DealCloud
Redtail CRM
Salesforce Financial Services Cloud
SmartOffice
DebtPayPro
CRMnext
TAMARAC
InsightsCRM
Basedash
Metabase
Airtable
Avian
Hex
Retool
TalktoData AI
Veltrix AI
DealCloud
BasedashBased on our record, Basedash seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I would recommend you to check Basedash It might be helpful in your case. Source: over 3 years ago
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Metabase - Metabase is the easy, open source way for everyone in your company to ask questions and learn from...
Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
Airtable - Airtable works like a spreadsheet but gives you the power of a database to organize anything. Sign up for free.
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
Avian - A lightweight alternative to Java.