Software CRM para el sector financiero

monday sales CRM es una solución personalizable sin código desarrollada dentro del sistema operativo de trabajo monday.com que permite a los gerentes y equipos de ventas controlar los ciclos de ventas completos, desde la captura... Saber más

Onpipeline is a cloud-based CRM solution which helps manage sales, contacts and activities. You can get leads from third-parties, web forms and an API connection which helps you track deals without spending hours filling out... Saber más

amoCRM is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own... Saber más

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,... Saber más

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... Saber más

Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, client interaction, marketing insights, customer relationship management and other operations. The platform... Saber más

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... Saber más

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of... Saber más

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,... Saber más

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... Saber más

Como primer sistema ERP en la nube, NetSuite ayuda a más de 27.000 clientes a obtener la visibilidad, el control y la agilidad para construir y administrar un negocio exitoso. Con un sistema integrado que incluye ERP, finanzas,... Saber más

Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM)... Saber más

Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact... Saber más

Deltek Vision is a cloud-based project-based solution for professional services firms that is available for cloud or on-premise deployment. It combines project accounting, resource management, project management, time/expense... Saber más

Really Simple Systems is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and... Saber más

Daylite is a CRM and Project Management app for teams of 1-100 employees that use Macs. Keep track of communication with clients and the status of projects and deals all in one place, even when you are working offline. Sync with... Saber más

Sage Intacct is a provider of cloud-based financial management and accounting software. Sage Intacct's software solution is suitable for small to midsize accounting firms and can provide financial reporting and operational... Saber más

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... Saber más

CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With this software, marketing is done easily and efficiently because it can assist in creating strategic plans, sending... Saber más

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale... Saber más

Wealthbox is a customer relationship management platform that helps businesses and financial advisors manage opportunities, projects, clients, tasks, and other administrative operations on a unified dashboard. It provides a mail... Saber más

Caspio is a cloud-based, no-code, application development solution for organizations of all sizes. The platform is suitable for industries such as health care, media, government, education, nonprofits, consulting, churches and... Saber más

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.... Saber más

Teamgate is a cloud-based customer relationship management (CRM) and sales automation solution. It offers functionality to connect, organize, research and analyze leads from a single system. Teamgate offers lead sourcing and... Saber más

Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive personalized communication with their clients. The solution helps with identifying new relationships, following... Saber más

Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle. Key features include team assignments,... Saber más

Method:CRM is a web-based customer relationship management software designed to help businesses handle sales data, view customer history, build email campaigns and follow up with customers. Key features include contact management,... Saber más

InfoFlo is an integrated CRM solution that can be accessed online or installed on-premise. The system provides contact management, computer telephony integration, marketing and sales automation, and customer support. Users also... Saber más

Dolibarr ERP & CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsize enterprises, nonprofit organizations and freelancers. Primary features include sales management,... Saber más

Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with a maximum degree of freedom. •Marketing Creatio - a ready-to-use platform to... Saber más

Efficy es un CRM fácil de usar y está adaptado a cada organización en función de su tamaño y necesidades específicas. Esto te permite crecer y desarrollarte de una forma estructurada y así alcanzar tus objetivos. Cada solución... Saber más

Unite your troops to save time & sell more. Wingmate provides intuitive solutions earning powerful results to help commercial service businesses dominate their competition. 1. Mobile Reporting App - Quick & easy tool for your... Saber más

FreeAgent is a complete CRM platform and robust work management system. FreeAgent helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. Whether it’s a deal, a... Saber más

Unanet’s ERP solutions are purpose-built from the ground up for Government Contractors, A/E, and Professional Services organizations. 3,100+ organizations utilize the power of the Unanet software to gain insights, make more... Saber más

Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management,... Saber más

MyCRMDashboard from Continuity Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their... Saber más

FLG is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises manage leads and streamline communication with customers. The centralized platform enables administrators to configure... Saber más

Backstop is a cloud-based suite of applications designed to help small to large businesses in the institutional investment industry. The suite provides various solutions to manage customer relationships, portfolios, research,... Saber más

User.com is a full-stack marketing automation platform that converts visitors into satisfied and loyal customers. The application allows you to gather information about prospects and communicate with them via live chat through... Saber más

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for... Saber más

Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed specifically for mortgage lending, financial institutions, and credit unions. The Total Expert platform provides... Saber más

YayPay is a cloud-based accounts receivable (AR) automation solution aimed to serve credit, collection and accounts receivable teams. The solution is designed for various industry verticals including manufacturing, wholesale,... Saber más

ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. It lets users store contact lists, design campaigns and manage sales activities and leads. U... Saber más

Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –⁠ all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your... Saber más

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... Saber más

CloudBlue PSA is a hybrid professional services automation (PSA) solution that helps cloud-based managed service providers and software companies of all sizes to manage their business operations. The solution can be deployed... Saber más

Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketing processes. It can be hosted on the cloud or installed on-premise. With live dashboards, custom reporting, and... Saber más

ClickPoint is cloud-based sales force automation, call center, and inside sales lead management solution that helps salespeople reach and connect with more prospects and leads. ClickPoint captures both inbound phone calls and web... Saber más

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... Saber más

Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various industries such as textiles, investment banking, food and beverages, health and wellness and more. Key features... Saber más