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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Intecplan is a Windows-based software application tailored for developing business plans. It efficiently produces a comprehensive financial forecast in Excel, utilizing authentic industry-specific data categorized by country, sector, subsector, and company size, while also delivering the initial editable version of the project in Microsoft Word. This dual capability makes it a valuable tool for entrepreneurs and business professionals alike.

Description

audius:Finance integrates the broad advantages of Microsoft Dynamics 365 with the specialized needs of various financial service providers into a unified solution. This platform is suitable for asset managers, investment product developers, insurers, and real estate professionals, enabling them to customize their CRM systems with additional modules that suit their unique business models. It enhances the efficiency of recurring tasks such as customer meetings, legal inquiries, and reporting losses or damages. Our commitment to developing tailored software solutions ensures that we keep pace with the latest operational and legal standards. We provide the ideal add-ons for every function, allowing your system to remain adaptable, scalable, and current. You only pay for what you actively utilize, making audius:Finance a cost-effective solution designed to facilitate the specific operational needs of financial service providers. This way, businesses can focus on their core activities while relying on a robust support system tailored to their industry.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Microsoft Dynamics 365 No 

Integrations

Microsoft Dynamics 365 Yes 

Pricing Details

$290
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 No 
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 Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Intecplan Software

Founded

2004

Country

Mexico

Website

www.intecplan.com.mx/

Vendor Details

Company Name

audius

Country

Germany

Website

www.audius.de/en/software/industry-solutions/audius-finance

Product Features

Business Plan

Business Plan Templates No 
Collaboration No 
Dashboard No 
Financial Projections No 
Financial Templates No 
Fundraising Management No 
Investor Management No 
Pitch Presentation No 
Social Sharing No 
Step-by-Step Wizard No 

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 

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

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