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Wealth Management CRM

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Wealth Management CRM

Popular Wealth Management CRM

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Accident and Health Contingency
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Provider Size
1-10 Employees
11-50 Employees
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101-500 Employees
500+ Employees
Price
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$$
$$$
Features
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
Customer Communication Tracking
Email Integration
Customer Segmentation
Deal Pipeline Management
Customer Service/Support
Social Media Integration

99 Review(s)

Pipeliner CRM

Elevate your business with Pipeliner CRM. Experience high adoption rates, reduced costs, and rapid returns on investment. Its user-friendly interface, streamlined workflows, and fast deployment process make us the ideal choice for businesses aiming for success.

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50 Review(s)

ConnectWise Control

ConnectWise ScreenConnect (formerly ConnectWise Control) offers an operations management solution for remote support, access, and meetings. It is a connected hub for technicians and customers, providing solutions without traditional communication. Despite the cost constraints, users find it excelling in remote connections, file transfers, and swift access.

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47 Review(s)

Really Simple Systems CRM Software

Really Simple Systems is specifically designed for small B2B businesses, providing essential tools for efficient sales and marketing management. It streamlines complex applications, making them implementable at an affordable cost. The goal is to offer a user-friendly CRM platform that meets targeted needs of organizations, ensuring effective business management.

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25 Review(s)

SharpSpring from Constant Contact Software

SharpSpring software is a marketing and sales platform designed to help businesses grow their pipeline, nurture leads, and close deals through increased conversions. While the systems’ visual email builder can be meticulous, occasionally demanding direct code edits, it does provide attractive templates for creating impactful sales emails.

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25 Review(s)

PracticePanther Legal Software

PracticePanther streamlines law practice management, task automation and productivity escalation. It offers the benefits of a full-time employee at a minimal cost. The software extends user-friendly features, excellent support, and well-ordered updates to increase efficiency for law offices of any size.

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25 Review(s)

Streak Software

Streak enables organizations to oversee projects and fundraising campaigns within Gmail. It facilitates sharing invitation links across departments with employee permissions, while performance reports offer valuable insights into product development and sales. Support response times are inconsistent, often requiring follow-ups, yet the platform is continuously evolving by enhancing its features.

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25 Review(s)

BoomTown Software

Boomtown software offers tailored marketing and sales automation solutions for real estate. Brokers can customize lead generation websites, manage leads efficiently, and monitor team performance via a multi-device SaaS platform. While comprehensive training is needed for optimal use, the platform is user-friendly and well-structured.

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25 Review(s)

EngageBay

EngageBay is an all-in-one CRM software that will elevate your business. Integrate CRM, marketing automation, and customer support effortlessly. Although there are limited integration options with other apps, but this software will efficiently streamline operations, optimize customer interactions, and boost productivity with a unified platform designed for success.

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25 Review(s)

Vtiger CRM

Vtiger boasts an AI-powered CRM solution, enabling organizations to maximize growth by aligning their marketing, sales, and support teams with ease. Its collective customer data empowers businesses to make informed decisions by simplifying CRM processes, making it an effective tool for uninterrupted operations and strong customer management.

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24 Review(s)

SugarCRM Software

SugarCRM's advanced CRM platform enhances customer interactions and accelerates sales. It features user-friendly dashboards, detailed reports, selling strategies, AI-driven analytics, and a mobile app for smooth operations. While navigation improvements are warranted, the system offers 24/7 support and user forums for prompt issue resolution and knowledge sharing.

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4 Review(s)

Pipeline

Pipeline CRM, previously known as PipelineDeals, offers a customer relationship management system that targets sales teams transitioning from internal spreadsheet systems to CRM software. While it could benefit from enhanced integration capabilities with other software solutions, it maintains a straightforward design, making it an accessible option for its users.

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3 Review(s)

TeamSupport Software

TeamSupport software streamlines customer support with intuitive ticketing and collaboration features. Although it could benefit from a better mobile version, its robust capabilities and user-friendly interface empower teams to resolve issues efficiently and enhance customer satisfaction. TeamSupport is an effective solution to better customer support management and team collaboration.

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3 Review(s)

mHelpDesk

MHelpDesk presents a comprehensive field service management software that projects as the fastest, easiest, and most potent solution available. With its all-in-one capabilities, it efficiently automates slow, repetitive, and manual processes, helping prioritize preferences. MHelpDesk is continuously improving and excelling, leaving very little room for loopholes.

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3 Review(s)

Bullhorn ATS & CRM

Bull Horn is an Applicant Tracking and CRM System developed for staffing agencies, offering a modern recruiting solution that boosts sales and optimizes operations. While small business owners find it slightly expensive, it is easy to implement and user-friendly, featuring an intuitive interface.

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2 Review(s)

Agile CRM

Agile CRM software integrates sales, marketing, and support tools for streamlined customer relationship management. Despite varying pricing structures, its intuitive interface and versatile features enable businesses to manage customer interactions efficiently and drive growth. Agile CRM can take you a step further toward enhancing customer relationships and maximizing sales potential.

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2 Review(s)

Five9 Software

Five9 software offers seamless customer interaction management, facilitating streamlined processes and enhanced productivity. While pricing may vary, its robust features deliver tangible benefits, making it a good choice for optimizing contact center operations and elevating customer service standards.

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2 Review(s)

Blackbaud Raiser's Edge NXT

Blackbaud Raiser's Edge NXT simplifies donations with diverse giving programs, adaptable online forms, and payment options. While not all database features are accessible in the web view, transitioning between interfaces can be challenging. Notably, its customization options cater well to individual requirements.

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2 Review(s)

Nimble

Nimble provides a CRM solution focused on maintaining lasting customer relationships. Its flexible workflow simplifies processes like contact management and automation. While Users desire enhanced data storage to organize data and streamline workflows, the platform's capability to track and manage sales pipelines and customers in a unified location is noteworthy.

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2 Review(s)

Less Annoying CRM Software

Less Annoying CRM empowers your business with optimized customer management. Streamline your client management with powerful tools for contacts, tasks, and calendars. Some features are under development, which might limit the use of this software. Nonetheless, users can drive growth with simplicity, personalized support, and affordability.

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1 Review(s)

Act! Software

Act! Provides a trusted CRM and marketing solution that streamlines work and stresses on client relationships, promoting intelligent marketing, effective sales, and personalized customer experiences. While Act! may not have a wide range of features, it prioritizes providing key functionality that fulfills the requirements of its users effectively.

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1 Review(s)

NICE CXone

NICE CXone enables brands to strengthen customer experience, brace brand value, and improve efficiency with a diverse interaction-centric platform, advanced CX potentiality, and specialized AI. While the software has reporting challenges, it boasts extraordinary user-friendliness, requiring minimal training for effective usage.

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1 Review(s)

Nutshell

Nutshell software simplifies customer relationship management with intuitive tools for sales tracking and pipeline management. Despite limited customization, its user-friendly interface and robust features empower teams to streamline sales processes and drive growth. Nutshell is a valuable asset for optimizing sales performance and customer interactions.

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1 Review(s)

Salesdoor

Salesdoor software specifically caters to the pharmaceutical and healthcare industries, assisting client engagement, sales, and lead generation. It enables contact bifurcation by location, industry, and size, with revenue tracking for each contact. While portal access for patients and providers is sought, the Salesdoor mobile app simplifies field sales representatives' monitoring.

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View more Products

Popular Wealth Management CRM

Filters

Industry
Accident and Health Contingency
Accounting
Accounting Firms
Advertising
Analytics
Architecture
Audit
Auto Dealership
Automation
Aviation
Bank Accounting
Banking
Benefits Administration
Bidding
Billing and Invoice
Brand Management
Budgeting
Building Information Modelling
Campaign
Cargo and Stock
Casualty
Channel Management
Commercial
Commercial Real Estate
Compliance
Construction
Consultants
Content Marketing
Contract
Contractors
Cross-Platform
CRM
Crime and Fidelity
Customer Engagement
Customer Service
Custom Product
Cyber
Debt Collection
Digital Signage
Django
E-learning
Ecommerce CRM
Education
Electricity
Email Marketing
Employee Health
Engineering
Estimation
Expense Report
Finance
Financial Reporting
Financial Risks
Flutter
Full Stack
Graphic Design
Group Life
Healthcare
Higher Education
Hospitality
Hotel Accounting
Housing
Human Resources
IT
Insurance
Kotlin
Lead Generation
Lead Management
Lease Management
Legal
Legal Accounting
Manufacturing
Marketing
Merger and Acquisition
Mobile Phone
MRM
Motor Fleet
Nonprofit
Online Property
Pharmaceutical
PHP
Professional Indemnity
Property
Public Sector
Python
React Native
Real Estate
Real Estate Mortgage
Recruitment
Rental Property
Restaurant Accounting
Retail
Risk
SaaS
Sales Acceleration
Sales Enablement
Sales Engagement
Sales Force Automation
Sales Mapping
Sales Tax
Sales Tracking
SEO
Service Dispatch
Shopify
Small Business
Social Media
Swift
Talent Management
Terrorism and Political Violence
Trade and Credit
Trucking Accounting
Utility
Wealth Management
Web
Website
WordPress
Workforce Management
Provider Size
1-10 Employees
11-50 Employees
51-100 Employees
101-500 Employees
500+ Employees
Price
$
$$
$$$
Features
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
Customer Communication Tracking
Email Integration
Customer Segmentation
Deal Pipeline Management
Customer Service/Support
Social Media Integration