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AdvisorEngine CRM Case Studies

  • RIA Firm Optifour Unifies Operations and Prospecting with Centralized Communications

  • Private Ocean - Customer Case Study

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    4.7 / 5.0
    Customer References42 total
    About

    Darzin Software has been providing the most feature-rich and easy to use stakeholder engagement software on the market. With clients across the globe including Brazil, the United Kingdom, Turkey, New Zealand and Canada. Community consultation and stakeholder engagement are easily and efficiently managed with Darzin. Up-to-date contact lists; sending out information to stakeholders; capturing feedback from all sources; tracking actions and complaints; and easy reporting. Darzin’s smart design means that a lot of the hard work is done for you, their aim is to make the software as accessible as possible.

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    4.7 / 5.0
    Customer References222 total
    About

    HoneyBook is the leading platform for independent business owners to manage their client flow and cash flow, streamlining all of the steps needed to sell and deliver personalized contracted services. By combining tools like billing, contracts and client communication, HoneyBook helps business owners get organized so they can provide an exceptional experience at every step. HoneyBook is trusted by service providers across the U.S. and Canada who have booked more than $5 billion in business on its platform. Founded in 2013, HoneyBook is based in San Francisco and funded by Tiger Global Management, Norwest Venture Partners, Aleph, Hillsven Capital, OurCrowd, Durable Capital Partners LP, Vintage Investment Partners, Battery Ventures, Citi Ventures, Zeev Ventures and 01 Advisors.

  • Reference Rating
    4.7 / 5.0
    Customer References11 total
    About

    Mosaic CRM provides tools and strategies to achieve and maintain complete control over the future of your CRM. With over 15years CRM experience as developers and implementation specialists, they are on a mission to make CRM more useful to organizations because sales and marketing provide the lifeblood to every business and are the most critical of all business operations. MosaicCRM has defined its role and duty in a no-nonsense manner because what they do for you is critical to your success and theirs.

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