CRM Software für Vermögensverwalter

Die Salesforce Sales Cloud ist eine On-Demand-CRM-Plattform, die Anwendungen für kleine, mittlere und große Unternehmen mit Fokus auf Vertrieb und Kundenbeziehungen bietet. Diese Salesforce-Plattform verfügt über CRM-Funktionen,... Mehr erfahren

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365... 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

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

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

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

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

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

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

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

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

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

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

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

Sales Hub, ein leistungsstarkes und einfach zu bedienendes Vertriebs-CRM, das Tools für das Vertriebsengagement, CPQ-Funktionalität (Configure Price Quote) und robuste Verkaufsanalysen und Berichterstattung für wachsende Teams... 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

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

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

Seismic is the industry-leading sales enablement and digital sales engagement solution, aligning go-to-market teams and empowering them to deliver engaging buyer experiences that drive growth. Seismic’s Storytelling Platform™... Mehr erfahren

360Learning is the easiest way to onboard new employees, develop frontline teams, and train your network of customers and partners–all from one place. Our learning platform combines collaborative tools with the power of an LMS,... 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

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

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

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

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

Creatio ist eine einzigartige Synergie aus einheitlichem CRM und intelligenter BPM-Plattform (Business Process Management) für Marketing, Vertrieb und Serviceautomatisierung. Die Lösung ermöglicht es mittelständischen und großen... Mehr erfahren

Glue Up (Formerly EventBank) is a cloud-based engagement management platform for nonprofit organizations. Glue Up integrates event management, membership management, customer relationship management (CRM), email marketing,... Mehr erfahren

Showcase Workshop ist eine Verkaufsaktivierungslösung, mit der Unternehmen Verkaufspräsentationen erstellen und per E-Mail mit Kunden teilen können. Die integrierte Analyseplattform ermöglicht es Vertriebsangestellten,... Mehr erfahren

Covve is a customer relationship management (CRM) software that helps businesses leverage artificial intelligence (AI) technology to scan and store contacts in a centralized database. Professionals can sort contacts using tags,... Mehr erfahren

Modus is a sales enablement and content management platform that helps businesses create a variety of interactive content including product demonstrations and 360-degree spin sets. It enables sales representatives to interact... Mehr erfahren

Formerly Saleslogix, Infor CRM offers a flexible customer relationship management (CRM) system for managing relationships, information and CRM. It provides comprehensive capabilities for managing sales, marketing and customer... Mehr erfahren

Leadoo is a marketing platform that helps businesses design, launch and manage marketing campaigns and provide a personalized user experience to convert leads and improve website traffic. Its centralized dashboard lets users... 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

CustomerGauge is a customer experience solution, which helps businesses calculate net promoter score (NPS), predict churn rates and collect and organize customer feedback. It enables CX teams to embed review requests in survey... Mehr erfahren

Sell.do is a sales & marketing CRM for real estate businesses. It enables real estate companies to automate their entire consumer cycle on a single platform. It has a suite of cloud-based sales and marketing automation products... Mehr erfahren

Mention Me Retain is an all-in-one customer engagement platform that enables users to segment customers as well as carry out A/B testing and multivariate tests on variables such as average spend, net promoter score (NPS),... Mehr erfahren

AG-VIP ist eine Windows-basierte Callcenter-Software für eingehende und ausgehende Anrufe, die in mehreren Sprachen verfügbar ist, darunter Englisch, Deutsch und Französisch. Zu den wichtigsten Funktionen gehören eine MS... 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

Infer is a predictive sales and marketing tool that combines artificial intelligence (AI) and custom algorithms to deliver the industry’s most accurate lead scores. It analyzes the data collected in CRM and marketing automation... Mehr erfahren

MNprogram is designed to help businesses in medical, education, healthcare, legal and other industries streamline accounting, invoicing, sales and marketing operations. It enables managers to automate workflows, manage expenses,... Mehr erfahren

As an All-In-One CRM business solution, Smash provides an array of tools to cover end-to-end client management for small businesses. Using sales automation, Smash streamlines business operations and help businesses maximize... Mehr erfahren

Accent CRM Supercharger is a cloud-based sales force automation platform that helps businesses manage customer relationships, sales forecasting and workforce performance. The artificial intelligence (AI)-enabled system lets sales... Mehr erfahren

CREST SFA is a sales force automation software designed to help businesses manage sales orders, captured leads and agents' activities on a centralized platform. It provides a dashboard, which enables administrators to monitor the... Mehr erfahren

FinCRM is a customer relationship management (CRM) solution that is designed for small businesses across multiple industry segments, including insurance, banking, tourism, finance, hospitality, education and eCommerce. It helps... Mehr erfahren

Salesken is a sales enablement platform that helps businesses leverage artificial intelligence (AI) technology to generate leads and streamline communication with clients through various channels such as calls, emails, chats and... Mehr erfahren

BrandWide is a cloud-based solution designed to help franchisees of all sizes automate sales, market products/services and onboard new business owners to grow the customer base and engage with local markets. Key features include... 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

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

SAP Cloud for Real Estate is a cloud-based real estate and facilities management platform that offers tools for optimizing and tracking real estate assets. It offers contract and lease administration tools including lease... Mehr erfahren

End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managing, monitoring and centralizing client asset information within one secure platform, accessible for users,... Mehr erfahren