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Showing 1-10 of 42 Results Worldwide

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Pareto Platform powered by Microsoft Dynamics CRM (0 Reviews)
Online Application by: Pareto Platform Inc.
Fully Customized CRM Pareto Platform is a cloud-based CRM (Client Relationship Management) solution designed exclusively for financial advisors. After years of successfully consulting financial advisors...
Release Date: 15/07/2011
Version: 2.0
Application Details
Salentica CRM - Advisor Edition (0 Reviews)
On-premises Application by: Salentica Inc.
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
Application Details
CRM for Financial Services - Wealth Entry Edition (0 Reviews)
On-Premises and/or Online Application by: iPipeline
Customer relationship management tools created just for the wealth manager and financial advisor: A revolutionary idea, right? Well, dream no further. iPipeline CRM for Financial Services-Wealth Entry...
Release Date: 29/04/2011
Version: 2011
Application Details
Microsoft Dynamics Enhanced Household & CRM Solution for Financial Services (1)
On-premises Application by: Ideaca
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...
Application Details
CRM for Complaints Management (0 Reviews)
Template by: Avanade Canada
Avanade have produced a complaints management solution, which enables a consistent and responsive approach to managing complaints across all customer-facing contact points, including high street branches,...
Application Details
Document Output, Assembly and Delivery for Microsoft Dynamics CRM (0 Reviews)
On-premises Application by: Xpertdoc
Xpertdoc specializes in automating document output for all sorts of client communications including: - Quotes - Contracts - Manufacturing checklists - Invoices - Statements - Business reviews - General...
Release Date: 10/01/2011
Version: 2.0.7
Application Details
Financial Wealth Management Vertical Accelerator (0 Reviews)
On-premises Application by: Pelagic Solutions Inc.
Financial Services Industry Microsoft Dynamics Customer Relationship Management (CRM) solution is specifically tailored to the unique needs of the Financial Services industry, enabling improved wealth and...
Application Details
GoldMine PE with MS SQL Server, from Presidio CRM. (0 Reviews)
On-premises Application by: Presidio CRM Services Inc.
Presidio offers GoldMine PE and a wide variety of add-on solutions and products to help organizations effectively manage their work flow, scheduling, and data management needs. By combining the workgroup...
Application Details
Incident Management (0 Reviews)
On-Premises and/or Online Application by: CVN Solutions
With this customized solution of Microsoft Dynamics CRM 2011 you can better track incidents and requests created by your customers, this allow you to treat customer files with speed and precision. The...
Release Date: 13/01/2013
Version: 2
Application Details
Leasepath (0 Reviews)
Online Application by: Leasepath
Leasepath is the cloud-based CRM and Lease Origination solution specifically optimized for the Asset Finance and Leasing industry. Leasepath manages all aspects from lead and sales management, lease...
Release Date: 01/01/2011
Application Details