CRM Software für Banken & Finanzdienstleister

Affinity is the next-generation CRM built for relationship-driven industries. Using relationship intelligence, Affinity enables teams to leverage their network and source their next big opportunity. Affinity also supercharges how... 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

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

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

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

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. This Salesforce platform has CRM capabilities that... Mehr Erfahren

MailChimp is a web-based email marketing service with millions of users worldwide. The application allows users to share newsletters on various social networks and track customer engagements. The application provides tools to... Mehr Erfahren

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond... Mehr Erfahren

Microsoft Dynamics is a customer relationship management solution designed to serve businesses of all sizes. The solution is used across various industry verticals such as government, financial services, manufacturing,... Mehr Erfahren

Zendesk ist eine cloudbasierte Helpdesk-Management-Lösung, die anpassbare Tools zur Erstellung eines Kundenserviceportals, einer Wissensdatenbank und von Online-Communitys bietet. Die Lösung bietet ein anpassbares... Mehr Erfahren

Freshdesk ist ein Helpdesk-System und eine Lösung, die den Kundenservice für dein Team vereinfacht und dabei hilft, ein ansprechendes Kundenerlebnis zu bieten. Durch die kanalübergreifende Rationalisierung von... Mehr Erfahren

Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key features include management of customer support tickets, a customer support portal, contract management and report... 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

ActiveCampaign's category-defining customer experience automation platform (CXA) helps over 130,000 businesses in 170 countries meaningfully engage with their customers. The platform gives businesses of all sizes access to 500+... 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

LiveAgent ist eine Online-Live-Chat-Plattform für E-Commerce-Unternehmen auf kleiner und mittlerer Ebene. Die Plattform bietet eine Live-Chat-Anwendung, Ticketverwaltung, Online-Self-Service-Portale sowie Änderungs- und... Mehr Erfahren

TeamSupport is a business-to-business (B2B) support software solution designed to help companies resolve individual tickets while building stronger customer relationships. The solution goes beyond ticket management to streamline... Mehr Erfahren

PandaDoc ist ein cloudbasiertes Dokumenten-Management-System, das Nutzern bei der Erstellung von Angeboten, Offerten, Personaldokumenten, Verträgen und mehr hilft. Die Lösung wird hauptsächlich von Vertriebs- und Marketingteams... Mehr Erfahren

Intercom is a sales, marketing and support solution platform that acquires, engages and supports customers through its bot-based algorithm, targeted emails, push and in-app messages, and an integrated help desk. It caters to... Mehr Erfahren

SharpSpring is a fully integrated cloud-based marketing tool that offers customer relationship management, marketing automation, mobile and social marketing, sales team automation, customer service and more, all within one... Mehr Erfahren

Act! is a customer relationship management (CRM) solution that combines marketing automation and sales pipeline management into a single, centralized platform. This solution includes tools for sales process automation and is... Mehr Erfahren

PipelineDeals allows users to manage their contacts, qualify leads, and track leads and deals within a singular, cloud-based program. The system provides both sales engagement and CRM while providing daily pipeline snapshots,... 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

SolarWinds Service Desk is suitable for companies seeking a help desk solution that offers IT service management (ITSM) functionalities. SolarWinds Service Desk offers comprehensive service desk functionality that helps... Mehr Erfahren

Service Cloud from Salesforce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and... Mehr Erfahren

Service Cloud from Salesforce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and... Mehr Erfahren

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships,... 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

NICE inContact is cloud-based call center software that helps businesses to maximize the quality of leads and minimize the cost of client interaction. The solution comprises many features required to process inbound support... Mehr Erfahren

Copper is an easy-to-use CRM for small- and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper... Mehr Erfahren

Agile CRM ist eine cloudbasierte CRM-Lösung für kleine und mittlere Unternehmen. Sie bietet Kontaktverwaltung, Telefonie-Tools, Terminplanung, Marketingautomatisierung, Projektmanagement, einen Zielseiten-Ersteller und... Mehr Erfahren

Odoo POS ist Teil der integrierten Suite von Geschäftsanwendungen von Odoo. Das Modul ist sowohl online als auch offline verfügbar und bietet einheitliche Daten für alle Geschäfte. Außerdem enthält es eine integrierte... Mehr Erfahren

Freshservice ist eine cloudbasierte IT-Helpdesk- und Dienstleistungs-Management-Lösung, die es Unternehmen ermöglicht, ihren IT-Betrieb zu vereinfachen. Die Lösung bietet Funktionen wie ein Ticketingsystem, ein... Mehr Erfahren

Five9 ist eine All-in-one-Cloud-Kontaktcenter-Lösung für Inbound-, Outbound-, Blended- und Omnichannel-Kontaktcenter. Mit der praktischen KI von Five9 können Mitarbeitende Kundenerlebnisse über Telefon, E-Mail, Chat,... Mehr Erfahren

Nutshell is an all-in-one growth software platform that helps sales and marketing teams work together to win more deals. Simple enough for any team and sophisticated enough for any business, Nutshell offers easy to use CRM,... Mehr Erfahren

Campaigner is a cloud-based email marketing solution that caters to small and midsize businesses across various industry verticals. Professionals can create automation workflows using a drag-and-drop interface and improve... Mehr Erfahren

HoneyBook is a cloud-based customer relationship management (CRM) solution designed for small businesses. The solution helps users manage business processes from inquiry through to invoicing. HoneyBook lets users manage projects,... Mehr Erfahren

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user... Mehr Erfahren

SysAid ist eine cloudbasierte IT-Service-Management-, Servicedesk- und Helpdesk-Lösung, die Nutzern in Unternehmen aller Größen und Branchen dabei hilft, technologiebezogene Probleme zu lösen. Zu den wichtigsten Funktionen... Mehr Erfahren

Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and... Mehr Erfahren

Vtiger CRM offers a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be used across the entire customer lifecycle, and it allows marketing teams to capture and nurture leads, sales teams to... Mehr Erfahren

Really Simple Systems CRM is a cloud-based customer relationship management (CRM) system designed for small and midsize organizations. The solution comes in both free and paid editions. The free edition offers only sales force... Mehr Erfahren

Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory... Mehr Erfahren

Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams.... 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

Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse,... Mehr Erfahren

Quick Base is a low-code application development platform that enables organizations to unite information, people, and workflows within distribution in a single, cloud-based platform. Unlike traditional software solutions, Quick... Mehr Erfahren

Front ist ein cloudbasiertes Kollaborationstool für kleine und mittlere Unternehmen. Front konsolidiert verschiedene Kommunikationskanäle wie E-Mail-Konten, Facebook und Twitter und hilft den Nutzern, Kommunikationsabläufe zu... Mehr Erfahren

SAP - CRM is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage the sales... Mehr Erfahren

The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is... Mehr Erfahren

nocrm.io is a cloud-based sales management system designed for small and midsize businesses which offers prospecting, lead tracking and pipeline management within a suite The solution allows users to upload contacts either from... Mehr Erfahren

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution,... Mehr Erfahren

HelpCrunch ist eine Kundenkommunikationsplattform, die Live-Chat, E-Mail-Marketing-Automation und einen Helpdesk in einer Lösung vereint. Die Lösung hilft Support-, Vertriebs- und Marketing-Teams, Leads zu akquirieren, zu... Mehr Erfahren

Help Scout is a cloud-based help desk solution that helps small businesses and small teams manage their customer relationships. Help Scout is designed to look like a personal email. There are no ticket numbers, case numbers or... Mehr Erfahren

Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they... Mehr Erfahren

Vivantio is a service management solution that allows users to create custom processes that align with internal business operations. Key features of the solution include dashboards, charts and reports, routing, assignments and... Mehr Erfahren

Goldmine Premium CRM is a comprehensive customer relationship management software that is used by organizations of all sizes to manage the sales pipeline, marketing programs and deliver customer support. Goldmine Premium... Mehr Erfahren

Issuetrak is a flexible issue tracking software solution that can be configured to suit the needs of a variety of industries and usages, including IT Help Desk, Customer Support, Project Management, and more. Issuetrak can be... Mehr Erfahren

Drip ist eine cloudbasierte E-Mail-Marketinglösung, die Unternehmen jeder Größe in verschiedenen Branchen wie Marketing und Werbung, Konsumgüter und E-Learning bedient. Zu den wichtigsten Funktionen gehören... Mehr Erfahren

BenchmarkONE (formerly Hatchbuck) is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features.... Mehr Erfahren

ServiceDesk Plus is a help desk management platform. It includes core help desk and IT management applications, as well as project management, contract management and features for ITIL (information technology infrastructure... Mehr Erfahren

SalesLoft is an online sales engagement system designed to boost sales and revenue of enterprises. It equips sales groups with tools for communication, email tracking and more in a single platform to deliver better sales... Mehr Erfahren

GreenRope is a customer relationship management (CRM) solution best suited for small business owners in all industries looking to consolidate their email marketing, social media, sales, event and project management into a single... Mehr Erfahren

Tenfold is a computer-telephony integration (CTI) solution that integrates Salesforce and Microsoft Dynamics CRM with most major phone systems. Tenfold delivers CTI features like click-to-call, automatic call logging and call... Mehr Erfahren

Adobe Campaign is a marketing automation platform used in email automation, delivery and reporting. It allows users to create, coordinate and deliver dynamic campaigns through emails, mobile platforms and offline... Mehr Erfahren

VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarketing which helps sales teams in businesses manage their daily operations. VanillaSoft uses a queue-based... Mehr Erfahren

Solve is a productivity CRM for teams to manage customer workflows. The service handles all record keeping, scheduling, communication and information sharing through its native phone and tablet apps and desktop portal. Solve... Mehr Erfahren

Over 1,200 global enterprises on 6 continents are leveraging 360Learning's Collaborative Learning Platform to meet skyrocketing demand on L&D. The platform's collaborative authoring tools, built-in feedback loops, and learning... Mehr Erfahren

PhoneBurner is an outbound call center solution that allows users to log in from their computer and make calls from the connected phone, using imported or admin-provided lead lists. The system offers functionalities that include... Mehr Erfahren

Accelo ist eine cloudbasierte Lösung zur ServOps-Automatisierung (Service Operations), mit der Nutzer alle kundenbezogenen Aktivitäten verwalten können. Diese Lösung eignet sich für Unternehmen jeder Größe in verschiedenen... Mehr Erfahren

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can... Mehr Erfahren

Seismic is a cloud-based sales enablement platform which helps automate content-related marketing processes and conversions. Primarily catering to midsize and large businesses, it provides custom-built solutions for wealth... 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

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

MangoApps bietet digitale Arbeitsplatzlösungen, die Intranet, Kollaboration, Messaging, Lernen und über 50 installierte Integrationen miteinander kombinieren. Mit einer Mitarbeiterplattform als Basisfunktion eignet sich... Mehr Erfahren

SalesforceIQ is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction... Mehr Erfahren

SalesforceIQ is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction... Mehr Erfahren

Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows users to track communication with clients so that teams can view the status of deals and relationships. Contacts... Mehr Erfahren

SuperOffice CRM is a customer relationship management (CRM) solution that caters to midsize businesses across various industries such as financial services, recruitment, manufacturing, hospitality and more. Key features include... Mehr Erfahren

Groove is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises manage prospects and streamline sales operations. The centralized platform enables sales personnel to create multi-step... Mehr Erfahren

Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move through the sales pipeline and keep track of closed deals. This solution features tools to manage engagement with... Mehr Erfahren

SendPulse is a cloud-based marketing solution that allows users to manage email, text messaging and push notifications through a single platform. It is suitable for small and midsize businesses. SendPulse’s email features... Mehr Erfahren

Genesys Cloud creates fluid conversations across digital and voice channels in an easy, all-in-one interface. Designed to provide exceptional experiences for your customers and employees, it deploys quickly, is intuitive to use,... Mehr Erfahren

Deskero by Nabra is a cloud-based help desk management solution designed for businesses of all sizes. It offers ticketing, multi-channel support, social media and chat support and reporting functionalities within a suite. Phone,... Mehr Erfahren

ServiceNow is an IT service management solution that provides asset management, change and release management, incident management, IT cost management and problem management. It caters to various industries, including financial... Mehr Erfahren

Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage interactive guides for technical support, telemarketing, lead qualification, compliance and other processes. The... Mehr Erfahren

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at... Mehr Erfahren

Wingman is a conversation intelligence tool that helps sales teams with pipeline visibility, actionable insights, & real-time coaching. Wingman gives sales reps the right information at the right time, while they are on a call.... Mehr Erfahren

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM... Mehr Erfahren

Pobuca ist eine cloudbasierte Kontaktverwaltungsanwendung, mit der Unternehmen Kontakte speichern und freigeben können. Die Lösung verbindet mehrere sich überschneidende und nicht verbundene Geschäftskontakte in einem... Mehr Erfahren

Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to... Mehr Erfahren

Wishpond is a lead generation and marketing automation solution. Featuring a drag-and-drop landing page editor, social contests, popups, and forms, Wishpond features tools for website and email subscriber engagement. Lead... Mehr Erfahren

VTS is a CRE leasing and asset management platform. VTS specializes in centralizing critical data and workflows in one place, VTS empowers landlords, property managers, and brokers to better attract, convert and retain their most... Mehr Erfahren

WORKetc is a cloud-based customer relationship management (CRM) software with integrated CRM, project management, invoicing, help desk, sales and marketing management modules, catering to the business management needs of... Mehr Erfahren

HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions to businesses across various industries, including computer and software, education, travel and leisure, media... Mehr Erfahren

Gold-Vision is a customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects and events. Suitable for organizations of all sizes, it can be installed both on-premise and in the... 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

Creatio is a unique synergy of unified CRM and intelligent BPM platform for marketing, sales and service automation. The solution allows midsize and large companies to manage the customer lifecycle from lead to sales and to... Mehr Erfahren