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Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store leads’ contact details in a centralized database.
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monday sales CRM is a great CRM software for financial institutions of all sizes. Keep track of your customers, contact details, transaction history, and records all in one place. You can use smart and visual boards to assign items, automate emails, set reminders, manage your goals, and share files.
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Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data
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Remember the One Card System, Financial Advisors, Life Insurance Agents, and Producers?
You now have the simplicity of the previous method and the strength of modern technology.
You now have the simplicity of the previous method and the strength of modern technology.
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Creatio is the leading provider of ONE platform to automate industry workflows and CRM with no-code and maximum degree of freedom.
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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.
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Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the data you need to succeed. Plus, our 100% customizable platform means you can get the perfect CRM for your unique business needs.
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Onpipeline is a cloud-based customer relationship management (CRM) solution for sales teams that offers visual pipeline management, as well as email and calendar integration. The solution can be used to manage contacts, sales, tasks, deadlines, leads, and more, from one central location.
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Get quick access to crucial client information. Learn their needs, and surprise them with lightning-quick solutions. Create awesome experiences for your clients, and grow your business faster with the top-rated CRM solution for financial services institutions.
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Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close.
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Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing
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A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.
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Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.
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Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities.
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NetSuite provides organizations with an integrated system of cloud applications that helps them run their business. More than 34,000 organizations around the world use NetSuite to more easily grow and adapt to change.
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EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform.
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Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service.
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eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage their customers, contacts, sales, projects and marketing.
It also contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.
It also contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.
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Daylite is a customizable CRM that's great for financial services firms. Keep track of communication with clients, documents, and next steps so nothing slips through the cracks. Integrate with Apple Mail, share with Apple Contacts and iCal, and use Siri. Save time and keep clients happy with Daylite
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The powerful small business CRM for finance with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.
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Bitrix24 is the fastest growing FREE CRM software used by over 12 million companies worldwide. Email marketing, quotes, invoicing more
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vcita is an all-in-one business management app designed with small businesses in mind, helping you manage your clients, schedule, billing and administration.
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A web based full process Sales CRM designed with you in mind to manage every step in your sales pipeline simply and efficiently.
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Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.
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