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Product Features:
  • Billing & Invoicing
  • Calendar/Reminder System
  • Conflict Management
  • CRM
  • Contract Management
  • Document Management
  • Email Management
  • Industry Specific for Law Firms
  • Legal Case Management
  • Task Management
  • Time Tracking
  • Trust Accounting

LawGro is suitable for law firms of all sizes (small, mid and large), Lawyers and Solo practitioners from across the Globe…

Address:
46746 Crawford St, Unit 1A, Fremont, California, United States 94539
Description:

LawGro, a CRM for Legal Firms, is a simple system which is easy to install and which helps law firms grow their practice. It offers a cloud and mobile based legal practice management software powered by Artificial Intelligence and driven by real time analytics. The system also offers an unlimited number of customer fields. This allows users to add as much information about a client or the matter being dealt with as they wish and, helps build a relationship with the client, while keeping all the activities relating to the clients updated and traceable. Three pricing plans, starting at $34 per user per month are offered. A free trial is also available.

Website:
Product Features:
  • Calendar/Reminder System
  • Email Marketing
  • Lead Scoring
  • Mobile Access
  • Social Media Integration
  • Task Management
  • Territory Management
Veloxy is an AI driven predictive sales-enablement application and platform designed to help sales reps and executives do their jobs in [...]
Address:
1240 Dale Avenue, Suite#5 Mountain View, California, United States 94040
Description:

Veloxy is an AI driven predictive sales-enablement application and platform designed to help sales reps and executives do their jobs in less time and with increased efficiency so they can close more deals. Veloxy aggregates data from internal and external information systems (corporate, CRM, geolocation and social media) then presents it contextually, so sales reps and executives have the information they need, when they need it and in the form they need it. As reps input data, Veloxy automatically updates the Salesforce CRM, saving time while ensuring accurate, up-to-date data in the pipeline. Connect your Salesforce and Outlook/Office365 or GMail with Veloxy and track emails (single or bulk), activities, leads and contacts, all in one place. Focus on productive sales activities, while an AI based Virtual Assistant takes care of everything behind the scene.

Website:
Product Features:
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation/Integration
  • Mobile Access
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
Pipeliner CRM is Instant Intelligence, Visualized. From end-to-end--from its opening Navigator screen, to the visual pipeline, [...]
Address:
15243 La Cruz Dr Suite 492 Pacific Palisades, California, United States 90272
Description:

Pipeliner CRM is Instant Intelligence, Visualized. From end-to-end--from its opening Navigator screen, to the visual pipeline, opportunity, task and account management, to its powerful reporting features--Pipeliner’s functionality is intuitive and visual. Empowering to both sales reps and sales managers, it may be the first CRM application that users truly love. Pipeliner is a totally different approach to CRM--designed by sales professionals for sales professionals. Its Instant Intelligence, Visualized works to empower salespeople, instead of simply weighing them down with data entry for little to no return. Opportunities, tasks and activities are instantly prioritized, maximizing opportunity management for sales reps and sales managers alike. Pricing starts at $55 per user per month billed annually. A free trial is available.

Website:
Product Features:
  • Calendar/Reminder System
  • Email Marketing
  • Task Management
Centrex strives to give users the ability to run and manage their business under one roof by doing away with the need to log [...]
Address:
3090 Pullman St, Suite F Costa Mesa,, California, United States 92626
Description:

Centrex strives to give users the ability to run and manage their business under one roof by doing away with the need to log into multiple software platforms. Their team of highly trained software specialists will take you through the entire setup and training process. Their support staff will assist with any questions a user may have after set up. The Centrex Software platform is a cloud based platform and as long as you are using a browser, displays beautifully on a mobile device of any kind allowing you to be productive from any place at any time.  Pricing for Centrex is from $25 per user per month up to $100 per user per month.

Website:
Product Features:
  • Campaign Management
  • Donation Tracking
  • Donor Management
  • Dues Management
  • Event Management
  • Fundraising Management
  • Gift Matching Management
  • Grant Award Tracking
  • Industry Specific for NGOs, NPOs & Charities
  • Member Database
  • Membership Management
  • Pledge Management
  • Receipt Management
  • Recurring Giving
  • Volunteer Management
Exceed Beyond is designed specifically for nonprofits of all sizes and types, with every feature thoughtfully designed to maximize fundraising efforts. With their custom [...]
Address:
3511 W. Commercial Blvd. Suite 404 Fort Lauderdale, Florida, United States 33309
610 Cowper St. Palo Alto, California, United States 94301
505 East Osborn Road Phoenix,, Arizona, United States 85012
Description:

Exceed Beyond is designed specifically for nonprofits of all sizes and types, with every feature thoughtfully designed to maximize fundraising efforts. With their custom dashboards, user-defined fields, and customizable screen layouts, Exceed Beyond can match your workflow. Choose the look and feel that best fits your work style. Cultivate your donor base using Exceed Beyond to maximize the rich data your organization has collected over the years. Our platform takes the collective institutional knowledge base your team has and compiles it into a single, robust Donor Relationship Manager to let you better understand your constituents from a number of perspectives. Segment and manage data exactly to your requirements, and multi-task like a pro with our unique tabular interface that provides multiple work-spaces within one window. Pricing is $155 per month.

Website:
Product Features:
  • Document Storage
  • Email Marketing
  • Industry Specific for Financial Advisors
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. Redtail Imaging provides financial pros with a powerful option [...]
Address:
3131 Fite Circle. Sacramento, California, United States 95827
Description:

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. Redtail Imaging provides financial pros with a powerful option for managing and archiving documents from any computer, for a secure, on-demand, “anytime, anywhere” solution. Redtail is bringing next-generation technology to the financial adviser to help them better manage their client base so that they can have more time, earn more money and have more fun. Pricing starts at $8 per month per account up to $65 per month per database. For a detailed breakdown of the pricing plans please visit the website.

Website: