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features
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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

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bryj
Chargeback Gurus
FlexPay
Junos Traffic Vision
Microsoft Office 2021
Onfido
Project Calico
Proofpoint Digital Risk Protection
Synack
TEOCO SmartHub Analytics
wolfSSL

Integrations

Bryj
Chargeback Gurus
FlexPay
Junos Traffic Vision
Microsoft Office 2021
Onfido
Project Calico
Proofpoint Digital Risk Protection
Synack
TEOCO SmartHub Analytics
wolfSSL

Pricing Details

$499 per month
Free Trial
Free Version

Pricing Details

£40/month/user
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

enSynergy Professional Services

Country

United Kingdom, Europe, Australia

Website

www.myenvisual.com/envisual

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

Company Secretarial

Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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