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Aptean CRM delivers industry best practices to help you nurture customer relationships and increase your competitive advantage. Aptean CRM gives you a complete view of your customer. It’s designed to provide your organization with accurate sales, marketing and customer service information so all departments remain in sync and organized. With detailed history of marketing, sales and service efforts, in addition to customer characteristics and preferences, Aptean CRM software allows you to make the most of each customer interaction and generate data-driven decisions based on real-time information.
OnlineApplication is a mortgage, insurance and CRM as a Service platform that provides an end-to-end client journey powered by smart systems and AI. This helps brokers, advisors, insurance firms and lenders serve their clients in a compliant, fast and efficient manner. They are building a self-driving 'one touch' mortgage that will deliver even greater efficiencies, one day you'll be able to get a mortgage in a few minutes with a mobile phone, that's the future they are building towards. Their aim is to make financial services easier, faster, and better for everybody by utilising the latest mobile technology, machine learning, and document management so that intermediaries can deliver big box solutions at a reasonable price.
OptifiNow offers a full cloud based Sales & Management Platform that acts as a personal assistant to each sales person to help them convert every opportunity. Management controls the sales process and gets the insights to drive continuous improvement. The core pillars of OptifiNow include a full featured CRM, Sales Automation, Sales Enablement, Content Management and Reporting/Analytics, all integrated into a cloud based platform. Deployed in a configurable modular format each Enterprise customer define their best practices and processes of their sales organization and provide their sales teams the tools they need to succeed in today's competitive marketplace.
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