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Blue Note Systems vs Financial Services Cloud Comparison

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Overview

Blue note systems, based on SugarCRM, is a cloud-based customer relationship management (CRM) software designed to help businesses...

Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
Free
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

Pros

Not enoughreviews yet

Pros

Not enoughreviews yet

Cons

Not enoughreviews yet

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features45
  • API
  • Account Alerts
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Calendar/Reminder System
  • Campaign Management
  • Claims Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Credit Card Management
  • Customer Database
  • Customer Segmentation
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Verification
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Duplicate Detection
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Geolocation
  • Goal Setting / Tracking
  • Household Tracking
  • Influence Tracking
  • Insurance Policy Management
  • Insurance Rating
  • Interaction Tracking
  • Invoice Management
  • Invoice Processing
  • Knowledge Base Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Life & Health
  • Marketing Automation
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multi-Company
  • Multi-Currency
  • Multi-Language
  • PDF Conversion
  • Portfolio Management
  • Product Catalog
  • Property & Casualty
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Referral Tracking
  • Relationship Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Role-Based Permissions
  • SSL Security
  • Sales Forecasting
  • Sales Orders
  • Segmentation
  • Social Media Integration
  • Survey/Poll Management
  • Task Management
  • Team Assignments
  • Team Calendars
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Transaction Monitoring
  • Usage Tracking/Analytics
  • User Management
  • Visual Analytics
  • Total features58
  • API
  • Account Alerts
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Calendar/Reminder System
  • Campaign Management
  • Claims Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Credit Card Management
  • Customer Database
  • Customer Segmentation
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Verification
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Duplicate Detection
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Geolocation
  • Goal Setting / Tracking
  • Household Tracking
  • Influence Tracking
  • Insurance Policy Management
  • Insurance Rating
  • Interaction Tracking
  • Invoice Management
  • Invoice Processing
  • Knowledge Base Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Life & Health
  • Marketing Automation
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multi-Company
  • Multi-Currency
  • Multi-Language
  • PDF Conversion
  • Portfolio Management
  • Product Catalog
  • Property & Casualty
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Referral Tracking
  • Relationship Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Role-Based Permissions
  • SSL Security
  • Sales Forecasting
  • Sales Orders
  • Segmentation
  • Social Media Integration
  • Survey/Poll Management
  • Task Management
  • Team Assignments
  • Team Calendars
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Transaction Monitoring
  • Usage Tracking/Analytics
  • User Management
  • Visual Analytics

Integrations

  • Total integrations5
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations11
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Blue Note Systems vs. Financial Services Cloud

See how Blue Note Systems and Financial Services Cloud stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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