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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Recognizing that every business operates with its own distinct processes, objectives, and demands, OrangeCRM delivers the adaptability required through a wide-ranging assortment of modules tailored for a personalized Relationship Management system. Each module acts as an additional element that integrates effortlessly with your OrangeCRM database, enhancing functionality and tools in alignment with your unique business needs. Our extensive array of modules caters to all types of businesses—whether you are a fledgling startup or a large enterprise with complex requirements—ensuring that OrangeCRM is sufficiently versatile to function as a comprehensive solution for organizations of any scale. Among these, the Analytics module stands out by providing essential business intelligence, robust analytics, and real-time reporting capabilities that allow for thorough data interpretation and analysis. Furthermore, our web-based platform empowers authorized users within your organization to swiftly access and track vital metrics, facilitating timely and informed decision-making. This level of accessibility and customization ensures that you can adapt your approach as your business evolves.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bryj
Chargeback Gurus
FlexPay
Junos Traffic Vision
Microsoft Dynamics 365
Onfido
Project Calico
Proofpoint Digital Risk Protection
Synack
TEOCO SmartHub Analytics
wolfSSL

Integrations

Bryj
Chargeback Gurus
FlexPay
Junos Traffic Vision
Microsoft Dynamics 365
Onfido
Project Calico
Proofpoint Digital Risk Protection
Synack
TEOCO SmartHub Analytics
wolfSSL

Pricing Details

$499 per month
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

OrangeCRM

Founded

2002

Country

United States

Website

www.orangecrm.com

Vendor Details

Company Name

audius

Country

Germany

Website

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

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
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

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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