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Product Features:
  • Asset Management
  • Client Management
  • Contact Management
  • Industry Specific for Financial Advisors
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Risk Management
  • Team Assignments
  • Territory Management
ProTrak CRM, founded in 1987, caters exclusively to institutional asset managers, alternative investment firms and wealth managers. ProTrack is designed from the ground up [...]
Address:
237 West 35th Street, Suite 507, New York,, New York, United States 10001
Description:

ProTrak CRM, founded in 1987, caters exclusively to institutional asset managers, alternative investment firms and wealth managers. ProTrack is designed from the ground up to serve the relationship needs of the institutional investment community. Tailored to your needs out of the box this software minimizes costly and time-consuming customization. Focused on reducing implementation costs, ProTrack is configured in a friendly, user-defined format. As an innovator in the field, the ProTrak Advantage CRM product has evolved over the years to match technology and market conditions.

Website:
Product Features:
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation/Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Task Management
  • Territory Management
Founded in 2010, Pipedrive is a sales pipeline management tool made by people passionate about sales. It is both intuitive and easy to use. [...]
Address:
460 Park Ave South New York,, New York, United States 10016
Description:

Founded in 2010, Pipedrive is a sales pipeline management tool made by people passionate about sales. It is both intuitive and easy to use. With Pipedrive for iPhone you'll always have a great overview of your sales pipeline, no matter where you are. It centres the sales process around deals and helps team members focus on the right thing. Sales people see which deals to concentrate on to reach their objectives, and managers have a clear view of the team's overall sales pipeline. Pricing starts at $12.50 per month per user. Each plan comes with a free trial.

Website:
Product Features:
  • Contact Management
  • Event Management
  • Integration
  • Reporting
  • Task Management
  • Workflow Management/Automation
Wealthbox® is a web-and-mobile CRM application for financial professionals. Version 1.0 of Wealthbox for financial advisors was launched on February 11, 2014. Wealthbox is easy to [...]
Address:
594 Broadway Suite 1004 New York City,, New York, United States 10012
Description:

Wealthbox® is a web-and-mobile CRM application for financial professionals. Version 1.0 of Wealthbox for financial advisors was launched on February 11, 2014. Wealthbox is easy to use with signup-and-go-simplicity. No training is required. Wealthbox allows you to share CRM activity with your staff to stay in the loop and get work done. Engage with prospects and monitor client activity on social networks like LinkedIn and Twitter. New features and editions of Wealthbox in financial services are in development now. Three pricing plans are offered starting at $35 per user per month. A 30 day free trial is available with each plan.

Website:
Product Features:
  • Alumni Management
  • Campaign Management
  • Contribution Tracking
  • CRM
  • Donor Management
  • Event Management
  • Gift Matching Management
  • Grant Management
  • Membership Management
  • Mobile Giving
  • Pledge Management
  • Recurring Giving
  • Volunteer Management
thankQ understands fundraisers, hospices, alumni teams and faith organisations. They help membership organisations, trade unions, benevolent funds, voluntary consortia and housing associations. Their NFP [...]
Address:
1 Lindenwood Chineham Park Basingstoke, United Kingdom RG24 8QY
P.O. Box 1377, Midtown Station, New York, New York, United States 10018
Description:

thankQ understands fundraisers, hospices, alumni teams and faith organisations. They help membership organisations, trade unions, benevolent funds, voluntary consortia and housing associations. Their NFP CRM solutions have been chosen by charities in the UK and around the world. More than 350 organisations in the UK rely on Access thankQ CRM. Unlike other systems that essentially just hold data, Access have developed a CRM with our users in mind, providing them with a communication tool. It provides all you need to store, manage and understand the people that matter to your organisation the most. With more than 18 years' expertise working alongside NFPs, thankq understands organisations and the issues they face. Pricing is $5,000.00/one-time.

Website:
Product Features:
  • Contact Management
  • Data Management
  • Industry Specific for Law Firms
  • Pipeline Management
  • Reporting
An established lawyer Client Management CRM software solution, LexisNexis InterAction is a CRM designed specifically for large law firms. [...]
Address:
350 Jay St, Brooklyn,, New York, United States 11201
Description:

An established lawyer Client Management CRM software solution, LexisNexis InterAction is a CRM designed specifically for large law firms. From the very beginning, LexisNexis® InterAction® software was designed to match the needs and workflows of professional services firms. Companies and people who market their knowledge and expertise share many of the same operating procedures, workflow methods and business concerns. InterAction is the de-facto Enterprise CRM solution for professional services, raising customer relationship management to a new level at a law practice. For years, professional services firms around the globe have trusted InterAction to help manage the relationships that drive their businesses. Now you can access that same CRM platform right on your mobile device and take the power of relationship intelligence with you wherever you go. InterAction Mobility is designed for busy professionals who need to be wherever relationships get started and business opportunities develop. You have complete access to all the relationship details you rely on every day at your desk keeping you connected, informed and equally productive when traveling or away from your office.

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