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description: Page 4 - Discover the best Financial CRM Software in Ireland. Compare top Financial CRM Software tools with customer reviews, pricing and free demos.
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title: Page 4 - Best Financial CRM Software in Ireland - 2026 Reviews, Pricing & Demos
---

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# Financial CRM Software

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Page: 4 / 5\
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## Products

1. [Toolyt SFA](https://www.softwareadvice.ie/software/300699/toolyt-sfa) — 5.0/5 (6 reviews) — Toolyt, the smart mobile CRM assistant that lets users collaborate with their customers and partners with ease. Tooly...
2. [F-RevoCRM](https://www.softwareadvice.ie/software/366747/f-revocrm) — 4.3/5 (6 reviews) — F-RevoCRM is a cloud-based, open-source customer relationship management (CRM) software designed for businesses in th...
3. [DigiFi](https://www.softwareadvice.ie/software/289111/DigiFi) — 4.8/5 (6 reviews) — Designed for businesses of all sizes, DigiFi is a cloud-based loan origination software that helps request informatio...
4. [TreasuryView](https://www.softwareadvice.ie/software/367133/treasuryview) — 4.8/5 (6 reviews) — TreasuryView is a treasury management platform that automates the tracking, valuation, and reporting of bank loans, i...
5. [Financial Services Cloud](https://www.softwareadvice.ie/software/331364/salesforce-fin-serv-cloud) — 4.8/5 (5 reviews) — Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance in...
6. [Chatabox](https://www.softwareadvice.ie/software/192439/chatabox) — 4.6/5 (5 reviews) — We like simple. Chatabox is a user-friendly customer relationship management (CRM) solution that is highly scalable f...
7. [4Degrees](https://www.softwareadvice.ie/software/81288/4degrees) — 5.0/5 (4 reviews) — 4Degrees is a cloud-based customer relationship management (CRM) solution, which helps businesses manage opportunitie...
8. [Edda](https://www.softwareadvice.ie/software/216643/Edda) — 4.8/5 (4 reviews) — Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's su...
9. [Captafi](https://www.softwareadvice.ie/software/335989/captafi) — 5.0/5 (4 reviews) — CaptaFi is a tailored CRM and Agency Management platform designed specifically for financial professionals and legal ...
10. [Exact for CRM](https://www.softwareadvice.ie/software/264566/exact-for-crm) — 4.5/5 (4 reviews) — Exact for CRM is a comprehensive CRM software solution that helps you get serious about being successful at sales. Th...
11. [Zenith CRM](https://www.softwareadvice.ie/software/441658/zenith-crm) — 5.0/5 (4 reviews) — Z-CRM transforms how you connect with customers through a cloud-based, AI-powered CRM and comprehensive call center s...
12. [ProBuilt ERP](https://www.softwareadvice.ie/software/530405/ProBuilt) — 5.0/5 (4 reviews) — ProBuilt ERP is an enterprise resource planning and business management platform that offers features such as account...
13. [Onpipeline](https://www.softwareadvice.ie/software/91087/onpipeline) — 4.3/5 (3 reviews) — Unique CRM tools for organizing data, overseeing leads, managing deals and the entire sales process, tracking activit...
14. [equisoft/connect](https://www.softwareadvice.ie/software/303382/equisoft-connect) — 1.7/5 (3 reviews) — Equisoft/connect integrates with your existing sales and service tools so data entry is reduced and advisor workflows...
15. [telecrm](https://www.softwareadvice.ie/software/350332/telecrm) — 3.0/5 (3 reviews) — telecrm is an Indian CRM tool designed to streamline sales, support and marketing use cases for MSMEs and enterprises...
16. [Tier1](https://www.softwareadvice.ie/software/78477/tier1-financial) — 5.0/5 (3 reviews) — SS\&C Tier1 is a cloud-based solution that helps businesses manage processes related to customer interaction, rela...
17. [Togile](https://www.softwareadvice.ie/software/450205/Togile) — 4.7/5 (3 reviews) — Togile is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes that hel...
18. [SatuitCRM](https://www.softwareadvice.ie/software/466225/SatuitCRM) — 4.0/5 (3 reviews) — SatuitCRM is a customer relationship management (CRM) solution designed for investment professionals in the instituti...
19. [CRMNEXT](https://www.softwareadvice.ie/software/5768/crmnext) — 4.5/5 (2 reviews) — CRMNEXT is a cloud-based customer relationship management (CRM) solution that helps businesses manage customer-relate...
20. [Doxim CRM](https://www.softwareadvice.ie/software/73965/doxim) — 4.5/5 (2 reviews) — Doxim is a cloud-based solution designed to help banks and credit unions automate processes for sales tracking, conta...
21. [Tabrasa](https://www.softwareadvice.ie/software/161608/vip) — 3.0/5 (1 reviews) — Vantage Integrated Production (VIP) is a cloud-based mortgage sales and marketing process management solution that of...
22. [Allvue](https://www.softwareadvice.ie/software/267398/allvue) — 5.0/5 (1 reviews) — Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve acce...
23. [Vestio](https://www.softwareadvice.ie/software/337007/vestio) — 5.0/5 (1 reviews) — The software is suitable for investment companies, wealth managers, traders, banks, and hedge funds. It aims to help ...
24. [Fitsyn](https://www.softwareadvice.ie/software/193777/fitsyn) — 5.0/5 (1 reviews) — Fitsyn is a marketing automation software designed to help businesses create a customizable dashboard and identify lo...
25. [Peso](https://www.softwareadvice.ie/software/436920/peso) — 5.0/5 (1 reviews) — Peso is a cloud-based accounts receivable automation tool designed to meet the diverse needs of businesses, finance p...

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## Related Categories

- [Professional Services Automation Software](https://www.softwareadvice.ie/directory/4135/psa/software)
- [Workflow Management Software](https://www.softwareadvice.ie/directory/4272/workflow/software)
- [Healthcare CRM Software](https://www.softwareadvice.ie/directory/393/healthcare-crm/software)
- [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software)
- [Equity Management Software](https://www.softwareadvice.ie/directory/4683/equity-management/software)

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DigiFi enables teams to upload files, generate documents from templates, trigger e-sign processes, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ff9c3b06-84a9-474d-8b14-bd698f1c6df3.png","url":"https://www.softwareadvice.ie/software/289111/DigiFi","@type":"ListItem"},{"name":"TreasuryView","position":4,"description":"TreasuryView is a treasury management platform that automates the tracking, valuation, and reporting of bank loans, intercompany debt, and hedging instruments for finance and treasury teams in mid-market organizations. The platform replaces error-prone Excel-based workflows with a centralized system of record that integrates global market data, eliminating manual data entry for interest accruals, derivative valuations, and cash-flow forecasting.\nDesigned for commercial real estate firms, family offices, housing associations, public sector treasury teams, and mid-market companies, TreasuryView serves finance professionals who manage complex loan portfolios and derivatives across multiple entities — but lack the budget or IT infrastructure for traditional enterprise TMS solutions.\nThe software consolidates bank loans, intercompany funding arrangements, and hedging instruments into a unified reporting workspace. External market data from 30+ global sources is pre-integrated into the platform, keeping derivative valuations, EURIBOR-linked interest calculations, and currency cash-flow forecasts current without manual updates.\nCore capabilities include:\n\nAutomated debt lifecycle management that calculates cash-flow schedules and interest accruals across multiple loan facilities without manual formula updates\nReal-time market data integration for interest rate swaps, caps, and foreign exchange instruments with valuations updated automatically\nMulti-entity debt consolidation that tracks intercompany loans, bank debt, and hedging positions across group structures in a single workspace\nExecutive and board-level reporting that converts granular transaction data into standardized reporting packages within minutes\nScenario modeling for analyzing the impact of interest rate movements across the full debt and derivatives portfolio\nAudit trail functionality with detailed logs and pre-configured modules that support month-end closes and external audit requirements\n\nCommon use cases include tracking portfolios with 50+ individual loan facilities, calculating monthly interest accruals for intercompany lending across entities, valuing interest rate swaps and caps for quarterly financial statements, and preparing debt reporting packages for CFOs and boards.\nUnlike enterprise TMS platforms that require six-month implementations and dedicated IT teams, TreasuryView is structured for rapid deployment — reaching operational status within 24 hours. The platform runs on a monthly subscription model with no long-term contract commitment, giving mid-market finance teams access to professional-grade treasury tools at a fraction of enterprise cost.\nTreasuryView operates on Microsoft Azure Germany infrastructure, with automated backups, SSO via Azure AD, and optional API connectivity to existing ERP and TMS systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9528c2b5-c9e4-4624-b447-d50196314902.png","url":"https://www.softwareadvice.ie/software/367133/treasuryview","@type":"ListItem"},{"name":"Financial Services Cloud","position":5,"description":"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 representatives to track, filter and qualify prospects and use the built-in email templates to establish communication. This solution also helps businesses to handle mortgage and lending workflows via a unified platform. The platform allows employees to interact with lenders and borrowers, track and approve documents and store customer data in a centralized repository.\n\nFinancial Services Cloud lets employees create client engagement plans, prioritize customer relationships and highlight client milestones, among other operations. Supervisors can configure case escalation rules and queues to automatically route customer case inquiries to specific agents or teams. Additionally, staff members can build, design and distribute survey forms to collect insights and feedback.\n\nFinancial Services Cloud comes with an API, which allows businesses to integrate the system with several third-party applications. It also provides Android and iOS mobile applications, which let employees manage activities remotely. It is available on annual subscriptions and support is extended via live chat, phone, community forum and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3b1c4f0f-6a29-4932-b64e-87a1e58a57d4.png","url":"https://www.softwareadvice.ie/software/331364/salesforce-fin-serv-cloud","@type":"ListItem"},{"name":"Chatabox","position":6,"description":"We like simple. Chatabox is a user-friendly customer relationship management (CRM) solution that is highly scalable for small to medium business including in the financial services sector and other business sectors and is coupled with automation features to assist with contact management, client management, client structures and investment profiles, customisable dashboard reporting and gives the ability to undertake task management activities for clients like updating contact details, creating marketing campaigns, adding appointments, sales monitoring, payments and collections, quotes and proposals, invoicing and more all through one centralised location. \n\nChatabox also helps users create and share multiple projects with teams and add public and private notes, customisable forms, predefined templates and reports, data synchronization, a drag-and-drop interface, data import, audit logs, client database, invoice management, electronic signatures and more. Teams can search emails, documents, and calendar items using the built-in search functionality. Additionally, enterprises can collaborate with internal and external stakeholders and store files in a centralised data repository for future reference. Predefined reports, tracking and audit logs are also available. \n\nChatabox's client centric tools allows users to stay on top of things like to upload documents and files, assign tasks for a client all in one central location, set user levels and categories, run workflows on contacts, run a help desk system and investor profiles, manage and link investor profiles and fields and tasks can be made client centric.  There are also integration capabilities that comes standard in our Pro and Enterprise versions that include MailChimp, Google calendar and Outlook calendar to allow users to undertake email marketing and manage client meetings from Chatabox. This way, there is no need to switch browsers saving a user time and to allow them to spend more time with their clients.\n\nChatabox, additionally, interfaces to other Werkflo software applications so that there are no time delays in using our Regtech products, document population tool and our AML/CTF solution for money laundering verification. Separate fees can apply for their use. \n\nPlease try Chatabox to learn more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/12f08797-ae09-499e-890d-0404dfa8c2a9.png","url":"https://www.softwareadvice.ie/software/192439/chatabox","@type":"ListItem"},{"name":"4Degrees","position":7,"description":"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 management and reporting. \n\n\nThe 4Degrees platform helps administrators analyze the team’s network to find connections with companies, investors and experts. It auto-populates the pipeline with deal-related data, helping users identify opportunities and build relationships. Managers can use this system to schedule meetings,  handle client communications, receive industry updates and keep track of relevant news. Additionally, the solution auto-generates customizable pipeline reports, providing visibility into engagement metrics.\n\n\n4Degrees facilitates integration with third-party applications, such as Airtable, Asana, Basecamp, Bullhorn, Evernote, Facebook, Formstack, G-Suite, Hubspot, Jira, LinkedIn, Mailchimp, Medium and more. It is suitable for businesses in sectors including venture capital, private equity, real estate, mergers and acquisitions, investment banking and recruiting.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/da336418-529c-4ee0-9913-56fbdb737662.png","url":"https://www.softwareadvice.ie/software/81288/4degrees","@type":"ListItem"},{"name":"Edda","position":8,"description":"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 for documents and writing reports, and more time discovering the next big thing.\n\nKushim provides support via a FAQ page, live chat, email, and other resources.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5b46e918-fc3c-4376-9f74-d0beaf9abdff.png","url":"https://www.softwareadvice.ie/software/216643/Edda","@type":"ListItem"},{"name":"Captafi","position":9,"description":"CaptaFi is a tailored CRM and Agency Management platform designed specifically for financial professionals and legal entities. Unlike generic CRMs, CaptaFi requires no complex setup or customization—it's purpose-built for your field of expertise, offering tools to streamline operations, foster client relationships, and drive growth. With over a decade of experience and nearly a million records processed, CaptaFi delivers intuitive, scalable solutions that just work.  \n\n\n\nWhy CaptaFi?  \n\nCaptaFi stands out by eliminating the need for extensive customization. Our platform is crafted with financial and legal workflows in mind, making it ideal for industries like loan origination, bankruptcy and real estate law, loan servicing, and boutique financial services. Whether you're a solo practitioner or part of a large team, CaptaFi adapts to your needs and grows with your business.  \n\n\n\nKey Features  \n\n- Pre-Built CRM and Pipeline Management: Simplify lead and client tracking with workflows designed for your industry.\n  \n- Secure Document Management: Upload, organize, and share documents effortlessly while staying compliant with regulations.  \n\n- Comprehensive Dashboards and Reporting: Access real-time insights to monitor performance and make informed decisions.\n  \n- Task Management Tools: Stay on top of deadlines with automated reminders and status updates.\n  \n- Compliance Management: Ensure adherence to industry standards, reducing risk and liability.\n  \n- Customer Portal: Give clients easy access to their accounts for seamless collaboration.  \n\n- Optional Add-ons: Enhance functionality with e-signatures, integrated phone systems, and custom branding for an enterprise-level experience.  \n\n\n\nWho Is CaptaFi For?  \n\nCaptaFi is purpose-built for professionals in:  \n\n- Loan Origination and Servicing: Manage pipelines, track loan statuses, and simplify compliance.  \n\n- Bankruptcy and Real Estate Law: Streamline case management, collaborate efficiently, and enhance client communication.  \n\n- Financial Advisory: Track client progress and provide personalized service.\n  \n- Boutique Lending: Optimize workflows to match your unique loan products and business models.  \n\n\n\nSimple, Transparent Pricing  \n\nCaptaFi offers affordable, scalable pricing starting at $25 per user per month. As your team grows, adding users is simple, and we provide discounts for larger teams to ensure cost-efficiency for businesses of all sizes.  \n\n\n\nTry CaptaFi Risk-Free  \n\nExperience CaptaFi’s full potential with a 14-day free trial—no credit card required. Get hands-on with the features that can transform your operations and see why we’re trusted by financial and legal professionals across the U.S.  \n\n\n\nBuilt for You, Backed by Experience  \n\nCaptaFi isn’t just another CRM; it’s a platform crafted with your success in mind. Our U.S.-based team understands the unique challenges you face, ensuring our tools meet your needs and comply with local regulations. Join a community that’s processed nearly a million records and counting—your growth is our mission.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1c1c0214-34a4-4197-9643-16882157c704.jpeg","url":"https://www.softwareadvice.ie/software/335989/captafi","@type":"ListItem"},{"name":"Exact for CRM","position":10,"description":"Exact for CRM is a comprehensive CRM software solution that helps you get serious about being successful at sales. This powerful CRM tool gives you complete insight into your customers, so that you can make more informed decisions and sell more effectively. With Exact for CRM, sales teams can quickly analyse their own data as well as share insights with their managers, helping to build effective partnerships between different departments across the business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a1a7fdc2-b126-4f3a-959e-188dcf54c3b3.jpeg","url":"https://www.softwareadvice.ie/software/264566/exact-for-crm","@type":"ListItem"},{"name":"Zenith CRM","position":11,"description":"Z-CRM transforms how you connect with customers through a cloud-based, AI-powered CRM and comprehensive call center suite. Enhance your team's productivity with intelligent dialers, streamline multi-channel communication, and tailor the system to meet your unique business requirements. Enjoy secure, expandable operations with smart lead management and insightful analytics, all integrated flawlessly to reflect your brand identity. With Z-CRM, your business stays productive around the clock.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/146bb575-c209-490e-91ba-e6837a9471ef.jpeg","url":"https://www.softwareadvice.ie/software/441658/zenith-crm","@type":"ListItem"},{"name":"ProBuilt ERP","position":12,"description":"ProBuilt ERP is an enterprise resource planning and business management platform that offers features such as accounting, sales management/CRM, operations Management, intracompany messaging, intracompany file server, payment services by Stripe, sales tax calculations by Zamp and payroll services by Check Technologies.\n\nThe core of ProBuilt ERP includes its \"Floating Forms\" and \"Data Stacking\" technologies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/14748643-26b5-4053-a461-6308efdbed00.png","url":"https://www.softwareadvice.ie/software/530405/ProBuilt","@type":"ListItem"},{"name":"Onpipeline","position":13,"description":"Unique CRM tools for organizing data, overseeing leads, managing deals and the entire sales process, tracking activities, reporting, and producing price quotes and invoices. \n\nThe immediate advantages of our system are that all customer details and history are conveniently stored in one place for both you and your team, The database can be tailored to accomodate specific fields that your industry or business requires, the sales process is kept under control.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fae5bf6f-8b80-449e-8058-8b224b704aa6.png","url":"https://www.softwareadvice.ie/software/91087/onpipeline","@type":"ListItem"},{"name":"equisoft/connect","position":14,"description":"Equisoft/connect integrates with your existing sales and service tools so data entry is reduced and advisor workflows run efficiently. The built-in advisor-specific processes streamline and secure communications, reduce errors and create superior client engagement. The Equisoft/connect app for mobile enables advisors to connect to the CRM wherever and whenever they need. Unlike generic CRMs, Equisoft/connect was built to take the stress out of compliance audits. It automatically creates an audit trail by locking completed activities. And all documentation and meeting recordings can be saved to the relevant client record. It gives advisors a better way to manage their practices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4500c11c-e131-42cb-b881-03200aa1c801.png","url":"https://www.softwareadvice.ie/software/303382/equisoft-connect","@type":"ListItem"},{"name":"telecrm","position":15,"description":"telecrm is an Indian CRM tool designed to streamline sales, support and marketing use cases for MSMEs and enterprises that rely on telecalling and WhatsApp for communication. It offers comprehensive lead management functionalities, performance reports, custom integrations, WhatsApp API, an automation suite and AI integration for call tracking; all with an easy-to-use interface provided at an affordable price.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cadcf756-57c5-42ab-a2c2-f2ccf2126ae4.jpeg","url":"https://www.softwareadvice.ie/software/350332/telecrm","@type":"ListItem"},{"name":"Tier1","position":16,"description":"SS&C Tier1 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 tracking, marketing automation, internal chat integration and segmentation.\n\nDesigned for businesses of all sizes, SS&C Tier1 l’s CRM lets users manage and share documents with teams based on user access, ensuring enterprise compliance. It enables firms to streamline dashboard configurations and view client profiles and activity to improve workforce productivity. Additionally, the solution helps gain insights into prospect information and receive notifications about changes in the pipeline.\n\nSS&C Tier1 assists banking teams with workflow planning and scheduling to improve business performance. Pricing is available on request and support is extended via documentation, phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/48ff3a87-47a9-44c5-a111-41fc3484a843.png","url":"https://www.softwareadvice.ie/software/78477/tier1-financial","@type":"ListItem"},{"name":"Togile","position":17,"description":"Togile is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes that helps streamline customer interactions and optimize sales. It enables businesses to create custom fields, pipelines and workflows without coding. The tool helps streamline sales processes, handle repetitive tasks, automate email sequences, assign leads and set reminders.\n\nTogile offers a centralized platform that consolidates all customer data, including contact information, communication history, purchase records and support tickets. It helps businesses generate insights, identify trends, track sales performance and make data-driven decisions.\n\nTogile offers collaborative features that allow teams to collaborate, share leads and assign tasks. The platform follows security protocols and encrypts data to ensure that the information remains protected.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b70aeb10-9e24-43c8-abbd-da0d3ee18f40.jpeg","url":"https://www.softwareadvice.ie/software/450205/Togile","@type":"ListItem"},{"name":"SatuitCRM","position":18,"description":"SatuitCRM is a customer relationship management (CRM) solution designed for investment professionals in the institutional asset management, private equity, hedge fund and wealth management industries. The platform offers both cloud-based and on-premise deployment options, allowing users to choose the software environment that best suits their business needs. SatuitCRM's interactive investment analysis and self-service investor portal enable clients to track their investment performance, review transactions and manage account details. The application also streamlines the client reporting process by automating the compilation of manual reports, saving time and reducing errors. Additionally, it also provides secure document management and delivery capabilities. facilitating seamless sharing of forms and content across multiple clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3c7d1ae7-0225-466e-a1c8-6d3365c4e792.png","url":"https://www.softwareadvice.ie/software/466225/SatuitCRM","@type":"ListItem"},{"name":"CRMNEXT","position":19,"description":"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, analytics and ScreenFlow designer.\n\nCRMNEXT's marketing management feature allows for the tracking of marketing activities along with return on investment (ROI) analysis of marketing campaigns. It can also generate real-time personalized messages for each customer inquiry.\n\nThis software generates extensive customer profiles to provide a 360 view of product holdings, wallet share, upselling and cross-selling. It also performs real-time sentiment analysis of customer behavior and trending topics on social media. The customer self-service portal captures sales leads, service requests and provides access to troubleshooting literature.\n\nSupport is available via email, phone and through an online knowledge base consisting of blogs, whitepapers, and a learning center.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2f7ecb8f-87ae-4dd3-8de7-c278a0feb7ec.jpeg","url":"https://www.softwareadvice.ie/software/5768/crmnext","@type":"ListItem"},{"name":"Doxim CRM","position":20,"description":"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, wealth management, marketing automation, lead management and document storage.\n\n\nTeams using Doxim can capture and store information related to current wallet share, off-balance-sheet data and last contact date in a unified repository for future reference. It allows enterprises to monitor campaign performance for streamlining the sales pipeline and increasing revenue and conversion rates. Additionally, its mobile application provides staff members with access to customer profiles and portfolio information to facilitate collaboration and off-site conversations. \n\n\nDoxim tracks task progress in real-time and provides insight into sales performance, allowing businesses to reward top-performing staff members. Pricing is available on request and support is extended via documentation, phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f593c962-12a6-49f8-ad52-af91edf30a88.png","url":"https://www.softwareadvice.ie/software/73965/doxim","@type":"ListItem"},{"name":"Tabrasa","position":21,"description":"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 is used by mortgage lenders, banks and credit unions to manage sales, marketing campaigns and business channels.\n\n\nVIP offers a sales presentation module that allows loan officers to create loan presentations using data from loan applications. The artificial intelligence feature lets users customize loan alternatives for the borrower and answer their questions. The solution also helps to prepare loan proposals, manage and generate web leads and maintain regulatory compliance.\n\n\nVIP is SOC II certified and offers RESPA-compliant billing option to its users. It also provides integration with Factual Data, CBC Innovis, Calyx Software and more. Support is offered via phone and through an online web form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/275ea3ea-f9be-4010-9b88-0b330edcac4e.png","url":"https://www.softwareadvice.ie/software/161608/vip","@type":"ListItem"},{"name":"Allvue","position":22,"description":"Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve access to information. The solutions are integrated across the full end-to-end fund lifecycle, ultimately empowering superior investment decisions. \n\nAllvue allows businesses to manage a variety of operations such as portfolio monitoring, fund accounting, compliance, business intelligence, asset servicing and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46b14a7e-e20c-47e1-a39d-216f5c272656.png","url":"https://www.softwareadvice.ie/software/267398/allvue","@type":"ListItem"},{"name":"Vestio","position":23,"description":"The software is suitable for investment companies, wealth managers, traders, banks, and hedge funds. It aims to help accounting firms enhance their stock trading experience using third-party integration interfaces. Using the accounting features and compliance management tools on VESTIO, admins can scale the automation of repetitive tasks and maximize operational efficiency. The feature set also equips users with trade and asset tracking systems, enabling teams to optimize revenue generation.\n\nVESTIO offers firms an integrated solution to access real-time data to assess risks, track portfolio performance, and manage client/investor relationships from a centralized dashboard. Admins can use contact management tools on the system to organize and store client information securely, enhancing data security. It also provides clients with a self-service portal to help them navigate the platform, improving the customer experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ab763939-d615-42a0-8fc4-e1e2639d6dde.png","url":"https://www.softwareadvice.ie/software/337007/vestio","@type":"ListItem"},{"name":"Fitsyn","position":24,"description":"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 offers. \n\nThe white-labeled platform offers debt settlement capabilities, which enable managers to gain insights into credit reports on a unified interface. Fitsyn allows teams to view approved and pending offers, funded debts and loan submissions. Additionally, operators can monitor declined loans and other applicant-related results in real-time.\n\nFitsyn offers an application programming interface (API), which lets IT professionals integrate the system with existing business workflows. Pricing is available on request and support is extended via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c9fac8c-595e-4632-a227-e3c52c827add.png","url":"https://www.softwareadvice.ie/software/193777/fitsyn","@type":"ListItem"},{"name":"Peso","position":25,"description":"Peso is a cloud-based accounts receivable automation tool designed to meet the diverse needs of businesses, finance professionals, and those managing invoicing and payment follow-ups. Designed for small to mid-sized businesses, Peso seamlessly integrates with popular accounting and CRM tools.\n\nPeso offers real-time tracking of invoices, seamless team collaboration, and customizable workflows. Users can gain insights into their Accounts Receivable (AR) performance with Peso's advanced tracking and reporting features. Monitor collections, predict cash flows, and analyze historical trends for informed and strategic decision-making.\n\nIt seamlessly connects with popular accounting and CRM tools such as Zoho Books, Quickbooks, Xero, and more. Peso ensures that the existing tools work in harmony with its features, maximizing efficiency and collaboration. Users can create and assign tasks related to specific invoices or customers, ensuring timely actions and clear accountability.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3572a944-30bd-4d12-8dfb-a6567c4e08a2.png","url":"https://www.softwareadvice.ie/software/436920/peso","@type":"ListItem"}],"numberOfItems":25}
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