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... En savoir plus

Onpipeline est une solution de CRM (Customer Relationship Management) basée sur le cloud qui aide à gérer les ventes, les contacts et les activités. Vous pouvez obtenir des leads auprès de tiers et des formulaires web. Une... 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

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

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

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

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

Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's suite of products can help streamline workflows and manage funds. Kushim allows users to spend less time searching... 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

Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists,... En savoir plus

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across... 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

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

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

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

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale... 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

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

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 is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsize enterprises, nonprofit organizations and freelancers. Primary features include sales management,... 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

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... 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

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

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

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

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... 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

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

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

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... En savoir plus

Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform,... 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... 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

Doxim is a cloud-based solution designed to help banks and credit unions automate processes for sales tracking, contact management and campaign workflow to improve customer engagement. Key features include interaction tracking,... En savoir plus

NOLA est une solution de call center conçue pour aider les entreprises à communiquer avec leurs clients par le biais d'appels sortants ou entrants conformément aux réglementations TCPA (Telephone Consumer Protection Act). Elle... En savoir plus

CRMnext is a cloud-based customer relationship management (CRM) solution that helps businesses manage customer-related processes, from lead capture to post-sale. Key features include marketing solutions, process management,... En savoir plus

Vantage Integrated Production (VIP) is a cloud-based mortgage sales and marketing process management solution that offers applications for marketing and sales automation, partner relationship management and web self-service. It... En savoir plus

AdvisorEngine is an all-In-One advisor platform that serves investment advisors, brokerage firms, and banks. The solution offers digital client onboarding, portfolio management, contact management, compliance, reporting, billing,... En savoir plus

Fitsyn is a marketing automation software designed to help businesses create a customizable dashboard and identify loan opportunities. Administrators can create accounts for clients, track submitted applications and view declined... En savoir plus

Next Generation CRM is a cloud-based customer relationship management (CRM) solution from NexJ Systems, suited for organizations in financial services, insurance and health care. Next Generation CRM is an integrated solution... En savoir plus

Salesforce Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead management module allows sales... En savoir plus

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond... En savoir plus

Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM)... En savoir plus

Squirro is an insight engine software designed to help businesses in the insurance, finance, marketing, manufacturing, IT and other sectors analyze multiple data sources to gain insights into contextualized insights. The platform... En savoir plus

Centrex is a cloud-based finance customer relationship management (CRM) solution, which helps enterprises manage client interactions, revenue generation and loan portfolio. Other features include custom workflows,... En savoir plus

Pepper solves the enterprise complexities of data, speed, insight, and action for asset managers, enabling the best investment decisions. Pepper is a System of Engagement (SOE) with a cloud-based platform adaptable to the types... En savoir plus

ProTracker Advantage is a financial customer relationship management (CRM) solution, which enables businesses to handle tasks, communications, documents, workflows and more. Professionals can use the on-premise platform to gain... En savoir plus

Yoyo Wallet is a cloud-based loyalty management solution that helps businesses create marketing campaigns and launch loyalty programs to improve customers’ overall experience with the brand. Yoyo Wallet provides a dashboard,... En savoir plus