Logiciels de CRM pour banques

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. This Salesforce platform has CRM capabilities that... En savoir plus

Mailchimp is a web-based email marketing service with millions of users worldwide. The application allows users to share newsletters on various social networks and track customer engagements. The application provides tools to... 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

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365... 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

Zendesk est une solution cloud de gestion de centre d'assistance qui propose des outils personnalisables afin de créer un portail de service client, une base de connaissances et des communautés en ligne. La solution offre un... 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

Freshdesk est un système de centre d'assistance et une solution de service client qui en simplifie les processus pour votre équipe et l'aide à offrir une expérience client inoubliable. En rationalisant les conversations client... 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

Zoho Desk est une solution cloud de centre d'assistance de Zoho Corporation destinée aux entreprises de toutes tailles. Les principales fonctionnalités incluent la gestion des cas d'assistance du support client, un portail de... 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

LiveAgent est une plateforme de chat en ligne destinée aux entreprises d'e-commerce de petites et moyennes tailles. La plateforme offre une application de chat en direct, la gestion des cas d'assistance, des portails... En savoir plus

Intercom is a sales, marketing and support solution platform that acquires, engages and supports customers through its bot-based algorithm, targeted emails, push and in-app messages, and an integrated help desk. It caters to... En savoir plus

PandaDoc est un logiciel cloud de gestion documentaire qui aide les utilisateurs à créer des propositions, des devis, des documents de ressources humaines, des contrats, etc. La solution est principalement utilisée par les... En savoir plus

SharpSpring is a fully integrated cloud-based marketing tool that offers customer relationship management, marketing automation, mobile and social marketing, sales team automation, customer service and more, all within one... En savoir plus

Act! is a customer relationship management (CRM) solution that combines marketing automation and sales pipeline management into a single, centralized platform. This solution includes tools for sales process automation and is... En savoir plus

PipelineDeals allows users to manage their contacts, qualify leads, and track leads and deals within a singular, cloud-based program. The system provides both sales engagement and CRM while providing daily pipeline snapshots,... En savoir plus

SolarWinds Service Desk is suitable for companies seeking a help desk solution that offers IT service management (ITSM) functionalities. SolarWinds Service Desk offers comprehensive service desk functionality that helps... En savoir plus

Service Cloud from Salesforce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and... En savoir plus

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships,... 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

NICE inContact is cloud-based call center software that helps businesses to maximize the quality of leads and minimize the cost of client interaction. The solution comprises many features required to process inbound support... En savoir plus

Copper is an easy-to-use CRM for small- and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper... En savoir plus

Freshservice est une solution cloud de service d'assistance informatique et de gestion des services qui permet aux entreprises de simplifier leurs opérations informatiques. La solution offre diverses fonctionnalités, notamment un... En savoir plus

Agile CRM est une solution CRM (Customer Relationship Management) cloud conçue pour les PME. L'outil propose des outils de gestion de contacts, de téléphonie, de planification de rendez-vous, de marketing automation, de gestion... En savoir plus

Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory... En savoir plus

Five9 is an all-in-one cloud contact center solution for inbound, outbound, blended and omnichannel contact centers world-wide. Powered by Practical AI, Five9 enables agents to provide customer experiences across phone, email,... En savoir plus

Campaigner is a cloud-based email marketing solution that caters to small and midsize businesses across various industry verticals. Professionals can create automation workflows using a drag-and-drop interface and improve... En savoir plus

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user... En savoir plus

Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and... En savoir plus

SysAid est une solution cloud de gestion des services informatiques, ainsi que de centre de service et d'assistance qui aide les utilisateurs des entreprises de toutes envergures dans divers secteurs à résoudre leurs problèmes... En savoir plus

Vtiger CRM offers a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be used across the entire customer lifecycle, and it allows marketing teams to capture and nurture leads, sales teams to... 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

Flowlu is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes across various industries. The solution enables teams to manage processes from lead generation to sales. Flowlu offers... En savoir plus

Quick Base is a low-code application development platform that enables organizations to unite information, people, and workflows within distribution in a single, cloud-based platform. Unlike traditional software solutions, Quick... En savoir plus

Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse,... En savoir plus

The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is... En savoir plus

Front est un outil cloud de collaboration pour les PME. Front consolide différents canaux de communication tels que les comptes de messagerie, Facebook et Twitter tout en aidant les utilisateurs à automatiser les flux de travail... En savoir plus

SAP - CRM is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage the sales... En savoir plus

nocrm.io est un système cloud de gestion des ventes pour PME qui offre des fonctions de prospection, de suivi des leads et de gestion des pipelines regroupées dans une suite. La solution permet aux utilisateurs de télécharger des... En savoir plus

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution,... En savoir plus

HelpCrunch est une plateforme de communication client qui combine un chat en direct, le marketing automation d'e-mails et un service d'assistance super intuitif en une seule solution. La solution aide les équipes d'assistance, de... En savoir plus

Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they... En savoir plus

Seismic is the industry-leading sales enablement and digital sales engagement solution, aligning go-to-market teams and empowering them to deliver engaging buyer experiences that drive growth. Seismic’s Storytelling Platform™... En savoir plus

Help Scout is a cloud-based help desk solution that helps small businesses and small teams manage their customer relationships. Help Scout is designed to look like a personal email. There are no ticket numbers, case numbers or... En savoir plus

Founded in 2003, Vivantio is a leading provider of customer service optimization software and solutions for demanding B2B service teams. By combining the comprehensive power of enterprise-level software with the flexibility of a... En savoir plus

Plus de 1 200 entreprises internationales, réparties sur six continents, utilisent la plateforme d'apprentissage collaborative de 360Learning pour répondre à la demande en forte hausse de L&D (Learning and Development). Les... En savoir plus

SendPulse is a cloud-based marketing solution that allows users to manage email, text messaging and push notifications through a single platform. It is suitable for small and midsize businesses. SendPulse’s email features... En savoir plus

ServiceDesk Plus is a help desk management platform. It includes core help desk and IT management applications, as well as project management, contract management and features for ITIL (information technology infrastructure... En savoir plus

Goldmine Premium CRM is a comprehensive customer relationship management software that is used by organizations of all sizes to manage the sales pipeline, marketing programs and deliver customer support. Goldmine Premium... En savoir plus

SalesLoft is an online sales engagement system designed to boost sales and revenue of enterprises. It equips sales groups with tools for communication, email tracking and more in a single platform to deliver better sales... En savoir plus

Issuetrak is a flexible issue tracking software solution that can be configured to suit the needs of a variety of industries and usages, including IT Help Desk, Customer Support, Project Management, and more. Issuetrak can be... En savoir plus

Adobe Campaign is a marketing automation platform used in email automation, delivery and reporting. It allows users to create, coordinate and deliver dynamic campaigns through emails, mobile platforms and offline... En savoir plus

PhoneBurner is an outbound call center solution that allows users to log in from their computer and make calls from the connected phone, using imported or admin-provided lead lists. The system offers functionalities that include... En savoir plus

VanillaSoft est une solution cloud de gestion des ventes qui combine des fonctionnalités de CRM, de gestion des leads et de télémarketing pour aider les équipes de vente des entreprises à gérer leurs opérations... En savoir plus

SalesforceIQ is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction... 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

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

Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows users to track communication with clients so that teams can view the status of deals and relationships. Contacts... En savoir plus

SuperOffice CRM is a customer relationship management (CRM) solution that caters to midsize businesses across various industries such as financial services, recruitment, manufacturing, hospitality and more. Key features include... En savoir plus

Wingman is a conversation intelligence tool that helps sales teams with pipeline visibility, actionable insights, & real-time coaching. Wingman gives sales reps the right information at the right time, while they are on a call.... En savoir plus

Groove is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises manage prospects and streamline sales operations. The centralized platform enables sales personnel to create multi-step... En savoir plus

Genesys Cloud crée des conversations fluides sur les canaux numériques et vocaux au sein d'une interface simple et tout-en-un. Conçue pour offrir des expériences exceptionnelles à vos clients et employés, la plateforme se déploie... En savoir plus

Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move through the sales pipeline and keep track of closed deals. This solution features tools to manage engagement with... En savoir plus

Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage interactive guides for technical support, telemarketing, lead qualification, compliance and other processes. The... En savoir plus

ServiceNow is an IT service management solution that provides asset management, change and release management, incident management, IT cost management and problem management. It caters to various industries, including financial... En savoir plus

Deskero by Nabra is a cloud-based help desk management solution designed for businesses of all sizes. It offers ticketing, multi-channel support, social media and chat support and reporting functionalities within a suite. Phone,... En savoir plus

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM... En savoir plus

Pobuca est une application cloud de gestion des contacts qui permet aux entreprises de stocker et de partager des contacts. La solution regroupe plusieurs contacts commerciaux connectés ou non en un seul carnet d'adresses... En savoir plus

Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to... En savoir plus

Wishpond is a lead generation and marketing automation solution. Featuring a drag-and-drop landing page editor, social contests, popups, and forms, Wishpond features tools for website and email subscriber engagement. Lead... 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

Gold-Vision is a customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects and events. Suitable for organizations of all sizes, it can be installed both on-premise and in the... En savoir plus

HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions to businesses across various industries, including computer and software, education, travel and leisure, media... En savoir plus

Glue Up (Formerly EventBank) is a cloud-based engagement management platform for nonprofit organizations. Glue Up integrates event management, membership management, customer relationship management (CRM), email marketing,... En savoir plus

Creatio propose une synergie unique entre un CRM (Customer Relationship Management) unifié et une plateforme BPM (Business Process Management) intelligente pour l'automatisation du marketing, des ventes et des services. La... En savoir plus

Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center solution! Intelligent call routing, ACD, multi-level IVR, Progressive & Predictive dialer (with flexible... En savoir plus

InvGate Service Desk is an IT service management platform that offers help desk request fulfillment, customer service and support and self-service knowledge management. The system is compatible with Mac, Windows, and iPad (or... En savoir plus

EngageBay est une solution intégrée de marketing, de vente, d'assistance et de CRM (Customer Relationship Management) conçue pour aider les petites et moyennes entreprises à acquérir, engager et convertir les visiteurs du site... En savoir plus

LiveHelpNow multi channel help desk/call center software facilitates real-time customer service communications via the following channels: Live chat, Chat Bot, SMS/Text, Email, Facebook, VoIP(Phone) as well as provides ability... 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

Salesmate is a cloud-based customer relationship management (CRM) solution that caters to small and midsize businesses across various industries. Key features include contact management, sales pipeline management, email marketing... En savoir plus

PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients report or escalate existing issues. Flexible deployment options include on-premise installation and a cloud-based... En savoir plus

OTRS is an ISO/IEC 27001 standard compliant Information Technology Service Management (ITSM) solution for help desks, customer service centers and corporate security teams. The solution offers users features that allow them to... En savoir plus

Groove is a cloud-based help desk software for small businesses. It helps companies to communicate with their customers via email, live chat, social media and phone calls. Key features include ticketing, live chat, knowledge... En savoir plus

NewVoiceMedia’s tight integration with Salesforce is reflected in its AppExchange 5-star rating and the large number of positive reviews. The solution is designed to work in tandem with Salesforce capabilities and data to deliver... En savoir plus

Sprinklr est une solution de gestion de l'expérience client basée sur le cloud conçue pour les entreprises de toutes tailles. Il offre des fonctionnalités de base d'expérience sociale, de content marketing, de gestion des réseaux... En savoir plus

Oracle Sales Cloud is a sales management application under Oracle’s umbrella of hosted customer experience (CX) products. An emphasis on modern interface design, simplified cloud-based implementation and a highly functional... En savoir plus

Whatfix est une plateforme de gestion de l'expérience client qui aide les entreprises de toutes envergures à gérer et à personnaliser l'engagement des applications. La solution est dotée d'un SESR (système électronique de soutien... En savoir plus

Sage CRM is a cloud-based customer relationship management solution designed to help small and midsize businesses optimize their customer experience by offering tools to manage new and existing client relationships. Applications... En savoir plus

LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness,... En savoir plus

Zoho ContactManager is a cloud-based customer relationship management solution that helps users manage business contacts. It enables small to midsize businesses to collaborate, track deals, and manage tasks within their... 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

YetiForce is a hybrid open source customer relationship management (CRM) solution that caters to midsize and large businesses across various industries. The platform helps users manage their interactions with existing and... En savoir plus

ProProfs Chat is a cloud-based live chat solution that enables businesses to connect with their customers in real time. Users can integrate live support chat with their website, enabling them to resolve queries instantly, deal... En savoir plus

Logicbox is cloud-based business management software that is suitable for small to midsize companies in a variety of industries. It offers a suite of business management modules and functions that can be configured to... En savoir plus

DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your sensitive documents from getting in the wrong hands. With DocSend you can track who opens your document... En savoir plus