AppiVa Software
ezTask.io is a revolutionary sales automation platform designed to enhance the productivity of sales teams by up to 30% compared to traditional CRMs. Available on web and native Android, it streamlines sales processes, improves customer engagement, and allows users to manage leads effortlessly, transforming the way businesses approach sales.
Top AppiVa Software Alternatives
Account
Designed for financial institutions, this innovative SaaS loan processing platform transforms digital experiences and enhances the mortgage process with an integrated LOS.
Doxim CRM
Doxim CRM empowers community banks and credit unions to enhance customer engagement by centralizing crucial information and tools for staff.
Junxure Cloud
This CRM solution empowers firms to streamline client management with robust activity tracking and a dynamic workflow engine.
Amplify CRM
This financial CRM software empowers investment promotion agencies and economic development organizations to streamline the investor lifecycle.
SatuitCRM
SatuitCRM delivers specialized software designed for buy-side asset management, enhancing investor relationships for hedge funds, private equity, and real estate firms.
Market Quest For Insurance
Market Quest serves as an intuitive database marketing and customer management software designed to enhance sales performance.
Wealthbox
Its intuitive drag-and-drop interface allows users to build and manage their pipeline, while seamless email...
MLO Shift
Its intuitive landing page builder, automated loan pipelines, and access to an extensive video course...
Sticky Advisor
Users can easily update records, manage calendars, and create surveys, all while enjoying a risk-free...
bpm online financial services
It features a centralized customer database, case management, and omnichannel communications, empowering financial institutions to...
SmartOffice
Its innovative marketing approach emphasizes leveraging client relationships over mere data...
Intralinks DealCentre
Tailored for capital markets and alternative investments, it streamlines M&A processes with features like document...
Salesforce Financial Services Cloud
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NMI Merchant Relationship Management
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Redtail CRM
With its user-friendly integration into existing financial services software, it eliminates redundant data entry...
Top AppiVa Software Features
- Sales productivity analytics
- Seamless task management integration
- Mobile accessibility on Android
- Native iOS application
- Automated lead tracking system
- Customizable sales workflows
- Intuitive user interface design
- Real-time performance dashboards
- Collaborative team features
- Automated follow-up reminders
- Responsive customer communication tools
- Lead scoring and prioritization
- Integration with popular tools
- Custom reporting capabilities
- Multi-channel communication features
- Client relationship nurturing
- Sales pipeline visualization
- Activity tracking and logging
- Goal setting and monitoring
- User-friendly onboarding process
Top AppiVa Software Alternatives
- Account
- Doxim CRM
- Junxure Cloud
- Amplify CRM
- SatuitCRM
- Market Quest For Insurance
- Wealthbox
- MLO Shift
- Sticky Advisor
- bpm online financial services
- SmartOffice
- Intralinks DealCentre
- Salesforce Financial Services Cloud
- NMI Merchant Relationship Management
- Redtail CRM
