To carry out their everyday activities, organizations used to juggle several marketing platforms, Excel spreadsheets, and billing software. Much of the operation was done by hand, and the methods were not always efficient. GrowthZone's AMS unifies all of these disparate ...

Virtuous is a software startup designed to assist nonprofits increase their level of giving. Virtuous is a collection of responsive fundraising systems that are much more than just a charity CRM; they are made to assist nonprofit teams in improving donor connections and ...

For small firms, it handles customer and prospect interactions with ease. Small teams may use BIGContacts by ProProfs to expand their businesses through better contact management. Sort and see contacts by last contact, opportunity, ongoing or planned action, or latest ...

CharityEngine is a cloud-based donor management and fundraising software for nonprofit organizations of all sizes. It is intended to be simple to use for both nonprofit users and donors. It is intended to be an all-in-one CRM platform to assist nonprofits in building donor ...

Fonzip is a digital fundraising and CRM tool that allows non-profit organizations, associations, and foundations to manage their donor base and financial resources all in one place. The ability to process recurring donations, including international ones, is its mainstay. ...

You can grow your organization at incredible speeds with powerful membership management software. All it takes is one tool to automatically create membership campaigns, collect online payments, follow-up via email, and enter information into your CRM. Springly's simple ...

VobeSoft is a business software solution that automatically configures a cloud database into business solutions. VobeSoft, as a dynamic business software solution, can be used by businesses of all sizes and in a variety of industries. Create customized solutions for ...

Pivotal CRM is an on-premise customer relationship management (CRM) solution for businesses of all sizes, assisting them in managing various CRM processes. It supports online self-service and partner management modules, social CRM, application workflow management, and data ...

InfoFlo is a comprehensive CRM solution that can be accessed online or installed locally. Contact management, computer telephony integration, marketing and sales automation, and customer support are all included in the system. Users can also access InfoFlo's core features, ...

UGRU Financial was founded in 2011 by a financial advisor who was dissatisfied with the limitations of CRM software. His goal was to build a platform that included everything a new financial advisory team could need to manage and grow client relationships at a price that ...

Satuit CRM, Investor Portal, and Report Packaging software provide a full front and middle office solution focused solely on the Buy-Side Asset Management industry. The CRM platform improves efficiency, lead generation, sales productivity, and compliance management. The ...

Wealthbox is a leading CRM software application that assists financial advisors with client management and team collaboration. Wealthbox's modern product design, which is integrated with custodial platforms and complementary wealth-tech products, provides simplicity in the ...

Junxure is an intelligent practice management solution for wealth management firms that combines intelligent workflow automation with robust client service tools to streamline client management. Junxure, which was created by financial advisors, provides businesses with a ...

Sage and Xero's CRM is expanding. Easily empower your sales team, nurture your customer relationships, and grow your business. Contact administration. All of your contacts are imported from Sage and synchronized with Xapsys CRM in minutes.

Onpipeline is a sales CRM for small and medium-sized businesses that is hosted in the cloud. All of the features your sales team requires to improve results. It has unlimited storage and usage, and it is extremely simple to use.