Alternatives to Finly (17)
Die umfassende CRM-Lösung für ein effizientes Kundenbeziehungsmanagement speziell für Finanzdienstleister
CRIF offers support for businesses and financial institutions with reliable information, risk management, and digital innovation accelerator.
Productive provides businesses with visibility into resourcing and time tracking, budgets and projects, profitability and forecasting, and invoicing for more streamlined operations
Dependencies
Active directory
Alignment
Allocation
Annotations
plus 97 more
Microsoft Dynamics 365 Sales is a CRM tool integrated with Office 365 and LinkedIn's Sales Navigator.
Contact & account management
Opportunity & pipeline mgmt.
Task / activity management
Territory & quota management
Desktop integration
plus 10 more
Twoforty ist ein Vertriebstool für verbessertes Kundenmanagement, Bedarfsanalysen und erhöht die Ansprachefrequenz sowie Erfolgsquote.
JustOn automates financial processes in Salesforce, including invoicing, payment and receivables management. Suitable for diverse user needs.
OROCRM is a customizable, open-source software ideal for marketing campaigns. It offers CRM services, data segmentation, and modular web applications.
aixigo:BLOXX is a wealth management platform with portfolio analysis, risk and customer management functions. Ideal for financial service providers.
Deskera offers CRM solutions with intelligent segmentations, real-time dashboards, sales pipelines. Suitable for sales teams, available from $200/month.
More Financial Services CRM software & tools
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