CRM_ Overview

CRM_ is a comprehensive financial risk management software designed to empower organizations in managing client relationships while mitigating financial risks. This robust platform provides tools for tracking customer interactions, analyzing financial data, and generating insights to inform decision-making. With features such as customizable dashboards, automated reporting, and predictive analytics, CRM_ enhances operational efficiency and supports strategic planning. The user-friendly interface allows teams to easily access critical client information and collaborate effectively. Additionally, CRM_ integrates seamlessly with existing financial systems, creating a cohesive environment for risk management. By optimizing client relationship management processes, CRM_ enables organizations to strengthen customer loyalty, enhance service delivery, and drive business growth while effectively managing financial risks.

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Contact Details

  • Vendor Name CRMa
  • Founded
  • Location United States

Support

  • Chat Chat

Training

  • In-person In-person

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Capital Markets, Financial Services, Information Technology & Services

CRM_ Features

  • Arrow Icon Liquidity Analysis
  • Arrow Icon Market Risk Management
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Operational Risk Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Portfolio Modeling
  • Arrow Icon For Hedge Funds
  • Arrow Icon Compliance Management
  • Arrow Icon Credit Risk Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Stress Tests

CRM_ Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

CRM_ FAQs

CRM_ is a comprehensive financial risk management software designed to empower organizations in managing client relationships while mitigating financial risks. This robust platform provides tools for tracking customer interactions, analyzing financial data, and generating insights to inform decision-making. With features such as customizable dashboards, automated reporting, and predictive analytics, CRM_ enhances operational efficiency and supports strategic planning. The user-friendly interface allows teams to easily access critical client information and collaborate effectively. Additionally, CRM_ integrates seamlessly with existing financial systems, creating a cohesive environment for risk management. By optimizing client relationship management processes, CRM_ enables organizations to strengthen customer loyalty, enhance service delivery, and drive business growth while effectively managing financial risks.

  • No, CRM_ does not offer a free version.

  • Yes, CRM_ offers a free trial.

  • No, Credit Card details are not required for the CRM_ trial.

  • No, CRM_ does not offer an API.

  • CRM_ offers support with the following options:
    • Chat

  • CRM_ offers training with the following options:
    • In-person

  • CRM_ supports the following languages:
    • English

  • Following are the typical users of the CRM_:
    • Self-Employed , Small-Business , Midsize-Business