Software para Gestión de clientes para banca

Utiliza la página Capterra.es de España para encontrar el mejor software de Software para Gestión de clientes para banca para tu empresa.

Descubre por qué Capterra es gratis

Conoce más sobre las opciones de filtrado

Productos de software filtrados:

72 productos encontrados

Valoración del producto

Implementación

Características

Pipedrive

Pipedrive

Por Pipedrive

(1541 reseñas)

El seguimiento de las finanzas, los clientes potenciales y el proceso de ventas general nunca ha sido tan fácil gracias a Pipedrive, el software de CRM potente, pero ágil. Realiza un seguimiento de los ingresos de los productos, optimiza los costos al garantizar la eficiencia e incluso pronostica los ingresos de ventas con el panel de estadísticas avanzadas de Pipedrive. Perfectamente personalizable, el CRM Pipedrive puede ser utilizado por empresas que operan en la banca, seguros, leasing, hipotecas, créditos, suscripciones y mucho más. Descubre más sobre Pipedrive

Backstop

Backstop

Por Backstop Solutions Group

(1 reseña)

Backstop Solutions exists to help the alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders. Descubre más sobre Backstop

Obsidian Suite

Obsidian Suite

Por Obsidian Solutions

(0 reseñas)

Obsidian es un marco de gestión de inversionistas todo en uno con un historial comprobado que ayuda a los clientes financieros a digitalizar rápidamente las operaciones, reducir costos y mejorar los ciclos de ventas. Esta moderna interfaz permite a los clientes elegir entre 4 suites clave: Financia CRM, salas de datos, portales de inversores e inteligencia comercial, mientras te beneficias de las implementaciones más rápidas del mercado. La empresa brinda la mejor seguridad cibernética en su clase y cifrado de nivel bancario. Únete a más de 10 000 usuarios felices de Obsidian y transforma tus operaciones. Descubre más sobre Obsidian Suite

ProsperWorks CRM

ProsperWorks CRM

Por ProsperWorks

(245 reseñas)

ProsperWorks es el CRM n.° 1 de servicios financieros para los usuarios de G Suite. ProsperWorks CRM se integra perfectamente con G Suite, elimina la entrada manual de datos y es súper fácil de usar. Si puedes usar Gmail, sabrás cómo usar ProsperWorks. Únete a los más de 10 000 clientes satisfechos con el uso de ProsperWorks y comienza hoy mismo a vender más con los CRM que a los equipos les encanta usar. Descubre más sobre ProsperWorks CRM

Zoho CRM

Zoho CRM

Por Zoho CRM

(1256 reseñas)

Zoho CRM brinda a las organizaciones de pequeño y gran tamaño una solución completa de gestión del ciclo de vida de las relaciones con los clientes para gestionar ventas, marketing, asistencia al cliente y servicios, y gestión de inventarios, todo en un sistema de negocios único y en toda la organización. Descubre más sobre Zoho CRM

MyCRMDashboard.com

MyCRMDashboard.com

Por Continuity Programs

(14 reseñas)

MyCRMDashboard, mortgage lead generating CRM, was built specifically for residential lenders, banks and credit unions. The easy-to-use SaaS solution includes automated marketing based on 45 years of experience in the industry. Increase your repeat business, referrals, testimonials, and more! MyCRMDashboard.com is powered by Continuity Programs. The platform is also known as MGIC Elements. Lenders who use MGIC mortgage insurance can sign up at a significantly reduced price per loan officer. Descubre más sobre MyCRMDashboard.com

Doxim CRM

Doxim CRM

Por Doxim

(2 reseñas)

Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points. Empower staff with a 360 view of customer activities and interactions. Develop a deeper understanding of your customer base, and take action to increase revenue and loyalty. Integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management. Descubre más sobre Doxim CRM

Sage Intacct

Sage Intacct

Por Sage Intacct

(233 reseñas)

Sage Intacct helps CFOs access integrated management and financial reports across their business entitiesin minutes not daysto grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance. Descubre más sobre Sage Intacct

enVisual 360

enVisual 360

Por enSynergy Professional Services

(5 reseñas)

For financial service providers, enVisual 360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive. Descubre más sobre enVisual 360

amoCRM

amoCRM

Por QSOFT

(68 reseñas)

Construye valiosas relaciones con clientes potenciales y clientes mediante amoCRM. El exclusivo Digital Pipeline elimina las tareas rutinarias mediante la automatización de la captura de clientes potenciales, envíos de correo electrónico, movimiento desencadenado por el comportamiento a través del proceso y recordatorios de tareas. Concéntrate en aumentar los ingresos, no en la entrada de datos. Aún mejor, las analíticas de amoCRM rastrean tu crecimiento y miden el retorno de la inversión. Evalúa el rendimiento del administrador de cuentas con seguimiento de objetivos, pivotea tu estrategia con informes que ayudan a identificar cuellos de botella. ¡Vende con facilidad e inteligencia con amoCRM! Descubre más sobre amoCRM

Maximizer CRM for Advisors

Maximizer CRM for Advisors

Por Maximizer Software

(52 reseñas)

Maximizer CRM for Financial Advisors is CRM software tailored specifically for financial, insurance and group benefits advisors and wealth managers. Developed in partnership with advisors from across Canada and the U.S., our solution combines industry insight with over 28 years of expertise in CRM software. It enables users to optimize their most important asset - time - through being organized, remaining compliant, providing superior client service and preparing for succession Descubre más sobre Maximizer CRM for Advisors

bpm'online financial services

bpm'online financial services

Por bpm'online

(0 reseñas)

Potente CRM diseñado para banca corporativa y minorista e instituciones financieras, para gestionar el viaje completo de un cliente y mejorar la experiencia de los clientes. La solución proporciona un conjunto completo de herramientas para la administración de centros de contacto y front-office bancarios, permite administrar procesos de venta de productos y servicios financieros de punto a punto para los clientes corporativos del banco, así como campañas de marketing multicanal para impulsar la generación de demanda. - viaje del cliente del banco - ventas del banco - comercialización Descubre más sobre bpm'online financial services

Cool Life CRM

Cool Life CRM

Por Cool Life CRM

(17 reseñas)

Cool Life CRM was designed and built from the ground up with complex customer management environments in mind. Not every business treats their customers as single transaction-based opportunities. Cool Life CRM recognizes and meets the nuances of specialty firms such as financial services, professional associations, software and services firms, and more. Our solution addresses unique market needs and does so with software that is Fast; Intuitive; Secure. To quote our customers, Its Cool" Descubre más sobre Cool Life CRM

Freshsales

Freshsales

Por Freshworks

(75 reseñas)

Freshsales es un software completo de CRM y administración de clientes potenciales creado para equipos de ventas de alta velocidad, repleto de características tales como teléfono integrado, correo electrónico integrado, seguimiento del comportamiento del usuario, administración de acuerdos, creación de informes y más. Descubre más sobre Freshsales

Sticky Advisor

Sticky Advisor

Por stickypages

(5 reseñas)

We work with you to ensure we are helping your business succeed the best it can with your daily activities. We are here to help save you time and money, and let you do what you do best, help your clients! 100% Guaranteed! Get started today! Descubre más sobre Sticky Advisor

Foundersuite

Foundersuite

Por Foundersuite

(81 reseñas)

THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 50k investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. Descubre más sobre Foundersuite

Procurify

Procurify

Por Procurify

(66 reseñas)

Procurify es la solución de gestión de gastos por excelencia para empresas medianas. En todo el mundo, cientos de empresas usan Procurify para hacer un seguimiento, controlar y analizar sus gastos. Gracias a su flujo de trabajo completo y una interfaz fácil de usar, los equipos de Compras, Adquisiciones y Finanzas han podido implementar Procurify en todos los departamentos y equipos y crear una mejor cultura de gastos. Ponte en marcha en tan solo dos semanas y permite que Procurify te ayude a transformar el proceso de adquisición. Descubre más sobre Procurify

Less Annoying CRM

Less Annoying CRM

Por Less Annoying CRM

(290 reseñas)

BEST FOR INDEPENDENT FINANCIAL PLANNERS AND ADVISORS - Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free by phone and email. Descubre más sobre Less Annoying CRM

InfoFlo

InfoFlo

Por InfoFlo Solutions

(57 reseñas)

Infoflo is an easy to use CRM that is perfect for managing customer relationships and includes the most robust Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document, sales & task management solution. It includes a Quick Books, Outlook and Google Sync. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Descubre más sobre InfoFlo

Marketing 360

Marketing 360

Por Madwire

(693 reseñas)

The mission of Marketing 360 is to provide SMB's with the #1 marketing platform in the world by offering world-class digital marketing software & highly skilled professional marketing services through a single, powerful, affordable platform. Descubre más sobre Marketing 360

Infusionsoft

Infusionsoft

Por Infusionsoft

(696 reseñas)

Infusionsoft is a cloud-based sales and marketing platform trusted by 125,000 small business users. The platform brings Customer Relationship Management (CRM), Marketing Automation, and E-Commerce together in one centralized system, so small businesses can deliver personalized sales and customer service experiences and close more business. Infusionsoft is currently offering 50% off for the first 3 months. Watch the demo now to see how it can help your small business. Descubre más sobre Infusionsoft

HubSpot CRM

HubSpot CRM

Por HubSpot

(1060 reseñas)

Ideal para empresas que tienen entre 10 y 1000 empleados. Adéntrate en el siglo XXI con HubSpot CRM, un sistema de gestión de relaciones con los clientes (CRM) que es fácil de usar, elimina el trabajo manual y realmente ayuda a tu equipo de ventas a vender. Es gratis y puedes comenzar a usarlo ahora mismo. HubSpot CRM permite mantener todos los contactos en una base de datos centralizada y personalizable, registra automáticamente cada interacción y recorre continuamente Internet, haciendo un seguimiento de más de 13 millones de empresas (y en crecimiento). Descubre más sobre HubSpot CRM

Contactually

Contactually

Por Contactually

(73 reseñas)

Contactually es una manera simple y efectiva de obtener más de tu red, ayudándote a mantenerte conectado con tus contactos más importantes. Descubre más sobre Contactually

Really Simple Systems CRM

Really Simple Systems CRM

Por Really Simple Systems

(191 reseñas)

Really Simple Systems CRM helps you work smarter, managing and tracking your sales leads and customers, so you can get on with growing your business. Designed for small and mid-sized organizations, this GDPR compliant CRM is easy to set up and simple to use. With sales, marketing and service & support built-in you'll have all your data in one place, enabling team collaboration, better relationships and driving sales growth. Descubre más sobre Really Simple Systems CRM

Market Quest For Insurance

Market Quest For Insurance

Por Market Focus

(1 reseña)

Market Quest For Insurance is a marketing and CRM system that increases your sales, keeps you organized, and helps you differentiate yourself from your competitors. Industry-specific marketing content that get results. Send e-cards, newsletters, video email and any customized email to stay in front of prospects, clients, and referral sources. Build customer loyalty and generate more referrals. Descubre más sobre Market Quest For Insurance

CRMnext

CRMnext

Por Acidaes Solutions

(1 reseña)

CRMNEXT is a global CRM solution provider credited with the world's largest installation ever.

Deltek Vision

Deltek Vision

Por Deltek

(376 reseñas)

Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.

Method CRM

Method CRM

Por Method Integration

(51 reseñas)

#1 rated CRM by QuickBooks users, Method streamlines your business from lead to repeat and anything in between.

Magnifinance

Magnifinance

Por MagniFinance

(0 reseñas)

Magnifinance is a finance management software that makes certified invoices for users and provides a data analytics dashboard

DealCloud

DealCloud

Por DealCloud

(8 reseñas)

Investors and advisors come to DealCloud to power their deal teams.

Kronos Finance

Kronos Finance

Por Kronos Technologies

(1 reseña)

Kronos Finance CRM is the most complete customer management solution for financial and insurance professionals.

UGRU

UGRU

Por UGRU

(2 reseñas)

The #1 CRM Financial Practice Management Suite.

ConvergeHub

ConvergeHub

Por ConvergeHub

(24 reseñas)

ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your sales, marketing, support, and billing needs.

Finaeo

Finaeo

Por Finaeo

(10 reseñas)

Finaeo, a FREE Digital Assistance platform built for Advisors by Advisors automates back office admin powered by a custom-built CRM.

irsLogics

irsLogics

Por Intellirose Solutions

(1 reseña)

Web-based CRM software for tax resolution firms.

Account360

Account360

Por Saylent Technologies

(2 reseñas)

Customer relationship data analytics platform for financial institutions.

Clienteer

Clienteer

Por Imagineer Technology Group

(7 reseñas)

Clienteer is the leading provider of relationship management and fund marketing technology to hedge funds and institutional managers.

SatuitCRM

SatuitCRM

Por Satuit Technologies

(1 reseña)

CRM software for buy-side investment professionals for the asset management industry. Visit www.satuit.com/products/satuitcrm.

360 View CRM

360 View CRM

Por inBusiness Services

(0 reseñas)

360 View CRM is a web-based software that was developed by financial institutions for financial institutions.

Behavia

Behavia

Por Scorto

(0 reseñas)

A solution for customer relationship management through scoring and analysis.

Engaged CRM

Engaged CRM

Por Engaged

(0 reseñas)

CRM solution for multiple products, office locations, call centers, lead gen, underwriting and processing functions.

Base

Base

Por Base

(105 reseñas)

Base helps sales teams win more deals by automating tasks and providing actionable insights to grow sales with our all-in-one platform.

Sidetrade Network

Sidetrade Network

Por Sidetrade

(4 reseñas)

Sidetrade, leading global provider of Predictive Sales-to-Cash solutions, delivers high value creation over the customer journey.

Living Systems Process Suite

Living Systems Process Suite

Por Whitestein Technologies

(0 reseñas)

LSPS from Whitestein is the most advanced, intelligent BPMS available today.

Advisor Desk

Advisor Desk

Por Salentica

(0 reseñas)

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.

PlanMagic Finance Pro

PlanMagic Finance Pro

Por PlanMagic

(0 reseñas)

It provides vital financial information and key financial indicators of your business whenever you want them.

Pipedrive

Pipedrive

Por Pipedrive

(1541 reseñas)

Pipedrive is an easy to implement financial CRM tool that helps you focus on the activities that drive deals to close.

Aptean Core Trac CRM

Aptean Core Trac CRM

Por Aptean

(0 reseñas)

Core Trac helps financial institutions deliver consistent, tailored and memorable experiences to clients and simplifies CRM data.

SalesPage

SalesPage

Por SalesPage Technologies

(0 reseñas)

Provides asset managers with solutions and integrations that leverage existing data to drive more effective distribution strategies.

GaleForce CRM for Banking

GaleForce CRM for Banking

Por GaleForce Solutions

(0 reseñas)

An out-of-the-box CRM solution designed to meet the needs of client-facing staff of commercial banks, retail banks and credit unions.

CANNEX Interface

CANNEX Interface

Por Strategic Information Technology

(0 reseñas)

Portfolio Plus integrates with CANNEX enabling you to manage each stage of the term deposit broker purchasing cycle.

Jobstream 9

Jobstream 9

Por Jobstream Group

(0 reseñas)

A software platform that serves the specialist accounting and administration requirements of trust companies.

MyPlanMap

MyPlanMap

Por MyPlanMap

(0 reseñas)

Scale your financial planning practice easily through this instant client engagement system.

NexJ Contact

NexJ Contact

Por NexJ Systems

(0 reseñas)

Cloud based solution for financial and insurance industries. Features include collaboration, client onboarding, & workflow management.

SeedRM

SeedRM

Por Lenox Park Solutions

(0 reseñas)

SeedRM institutionalizes Relationship Management, Allocation Pipeline, and Document and Activity Management for Investment Mangers.

Infocorp Analyzer

Infocorp Analyzer

Por Infocorp Group

(0 reseñas)

Enables you to make strategic decisions based on statistics, access trends and the use of your channels

Bricknode Broker

Bricknode Broker

Por Bricknode

(0 reseñas)

Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features.

Salesforce Essentials

Salesforce Essentials

Por Salesforce Essentials

(27 reseñas)

Salesforce Essentials is the new out-of-the-box solution for small business from the world's #1 CRM.

SetShape

SetShape

Por SetShape

(3 reseñas)

The #1 software for companies looking for a feature-rich all-in-one solution that integrates and APIs with any other software.

zeb.control

zeb.control

Por zeb

(1 reseña)

Bank information system that addresses all aspects of modern bank management

Union.digital

Union.digital

Por Union Financial Technologies

(0 reseñas)

Online, Mobile and Web tools that make it easy to engage clients, help them understand your product and purchase it.

DebtPayPro

DebtPayPro

Por Debt Pay

(0 reseñas)

A complete set of cloud based CRM tools and integrations to help financial service providers.

BSI CRM

BSI CRM

Por BSI Business Systems Integration AG

(0 reseñas)

Whether B2C, B2B, department or group: BSI CRM adapts to your business, your processes and your IT environment, and not vice versa.

InvestorFlow

InvestorFlow

Por InvestorFlow

(0 reseñas)

Customer relationship management software designed for the financial industry for professionals.

Beanstalk Solutions

Beanstalk Solutions

Por Genesis Contractor Solutions

(0 reseñas)

CRM solution with OCR for roofing and restoration industries. Use it on the computer or through a mobile app.

BankSight Intelligent Banking CRM

BankSight Intelligent Banking CRM

Por BankSight

(0 reseñas)

Intelligent banking CRM that helps bankers never miss opportunities to proactively engage with their customers.

Yoyo Wallet

Yoyo Wallet

Por Yoyo Wallet

(0 reseñas)

Building the relationship between retailers and their customers

Relationship Management System

Relationship Management System

Por FMR Systems

(0 reseñas)

The Relationship Management System supports the entire customer relationship, from contact to sale to onboarding and case management.

Wealthbox

Wealthbox

Por Starburst Labs

(0 reseñas)

Easy to use CRM for financial advisors.

AdvisorEngine

AdvisorEngine

Por AdvisorEngine

(0 reseñas)

Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

Financial CRM

Financial CRM

Por Konjoin Technolgies

(0 reseñas)

Customer relationship management software for the financial services industry that allows for easy tracking of sales targets.

Optimizer

Optimizer

Por Synertree CMS

(0 reseñas)

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value