Jobstream 9 Overview

Jobstream 9 is a comprehensive financial CRM software designed to help organizations manage their customer relationships and optimize their sales processes. The platform provides powerful tools for tracking leads, managing accounts, and analyzing sales performance, ensuring that businesses can enhance their customer engagement strategies. With its user-friendly interface, users can easily access customer data, track interactions, and generate reports on sales trends. Key features include automated follow-up reminders, customizable dashboards, and integration capabilities with existing CRM systems, allowing for seamless customer relationship management. By implementing Jobstream 9, organizations can significantly improve their sales practices, reduce customer churn, and drive overall business growth. The software empowers sales teams to focus on building strong relationships with clients by providing timely insights and personalized communication. Ultimately, Jobstream 9 is an essential tool for any organization looking to optimize its customer relationship management processes and drive sales success.

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Contact Details

  • Vendor Name Jobstream Group
  • Founded 1993
  • Location United Kingdom

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

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

Languages Supported

English


Industries

Accounting, Financial Services

Jobstream 9 Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management

Jobstream 9 Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Jobstream 9 FAQs

Jobstream 9 is a comprehensive financial CRM software designed to help organizations manage their customer relationships and optimize their sales processes. The platform provides powerful tools for tracking leads, managing accounts, and analyzing sales performance, ensuring that businesses can enhance their customer engagement strategies. With its user-friendly interface, users can easily access customer data, track interactions, and generate reports on sales trends. Key features include automated follow-up reminders, customizable dashboards, and integration capabilities with existing CRM systems, allowing for seamless customer relationship management. By implementing Jobstream 9, organizations can significantly improve their sales practices, reduce customer churn, and drive overall business growth. The software empowers sales teams to focus on building strong relationships with clients by providing timely insights and personalized communication. Ultimately, Jobstream 9 is an essential tool for any organization looking to optimize its customer relationship management processes and drive sales success.

  • No, Jobstream 9 does not offer a free version.

  • Yes, Jobstream 9 offers a free trial.

  • No, Credit Card details are not required for the Jobstream 9 trial.

  • No, Jobstream 9 does not offer an API.

  • Jobstream 9 supports the following languages:
    • English

  • Following are the typical users of the Jobstream 9:
    • Self-Employed , Small-Business , Midsize-Business