"ExtraaEdge has solved my problem of sending bulk SMS & Emails. With one click now I can communicate with my multiple prospects easily."
"Having complete details of the prospective students makes the follow-up easy with the CRM. The tool is user-friendly with no need for any technical person to help you with it."
AdvisorEngine CRM is built to think like you, helping to optimize everything you do to service clients and grow your business. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform.
Teamgate is an Inbound Sales CRM app that offers you all lead generation and sales management functions. Your business will benefit from powerful insights, implemented SmartDialer and a wide API connection range. Award-winning for its ease of use, Teamgate is the only Sales CRM for fast-growth service businesses helping them to connect, research, present and close more inbound leads with a guaranteed increase in success rate.
With integrated CRM, projects, billing, help desk, reporting and collaboration, WORKetc is the all-in-one cloud-based software solution to manage your growing business. WORKetc gives users complete control over the data they enter and the data they want to see. Custom fields, projects, and workflow keep the system customizable and adaptable to handle its users’ evolving needs. It grows alongside your company, letting you do what you want and how you want it done. The system goes beyond what the average CRM can do by letting you manage and track all aspects of the entire customer lifecycle. WORKetc is there every step of the way - from the initial sale through to quotes, projects, product delivery, invoicing, customer support, and that all-important follow up sale. WORKetc captures everything you do with your contacts, be it correspondence, amendments, or new projects and sales. Through its extensive activity history module, it encapsulates the very meaning of CRM - a running record of the relationships you have with your contacts, from the very first email you sent them to the latest support ticket that they filed. Turn any email into a lead, project, or support ticket using the Gmail add-on and Outlook add-in. Set up two-way syncing between WORKetc and Google or Outlook Contacts. Access all of your Google Drive, Dropbox, or Box files without having to leave the CRM environment. Capture notes and ideas in Evernote and turn them into project updates, tasks, and leads. WORKetc also features integration with Xero Accounting and QuickBooks Online, two of the most extensively used accounting programs today. Automatic sync of invoices to QuickBooks Online and Xero reduces the need for double entry. Access your WORKetc data from your office or out in the field using the iOS and Android apps. Review important notes prior to a client meeting, or record your timesheet for on-site work. Say goodbye to painful integrations and multiple costly web apps and say hello to big-time productivity and efficiency when you grow your business with WORKetc. It’s more than just a CRM.