Wealth Management CRM

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... Learn more

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... Learn more

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... Learn more

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows... Learn more

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action... Learn more

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,... Learn more

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... Learn more

LiveAgent is an online live chat platform for e-commerce businesses at the small and midsize level. The platform offers live chat application, ticket management, online self-service portals and change and license management, all... Learn more

PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. ... Learn more

SharpSpring, a Constant Contact company, is a revenue growth marketing platform that helps small businesses generate leads, improve conversions to sales, and drive higher returns on marketing investment. Our innovative platform,... Learn more

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... Learn more

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, accelerate... Learn more

Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to log and manage client interactions,... Learn more

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... Learn more

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management,... Learn more

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... Learn more

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... Learn more

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.... Learn more

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... Learn more

Quickvase 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,... Learn more

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,... Learn more

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,... Learn more

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,... Learn more

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™... Learn more

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... Learn more

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... Learn more

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.... Learn more

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.... Learn more

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... Learn more

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,... Learn more

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... Learn more

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... Learn more

Showcase Workshop is a sales enablement solution designed to help businesses create sales presentations and share them with customers via emails. The built-in analytics platform allows sales representatives to convert business... Learn more

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,... Learn more

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... Learn more

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... Learn more

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... Learn more

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... Learn more

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... Learn more

SalezShark is a complete CRM and sales management platform in the cloud. It focuses on marketing automation in generating prospective leads and managing sales operations. Prospect data is collected from customer networks over... Learn more

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... Learn more

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... Learn more

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),... Learn more

AG-VIP is a Windows-based call center software for inbound and outbound calls, which is available in multiple languages, including English, German and French. Key features include MS-SQL based database, graphic campaign designer,... Learn more

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... Learn more

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,... Learn more

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... Learn more

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... Learn more

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... Learn more

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... Learn more