Logiciels de CRM pour le secteur financier

Affinity is the next-generation CRM built for relationship-driven industries. Using relationship intelligence, Affinity enables teams to leverage their network and source their next big opportunity. Affinity also supercharges how... En savoir plus

monday.com, une plateforme primée de gestion de projet et de collaboration, aide les équipes à planifier et à mettre en œuvre des projets complexes de manière efficace et collaborative, afin d'atteindre leurs objectifs en temps... En savoir plus

Backstop est une suite cloud d'applications conçue pour aider les petites et grandes entreprises du secteur des investissements institutionnels. La suite fournit diverses solutions pour gérer les relations clients, les portefeuill... En savoir plus

Pipedrive est une solution web de gestion de pipeline et de CRM (Customer Relationship Management) de ventes qui permet aux entreprises de planifier leurs activités de vente et de surveiller les transactions. Conçu selon une... En savoir plus

RAYNET CRM is a customer relationship management solution for small and midsize businesses. It features contact and lead management, deals management and sales reporting functionality. Users can customize account, contact lists... En savoir plus

Bitrix24 est une solution de gestion des clients qui fournit une plateforme permettant aux entreprises d'organiser et de suivre les interactions avec les clients et partenaires potentiels ou existants. Le logiciel permet aux... En savoir plus

Freshsales est une solution cloud de CRM (Customer Relationship Management) qui aide les entreprises de différents secteurs industriels à gérer leurs interactions avec les clients existants et potentiels. Ses principales... En savoir plus

Trello est un outil de collaboration visuelle conçu pour la planification de tâches et de projets. Couramment utilisée par les équipes de développement de logiciels agiles, la solution convient également à d'autres services tels... En savoir plus

Zoho CRM est une plateforme cloud de gestion d'entreprise qui s'adresse aux entreprises de toutes tailles. Elle offre des outils de vente et de marketing automation avec des fonctions d'assistance, d'analyse et de support... En savoir plus

Grâce à sa plateforme CRM (Customer Relationship Management) cloud, HubSpot CRM permet aux entreprises de toutes envergures de suivre et entretenir des leads, ainsi que d'analyser des métriques commerciales. HubSpot convient à... En savoir plus

Keap (anciennement Infusionsoft) est une solution cloud de vente et de marketing qui offre des fonctionnalités de CRM (Customer Relationship Management), de marketing automation et d'e-commerce dans une seule suite. Keap aide les... En savoir plus

Really Simple Systems is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and... En savoir plus

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CRM... En savoir plus

Sage Intacct is a provider of cloud-based financial management and accounting software. Sage Intacct's software solution is suitable for small to midsize accounting firms and can provide financial reporting and operational... En savoir plus

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere.... En savoir plus

FreeAgent is a complete CRM platform and robust work management system. FreeAgent helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. Whether it’s a deal, a... En savoir plus

Method:CRM is a web-based customer relationship management software designed to help businesses handle sales data, view customer history, build email campaigns and follow up with customers. Key features include contact management,... En savoir plus

Unanet’s ERP solutions are purpose-built from the ground up for Government Contractors, A/E, and Professional Services organizations. 3,100+ organizations utilize the power of the Unanet software to gain insights, make more... En savoir plus

YayPay is a cloud-based accounts receivable (AR) automation solution aimed to serve credit, collection and accounts receivable teams. The solution is designed for various industry verticals including manufacturing, wholesale,... En savoir plus

SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect with clients and support CRM initiatives within the organizations. Designed for wholesalers, insurance carriers,... En savoir plus

Nimble propose un widget de navigateur et une solution mobile d'automatisation de la force de vente et de social CRM (Customer Relationship Management) pour les petites et moyennes entreprises. La solution remplit automatiquement... En savoir plus

Deltek Vision is a cloud-based project-based solution for professional services firms that is available for cloud or on-premise deployment. It combines project accounting, resource management, project management, time/expense... En savoir plus

Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact... En savoir plus

Daylite de Marketcircle, Inc. permet aux utilisateurs de gérer de nombreux aspects commerciaux à partir d'une seule application. La solution hiérarchise les projets et opportunités pour mieux définir les objectifs à long et court... En savoir plus

Wealthbox is a customer relationship management platform that helps businesses and financial advisors manage opportunities, projects, clients, tasks, and other administrative operations on a unified dashboard. It provides a mail... En savoir plus

Close est un CRM d'engagement de vente conçu pour aider les PME à convertir plus de leads en revenus. L'éditeur Close se consacre à l'entreprise de demain : des équipes intelligentes et Agiles qui travaillent à distance. Si vous... En savoir plus

amoCRM is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own... En savoir plus

Caspio is a cloud-based application development solution for organizations of all sizes. The platform is suitable for industries such as health care, media, government, education, nonprofits, consulting, churches and community... En savoir plus

Teamgate is a cloud-based customer relationship management (CRM) and sales automation solution. It offers functionality to connect, organize, research and analyze leads from a single system. Teamgate offers lead sourcing and... En savoir plus

Foundersuite is a cloud-based solution designed to help investment bankers, startups, entrepreneurs, incubators and growth companies manage processes for the entire fundraising lifecycle. Key features include team assignments,... En savoir plus

Contactually is a cloud-based customer relationship management (CRM) software that enables businesses to drive personalized communication with their clients. The solution helps with identifying new relationships, following... En savoir plus

Dolibarr ERP & CRM est une solution ERP (Enterprise Resource Planning) open source basée sur le cloud. Elle convient aux petites et moyennes entreprises, aux organismes à but non lucratif et aux travailleurs indépendants. Ses... En savoir plus

InfoFlo est une solution CRM intégrée, accessible en ligne ou installée localement. Le système fournit la gestion des contacts, le couplage de la téléphonie et de l'informatique, le marketing automation, l'automatisation des... En savoir plus

Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management,... En savoir plus

Wingmate is a cloud-based CRM software designed to help Field Service businesses engage sales teams and improve customer service processes on a centralized platform. It provides a mobile application, which allows field staff to... En savoir plus

MyCRMDashboard from Continuity Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their... En savoir plus

FLG is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises manage leads and streamline communication with customers. The centralized platform enables administrators to configure... En savoir plus

User.com est une plateforme complète de marketing automation qui permet de satisfaire et de fidéliser les clients. L'application vous permet de recueillir des informations sur les prospects et de communiquer avec eux à l'aide... En savoir plus

ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. It lets users store contact lists, design campaigns and manage sales activities and leads. U... En savoir plus

Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketing processes. It can be hosted on the cloud or installed on-premise. With live dashboards, custom reporting, and... En savoir plus

Designed for wealth management firms, Junxure is an intelligent practice management solution that combines intelligent workflow automation with robust client service tools to streamline client management. Built by financial... En savoir plus

ClickPoint is cloud-based sales force automation, call center, and inside sales lead management solution that helps salespeople reach and connect with more prospects and leads. ClickPoint captures both inbound phone calls and web... En savoir plus

DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to... En savoir plus

HarmonyPSA est une solution PSA (Professional Services Automation) hybride qui aide les prestataires d'infogérance dans le cloud et les entreprises de logiciels de toutes tailles à gérer leurs opérations commerciales. Le logiciel... En savoir plus

Cool Life CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various industries such as textiles, investment banking, food and beverages, health and wellness and more. Key features... En savoir plus

Teamogy is a cloud-based system for companies who want to have full control over their projects, finances, time management, teams, and communication. Teamogy helps companies to maximize their profit. It also supports cooperation... En savoir plus

AIM (Alternative Investment Management) est une solution cloud de CRM (Customer Relationship Management) destinée à aider les entreprises de toutes tailles à gérer les portefeuilles, les interactions, les transactions, les... En savoir plus

enVisual360 is a wealth management/CRM software solution that helps small to large enterprises monitor client and entity information. enVisual can be implemented as a cloud application or on-premise application. enVisual... En savoir plus

4Degrees is a cloud-based customer relationship management (CRM) solution, which helps businesses manage opportunities, networking, deals and more. Key features include contact management, search functionality, pipeline management... En savoir plus

Tier1 Financial is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction... En savoir plus