Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
monday.commonday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.
-
monday sales CRMBuilt on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.
-
InfoFloCase Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.
-
HubSpot CRMHubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.
-
Sage IntacctSage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline
-
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.
-
Shape SoftwareShape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.
-
PipedrivePipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.
-
SalesNOWLooking for a CRM that does more than just manage contacts? SalesNOW CRM is a complete solution that simplifies sales, tracks leads, and boosts productivity across your team. Create stunning proposals and complex quotes that impress clients and help close deals faster. With mobile and web access, you can stay connected and in control wherever you are. What makes SalesNOW different? Unlike other platforms—where 50% of CRM implementations fail—SalesNOW is committed to your success. Our Business Analysts customize the system to fit your needs, while dedicated Account Managers ensure every user is fully trained and ready to maximize its potential. Choose SalesNOW CRM for a tailored, reliable solution that grows with your business and ensures long-term success.
-
CallToolsTransform your contact center operations with CallTools—an innovative cloud-based platform that unifies inbound and outbound dialing for maximum efficiency. Enhance agent productivity and foster stronger customer relationships with robust features like predictive dialing, call recording, and integrated multi-channel campaigns for email and SMS. Gain a holistic understanding of team performance through comprehensive analytics and real-time reporting tools. With flexible integrations, streamlined queue management, and customizable IVR options, CallTools simplifies workflows and delivers superior call outcomes. Optimize your connection rates using advanced data targeting and dynamic caller ID tools. Designed with an intuitive interface, CallTools empowers teams to handle even complex tasks with ease.
Description
A robust CRM is essential for any retail brokerage, and LXCRM was specifically developed to facilitate communication with Forex traders effortlessly. Each component of our CRM is tailored to meet the unique demands of Forex brokers, enhancing your operational efficiency through integrated marketing and automation features. With multiple customizable dashboards, you can access all necessary information conveniently on a single page. LXCRM offers seamless integration with affiliate networks, email marketing, SMS services, and more, ensuring a comprehensive approach to client engagement. You can monitor the performance of both your sales and success teams, whether collectively or individually, for a more thorough analysis. Different staff members can be assigned specific permissions, providing optimum data security for your organization. A dedicated success manager will assist you in creating the most suitable package tailored to your needs, while our technical team ensures the smooth installation and integration of all brokerage components. Additionally, a training expert will guide your team through the various systems, ensuring that everyone is well-prepared to make the most of the tools available. With LXCRM, you can elevate your brokerage's performance and achieve greater success in the competitive Forex market.
Description
With Proftit, you can seamlessly transform the complexity of running a brokerage into a streamlined, efficient, and scalable operation. Consolidate every client interaction, trade, and performance metric into one intuitive platform—your Single Point of Truth (SPOT). Eliminate fragmented systems, reduce compliance stress, and empower your team to focus on driving growth and delivering exceptional client experiences. Whether you're managing multiple brands, scaling operations, or launching a prop trading business, Proftit equips you with the clarity, control, and confidence to dominate your market
API Access
Has API
API Access
Has API
Integrations
VoiceSpin
Cellxpert
Clickatell
CommPeak
Microsoft Power BI
TUNE
Voiso
Integrations
VoiceSpin
Cellxpert
Clickatell
CommPeak
Microsoft Power BI
TUNE
Voiso
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Leverate
Founded
2007
Country
Israel
Website
leverate.com/lxcrm/
Vendor Details
Company Name
Proftit
Country
Israel
Website
www.proftit.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management