Base is CRM software focused on empowering sales teams to win more deals with less effort. By automating tasks, data capture and analysis, our all-in-one platform helps sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.
Contactually is a powerful, easy-to-use system for building better relationships, and getting the most from your network. Combining the best features of contact managers, email clients, and CRMs, Contactually gives you everything you need to quickly organize, follow-up, and engage with everyone who matters to you and your business.
Contactually relies on a simple premise — better, more productive relationships are often simply a matter of staying in touch over time. That simple, proven logic is behind everything Contactually does, from its automatic follow-up reminders to its advanced automation and pipeline management features that allow you to scale your efforts to thousands of potential contacts.
You don’t have to radically change the way you work or the tools you’re comfortable with to get more from your daily work. Try Contactually, and see what better relationships can do for your business.
CRM designed tailored to financial and insurance advisors
Maximizer CRM Wealth Manager is customer relationship management software tailored to financial advisors, insuranc and group benefits administrators. It enables businesses to streamline processes, build deeper client relationships, remain compliant and build a verifiable book of business. Maximizer CRM Wealth Manager combines expert industry knowledge with over 28 years’ experience in CRM software.
ProsperWorks CRM helps you identify, track, and optimize sales contacts and opportunities. Easily manage your entire sales pipeline with our simple and highly visual tool. With a 5 minute setup, no training required, and automatic systems that eliminate most data entry, ProsperWorks CRM allows you to focus on what you do best – closing more deals.
InfoFlo software is the most intuitive CRM software on the market. It's perfect for managing customer relationships. With InfoFlo you can now manage all emails, documents, tasks, invoices, sales/opportunities, tasks, calendar events in one simple to use interface
Apttus Contract Management improves contract responsiveness, efficiencies and oversight while reducing risks and costs all in the cloud. Built on the Salesforce1 platform, Apttus delivers intuitive, comprehensive and robust contract lifecycle management across all your contracts while ensuring complete governance.
Apttus Contract Management software is a key component of the Apttus Quote-to-Cash solution, allowing sales organizations to speed time to revenue, prevent revenue leakage, and reduce risk.
- Improve Responsiveness: Leverage innovative automation and high usability to increase efficiencies and agility
- Ensure Reliability: Rely on ironclad integrity and scalability on the world-class Salesforce platform
- Reduce Risk: Utilize superior governance and visibility to strengthen risk management
All in one CRM, sales performance, and cash forecasting tool
A next generation Sales CRM that solves lead management, tracking and reporting for sales teams of any size for only $14.95 per month after a free trial.
Texthog is a super simple service to track your budgets and expenses online. We believe that the easiest way to keep track of what you spend, is to record it in real-time.
SAP Financials OnDemand cloud software gives finance departments the agility to adapt to evolving business requirements – through an open, easy-to-deploy, low-risk solution for all lines of business (LOBs).
Apttus Revenue Management gives you insight into the fiscal structure of your contracts, so you can create accurate and timely orders, quickly model complex revenue programs and continually keep your customers happy. Built on Salesforce1, the world’s most scalable and secure cloud platform, Apttus Revenue Management helps you reduce revenue leakage, lower Days Sales Outstanding (DSO) and improve fiscal compliance.
Pipedrive is a simple, yet powerful sales pipeline management tool loved by small and medium sized sales teams. It's built hand-in-hand by hardcore salespeople and ex-Skypers. Pipedrive organizes leads in a way you'll always have a great overview of sales, and makes you focus on the important deals first.
Setting up an account takes a minute.
Pipedrive helps you get super-organized:
★ Simple and effective sales pipeline management
★ Helps you focus on the right deals.
★ So easy to use that salespeople love it.
★ Use on computer or mobile.
★ Integrates with Google Contacts, Google Calendar and other Google apps.
Oracle's Fusion Financial Management is a complete and integrated financial management solution that sets the foundation for good governance and consistent growth while helping today's fast-growing and dynamic organizations make better decisions, increase efficiency, reduce costs, and continuously innovate.
RevX provides subscription and usage-based charging and billing, customer care, and integration technologies for enterprise and service provider customers.
Easily configured to manage ANY pricing, packaging, workflow or billing requirement ... enabling the "perfect service."
Designed for software and other companies with highly complex revenue and/or billing needs. Sophisticated sell-to or sell-through models, complex contractual billing arrangements, compliance-dictated revenue recognition models, and revenue or billing complexity are all managed by the Tensoft RCM.
Automate your revenue recognition process on Salesforce
The FinancialForce Revenue Recognition app is a native Salesforce app that automates tasks related to revenue recognition and increases visibility. The cloud-based software helps to improve both visibility, as well as audibility, adhering to revenue standards and automating recognition calculations.
FinancialForce Revenue Recognition links to the source data stored on the Salesforce Platform, eliminating the need for manual re-entry. Further integrations with FinancialForce PSA and Accounting apps, as well as other 3rd party apps, help to provide complete audit trails from m journal entries to the source element objects.
Marketing Automation & CRM software for Insurance providers
Market Quest for Insurance is a web based insurance marketing automation & CRM software used by insurance brokers to increase their sales & keep organized
Method is the #1 CRM for Small Businesses Who Use QuickBooks. QuickBooks users give Method 5-stars on Intuit Apps.com, Google Apps Marketplace, and GetApp.
Process-driven CRM for banks and financial institutions
Powerful CRM for banks and financial institutions to increase profitability, boost customer retention and efficiently manage every step of customer interactions
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device