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    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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    InStream is Flexible CRM 2.0 platform for customer-focused companies. InStream was created to strengthen business relations with your customers by focusing on direct communication instead of worthless activity. Create strong sales relations with your customers using InStream. The platform can automatically synchronize your contact details with other social media accounts like Facebook, LinkedIn, Twitter or Google+ to provide you with the most valuable information about your contact.

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    NetHunt CRM is a cloud-based customer relationship management tool that integrates with Gmail and enables businesses to manage interactions and records directly from the inbox. It generates leads via email, chat messages and social media. It provides all CRM updates through these platforms. NetHunt CRM blends entirely with Gmail, placing the full-featured CRM right next to your emails. Everything you need is now available in Gmail inbox: customer profiles, deals and opportunities, data filters and views, team collaboration, email tracking, bulk email campaigns, and much more!

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