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iPipeline CRM for Insurance and Financial Services (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...

certified

Release Date: 29/04/2011

Version: 2011

Application Details

CloudCall Click for Dynamics CRM Polaris Release (2): Add-in/Add-on by: SYNETY; CloudCall® Click provides Dynamics CRM customers with improved productivity for their sales and support teams by streamlining the process of calling prospects/contacts/customers and making call notes. ...; Version: 2.0; Application Details

Microsoft Dynamics CRM for Financial Services (1): Add-in/Add-on by: Outsourcery; From Retail Banking and Wealth Management to Insurance and Capital Markets, Microsoft Dynamics CRM can give you a comprehensive view of your customer, so you can: - Deliver consistent, high-level...; Application Details

2sms Corporate Text Messaging Software Solution for Windows Mobile Devices (0 Reviews): On-premises Application by: 2sms.com; The 2sms Text Messaging solution for Windows Mobile allows customers to send text messages from a Windows Mobile / CE device to mobile cellphones, using the 2sms text messaging service. The plug and go...; Application Details

AlphaPoint 365 (0 Reviews): Template by: Alpha Analytic; Cloud based Marketing and Client Management solution for small professional services firms, providing a low costs client, case and document management solution. Based on Office 365 and SharePoint Online...; Release Date: 01/09/2011; Version: 1.0; Application Details

Boomerang Intelligent SMS MS CRM 2011 for Professional Services/Financial Sectors (0 Reviews): On-Premises and/or Online Application by: Boomerang; Extend your Microsoft CRM 2011 platform by integrating ANY mobile device into your automated CRM processes whilst reducing communication costs and driving great customer experience. The Boomerang...; Release Date: 01/03/2012; Version: V0.1; Application Details

Cantata Vantage (0 Reviews): On-premises Application by: Cantata Limited; Cantata Vantage for financial services offers “out of box” business functionality supporting the CRM needs of Wealth Management, Asset/Investment management, Capital Markets, Treasury, Private Equity,...; Application Details

CloudCall Click for Outlook 2012 (0 Reviews): Add-in/Add-on by: SYNETY; CloudCall Click for Outlook allows you to make phone calls directly from an email or an Outlook contact. Calls are automatically recorded and placed inside your email folder allowing you easy access and...; Version: 1.0; Application Details

Contract Lifecycle Management with self service creation: ContractExpress for SharePoint from Business Integrity (0 Reviews): On-premises Application by: Business Integrity; Our company, Business Integrity works to solve the needs of enterprise–sized businesses that work in the area of high tech, professional services and healthcare. Our company’s product, ContractExpress for...; Application Details

COREFIN (0 Reviews): On-Premises and/or Online Application by: PIAS Business Solutions UK; COREFIN is a family of management software solutions that are based on the robust technology and business logic of Microsoft Dynamics CRM platform but offering additionally developed functionalities and...; Application Details

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Showing 1-10 of 69 Results Worldwide