FundEngine
Designed for firms without existing CRM solutions, this off-platform CRM and portal enables a professional appearance to investors. With essential workflows and communication tools, it facilitates effective investor tracking. For larger organizations, the Enterprise solution integrates seamlessly with Salesforce, enhancing scalability and user experience while managing complex investment processes efficiently.
Top FundEngine Alternatives
Core iQ
Core iQ serves as an all-in-one marketing platform tailored for financial institutions, empowering them to enhance their marketing efforts.
Teamzy
Designed for network marketers, this software effectively organizes and manages relationships, allowing users to build authentic connections without feeling salesy.
Centrex CRM Software
Centrex CRM Software offers a robust platform tailored for funders, lenders, and brokers in the finance sector.
SmartTouch CRM
Designed for real estate developers and home builders, SmartTouch CRM leverages over 30 years of industry expertise to enhance sales and marketing efforts.
PyanGo
Built on the Oracle NetSuite platform, PyanGo empowers non-profits to efficiently manage their spending.
IntellaSphere Brand Affinity Marketing System
Designed for small businesses and marketers, the Brand Affinity Marketing System simplifies digital marketing by integrating essential tools into one platform.
eWebLife
It consolidates various functions like sales tracking, invoicing, donation management, and event registration into one...
AgencyOrganizer
With a focus on security and customization, it enhances agency efficiency and profitability while eliminating...
Ally CRM
With a dedicated team offering tailored implementations, support, and training, businesses can seamlessly integrate CRM...
Bid Track Sell
Users can efficiently manage complex relationships, oversee quotes, sales, products, and commissions, while automated dashboards...
Benchpoint
With over 12 years of specialized experience, its unique collaboration between tech leads and recruiters...
DirtJockey
Users can quickly find matching inventory based on customer needs, leveraging powerful reporting for tracking...
DoCRM
Its quick deployment and customizable features make it accessible for anyone with internet skills...
ITSM
By centralizing incident management and change requests, it fosters transparency and accountability...
boostr
It enhances team productivity with real-time data insights, quick campaign execution, and simplified workflows...
Top FundEngine Features
- Investor engagement tracking
- Deal flow management
- Seamless Salesforce integration
- Customizable workflows
- Real-time data synchronization
- Intuitive user interface
- API integration capabilities
- Professional investor portal
- Comprehensive reporting tools
- Pipeline management features
- Calendar and email integration
- Subject matter expertise support
- Scalable enterprise solutions
- Digital experience personalization
- Multi-system data connectivity
- Client success driven design
- Efficient investor communication tools
- Robust functionality for alternatives
- Off-platform CRM solutions
- Quick deployment capabilities
