InsightsCRM
DealCloud
SugarCRM
Attio
Clariti.app
CiraSync
Simplish
Socialsuite
Folk
TurnShift
Affinity
ANALEC believes technology and software can go a long way to fight the structural decline facing full service broker-dealers and help them reset their business models to remain sustainable. Our offerings help broker-dealers to raise productivity and cost competitiveness as well as improve their revenue generation prospects.
InsightsCRMInsightsCRM's answer
A CRM that offers Intuitive Designs and Navigation Features, Significant UI/UX advantages over competitors' offerings, transaction-level confidentiality across interactions, and Intelligent Email Integration Features while maintaining user-level discretion.
InsightsCRM's answer
Zero-cost implementation Model with maximum flexibility and robustness
Domain-centric platform
Significant licensing cost advantages compared to generic CRMs
Effective Knowledge Management
Easy to customize processes and workflows
Powerful and efficient prospecting capabilities to boost the deal success rate
InsightsCRM's answer
Investment Bankers, Capital Markets Professionals, Asset Managers, and Traders
InsightsCRM's answer
To eradicate real-world challenges, such as Information Silos, Transaction-level Discipline &Discretion, Maintaining Client Trust & Confidentiality, Speed of Customer Engagement, and Success of Investment Bankers or Financial Advisors.
InsightsCRM's answer
ASP.NET CORE, HTML 5, Bootstrap, JQUERY/JAVASCRIPT
InsightsCRM's answer
Berenberg Capital, Erik Penser, and Ambit Capital
Based on our record, Attio seems to be more popular. It has been mentiond 5 times 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.
Great stuff! I celebrate everyone who gets the world off SFDC. We recently started using https://attio.com/ — how do you guys compare? - Source: Hacker News / 2 months ago
Attios website: https://attio.com/ Also, what makes this different from: Budibase (cofounder). - Source: Hacker News / 2 months ago
2 competitors which I think are getting things right on the UI front are Attio [1] and Folk [2]. It's not as powerful as Salesforce and the data structure is very loose, but they have done a good job with the user-experience. They are not open source though. [1] https://attio.com. - Source: Hacker News / 10 months ago
I like what I see with https://attio.com/. Haven’t used it yet but have it on the list to check out eventually. Source: 12 months ago
We’re building Attio (https://attio.com) for exactly this use case! We have a really modular data structure and a flexible API that feels a lot like Airtable or Notion with all the CRM features you’d expect. I’d love to learn more about your use case as I really believe the idea of a “modular, developer focused” CRM is long overdue! Disclaimer: I am the CTO :). - Source: Hacker News / over 2 years ago
DealCloud - The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies
Clariti.app - Clariti is a team communication app that uses Artificial Intelligence to combine emails, chats, documents, calendar events and feeds on the same topic, in rich context-based Conversations to ensure your communication stays focused & organized.
SugarCRM - SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.
CiraSync - CiraSync is a program that syncs and shares office 365 GAL contacts and calendars to smartphones.
