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