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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
Description:

Founded in 2007, 5pm is project management service with an intuitive interface and a powerful set of features. There is no need to install any software. Users can instantly connect their team through a web browser and share tasks, files and comments on line. 5pm is available anywhere, anytime from a computer or via Smartphone. Five pricing plans are offered starting at $24 per month for five users and going up to $199 for unlimited users.  A 14 day free trial is offered. 5pm is suitable for a wide range of companies from non-profits and EDUs to large corporations.

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 have shared contacts, notes and files, calendars, events, tasks, reminders, and more [...]
Address:
P.O. Box 488, Wake Forest, North Carolina - NC, United States 27588
Description:

8am is an easy to use feature rich CRM contact management system. Users will have shared contacts, notes and files, calendars, events, tasks, reminders, and more at their fingertips. 8am also integrates with 5pm and is available on Google Apps. 8am pricing starts at $18.00 per month.There is not a free version of 8am. 8am does not offer a free trial.

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 Customer Relationship Management App which is flexible enough to keep [...]
Address:
407 Parkway #F Greensboro,, North Carolina - NC, United States 27401
Description:

HaystackCRM was built with small businesses in mind.  It is an easy to use Customer Relationship Management App which is flexible enough to keep you connected to your customers and leads. Designed for mobile technology, it allows you to manage your business and operate all features of your CRM on any device, anywhere, anytime.  Users can stay connected with contacts and opportunities, manage their product catalog, generate sales orders and quotes, track meetings and co-ordinate sales teams.  Users can save time and effort by capturing information quickly and completely on the spot, inputing contacts from a mobile device and managing leads. A free version for single users up to a limit of 2500 records (contact, company, opportunity, or event count as a record) is offered. HaystackCRM is available for a paid subscription of $29 per user per month, with no annual contract required.

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  automation which includes invoicing and a financial dashboard.  A collaborative, [...]
Address:
624 Holly Springs Rd. Suite 207 Holly Springs,, North Carolina - NC, United States 27540
Description:

Founded in 2011, UGRU is a full featured, integrated Financial CRM with sales force  automation which includes invoicing and a financial dashboard.  A collaborative, employee-centric Operations Library is included, along with Financial Planning—including Decision Center Calculators such as Roth IRA conversion, reverse mortgage, and guaranteed income benefit.  Market Dynamics provides life-like effect of market volatility on asset accounts and financial plan summaries and money flow reports. An All-in-one unified interface eliminating dreaded double entry makes UGRU the #1 CRM Financial Practice Management Suite, so you have everything you need to run a world class financial planning business. Four pricing plans are offered starting at $59 per month for three users.

Phone: 888.742.0033
Website:
Product Features:
  • Specific for Financial Advisors
  • Client Management
  • Integration
  • Reporting
  • Search
Junxure and its suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses. Designed and [...]
Address:
3651 Trust Drive, Raleigh, North Carolina - NC, United States 27616
Description:

Junxure and its suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses. Designed and built by financial advisors for financial advisors, Junxure’s powerful features take financial advisory businesses to the next level by automating critical processes, ensuring that Advisors can continue to provide the highest level of client service while increasing productivity and profitability. Pricing starts at $41 per user per month. Junxure Cloud starts at $65 per user per month. A free trial is available. AdvisorEngine acquired Junxure in January 2018.

Phone: 866-586-9873
Website: