ThriveSolo
ThriveSolo has designed and developed two core products at Thrive - Team and Solo. Solo is tailored specifically to the needs of creative freelancers, and Team has been created to meet the management needs of small-to-medium-sized studios. They bring transparency to creative ventures, allowing users to streamline their businesses and fine-tune workflow. Their software helps refine workflow, manage client relationships, interpret vital data, collaborate, communicate and ultimately maximise your time and profit, so you can compete in today’s global market. Two pricing plans are offered starting at $19 per month . A 14 day free trial is available.
BrandWide – Soffront Franchise CRM
BrandWide is a solution from Soffront Corporation. Soffront, a CRM pioneer since 1992, with an award-winning CRM platform used by small to mid-sized businesses as well as departments of many Fortune 500 companies. BandWide provides a branded CRM and marketing platform for you and your franchise units. They improve your branding and online reputation for you and your franchise units. They also generate sales leads that are engaged and ready to convert for you and your franchise units and provide real-time and detailed business intelligence from your franchise units.
Act4Advisors
Act4Advisors utilizes the most popular contact management system, ACT!. ACT! has excellent features and is one of the easiest to use contact management systems on the market. Act4Advisors simply customizes ACT! for a financial services practice. Act4Advisors enables you to organize prospect and client data and stay on top of activities to keep pace with your demanding schedule. Act4Advisors Addon for ACT! is designed specifically for financial services professionals. The pricing for the Act4Advisors Basic Bundle Single User License starts at $249. For a more detailed breakdown visit their website.
Advisors Assistant
Advisors Assistant – The Leader in Client Management Software for Financial Services Professionals. Advisors Assistant combines CRM, Insurance Tracking, and Portfolio Management in one powerful program. Insurance Commission and Document Management are also available. Web-Based Pricing, which starts at $39/month and varies based on number of users and modules being used. For more pricing information contact the vendor.
GreatSoft CRM
GreatSoft is a leading expert in Practice Management systems for any size of professional service business in Africa. Their ability to offer outstanding service and professionalism has resulted in a successful track record and a loyal client base. GreatSoft has been developed with industry standard Windows®tools to meet the requirements of small and large firms. GreatSoft Office Costing is integrated to Tax and Company Secretarial allowing you to maximise the value of your client data. These products use one database - there is no need for interfaces!.
Junxure CRM
Junxure is a CRM built for and by financial advisors. Harness the power of meaningful data, forge deeper client relationships and scale using smart automation, With Junxure you can streamline your workflow, simplify your technology and provide clients with best-in-class service. Junxure features industry leading workflow automations. Easily automate to-do items at specific intervals and set reminders to keep your employees on top of client service interactions. Visit their website and find out why their customer satisfaction rating is 98%.
Sedona CRM
SEDONA CRM is a solution that has proven itself time and again with community and regional financial institutions, helping them obtain quick, tangible customer relationship results – in other words: a growing ledger of more-profitable and loyal customers. There is no other CRM technology and support system on the market today that is as comprehensive or works so well. Their banking and credit union customers attest to that, which is why their number keeps growing.
Tamarac CRM
Envestnet | Tamarac, a division of Envestnet, Inc. is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run businesses with greater efficiency, scale and profitability through the custodian agnostic technology platform and outsourced portfolio management services. Mobile applications keep advisors connected to data, team members, and clients. With access to their CRM solution on Windows, iPad, tablets, and mobile phone, agents have the tools needed to deliver the best service possible. Using Tamarac Advisor Services® can result in experiencing time and resource savings that can be reapplied to revenue generating activities like building client relationships and bringing on more assets.
Wealthbox
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.