excel spreadsheet or CSV format and let the system store them securely for any future work. You can apply filters to your contacts and create segments by country, company position, or any other custom field. You can also save segments for future campaigns. Select your target segment and create your first automated email sequence using behavioral and time-based triggers. Include snippets to make it sound natural. Track the performance of your campaigns with Reports. You can turn leads into opportunities or close deals by turning opportunities into opportunities. Platformax is an inside-sales CRM that was built on over 40 years of sales experience by our co-founders. It is a modular sales platform that optimizes all aspects of your sales process. This includes prospecting, lead nurturing, opportunities tracking, sales fulfillment, order delivery, and after-sales support.