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Showing 1-10 of 19 Results Worldwide

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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
AMCoach (0 Reviews)
Online Application by: IsaiX
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...
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
WealthServ Insurance (0 Reviews)
Online Application by: BlueSun Inc.
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
Application Details
Automated Sales Order Generator (0 Reviews)
Plug-in by: Seepath Solutions
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
Application Details
Complete Sales Management Application for all Industries - Professional/Healthcare/Telecom/Manufacturing (0 Reviews)
Online Application by: Seepath Solutions
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
Application Details
Credit Check Component for Microsoft Office Outlook (CRM++) (0 Reviews)
Add-in/Add-on by: Family Bruiners
The Family Bruiners credit check integrator extends your existing IT applications to take advantage of embedded credit lookup information - all from within places that actually make a difference in your...
Release Date: 01/03/2012
Version: 4.0
Application Details
Custom Quote Generator for CRM Online (0 Reviews)
Online Application by: Seepath Solutions
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
Application Details