Showing 1-10 of 21 Results Worldwide

Salentica CRM - Advisor Edition (0 Reviews)
Salentica CRM - Advisor Edition is a market leading Client Relationship Management solution exclusively designed for the Wealth Management industry. Build on the Microsoft Dynamics CRM foundation,...
Version: 2011
Microsoft Dynamics Enhanced Household & CRM Solution for Financial Services
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Ideaca’s Microsoft Dynamics Enhanced Household & CRM Solution for Financial Services is an “in-a-box” solution that allows organizations to drive profits through quality households and customer...
AMCoach (0 Reviews)
AMCoach, our Performance Management software, allows organizations to configure the application with their own skills, competencies or any other performance management system and will help management keep...
Leasepath (0 Reviews)
Leasepath is the cloud-based CRM and Origination solution specifically optimized for the Equipment Finance and Leasing industry. Leasepath manages all aspects from lead and sales management, lease...
Release Date: 01/01/2011
WealthServ Insurance (0 Reviews)
WealthServ Insurance is the most connected insurance software available to MGAs & National Accounts in Canada. Your service team and your brokers can share the best possible picture of the applications...
Release Date: 16/03/2013
Version: 4.10.1.0
AlfaPeople Global Assignment (0 Reviews)
Build stronger, faster customer relationships around the world with the Global Assignment solution for Dynamics CRM 2011. AlfaPeople designed Global Assignment to provide quick sharing of information by...
Release Date: 14/03/2012
Version: 1
Automated Sales Order Generator (0 Reviews)
Automate the Sales Order generation procoess. This application helps the customer (manufacturing, health care, banking, telecom and professional services industries) to set up recurring orders or billing...
Release Date: 04/04/2011
Version: 1.0
Complete Sales Management Application for all Industries - Professional/Healthcare/Telecom/Manufacturing (0 Reviews)
Custom CRM 2011 Solution designed to be used by Sales, Marketing and Customer Service team that can work for any Industry- Healthcare, Telecom, Banking, Retail). This App is Microsoft Platform tested for...
Release Date: 11/02/2011
Version: 1.0.0
CRM Progress Board (0 Reviews)
The Progress Board is a tool to visualise multiple CRM entities in a business process. It is similar to Scrum or Kanban boards in that each record can be progressed through the swim lanes to completion,...
Release Date: 17/12/2013
Version: 2.6.01
Custom Quote Generator for CRM Online (0 Reviews)
Generate custom quotes in PDF, Word, or Excel with your company logo and in a report format that fits your business. The custom quote is designed for CRM 2011 Online customers. Using Fetch XML, (SQL...
Release Date: 23/05/2011
Version: 1.0.1