Alternatives to twoforty (16)
Twoforty ist ein Vertriebstool für verbessertes Kundenmanagement, Bedarfsanalysen und erhöht die Ansprachefrequenz sowie Erfolgsquote.
Productive provides businesses with visibility into resourcing and time tracking, budgets and projects, profitability and forecasting, and invoicing for more streamlined operations
Dependecies
Dependencies
Active directory
Alignment
Allocation
plus 98 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
SAP CRM is adaptable for businesses of any size, automated for efficiency and includes tools for collaboration, dashboards, and customer analytics. It enhances sales productivity.
Contact & account management
Opportunity & pipeline mgmt.
Task / activity management
Territory & quota management
Desktop integration
plus 10 more
JustOn automates financial processes in Salesforce, including invoicing, payment and receivables management. Suitable for diverse user needs.
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.
Method CRM offers lead management, invoicing, time tracking, and automated scheduling. Connects with apps such as Gmail and Mailchimp.
Redtail is a cloud-based CRM with automated workflows and intuitive UI for financial advisors. Offers various modules, integrations, and a free app.
Affinity Publisher offers intuitive design for digital and print media on Windows, Mac, and iPad. Ideal for creating books, magazines, marketing materials, and more.
More Financial Services CRM software & tools
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