OpenBB Bot
Avanzai
Venn
Bloomberg Professional
eToro
Insight7
FinChat
CRX Extractor
Zoho CRM
Pipedrive
Freshsales CRM
Copper
SugarCRM
Insightly
Alore CRM
Agile CRM
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.
OpenBB Bot Zoho CRMZoho CRM is recommended for small to medium-sized businesses that require a scalable solution to manage their customer relationships. It's ideal for organizations seeking to enhance their sales processes, improve customer engagement, and streamline business operations without incurring high costs. Additionally, companies already using Zoho's suite of applications may benefit from the seamless integration options available within the Zoho ecosystem.
Zoho CRM is recognized for its robust features and continuous updates, making it a strong contender in the customer relationship management space. Users appreciate its customization options, which allow businesses to tailor the CRM to their specific needs, enhancing usability and effectiveness.
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.
Zoho CRM might be a bit more popular than OpenBB Bot. We know about 1 link to it since March 2021 and only 1 link to OpenBB Bot. 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.
OpenBB is taking on the OpenAI calls on your behalf so you don't even need to use your OpenAI API key. All you need to do is download the new version on http://my.openbb.co/ and start using it. Source: almost 2 years ago
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 2 years ago
Avanzai - Avanzai enhances financial analysis with AI agents and custom data integration. Our agents automate workflows from report generation to risk alerts. This empowers wealth managers and family offices to make data-driven decisions in dynamic markets.
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.
Venn - Make new friends
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.
Bloomberg Professional - Bloomberg Professional app helps users send live text messages to their fellow traders and investors to get suggestions and tips from them to solve all their problems.
Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.
