CRM Software für Banken & Finanzdienstleister

Affinity ist das CRM der nächsten Generation, das für beziehungsorientierte Branchen entwickelt wurde. Mithilfe von Relationship Intelligence ermöglicht Affinity Teams, ihr Netzwerk und ihre nächste große Chance zu nutzen.... Mehr erfahren

Die herausragende Kollaborations- und Projektmanagementplattform monday.com hilft Teams bei der gemeinsamen effizienten Planung und Durchführung komplexer Projekte für eine termingerechte Lieferung von Ergebnissen. Das Team- und... Mehr erfahren

Mit seiner cloudbasierten CRM-Plattform hilft HubSpot CRM Unternehmen jeder Größe, Leads zu verfolgen und zu pflegen und Geschäftsmetriken zu analysieren. HubSpot eignet sich für alle B2B- oder B2C-Unternehmen in einer... Mehr erfahren

Backstop ist ein cloudbasiertes Anwendungspaket, das kleinen bis großen Unternehmen, die im Bereich institutioneller Anlagen tätig sind, helfen soll. Die Suite bietet verschiedene Lösungen zur Verwaltung von Kundenbeziehungen,... Mehr erfahren

Onpipeline ist eine cloudbasierte CRM-Lösung, mit der Verkäufe, Kontakte und Aktivitäten verwaltet werden können. Du kannst Leads von Dritten, Webformulare und eine API-Verbindung (Application Programming Interface) erhalten, die... Mehr erfahren

Daylite von Marketcircle, Inc. ermöglicht es Nutzern, viele Geschäftsaspekte in einer einzigen Anwendung zu verwalten. Die Lösung priorisiert Projekte und Möglichkeiten, um einen Einblick in die kurz- und langfristigen Ziele... Mehr erfahren

Pipedrive ist eine webbasierte Vertriebs-CRM- und Pipeline-Management-Lösung, mit der Unternehmen ihre Verkaufsaktivitäten planen und Geschäfte überwachen können. Unter Verwendung einer aktivitätsbasierten Verkaufsmethodik... Mehr erfahren

Bitrix24 ist eine Client-Management-Lösung, die Unternehmen eine Plattform zur Organisation und Verfolgung von Interaktionen mit potenziellen oder bestehenden Kunden und Partnern bietet. Mit der Software können Nutzer... Mehr erfahren

Freshsales ist eine cloudbasierte CRM-Lösung, die Unternehmen aus verschiedenen Branchen bei der Verwaltung ihrer Interaktionen mit bestehenden und potenziellen Kunden unterstützt. Zu den wichtigsten Funktionen gehören ein... Mehr erfahren

Zoho CRM ist eine cloudbasierte Business-Management-Plattform, die Unternehmen jeder Größe bedient. Es bietet Vertriebs- und Marketing-Automatisierungstools mit Helpdesk-, Analyse- und Kundensupport-Funktionen. Zoho CRM hilft... Mehr erfahren

Trello ist ein visuelles Kollaborations-Tool zur Planung von Aufgaben und Projekten. Obwohl die Lösung für gewöhnlich von agilen Softwareentwicklungsteams verwendet wird, wird sie auch in anderen Abteilungen wie Marketing,... Mehr erfahren

Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists,... Mehr erfahren

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across... Mehr erfahren

Deltek Vision is a cloud-based project-based solution for professional services firms that is available for cloud or on-premise deployment. It combines project accounting, resource management, project management, time/expense... Mehr erfahren

Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact... Mehr erfahren

Sage Intacct is a provider of cloud-based financial management and accounting software. Sage Intacct's software solution is suitable for small to midsize accounting firms and can provide financial reporting and operational... Mehr erfahren

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CRM... Mehr erfahren

Really Simple Systems is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and... Mehr erfahren

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale... Mehr erfahren

amoCRM is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own... Mehr erfahren

Caspio ist eine cloudbasierte Anwendungsentwicklungslösung für Unternehmen jeder Größe. Die Plattform eignet sich für Branchen wie Gesundheitswesen, Medien, Behörden, Bildung, gemeinnützige Organisationen, Beratung, Kirchen... Mehr erfahren

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere.... Mehr erfahren

Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle. Key features include team assignments,... Mehr erfahren

Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive personalized communication with their clients. The solution helps with identifying new relationships, following... Mehr erfahren

Dolibarr ERP & CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsize enterprises, nonprofit organizations and freelancers. Primary features include sales management,... Mehr erfahren

InfoFlo ist eine integrierte CRM-Lösung, auf die online zugegriffen oder die vor Ort installiert werden kann. Das System bietet Kontaktmanagement, Computer-Telefonie-Integration, Marketing- und Vertriebsautomatisierung sowie... Mehr erfahren

Method:CRM is a web-based customer relationship management software designed to help businesses handle sales data, view customer history, build email campaigns and follow up with customers. Key features include contact... Mehr erfahren

Unanet’s ERP solutions are purpose-built from the ground up for Government Contractors, A/E, and Professional Services organizations. 3,100+ organizations utilize the power of the Unanet software to gain insights, make more... Mehr erfahren

FreeAgent is a complete CRM platform and robust work management system. FreeAgent helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. Whether it’s a deal, a... Mehr erfahren

Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management,... Mehr erfahren

Wingmate is a cloud-based CRM software designed to help Field Service businesses engage sales teams and improve customer service processes on a centralized platform. It provides a mobile application, which allows field staff to... Mehr erfahren

MyCRMDashboard from Continuity Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their... Mehr erfahren

FLG is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises manage leads and streamline communication with customers. The centralized platform enables administrators to configure... Mehr erfahren

User.com ist eine Full-Stack-Plattform für Marketing Automation, die Besuchende in zufriedene und treue Kunden umwandelt. Mit der Anwendung kannst du Informationen über potenzielle Kunden erfassen und mithilfe von Chatbots per... Mehr erfahren

YayPay is a cloud-based accounts receivable (AR) automation solution aimed to serve credit, collection and accounts receivable teams. The solution is designed for various industry verticals including manufacturing, wholesale,... Mehr erfahren

ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. It lets users store contact lists, design campaigns and manage sales activities and... Mehr erfahren

Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketing processes. It can be hosted on the cloud or installed on-premise. With live dashboards, custom reporting, and... Mehr erfahren

Designed for wealth management firms, Junxure is an intelligent practice management solution that combines intelligent workflow automation with robust client service tools to streamline client management. Built by financial... Mehr erfahren

DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to... Mehr erfahren

HarmonyPSA ist eine hybride PSA-Lösung (Professional Services Automation), die cloudbasierten Managed-Services-Anbieter und Softwareunternehmen jeder Größe bei der Verwaltung ihrer Geschäftsabläufe hilft. Die Lösung kann vor... Mehr erfahren

ClickPoint is cloud-based sales force automation, call center, and inside sales lead management solution that helps salespeople reach and connect with more prospects and leads. ClickPoint captures both inbound phone calls and web... Mehr erfahren

Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various industries such as textiles, investment banking, food and beverages, health and wellness and more. Key features... Mehr erfahren

Teamogy is a cloud-based system for companies who want to have full control over their projects, finances, time management, teams, and communication. Teamogy helps companies to maximize their profit. It also supports... Mehr erfahren

Alternative Investment Management (AIM) ist eine cloudbasierte Private-Equity-CRM-Lösung, die Unternehmen jeder Größe bei der Verwaltung von Portfolios, Interaktionen, Geschäften, Kapitalbeschaffung und Compliance unterstützt.... Mehr erfahren

4Degrees is a cloud-based customer relationship management (CRM) solution, which helps businesses manage opportunities, networking, deals and more. Key features include contact management, search functionality, pipeline... Mehr erfahren

Tier1 Financial is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction... Mehr erfahren

Doxim is a cloud-based solution designed to help banks and credit unions automate processes for sales tracking, contact management and campaign workflow to improve customer engagement. Key features include interaction tracking,... Mehr erfahren

NOLA is a call center solution designed to help businesses connect with customers through outbound or inbound calls in compliance with telephone consumer protection act (TCPA) regulations. It enables sales and marketing teams to... Mehr erfahren

CRMnext is a cloud-based customer relationship management (CRM) solution that helps businesses manage customer-related processes, from lead capture to post-sale. Key features include marketing solutions, process management,... Mehr erfahren

Vantage Integrated Production (VIP) is a cloud-based mortgage sales and marketing process management solution that offers applications for marketing and sales automation, partner relationship management and web self-service. It... Mehr erfahren

AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing,... Mehr erfahren

Fitsyn is a marketing automation software designed to help businesses create a customizable dashboard and identify loan opportunities. Administrators can create accounts for clients, track submitted applications and view declined... Mehr erfahren

Next Generation CRM is a cloud-based customer relationship management (CRM) solution from NexJ Systems, suited for organizations in financial services, insurance and health care. Next Generation CRM is an integrated solution... Mehr erfahren

Salesforce Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales... Mehr erfahren

Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM)... Mehr erfahren

Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's suite of products can help streamline workflows and manage funds. Kushim allows users to spend less time searching... Mehr erfahren

Squirro is an insight engine software designed to help businesses in the insurance, finance, marketing, manufacturing, IT and other sectors analyze multiple data sources to gain insights into contextualized insights. The platform... Mehr erfahren

Centrex is a cloud-based finance customer relationship management (CRM) solution, which helps enterprises manage client interactions, revenue generation and loan portfolio. Other features include custom workflows,... Mehr erfahren

Pepper solves the enterprise complexities of data, speed, insight, and action for asset managers, enabling the best investment decisions. Pepper is a System of Engagement (SOE) with a cloud-based platform adaptable to the types... Mehr erfahren

ProTracker Advantage is a financial customer relationship management (CRM) solution, which enables businesses to handle tasks, communications, documents, workflows and more. Professionals can use the on-premise platform to gain... Mehr erfahren

Yoyo Wallet is a cloud-based loyalty management solution that helps businesses create marketing campaigns and launch loyalty programs to improve customers’ overall experience with the brand. Yoyo Wallet provides a dashboard,... Mehr erfahren