Showing 1-10 of 105 Results Worldwide

eSign365: eSignature for Microsoft Dynamics CRM 2011
(4)
CompuSight eSign365 has been designed to leverage Adobe EchoSign state-of-the-art API to seamlessly integrate with Microsoft Dynamics CRM 2011 to enable businesses to electronically send, sign, and manage...
Release Date: 1/1/2011
Version: 2.0
Pareto Platform powered by Microsoft Dynamics CRM
(2)
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: 7/15/2011
Version: 2.0
Customer Effective: FinServ for Microsoft Dynamics CRM
(2)
Customer Effective: FinServ is a purpose built CRM solution based on the Microsoft Dynamics CRM platform and provided by Customer Effective explicitly for Financial Services professionals across Insurance...
Version: 2.0
EnAct, Powered by Microsoft Dynamics CRM (0 Reviews)
The EnAct solution from Fiserv is powered by Microsoft Dynamics CRM and is designed exclusively for financial services institutions. From its first release, the EnAct solution was explicitly designed to...
InRule for Microsoft Dynamics CRM (0 Reviews)
InRule for Microsoft Dynamics CRM is a BRMS tightly integrated with Microsoft Dynamics CRM. It provides intuitive software to write, manage, share and execute calculations, rules, and other decision logic...
Release Date: 11/1/2012
Version: 1.0
iPipeline CRM for Insurance and Financial Services (0 Reviews)
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: 4/29/2011
Version: 2011
Document Output, Assembly and Delivery for Microsoft Dynamics CRM (0 Reviews)
Xpertdoc specializes in automating document output for client communications: - Quotes - Contracts - Manufacturing checklists - Invoices - Statements - Business reviews - General correspondence - Call...
Release Date: 10/1/2013
Version: 2.0.7
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
VeriTouch-Financial CRM (0 Reviews)
VeriTouch is an operational CRM solution for financial institutions. It provides a diverse amount of features. -Customer interaction history -Sales and service activity management -Single view...
Sales Pipeline Management for Microsoft Dynamics CRM
(6)
Sales Pipeline Management includes a sales methodology that can be form-fitted to any specific sales process; but the overall structure of the tool maintains one common objective – quantify overall...
Release Date: 5/15/2014
Version: v.5.2.0