Alternatives to Mentor CRM (329)

What is Vinlivt?
Vinlivt is a platform for insurance brokers, financial advisors, and wealth managers, offering a comprehensive client app solution for financial distribution. The software integrates various features, including client communication through an in-app messenger, contract management, wealth management, multi-banking, and financial reporting.

What integrations does Vinlivt offer?
Vinlivt’s sales automation enables a wide range of integrations in areas like marketing automation, client communication, and lead generation. You can seamlessly connect Vinlivt with systems such as Fonds Finanz Maklerpool and Netfonds. Additionally, tools like TellScale, Bridge, Zoom, and Google Meet can be integrated. These integrations help you optimize workflows within Vinlivt and collaborate even more effectively with current or prospective clients.

Is Vinlivt GDPR-compliant?
Vinlivt operates in compliance with the GDPR, making it a GDPR-compliant communication and client management tool. Moreover, Vinlivt meets bank-level security standards to ensure the highest level of data protection.

How can I use Vinlivt?
A free software demonstration can be scheduled via the website.

Was ist Callioo?

Callioo ist ein CRM-System für Vertriebsteams, die ihren Umsatz steigern möchten. Es automatisiert Prozesse und vermeidet komplizierte Software-Experimente. Die KI-gestützte Anruffunktion, Push-Benachrichtigungen und Team-Funktionen unterstützen Anwender*innen. Das System bewertet Leads, berechnet optimale Anrufzeiten und zeigt Umsatzpotenziale auf. Das Preismodell beginnt bei 100 € pro User*in und Monat.