4.5
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In the early 1990s, Mortgage IQ made a name for itself in the mortgage industry by focusing on high-quality customer service. Its CRM easily handles marketing automation and simplifies lead management. It goes beyond a basic mortgage CRM to include business planning and ...
4.3
Microsoft Dynamics 365 is more than a CRM. It’s an end-to-end business solution making it a good match for large, complex organizations. It integrates well with the entire Microsoft ecosystem, providing integrations for HR, eCommerce, supply chains, and more. Microsoft ...
The Wise Agent is a cloud-based, powerful estate CRM solution combining contact management, transaction management, lead automation, real estate marketing software appointment calendar, landing pages, and more. The platform helps realtors become more efficient, allowing ...
Junxure is an intelligent practice management solution for wealth management firms that combines intelligent workflow automation with robust client service tools to streamline client management. Junxure, which was created by financial advisors, provides businesses with a ...
The Efficy Group wants to assist you in fostering engagement within your people and with your consumers. Spend less time on administrative activities and use Efficy CRM to engage your staff and expand your company.
4.7
Membrain is an award-winning Sales Enablement CRM that helps sales teams execute their processes, coach more effectively, and continuously improve. It helps in driving the behaviors required in complex B2B sales in order to increase sales effectiveness and achieve solid ...
3.9
CRMNEXT leverages integrated technology to create a user-friendly CRM for financial institutions. It simplifies work and promotes business growth with features such as sales force automation, project management, lead management, forecasting, and marketing campaigns. AI is ...
4.2
1CRM covers all your customer-facing departments, with features for sales, marketing, and customer service. The comprehensive CRM is also equipped with project and order management, and integrates with most eCommerce platforms. This powerful piece of software comes at a ...
3.6
Act! CRM combines marketing automation with lead management to ensure that customers move seamlessly down the funnel. Their automation features include web visitor tracking, automated email campaigns, lead scoring, and real-time reports. All of this data is shared with ...
