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AdvisorEngine CRM Case Studies

  • Private Ocean - Customer Case Study

  • How technology integration can help boost efficiency and drive growth

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    4.7 / 5.0
    Customer References35 total
    About

    Clear C2 is based in Coppell, Texas, and is a leading technology company providing Customer Relationship Management(CRM) for the Manufacturing Industries. The award winning C2CRM is widely recognized from industry analysts as a leader in the CRM category of hosted and on-premise software solutions. C2 CRM is flexible enough for the largest enterprises, but cost effectively for the needs of a Small to Medium Business.

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    4.7 / 5.0
    Customer References156 total
    About

    Top-rated sales CRM for your business. Freshsales (formerly Freshworks CRM) gives you everything you need to have personalized conversations and maximize conversions. Leverage the power of AI to forecast sales, qualify leads faster, and engage with the right prospects.

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    4.7 / 5.0
    Customer References242 total
    About

    Insightly provides customer relationship management software to small businesses worldwide. Small businesses leverage Insightly’s cloud-based application to manage customer interactions, opportunities, proposals and projects over the web and on mobile devices. Insightly continues to grow globally and is available on the web at Insightly.com, for iOS devices in iTunes, and for Android devices on Google Play. Insightly is based in San Francisco.

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