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Showing 1-10 of 12 Results Worldwide

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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...
Release Date: 2011/04/29
Version: 2011
Application Details
Funeral IT Solutions (0 Reviews)
On-premises Application by: Bitel Computers
Funeral IT Solution or FITS is a total solution. You can run multiple branches on the system. Every branch can have more than one scheme added to it. Different policy plans can be assigned to a scheme...
Application Details
Strategic Customer Relationship Management (0 Reviews)
On-premises Application by: Karabina
CRM Applications Sales Performance Sales PERFORMANCE gives sales managers visibility into the data required to manage sales people & their processes Financial Service Industry Performance for FSI solves...
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: 2011/04/04
Version: 1.0
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: 2011/05/23
Version: 1.0.1
Application Details
Life Annuity Insurance Template for Microsoft Dynamics CRM (0 Reviews)
Online Application by: Microsoft Dynamics Labs
Life Annuity Insurance template for Microsoft Dynamics CRM is a set of deliverables that demonstrates how Life Annuity Insurance companies can use Microsoft Dynamics CRM to seek high quality leads, to...
Release Date: 2012/04/05
Version: 1.0.0.20509
Application Details
Record Clone or Record Copy - CRM 2011 - Free Trial (0 Reviews)
Add-in/Add-on by: IOTAP
Record Cloning or Record Copying is one of the methods which can reduce the time spent on data entry, particularly if the data being entered is similar. Record Cloning or Record Copying allows you to...
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Seepath CRM 2011 Twitter Social Connector (0 Reviews)
On-Premises and/or Online Application by: Seepath Solutions
Seepath CRM 2011 Twitter Interface allows you to see the live tweets about your customer - their products, services, challenges and issues that they currently face. This realtime insight right within...
Release Date: 2011/07/13
Version: 1.0.1
Application Details
SpeedAuthor Accelerator and Services (0 Reviews)
On-premises Application by: SpeedAuthor
Our SpeedAuthor Accelerator solutions enable users to produce highly professional, visually appealing documents in a fraction of the time it would normally take. Our solutions help organisations win more...
Release Date: 2011/03/21
Version: 4.964
Application Details
TKFinance (0 Reviews)
Online Application by: The KITE, s.r.o.
TKFinance is the front-office system for dealers and resellers suitable for collecting and processing of client’s contracts in leasing companies. The application is integrated with back-office system of...
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