Software Alternatives & Reviews

Salesforce Financial Services Cloud VS MyKazi.io

Compare Salesforce Financial Services Cloud VS MyKazi.io and see what are their differences

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

MyKazi.io logo MyKazi.io

Kazi is a Real Estate CRM that allows real estate agents to manage their leads, contacts, and deals. In addition, we offer a client portal that will help real estate agents dominate their market.
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06
  • MyKazi.io Landing page
    Landing page //
    2022-08-21

Real estate software is fundamentally flawed. Kazi CRM is a client management tool that helps real estate agents keep track of their leads, clients, and deals in their pipeline. In the real estate agent portal, you will see a Kanban board on steroids. The client portal is where we will maximize the number of referrals you get. The client portal will allow real estate clients to view their home maintenance schedules, home value using AI technology, home services pros referred by their agents, and get their utilities set up at no cost. Buying a home is an extremely personal experience and collaboration between agents and their clients is the key to a happy transaction. We're on a mission to put "relationships" back into CRMs, provide simple, elegant technology that connects agents and homeowners, and empower agents to communicate better while scaling their business.

MyKazi.io

Website
mykazi.io
$ Details
free
Platforms
Web
Release Date
2022 September

Salesforce Financial Services Cloud features and specs

No features have been listed yet.

MyKazi.io features and specs

  • Team Reporting: Yes
  • Gather Online Review: Yes
  • Client and Task Managment: Yes

Salesforce Financial Services Cloud videos

Perspectives on a Salesforce Financial Services Cloud Implementation

MyKazi.io videos

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Category Popularity

0-100% (relative to Salesforce Financial Services Cloud and MyKazi.io)
Business & Commerce
72 72%
28% 28
CRM
74 74%
26% 26
Finance
100 100%
0% 0
Office & Productivity
0 0%
100% 100

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What are some alternatives?

When comparing Salesforce Financial Services Cloud and MyKazi.io, you can also consider the following products

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Zillow Premier - Access your Premier Agent Inbox. The lead-management platform that helps agents and teams run their business – anytime, anywhere.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Apptivo CRM - CRM for managing customer accounts

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

OvationCXM - Own the journey. Guide the experience. Unleash the benefits.