Software Alternatives & Reviews

EspoCRM VS Diversiview Online

Compare EspoCRM VS Diversiview Online and see what are their differences

EspoCRM logo EspoCRM

EspoCRM is open source CRM (Customer Relationship Management) software that allows you to see, enter and evaluate all your company relationships regardless of the type.

Diversiview Online logo Diversiview Online

Portfolio Analysis and Optimisation software for retail investors and investment advisors.
  • EspoCRM Landing page
    Landing page //
    2022-08-05

EspoCRM is a web-based application designed with the needs of startups, small and mid-size companies in mind. The software offers a wide range of features for automating every aspect of your business - from simple management of customer interactions and monitoring of the deal progress to advanced reporting and business process automation. It creates a unique and collaborative working environment for your employees with access all the necessary data at any time and from any place.

  • Diversiview Online Landing page
    Landing page //
    2023-11-04

Diversiview is a Portfolio Analysis and Optimisation software that allows investors to analyse and optimise their investment portfolios. It uses state of the art, AI-driven technology on top of Nobel prize winning research from Harry Markowitz, to enable users to check the health and the performance of their portfolios, review the expected risk-return position, view the granular diversification at investment level, and optimise the asset allocation to achieve their financial goals in line with their investment risk tolerance level - all in a few simple steps.

Diversiview is free to use for one portfolio analysis, and it uses a credit points paid system for further analyses and asset allocation optimisations. All Australian, US and Indian securities are available for cross-market analysis and optimisation. More markets coming soon.

Give it a try and analyse your portfolio today! Only by knowing where you stand you know what you can improve.

EspoCRM

Pricing URL
-
$ Details
free
Platforms
REST API PHP JavaScript NGINX
Release Date
2014 February

Diversiview Online

$ Details
freemium AU$49.0 (Credit points (25 points for $49); Subscription available.)
Platforms
AWS Cloud
Release Date
2021 February

EspoCRM features and specs

  • Sales management: Quotes, Sales Orders, Invoices
  • Marketing Automation: Campaigns, Email Templates, Target Lists
  • Customer Support: Customer Portals
  • Inventory Managment: Products & Product Catalogs
  • Telephony: Voip Integration, Voice Messages, Inbound & Outbound Calls
  • Team Collaboration: Real-time Notifications, Stream, Shared Calendars
  • Reports & analytics: Grid & List Reports, Revenue Forecasts
  • Data Synchronization: Google Contacts & Calendar, Outlook Contacts & Calendar

Diversiview Online features and specs

  • Portfolio Expected Performance Indicators: Yes
  • Diversification at investment level: Yes
  • Diversification rating: Yes
  • Individual exposure (for portfolio containing ETFs): Yes
  • Asset allocation optimisation: Yes
  • Strategy backtesting: Yes
  • Strategy forecasting : Yes
  • Cross-markets analysis: Yes

EspoCRM videos

Using EspoCRM

More videos:

  • Review - EspoCRM - General Overview | CRM
  • Review - Workflow in EspoCRM | Powerful Automation in your Business

Diversiview Online videos

Diversiview Intro 2023

More videos:

  • Tutorial - Diversiview - Is High Level Diversification Enough?

Category Popularity

0-100% (relative to EspoCRM and Diversiview Online)
CRM
100 100%
0% 0
Financial Analytics
0 0%
100% 100
Sales
100 100%
0% 0
Accounting & Finance
0 0%
100% 100

User comments

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What are some alternatives?

When comparing EspoCRM and Diversiview Online, you can also consider the following products

CiviCRM - A Constituent relationship management for the Civic Sector

Portfolio Optimization - Portfolio rebalancing and optimization

Mautic - Mautic is marketing automation software (email, social, & more).

Riskturn - The first risk-based software dedicated to investment valuation, capital budgeting and project portfolio management. Discover a user-friendly solution for all kinds of businesses.

Less Annoying CRM - A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Accounts - Simple. Powerful. Affordable