Showing 1-10 of 53 Results Worldwide

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...
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
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
Electronic Signature Software for Microsoft Dynamics
(3)
AssureSign is the first electronic signature application to easily and seamlessly integrate with Microsoft Dynamics CRM and Microsoft Dynamics ERP applications, to secure legally binding electronic...
Custom Quote Generator for CRM Online
(2)
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: 5/23/2011
Version: 1.0.1
SalesOutlook CRM
(2)
SalesOutlook is an Outlook CRM Software System that can run 100% inside of the Office 365 environment. SalesOutlook extends Outlook with shared contacts, opportunities, customer service and more using an...
Release Date: 6/30/2011
Version: 8.0
CRM for Mergers and Acquisitions (M&A)
(1)
Manage your firm better with all of your data in one location and accessible across your firm. You will be able to obtain a quick overview of all deals with dashboards and reports that can be customized...