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Centrex SoftwareOur powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
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BYDFiBYDFi, previously known as BitYard, stands out as the premier cryptocurrency contracts exchange based in Singapore. We offer secure, user-friendly, and rapid trading services for crypto assets across more than 150 nations. Committed to the principle of “Complex Contracts Simple Trade,” BYDFi strives to deliver the most streamlined trading experience possible for its clients. Our platform features a diverse selection of trading pairs encompassing Crypto, Forex, and Commodities. Users can effortlessly create an account using either their email or mobile number, accessible through both desktop and mobile platforms. Currently, we have over 500,000 users engaging in trading activities from various countries. The platform supports multiple languages, including English, Traditional Chinese, Russian, Japanese, Vietnamese, Korean, Indonesian, and Portuguese. With just 30 seconds needed to initiate trading, you have the flexibility to trade anytime and anywhere. BYDFi is not just a trading platform; it is a comprehensive solution for all your digital asset needs. Join us today and experience the future of trading.
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CreatioCreatio is a global vendor of an agentic AI-native no-code platform designed to automate workflows and CRM with a maximum degree of freedom. Powered by intuitive no-code development, visual process design, and embedded AI, the Creatio platform enables organizations to build and evolve applications of any complexity and scale—supporting both structured and unstructured workflows, advanced analytics, and flexible dashboards. By empowering business users alongside IT, Creatio reduces application development time by up to 10× and accelerates time-to-value. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach allows organizations to automate entire business processes, not just individual tasks—driving efficiency, agility, and measurable business outcomes. Creatio also provides a rich marketplace of pre-built applications, connectors, and industry-specific solutions, enabling rapid deployment and continuous innovation. Built on a modern, AI-native architecture, the platform ensures seamless integration and adaptability within any digital ecosystem. Creatio CRM is a full-featured suite for marketing, sales, and service automation, unified on the same agentic no-code platform with embedded AI agents. Organizations can deploy it as a complete CRM suite or as modular solutions, gaining the flexibility to scale while maintaining a single, intelligent system of engagement.
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Act!Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
Description
Altrogi serves as a white-label trading solution and brokerage CRM tailored for forex and CFD brokers, multi-brand brokerage firms, and new operators seeking to launch a trading business without the need for in-house technology development. The platform integrates three interconnected applications that function cohesively as one system: a branded client portal enabling customers to register, complete identity verification, manage wallets, and initiate deposits and withdrawals; a trading platform accessible via both browser and mobile devices, featuring real-time pricing, integrated charting tools, and capabilities for market, limit, and stop orders along with stop loss and take profit options; and a comprehensive back-office CRM that unifies sales, retention, compliance, and finance teams around a single client record. This CRM is equipped to handle lead pools and assignments, KYC evaluations, dual approval processes for all financial transactions while maintaining a complete audit trail, customizable account types, margin thresholds, and detailed reporting on client funds, open risks, and transaction approval times. Additional features such as copy trading, introducing-broker commissions, customer loyalty programs, and investment plans can also be activated, allowing for greater flexibility. Each brand operates under its distinct domain, ensuring that data remains separate and secure. This structure supports a tailored trading experience that can adapt to the specific needs of various operators in the market.
Description
Unlock the advantages of a customer relationship management solution with Doxim CRM! Tailored specifically for Banks and Credit Unions, Doxim CRM provides employees with a comprehensive view of customer interactions and activities. By utilizing Doxim CRM, you can enhance your revenue streams and foster brand loyalty through a more profound understanding of your clients. Furthermore, Doxim CRM seamlessly integrates with the Doxim Customer Engagement Platform, ensuring a holistic approach to managing customer experiences from start to finish. This integration not only streamlines operations but also allows businesses to respond more effectively to customer needs.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$1500
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Altrogi
Founded
2022
Country
United States
Website
altrogi.com
Vendor Details
Company Name
Doxim
Founded
2000
Country
Canada
Website
www.doxim.com
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
Yes
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes