AdvisorEngine CRM References Capped?

Access even more references from these marketplace competitors

  • 4.8 / 5.0 (2219)
    140+ References
  • 4.8 / 5.0 (1475)
    35+ References
  • 4.7 / 5.0 (4294)
    Premium242+ References

AdvisorEngine CRM Videos

  • currently locked
  • currently locked
  • currently locked
  • Reference Rating
    4.7 / 5.0
    Customer References140 total
    About

    Affinity’s patented technology structures and analyzes millions of data points across emails, calendars, and third party sources to offer users the tools they need to automatically manage their most valuable relationships, prioritize important connections, and discover untapped opportunities. Affinity uses artificial intelligence to analyze relationship strength and illuminate the best paths to warm introductions. The platform also offers a holistic view of users’ networks in a centralized, automatically updated database without any manual upkeep. Founded in 2014, Affinity is headquartered in San Francisco, California.

  • Reference Rating
    4.7 / 5.0
    Customer References35 total
    About

    Clientbook is a mobile app to facilitate easy clienteling by high-ticket retail sales associates. By using Clientbook, retailers gain visibility and control over the customer experience, resulting in more store visits, better sales conversion rates, and higher average dollar sales.

  • Reference Rating
    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.

  • currently locked
  • currently locked