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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Engage with potential clients through email campaigns and web forms while planning, executing, and assessing the effectiveness of your strategies. Ensure complete visibility of your sales process from beginning to end and synchronize your sales initiatives with your overarching business goals. Unlike traditional software, Alpha CRM is a dynamic solution that evolves; whenever an upgrade is released, your system is automatically refreshed. Efficiently manage and document customer inquiries and information while keeping a comprehensive record of previous transactions and trends, all through an intuitive user interface. The web-based nature of Alpha CRM means you can access it from any location using any device, whether it’s a PC, tablet, or smartphone. Additionally, maintain a detailed log of all communications sent and received, and track customer interactions and other business emails directly within our CRM. With our innovative software, your business begins to operate more autonomously, giving you the freedom to focus on what truly matters for growth and success. Ultimately, Alpha CRM not only streamlines your operations but also enhances your ability to nurture customer relationships effectively.

Description

Visible Alpha provides a single experience for consumption and collaboration across research reports, analyst model and corporate access events. It enables clients to track, budget, value, and pay for research content. Visible Alpha is changing the way Wall Street firms collaborate in research, financial models, corporate access events and research by providing innovative tools for analysis, valuation, and discovery. Visible Alpha boasts a growing client base, $17 trillion in AUM and more than 600 research providers who contribute content. It also has over 500 employees worldwide. The company is backed worldwide by some of the most prominent banks, including Banco Santander and Bank of America Merrill Lynch. Citi, Exane BNP Parabas and Citi.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BattleFin Ensemble No 

Integrations

BattleFin Ensemble Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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 No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
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) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
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

AlphaResponse

Founded

2001

Country

United Kingdom

Website

www.alpharesponse.com/crm-software.html

Vendor Details

Company Name

Visible Alpha

Founded

2012

Country

United States

Website

visiblealpha.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

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

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