Software Alternatives & Reviews

iFinance VS AtmosAI CRM

Compare iFinance VS AtmosAI CRM and see what are their differences

iFinance logo iFinance

iFinance is an app where the user can keep track of and control their spending, income, or other financial aspects of their life.

AtmosAI CRM logo AtmosAI CRM

AtmosAI CRM connects sales, marketing and the customer experience. Enjoy 100% no code customization, pre-built templates, quotes and invoices, marketing tools and our Command Center, a single source for all client information.
  • iFinance Landing page
    Landing page //
    2023-09-19
  • AtmosAI CRM Landing page
    Landing page //
    2023-02-15

AtmosAI CRM gives you all of the tools needed to store leads, communicate and market to potential clients and track those clients through the entire sales process, from new lead to paying client and everything in between.

iFinance features and specs

No features have been listed yet.

AtmosAI CRM features and specs

  • Lead Management: Yes
  • Customer Management: Yes
  • Calendar and Scheduling: Yes
  • Quotes and Invoicing: Yes
  • Easy Customization: Yes
  • 2-Way Email : Yes
  • Inbound and Outbound Calling: Yes
  • 2-Way SMS (Text Messaging): Yes
  • Marketing Campaigns (Email, SMS and Calls): Yes
  • Project Management: Yes
  • Product Management: Yes
  • Opportunity Management: Yes

iFinance videos

iFinance 5 Showcase Video (English)

More videos:

  • Review - iFinance 4.2 English Showcase Video
  • Review - iFinance 4 (Review)

AtmosAI CRM videos

AtmosAI CRM Intro Video

Category Popularity

0-100% (relative to iFinance and AtmosAI CRM)
Personal Finance
100 100%
0% 0
CRM
0 0%
100% 100
Financial Planner
100 100%
0% 0
Sales
0 0%
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare iFinance and AtmosAI CRM

iFinance Reviews

We have no reviews of iFinance yet.
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AtmosAI CRM Reviews

  1. AtmosAI CRM - Intuitive and powerful

    Thus far, we've had a great experience with this CRM. It's as easy to customize as they say it is, and it meets our needs and more. In addition to management of leads and contacts, you can also manage your clients and send invoices, quotes and estimates to those clients.

    ๐Ÿ Competitors: Keap, Thryv, monday CRM
    ๐Ÿ‘ Pros:    Simple yet powerful and efficient tool|Easy to use|Great value|Add on applications
    ๐Ÿ‘Ž Cons:    None so far

What are some alternatives?

When comparing iFinance and AtmosAI CRM, you can also consider the following products

Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.

LeadSquared - Sales and marketing automation software for businesses that sell to directly to consumers using offline, online, phone or field sales.

Buxfer - Online tools for personal finance, budgeting, and bill reminders. Split bills and IOUs with friends and roommates.

CommissionCrowd - A global online sales platform to connect companies and commission only sales agents

Money Manager Ex - Money Manager Ex is a free, open-source, cross-platform, easy-to-use personal finance software.

ChatPDF - Chat with any PDF using the new ChatGPT API