Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Abacus's CRM software provides a centralized platform for managing all pertinent customer relationship data, ensuring that nothing critical is overlooked. This comprehensive information hub benefits both your staff and customers alike. By facilitating efficient relationship management, the software fosters trust and reliability. The integration with Abacus ERP allows all entered customer and address information to be utilized across other applications without the need for additional interfaces. This seamless functionality streamlines related work processes, significantly reducing input effort and conserving your valuable time. Each authorized individual or department can access the customizable Abacus CRM database, enhancing its usability. The CRM portal further simplifies the retrieval of customer data through features like full-text search, customizable selection lists, and filtering options. Additionally, stringent access and input rights help maintain high data quality, and division-level access protection can be implemented to enhance security. Overall, this system not only optimizes data management but also strengthens the overall efficiency of your operations.
Description
Abacus delivers a solution for financial institutions that is thorough and user-friendly. Their offering is a cost-efficient, contemporary, completely integrated, and scalable platform designed to address not only the existing operational needs but also the evolving challenges posed by technological advancements, market changes, and diverse product offerings. Furthermore, Abacus ensures that its solution remains adaptable to future developments, allowing institutions to stay competitive in a rapidly changing landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
CAQ.Net
Yes
Google Maps
Yes
Hubster
No
Jira Service Management
No
Microsoft Outlook
Yes
PayNuts
Yes
Primo
No
QuickBooks Online
No
Restoke
No
Integrations
CAQ.Net
No
Google Maps
No
Hubster
Yes
Jira Service Management
Yes
Microsoft Outlook
No
PayNuts
No
Primo
Yes
QuickBooks Online
Yes
Restoke
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Abacus
Country
Switzerland
Website
www.abacus.ch/en/products/administration-sales/crm/overview
Vendor Details
Company Name
Fern Software
Founded
1979
Country
United Kingdom
Website
www.fernsoftware.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Banking
ATM Management
Yes
Compliance Tracking
Yes
Corporate Banking
Yes
Credit Card Management
Yes
Credit Union
Yes
Investment Banking
No
Multi-Branch
Yes
Online Banking
Yes
Private Banking
Yes
Retail Banking
Yes
Risk Management
Yes
Securities Management
No
Transaction Monitoring
Yes