Best Financial CRM Software for Freelancers - Page 2

IRSLogics is the oldest and most trusted professional tax resolution software. We have been in business for over a decade and use our knowledge to improve our products and services based upon the needs and reviews of our customers. Logics places customer service first. We have a dedicated support team that will listen to your concerns and resolve your queries at no cost to ensure you receive uninterrupted service. IRSLogics is entirely web-based and doesn't require any setup. Logging in is easy from any device, from any place. Only one requirement is an internet connection. Call 312-957-8979

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals. ProTracker Advantage Desktop: Why? Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs.

Zeb.control serves a wide array of customers, including banks, FinTechs, and insurance firms, offering them customized control solutions that can be deployed either in the cloud or on-premises. The period of zero interest rates appears to be behind us, yet banks are now facing a complex landscape marked by a gradual increase in rates. This raises questions about the overall effects of these changes on European banks, as well as how capital markets view the emerging opportunities for the industry. With zeb.control, you establish a robust foundation for effective management within your organization. This solution integrates support for overseeing income and risk from a senior management perspective, as well as facilitating detailed analysis and planning at the customer and account levels, enabling banks and FinTechs to successfully navigate their unique transformation needs. Moreover, our bank management system is meticulously customized to align with your specific requirements, ensuring it meets the distinct challenges of your institution. Ultimately, zeb.control empowers your organization to thrive in an evolving financial landscape.

Switching contexts can drain your productivity, so it's best to minimize transitions between Outlook and your CRM. By maintaining a smooth workflow, you can help your teams avoid unnecessary obstacles, leading to more successful deal closures and enhanced customer relationships. Thousands of companies have already benefited from optimizing their business operations with Prophet CRM. Take action now and participate in a demo to see how it can work for you. If your team spends all day in Outlook, shouldn't your CRM be integrated into that environment as well? Prophet CRM is designed for ease of use by sales and marketing teams, as it seamlessly integrates with a platform they are already familiar with—Outlook. To ensure a smooth transition, our dedicated project managers provide personal onboarding support, making the adoption process simple for your organization. Our Gold Support plan offers a 2-hour service level agreement (SLA) for quick responses, with all support personnel being full-time employees based in the United States. Established in 2002 in the Seattle area, Avidian is an employee-owned company that specializes in delivering a CRM solution directly within Microsoft Outlook, enabling businesses to thrive. With our innovative approach, you can transform your customer interactions and drive your success to new heights.

Practifi serves as a performance optimization platform that converts data into actionable insights and excellence on a large scale. We empower wealth management firms to surpass the limitations of conventional CRMs and explore new possibilities. In contrast to traditional CRM systems, Practifi integrates your team, data, and top-tier tools, providing the visibility and oversight essential for propelling your organization forward. Our enterprise workflow engine, open API, and comprehensive analytics consolidate data sources, enhancing both actions and insights. Acknowledged as one of the leading platforms in the industry, Practifi has received numerous accolades for our innovative features and intelligent platform design. We view partnership as a commitment that extends beyond merely addressing issues as they arise. Our dedicated team collaborates closely with clients to tackle their challenges, or even create solutions if they are not readily available, ensuring that we meet their evolving needs effectively.

The simplest CRM available, which is driven by your sales process, will help you grow your business. Our simple and intelligent sales force automation software will improve customer engagement, close leads, and nurture customers. It is said that nothing happens unless someone buys something. You need leads or people to sell whatever product you are selling. This is the lifeline of sales that you can manage almost effortlessly. You don't build businesses, you build people. Then, people build the business. To continue building your business, nurture relationships through responsive communication. You can access the full ezTask.io experience from your iOS or Android device and manage your business from anywhere. We will take care of clearing out all the clutter so that you can focus on selling.

Introducing the most user-friendly CRM software tailored specifically for residential mortgages, which unlocks the potential for expanding your mortgage business. Boost the number of services offered to each household with MyCRMDashboard, which seamlessly integrates with top-tier mortgage marketing campaigns and simplifies the follow-up process with your contacts. Designed for efficiency, this mortgage CRM saves you both time and resources through its automated campaigns, while also producing leads, referrals, and testimonials for loan officers. By utilizing this tool, you can achieve three times the amount of repeat business and increase referrals by over 5%. Most importantly, it ensures customer loyalty for life, enabling you to assess and enhance customer satisfaction effectively. This platform serves as a comprehensive solution, allowing each Loan Officer to manage their database and the leads generated automatically. Recording activities is straightforward, and follow-up tasks can be scheduled instantly, ensuring that you never overlook another potential lead again. With this effective CRM, you can transform your approach to customer relationship management in the mortgage industry.

Aidium serves as the premier all-in-one CRM platform tailored specifically for mortgage professionals, enabling you to optimize your workflows, enhance deal closures, scale your business, and boost your return on investment. Elevate your loan origination process with Aidium’s advanced lead conversion software, which is specifically engineered to streamline lead management, nurture potential clients, and convert a greater number of leads into successful mortgage transactions. With its automation capabilities, Aidium's Mortgage CRM simplifies your operations, fosters better client relationships, and increases lead conversion rates through smart workflows and data-driven strategies. The marketing tools offered by Aidium comprise a robust array of resources that enhance lead generation and elevate client engagement, ultimately driving higher conversion rates and expanding your loan portfolio. Each member of your team can access the pipeline and follow up as necessary, ensuring that if multiple team members are communicating with prospects, all of their activities can be tracked in a single, user-friendly interface. This centralization of information not only improves collaboration but also ensures a seamless experience for both your team and clients throughout the mortgage process.

Edda is an all-in-one AI-driven software platform designed for venture capital and private equity investment teams. It brings together deal sourcing, portfolio tracking, CRM, and LP reporting into one intelligent workspace. Edda applies specialized investment intelligence to help firms evaluate opportunities and manage assets more effectively. Teams can automate due diligence, track KPIs in real time, and maintain accurate historical valuations across their portfolios. The platform improves collaboration by allowing partners and analysts to review deals using consistent metrics and shared workflows. Edda also enhances LP communication through centralized portals and AI-generated reports. Seamless integrations pull company data from trusted databases and productivity tools. This reduces manual data entry and improves operational efficiency across teams. Used by investors in over 40 countries, Edda supports global investment operations at scale. It is built to adapt to the unique workflows of modern VC and PE firms.

Paysley allows customers to send secure payments to you via text messaging, picture messaging and email. Customers can also access any custom payment page from their mobile devices by scanning a QR code that can be displayed anywhere. To make a payment, your customers don't need to download an application or register. Paysley is the easiest and most convenient way to make payments. No special devices or card readers are required. Cardholders can make payments using their mobile devices. There is no customer app download, account registration, password, or login. No redirect to a service provider's website. Paysley is a direct tokenized payment option. You don't need to ask for customer's card information ever again. Paysley is secure, and your business will be PCI compliant. Your Paysley Portal allows you to upload and manage customer information. Your customer database doesn't just contain contact information.

Prioritize your clients to enhance your business growth. Maintain a competitive edge with a versatile Swiss cloud platform designed for agility. InvestGlass, initially tailored for the banking sector, ensures adherence to TLS and OWASP security guidelines, guaranteeing a secure experience. Our open API allows developers to seamlessly integrate and utilize InvestGlass while enjoying a cloud-native architecture that supports a universal deployment model. This means we are not restricted to any particular cloud service provider. Adhering to agile methodologies, InvestGlass continuously rolls out new features as they become available, ensuring that our offerings evolve to meet your needs. Our dedicated team is committed to delivering exceptional, personalized support in multiple languages, including French, English, Spanish, and German. Additionally, we provide various self-directed learning resources, enabling you to acquire new skills from any location. With our user-friendly tools, creating online forms has never been more straightforward, empowering users to harness functionality directly from their web browsers. Whether you are a small business or a large enterprise, InvestGlass is designed to support your growth journey in a rapidly changing digital landscape.

The structural framework for integrating various systems is essential for organizations aiming for digital transformation. By implementing automated, adaptable, and results-driven processes, businesses can enhance scalability and ensure high-quality operations. A robust content management system, paired with efficient processes, enables the generation and upkeep of vast quantities of structured, current, and trustworthy data. Utilizing a 360-degree CRM approach facilitates improved management of customer and partner relationships, leading to increased sales and higher retention rates. Real-time data analytics, presented through visual charts or detailed extractions, simplifies management oversight, uncovers valuable insights, and aids in informed decision-making. It is crucial to align all departments, including procurement, marketing, IT, logistics, and legal, with integrated processes that support a cohesive strategy. Streamlining administrative operations, from purchasing to reimbursements, can significantly enhance team performance and productivity. Additionally, automating human resources functions allows for comprehensive management of employee processes, covering everything from onboarding to termination, thereby fostering a more efficient organizational environment. Ultimately, prioritizing these integrated systems can pave the way for sustained growth and operational excellence.

Software platform used by venture capitalists, investment bankers and funding consultants to raise capital. It includes a database of 227,000 investors that can be searched, a CRM for managing the deal pipeline, Pitch Deck hosting, Investor Updates, and Email tools to manage investor outreach, as well as a Virtual Data Room for due diligence. Companies have raised $17 Billion through this platform.

LiveFile360, our enterprise document management system, is fully integrated with enVisual CRM360. Your files are linked to enVisual entities (individuals/companies/trusts etc.) You can also use metadata to simplify your search. LiveFile360 offers fast, secure search that works across any global cloud network.

Create your own digital banking entity by leveraging our foundational platform. Utilize Bricknode Core alongside its API to establish your unique financial venture. Bricknode has crafted a robust, entirely cloud-based infrastructure that serves as the essential framework for financial operations. Our goal is to assist both established financial firms and emerging startups in their journey to digitize their offerings, allowing them to concentrate on delivering value to their clients without the need to worry about the underlying technology. The entire system operates seamlessly in the cloud, and you can enhance the features of Bricknode Broker by activating various applications and modules available in our Marketplace. At the heart of Bricknode Core lies the back office module, which serves as the primary interface. This module allows you to oversee customer accounts, manage financial instruments, track transactions, and handle positions and orders, while also enabling a variety of specialized add-ons to streamline your back-office processes. By utilizing this comprehensive platform, businesses can innovate and adapt in the fast-evolving financial landscape.

You can either enter your contacts manually or import them from existing sources, allowing the CRM to automatically align fields, identify duplicates, and rectify incorrect information, which simplifies the onboarding process. Moreover, the platform offers the ability to standardize your sales approach through workflows, sales scripts, and email templates, while also providing visibility into your sales pipeline and forecasts, making it easy to distribute sales resources across your team. Additionally, you can send mass emails to as many as 5,000 recipients daily and up to 150,000 monthly, execute drip campaigns, and effortlessly track metrics like open rates, click-through rates, and bounce rates to evaluate how well your campaigns are performing. The system also allows for the organization of essential documents that can be used in various workflows or specific scenarios, including call scripts, HR documents, PDF contracts, marketing materials, Excel files, and PowerPoint presentations, while utilizing over 100 tagging codes to streamline document modifications and save time. This comprehensive approach not only enhances productivity but also ensures that all team members have easy access to the necessary resources for their tasks.

Stop relying on Excel spreadsheets to oversee your cash flow. With our system, you can instantly see your available cash, track unpaid invoices, and keep a clear record of upcoming payments. Generating all necessary documentation for the Portuguese Tax Authority becomes a straightforward task. You can also organize and assign costs to different product lines, apply discounts, and automatically compute VAT. Our API and plugins seamlessly connect your online sales with MagniFinance invoicing, eliminating the need for manual invoice creation. Furthermore, you can conduct thorough analyses of your sales performance. View all your bank accounts consolidated in one interface. Say goodbye to the tedious process of reconciling invoices manually. Stay informed about client payments and the status of your invoices in real time. This tool is ideal for managing your expenses with increased agility and efficiency. Simply snap a photo of a paper invoice and send it to us via email or through our website for easy processing. With this innovative solution, you can take control of your financial management like never before.

Enhance your long-term relationships with clients by utilizing our specialized CRM software designed for financial advisors. Equisoft/connect is an innovative, cloud-based CRM tool tailored specifically for financial professionals, allowing you to consolidate all relevant insurance and investment data for your clients. This software serves as a robust resource for productivity, marketing, sales, and compliance needs. By minimizing the time spent searching for crucial client information, you can dedicate more time to engaging with clients and prospects. With Equisoft/connect, all your clients' information is accessible within a single application, eliminating the need to switch between various platforms to monitor client data. The diverse modules offered by Equisoft/connect enable you to effortlessly view clients' insurance policies and investments, correspond via email, and efficiently handle appointments and documentation—all from one comprehensive application. This streamlined approach ultimately fosters stronger client connections and enhances your overall service delivery.

Utilize your current contacts database, available in either an Excel spreadsheet or CSV format, and allow the system to securely store your contacts for all your upcoming projects. You can apply filters to categorize your contacts by various criteria such as country, company, position, or any personalized field you desire, and even save these segments for future marketing campaigns. Once you've selected your target group, you can initiate your first automated email sequence that incorporates both behavioral and time-based triggers, ensuring that the messages feel genuine with the inclusion of personalized snippets. As your campaigns progress, keep an eye on their effectiveness through comprehensive Reports, which will help you convert leads into opportunities and subsequently turn those opportunities into finalized deals. Platformax is an inside sales CRM that leverages over 40 years of sales expertise from our founders, and it has been developed as a modular sales platform aimed at enhancing every aspect of your sales journey, including prospecting, lead nurturing, opportunity tracking, sales fulfillment, order delivery, and post-sales support. By integrating these functionalities, Platformax not only streamlines your sales process but also empowers you to build stronger relationships with your clients through effective communication and follow-up strategies.

Utilize Investor CRM to effectively oversee your investment pipeline. The platform promotes seamless collaboration, allowing you to connect with mentors and advisors directly within your account. Experience immediate visibility into your pipeline and enhanced efficiency in fundraising efforts. Access a unique database containing 21,000 venture capital funds and 100,000 investors, including angels, family offices, fund-of-funds, private equity firms, and beyond, making it the quickest method to compile a targeted investor list. Create captivating newsletters with Investor Updates in 15 minutes or less, ensuring you remain memorable to both current and potential investors. Monitor engagement through view counts and duration, providing valuable insights into investor interest. Additionally, explore a comprehensive repository of over 80 essential startup documents, such as term sheets, cap tables, pitch decks, financial models, NDAs, and more, to support your fundraising journey effectively. With these tools at your disposal, you can streamline your investor relations and enhance your chances of securing funding.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

CRM Customer Lifecycle Management CRM, From cold prospects to happy customers for life. All customer information and activities in one place. With powerful automation and easy-to-customize sales processes, you can sell smarter and close more deals faster. Boost your ROI by launching effective marketing campaigns, finding more customers interested in your products, and increasing your customer base. Agents can deliver a delightful customer experience and create long-lasting relationships with customers by giving them 360-degree views. Track products and services, create custom invoices and send them easily, manage discounts, track payments, and grow your business. From cold prospects to loyal customers over time to brand advocates and beyond. All customer information and activities can be managed from one place. One platform allows you to manage sales, marketing, customer services, and billing. You can get a 360-degree view of your customers and avoid duplicate data entry.