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Product Features:
  • Specific for Financial Advisors
  • Account Alerts
  • Asset Management
  • Client Management
  • Expense Tracking
  • Household Tracking
  • Integration
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Reporting
  • Search
  • Team Assignments
  • Workflow Automation

Junxure is a CRM built for and by financial advisors. Harness the power of [...]

Address:
3651 Trust Drive, Raleigh, North Carolina - NC, United States 27616
Phone: 866-586-9873
Website:
Product Features:
  • Agile Methodologies
  • Brainstorming
  • Client Portal
  • Collaboration Tools
  • Contact Management
  • Discussion Boards
  • Document Management
  • Expense Tracking
  • Gantt Charts
  • Project Management
  • Resource Management
  • Task Management
  • Time Tracking
  • Traditional Methodologies

5pm is a project management and team collaboration app.
Address:
, P.O. Box 488, Wake Forest, North Carolina - NC, United States
Website:
Product Features:
  • Contact Database
  • Contact Import/Export
  • Project Management
  • Search/Filter
  • Shared Contacts
  • Task Management

8am is an easy to use feature rich CRM contact management system. Users will [...]

Address:
P.O. Box 488, Wake Forest, North Carolina - NC, United States 27588
Website:
Product Features:
  • BI
  • Change Management
  • Collaboration Tools
  • CRM
  • Document Management
  • Marketing Automation/Integration
  • Project Management

C5 Insight is a business consulting and technology implementation firm, optimizing custom solutions for [...]

Address:
9815 Sam Furr Rd, Suite J-275 Huntersville, North Carolina - NC, United States 28078
Phone: 704-895-2500
Website:
Product Features:
  • Calendar/Reminder System
  • Contact Management
  • Custom Dashboard(s)
  • Document Storage
  • Email Management
  • Email Marketing
  • Free Version Available
  • Lead Scoring
  • Marketing Automation/Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Team Management
  • Territory Management

HaystackCRM was built with small businesses in mind.  It is an easy to use [...]

Address:
407 Parkway #F Greensboro,, North Carolina - NC, United States 27401
Phone: (336)-645-8035
Website:
Product Features:
  • Specific for Financial Advisors
  • Asset Management
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Expense Tracking
  • Household Tracking
  • Internal Chat Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation/Integration
  • Marketing Management
  • Relationship Tracking
  • Segmentation
  • Social Media Integration
  • Task Management
  • Team Assignments
  • Territory Management

Founded in 2011, UGRU is a full featured, integrated Financial CRM with sales force [...]

Address:
624 Holly Springs Rd. Suite 207 Holly Springs,, North Carolina - NC, United States 27540
Phone: 888.742.0033
Website: