| Product | |||
|---|---|---|---|
| Review & Ratings |
No reviews available |
No reviews available |
|
| Description |
Creatio is a unique software platform that combines CRM, process automation, and low-code development capabilities, catering primarily to medium and large enterprises. Its standout feature is the seamless integration of these three core functionalities, enabling businesses to manage customer relationships, streamline processes, and rapidly develop custom applications. Creatio's CRM module excels i... Read more about Creatio |
Foundersuite is a comprehensive investment management software tailored for startups, investors, and venture capital firms. The platform offers a suite of tools including fundraising management, investor relations, deal tracking, and portfolio management. With Foundersuite, entrepreneurs can create and manage investor lists, track interactions, and streamline the fundraising process. Investors and... Read more about Foundersuite |
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| Free Trial |
Available |
Available |
|
| Starting Price |
$25 Per Month |
$62 Per Month |
|
| Category Features | |||
| Workflow Management Software | |||
| Approval Process Control | |||
| Reporting/Analytics | |||
| Activity Dashboard | |||
| Activity Tracking | |||
| Role-Based Permissions | |||
| Calendar Management | |||
| Compliance Tracking | |||
| Alerts/Notifications | |||
| No-Code | |||
| Email Management | |||
| Real Time Notifications | |||
| Collaboration Tools | |||
| Document Storage | |||
| Real Time Reporting | |||
| Rules-Based Workflow | |||
| Graphical Workflow Editor | |||
| Task Management | |||
| Search/Filter | |||
| Monitoring | |||
| Progress Tracking | |||
| Document Management | |||
| Drag & Drop | |||
| Template Management | |||
| Workflow Configuration | |||
| Business Process Automation | |||
| Commenting/Notes | |||
| Access Controls/Permissions | |||
| Forms Management | |||
| Project Workflow | |||
| Artificial Intelligence | |||
| Help Desk Software | |||
| Automated Routing | |||
| Call Center Management | |||
| Real-Time Chat | |||
| Performance Metrics | |||
| Customer Database | |||
| Self Service Portal | |||
| SLA Management | |||
| CRM | |||
| Real Time Notifications | |||
| Multi-Channel Communication | |||
| Support Ticket Management | |||
| Surveys & Feedback | |||
| Document Storage | |||
| Social Media Integration | |||
| Alerts/Escalation | |||
| Prioritization | |||
| Workflow Configuration | |||
| Ticket Management | |||
| Reporting/Analytics | |||
| Access Controls/Permissions | |||
| IT Asset Management | |||
| Email Management | |||
| Customer History | |||
| Interaction Tracking | |||
| Knowledge Base Management | |||
| Remote Access/Control | |||
| Artificial Intelligence | |||
| Healthcare CRM Software | |||
| Patient Communications | |||
| Alerts/Notifications | |||
| Self Service Portal | |||
| Records Management | |||
| Social Media Integration | |||
| Patient Management | |||
| Document Management | |||
| Predictive Analytics | |||
| Lead Management | |||
| Live Chat | |||
| Forms Management | |||
| Physician Management | |||
| Contact Management | |||
| Client Portal | |||
| Forecasting | |||
| Chat/Messaging | |||
| Appointment Management | |||
| Task Management | |||
| Referral Tracking | |||
| Medical History Records | |||
| Campaign Management | |||
| Marketing Automation | |||
| Calendar Management | |||
| Automated Scheduling | |||
| Audience Targeting | |||
| Email Management | |||
| HIPAA Compliant | |||
| Multi-Location | |||
| Pipeline Management | |||
| Billing & Invoicing | |||
| Artificial Intelligence | |||
| Online CRM Software | |||
| Customizable Templates | |||
| Sales Trend Analysis | |||
| Calendar Management | |||
| Lead Capture | |||
| Workflow Management | |||
| Interaction Tracking | |||
| Opportunity Management | |||
| Performance Metrics | |||
| Email Management | |||
| Pipeline Management | |||
| Calendar Sync | |||
| Email Marketing | |||
| Task Management | |||
| Forecasting | |||
| Campaign Management | |||
| Contact Management | |||
| Document Storage | |||
| Social Media Integration | |||
| Collaboration Tools | |||
| Sales Reports | |||
| Web-based Deployment | |||
| Lead Management | |||
| Internal Chat Integration | |||
| Lead Generation | |||
| Lead Qualification | |||
| Marketing Automation | |||
| Quotes/Estimates | |||
| Referral Tracking | |||
| Reporting/Analytics | |||
| Territory Management | |||
| Deal Management | |||
| Lead Nurturing | |||
| Role-Based Permissions | |||
| Artificial Intelligence | |||
| Inside Sales Software | |||
| Lead Capture | |||
| Email Management | |||
| Call Monitoring | |||
| Automatic Call Distribution | |||
| Lead Qualification | |||
| Lead Management | |||
| Task Management | |||
| Performance Management | |||
| Data Management | |||
| Contact Management | |||
| Meeting Management | |||
| Call Recording | |||
| Lead Distribution | |||
| CRM | |||
| Interaction Tracking | |||
| Auto-Dialer | |||
| Calendar Management | |||
| Chat/Messaging | |||
| Reminders | |||
| Call List Management | |||
| Multi-Channel Communication | |||
| Deal Management | |||
| Sales Pipeline Management | |||
| Artificial Intelligence | |||
| Lead Management Software | |||
| Lead Nurturing | |||
| Sales Reports | |||
| Social Media Integration | |||
| Monitoring | |||
| Pipeline Management | |||
| Template Management | |||
| Lead Qualification | |||
| Calendar Management | |||
| Sales Forecasting | |||
| Lead Distribution | |||
| Prospecting Tools | |||
| Task Management | |||
| Document Storage | |||
| Lead Segmentation | |||
| Reminders | |||
| Email Tracking | |||
| Interaction Tracking | |||
| CRM | |||
| Web Forms | |||
| Email Marketing | |||
| Lead Capture | |||
| Campaign Management | |||
| Contact Management | |||
| Workflow Management | |||
| Sales Trend Analysis | |||
| Source Tracking | |||
| Lead Generation | |||
| Opportunity Management | |||
| Artificial Intelligence | |||
| Financial CRM Software | |||
| Expense Tracking | |||
| Forecasting | |||
| Template Management | |||
| Relationship Tracking | |||
| Interaction Tracking | |||
| Access Controls/Permissions | |||
| Activity Tracking | |||
| Client Management | |||
| Collaboration Tools | |||
| Sales Reports | |||
| Email Management | |||
| CRM | |||
| Search/Filter | |||
| Email Marketing | |||
| Task Management | |||
| Document Management | |||
| Lead Management | |||
| Calendar Management | |||
| Customer Database | |||
| Campaign Management | |||
| Marketing Automation | |||
| Activity Dashboard | |||
| Territory Management | |||
| Contact Management | |||
| Pipeline Management | |||
| Lead Capture | |||
| For Financial Institutions | |||
| Financial Management | |||
| Artificial Intelligence | |||
| Mortgage Software | |||
| Third Party Loan Origination | |||
| Loan Origination | |||
| Activity Dashboard | |||
| Pipeline Management | |||
| Pricing Management | |||
| Pre-Qualification | |||
| Lender Search | |||
| Electronic Applications | |||
| Refinance Management | |||
| Payment Tracking | |||
| Document Storage | |||
| Property Tax Management | |||
| Contact Management | |||
| Marketing Automation | |||
| HUD Settlement Statements | |||
| Commercial Mortgages | |||
| Loan Management | |||
| Government Loans | |||
| Promissory Notes | |||
| Lead Management | |||
| Outsource Processing | |||
| Credit Reporting | |||
| Compliance Management | |||
| Escrow Management | |||
| Amortization Schedule | |||
| Customer Statements | |||
| Task Management | |||
| Client Database | |||
| Loan Servicing | |||
| Residential Mortgages | |||
| Accounting | |||
| CRM | |||
| Borrower Management | |||
| For Brokers | |||
| Artificial Intelligence | |||
| Retail Management Systems Software | |||
| Order Management | |||
| Accounting Integration | |||
| Barcode/Ticket Scanning | |||
| Discount Management | |||
| Multi-Currency | |||
| Merchandise Management | |||
| Commission Management | |||
| Promotions Management | |||
| Credit Card Processing | |||
| Receipt Management | |||
| Multi-Location | |||
| Point of Sale (POS) | |||
| Customer Database | |||
| Inventory Replenishment | |||
| Offline Access | |||
| CRM | |||
| Inventory Management | |||
| Forecasting | |||
| Purchase Order Management | |||
| For Retail | |||
| Shipping Management | |||
| Sales Orders | |||
| Mail Order | |||
| Returns Management | |||
| Stock Management | |||
| Inventory Optimization | |||
| eCommerce Management | |||
| Warehouse Management | |||
| Employee Management | |||
| Email Marketing | |||
| Loyalty Program | |||
| Gift Card Management | |||
| Electronic Payments | |||
| Artificial Intelligence | |||
| Investment Management Software | |||
| Accounting | |||
| Alerts/Notifications | |||
| Financial Analysis | |||
| Visual Analytics | |||
| For Investors & Traders | |||
| For Investment Advisors | |||
| Risk Management | |||
| Modeling & Simulation | |||
| Portfolio Management | |||
| Performance Metrics | |||
| Compliance Tracking | |||
| Bonds/Stocks | |||
| Mobile Access | |||
| Commodity Futures | |||
| Portfolio Rebalancing | |||
| Fund Management | |||
| Client Portal | |||
| Benchmarking | |||
| Client Management | |||
| Artificial Intelligence | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, iPhone, Android, Windows, Linux | Web-Based, | |
| Pricing Model | Per User | Flat Rate | |
| Support | 24x7 Support, Email, Phone, Chat, Knowledge Base | Chat | |
| Target Company Size |
Small-Business,
Midsize-Business,
Large-Enterprise-Business
|
Self-Employed,
Small-Business,
Midsize-Business,
|
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