CRM designed tailored to financial and insurance advisors
Maximizer CRM Wealth Manager is customer relationship management software tailored to financial advisors, insuranc and group benefits administrators. It enables businesses to streamline processes, build deeper client relationships, remain compliant and build a verifiable book of business. read more Maximizer CRM Wealth Manager combines expert industry knowledge with over 28 years’ experience in CRM software.
Less Annoying CRM is built for small businesses who value simplicity, affordability, and excellent customer service. Manage your contacts, leads, notes, calendar, to-do’s and more, all from one simple web app.
Have you seen Salesforce’s small business solutions? Sales Cloud is a customizable CRM platform that grows with you. Get real-time customer information and activity in one place, insights with dashboards, and reports. Connect to thousands of business apps to extend your CRM to every department. read more Choose SalesforceIQ to be set up in minutes with instant access to CRM data right from your inbox. Use customer insights to prioritize intelligently and spend your time where it matters.
Base is CRM software focused on empowering sales teams to win more deals with less effort. By automating tasks, data capture and analysis, our all-in-one platform helps sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance. read more
NetSuite is the world's leading Cloud business management software suite with over 20,000 organizations. Made specifically for the needs of high-growth and mid-sized businesses and divisions of large enterprises, NetSuite helps automate operations, streamline processes, decrease IT costs and complexity, and improve real-time visibility across the co… read morempany by providing one complete web-based software for all core business processes, including accounting / enterprise resource planning (ERP) to inventory management, customer relationship management (CRM), professional services automation and Ecommerce.
Oracle's Fusion Financial Management is a complete and integrated financial management solution that sets the foundation for good governance and consistent growth while helping today's fast-growing and dynamic organizations make better decisions, increase efficiency, reduce costs, and continuously innovate. read more
Apttus Contract Management improves contract responsiveness, efficiencies and oversight while reducing risks and costs all in the cloud. Built on the Salesforce1 platform, Apttus delivers intuitive, comprehensive and robust contract lifecycle management across all your contracts while ensuring complete governance. read more
Apttus Contract Management software is a key component of the Apttus Quote-to-Cash solution, allowing sales organizations to speed time to revenue, prevent revenue leakage, and reduce risk.
- Improve Responsiveness: Leverage innovative automation and high usability to increase efficiencies and agility
- Ensure Reliability: Rely on ironclad integrity and scalability on the world-class Salesforce platform
- Reduce Risk: Utilize superior governance and visibility to strengthen risk management
RevX provides subscription and usage-based charging and billing, customer care, and integration technologies for enterprise and service provider customers.
Easily configured to manage ANY pricing, packaging, workflow or billing requirement ... enabling the "perfect service. read more"
Designed for software and other companies with highly complex revenue and/or billing needs. Sophisticated sell-to or sell-through models, complex contractual billing arrangements, compliance-dictated revenue recognition models, and revenue or billing complexity are all managed by the Tensoft RCM. read more