Alternatives to Vinlivt (329)

4.6 (13)

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(13 reviews)

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.

Skalieren.ai

5.0 (45)

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Price: From 139.00 € / Month

(45 reviews)

Das All-in-One CRM für Vertrieb, das Software mit dem Service einer CRM-Agentur verbindet. Steigere Umsatz durch KI-Automatisierung und skaliere ohne User- oder Kontaktlimits.

CentralStationCRM

4.7 (113)

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Price: From 0.00 €

(113 reviews)

CentralStationCRM is a web-based customer management software (SaaS) and offers small businesses and freelancers the opportunity to manage their customer contacts and tasks easily.

Contact & account management

Opportunity & pipeline mgmt.

Task / activity management

Quote & order management

Case management

plus 10 more

Microsoft Dynamics 365 Sales

3.9 (138)

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Price: From 60.80 € / User / month

(138 reviews)

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

SuperOffice

4.4 (63)

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Price: From 55.00 € / User / month

(63 reviews)

SuperOffice CRM specializes in B2B market and offers digitized and automated marketing, sales, and customer service processes. It also includes professional lead management.

BSI Customer Suite

4.5 (108)

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No price information

(108 reviews)

The BSI Customer Suite is a leading, modular CRM and CX platform that enables an excellent customer experience. AI-powered, automated, and fully integrated.

Contact & account management

Opportunity & pipeline mgmt.

Task / activity management

Desktop integration

Product & price list management

plus 14 more

Zoho CRM

4.1 (74)

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Price: From 0.00 €

(74 reviews)

Zoho CRM offers customer data consolidation, useful automation tools for customer acquisition, and predictive sales. Suitable for all businesses.

Contact & account management

Opportunity & pipeline mgmt.

Task / activity management

Territory & quota management

Product & price list management

plus 62 more

HubSpot Sales Hub

4.3 (519)

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Price: From 0.00 €

(519 reviews)

HubSpot Sales Hub helps businesses grow with top-notch marketing, sales, customer service, and operations software. Adapts to any company's needs.

Contact & account management

Opportunity & pipeline mgmt.

Task / activity management

Territory & quota management

Desktop integration

plus 10 more

cobra CRM

4.4 (162)

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Price: Upon request

(162 reviews)

cobra CRM offers CRM and CXM solutions for improved efficiency and productivity, includes portal and event management, adheres to GDPR, and enhances customer satisfaction.

Bitrix24

3.9 (69)

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Price: From 0.00 €

(69 reviews)

Bitrix24 is a versatile software offering over 35 tools for CRM, sales, project management, and teamwork.

Work capacity

Task ranking

Kanban board

Custom workflows

Time tracking

plus 29 more

SmartWe

4.9 (7)

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Price: From 14.90 € / User / month

(7 reviews)

SmartWe is the cloudbased CRM solution for SMEs that bundles contacts, tasks, documents, and appointments and supports teams with smart assistants in their everyday work.

Contact & account management

Opportunity & pipeline mgmt.

Task / activity management

Territory & quota management

Desktop integration

plus 20 more

Software Guide for the category CRM

CRM

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