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Mosaic CRM Case Studies

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  • Reference Rating
    4.7 / 5.0
    Customer References43 total
    About

    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.

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    4.7 / 5.0
    Customer References5 total
    About

    FusionInvoice is a self hosted invoicing and simple CRM system for freelancers and small businesses. Ditch the monthly fees! FusionInvoice is yours. Forever They are here for you when you need them. They take great pride in offering a top-notch customer support experience! They wouldn't matter without you, so they're committed to taking care of you. They love supporting you.

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  • Reference Rating
    4.7 / 5.0
    Customer References96 total
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    Pipeliner has revolutionized CRM with its unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to the no-code automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why it drives the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying. And given our dedication to supporting the professional development of salespeople we have even integrated our online sales magazine Sales POP! into the product to provide unrivaled sales-related content at the point of impact.

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