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Showing 1-10 of 108 Results Worldwide

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eSign365: eSignature for Microsoft Dynamics CRM 2011 (4)
Add-in/Add-on by: CompuSight Corporation
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
Application Details
Pareto Platform powered by Microsoft Dynamics CRM (2)
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: 7/15/2011
Version: 2.0
Application Details
Customer Effective: FinServ for Microsoft Dynamics CRM (2)
On-premises Application by: Customer Effective
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
Application Details
EnAct, Powered by Microsoft Dynamics CRM (0 Reviews)
On-premises Application by: Fiserv
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...
Application Details
InRule for Microsoft Dynamics CRM (0 Reviews)
On-Premises and/or Online Application by: InRule Technology, Inc
InRule for Microsoft Dynamics CRM provides intuitive software to write, manage, share and execute calculations, rules, and other decision logic without using JavaScript. Users can test rules using live...
Release Date: 11/1/2012
Version: 1.0
Application Details
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...
Release Date: 4/29/2011
Version: 2011
Application Details
GfWI Real Estate for Microsoft Dynamics CRM 4.0 (0 Reviews)
Add-in/Add-on by: GfWI Gesellschaft für Wirtschaftsinformatik mbH
Are you looking for a real estate software that supports your industry-specific requirements? You are right: This GfWI solution enables successful sales, property and project management, controlling and...
Version: 2011
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
VeriTouch (CRM Solutions for Banking) (0 Reviews)
On-premises Application by: VeriPark
VeriTouch for Microsoft Dynamics CRM gives banking and financial institutions 360 degrees of client visibility, putting the client relationship at the center of your attention. VeriTouch improves the...
Application Details
Sales Pipeline Management for Microsoft Dynamics CRM (6)
On-premises Application by: AbleBridge Inc.
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: 6/5/2013
Version: v.4.3.0
Application Details