InsightsCRM
DealCloud
SugarCRM
Zoho CRM
Pipedrive
Freshsales CRM
Copper
SugarCRM
Insightly
Alore CRM
Agile CRM
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.
Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho has over 40 in-built app integrations and 500+ third-party extensions to choose from. More than 60 million users worldwide trust Zoho.
InsightsCRM Zoho CRMNo features have been listed yet.
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InsightsCRM'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
Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.
Based on our record, Zoho CRM 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.
Another option would be zoho.com/crm. We used this one at a much smaller firm that I worked at (5 attorneys, 3 paralegals, 1 secretary). Source: over 1 year ago
DealCloud - The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
SugarCRM - SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.