InfoFlo Solutions

Wealthbox

4.5

Wealthbox is a leading CRM software application that assists financial advisors with client management and team collaboration. Wealthbox's modern product design, which is integrated with custodial platforms and complementary wealth-tech products, provides simplicity in the ...

CRMNEXT

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 ...

Sellf CRM

4.4

Sellf is a mobile CRM that makes sales easier by assisting salespeople, startups, and small teams in achieving their sales goals. Sellf is a single software that combines the features of contact management apps, calendars, and to-do lists. It syncs clients' contacts, calls, ...

Daylite CRM

4

Daylite CRM is specifically designed for Apple users. If your business is standardized on the Apple product suite, Daylite can work wonders for your productivity and profitability. It offers standard CRM features for sales and marketing, plus some unique functions not found ...

Edge CRM

4.2

Edge CRM is a standout sales CRM that offers much more than the standard CRM features. Every function has been thoughtfully designed to make your staff invested in using the software. With new features such as gamification and value-based task management, Edge CRM quickly ...

Really Simple Systems CRM

4.1

Really Simple Systems is an all-in-one CRM for sales, service, and marketing teams. This easy, user-friendly system enables productivity and helps users build long-lasting relationships, save time, and drive more sales. The comprehensive platform has features for sales, ...

Kavkom

4.4

Kavkom Predictive Dialer has been created to streamline and automate the calling and call routing process for businesses. This sophisticated application is designed to efficiently channel calls to live agents, bringing automation to the forefront.

InStream

4.5

InStream is a strong, simple, and affordable platform. It covers all the basics of a robust CRM system: salesforce automation, contact management, communication features, scheduling, reminders, and customer service. It also integrates with Twitter, Facebook, and LinkedIn to ...

SalesRabbit

4.7

SalesRabbit is a sales monitoring and leads management solution with tools for improving critical behaviors and motivation. SalesRabbit was created with the goal of improving sales rep performance and increasing sales conversions. It includes tools for increasing ...