Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Efficiently structured for acquisition, consistent marketing, and the attraction of interested stakeholders while delivering exceptional support. Experience CRM as you desire: user-friendly, immediately deployable, and robust in functionality. Daily sales tasks are streamlined and navigation is intuitive, with combination buttons that reduce the number of clicks needed. The ease of use ensures a high rate of user satisfaction, and Emnis offers numerous customization options for a swift onboarding experience, leading to a quicker return on investment. For increasing needs, it includes additional fields, import profiles, user permissions, a report generator, and if-then logic features. Utilizing a central technological infrastructure in a secure German data center eliminates the need for extensive investment in personal infrastructure. Affordable monthly fees replace significant licensing costs, making Emnis a cost-effective choice. Furthermore, there is an option for operation from your own location. Continuous updates and a network of skilled local partners contribute to the sustained success of your projects while providing ongoing support. Ultimately, this comprehensive system adapts to your evolving business requirements and enhances overall efficiency.
Description
InvestCloud, headquartered in California with an international footprint, specializes in top-tier digital financial solutions that are seamlessly integrated in the cloud. Our focus is on delivering elegantly designed client experiences alongside user-friendly operational solutions, all powered by our continually growing library of modular digital applications. Our unique methodology, known as Programs Writing Programs, facilitates the development of platforms, including InvestCloud itself. Additionally, both clients and third parties can utilize PWP and InvestCloud APIs to create tailored solutions that meet their specific needs. This adaptability ensures that we remain at the forefront of innovation in the financial technology space.
API Access
Has API
No
API Access
Has API
No
Integrations
Coherent
No
Pricing Details
No price information available.
Free Trial
Yes
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
No
iPad App
No
Android App
No
Windows
No
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)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Emnis
Founded
2005
Country
Germany
Website
www.emnis.de
Vendor Details
Company Name
InvestCloud
Founded
2010
Country
United States
Website
www.investcloud.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
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No