PM-RECORD CRM
PM-RECORD CRM excels in relationship management, meticulously capturing data about clients, prospects, suppliers, and governmental entities. It seamlessly integrates this information into financial statements and various reports. Users can customize access rights, manage HRM, invoicing, and other essential tasks, ensuring streamlined operations for organizations of all sizes.
Top PM-RECORD CRM Alternatives
Elements
Powerful ERP software designed for the financial sector streamlines operations for over 1,000 businesses.
IQProspects
IQProspects is a dynamic financial CRM software designed specifically for banks and credit unions.
Chelmer
Powering the financial services industry in Asia-Pacific, Chelmer offers Myriad, a flexible wealth management software.
MadeMarket
Investment bankers streamline their workflow with a purpose-built CRM designed specifically for managing deals and contacts.
ProTracker Advantage
ProTracker Advantage Desktop is an intuitive client relationship management solution tailored for financial advisors and wealth managers.
Intelligent Customer Management
Intelligent Customer Management offers a fully integrated advisor experience, enhancing client interactions while optimizing advisors' time.
ProTracker RMD
It efficiently tracks withdrawals, identifies Eligible Designated Beneficiaries (EDBs), and manages 10-Year Rule accounts, with...
TrustQuay
Their diverse consulting services adapt to organizational needs, providing tailored technical solutions and 24/7 global...
Growfin
With seamless integration into Netsuite, it automates tasks, minimizes overdue invoices, and ensures secure data...
Hoopiz Credit Management
This modular software accelerates cash flow, enhances financial relationships, and adapts to diverse business needs...
Senta
With a unified client list and direct integration with Proposal Management, AML, and Practice Management...
MissionKontrol
With robust full-text search capabilities, finding specific entries is quick and efficient...
CRM Contábil
With over a decade of expertise, it offers tailored services, modern infrastructure, and responsive website...
FPS GOLD Core Banking
Enhanced customer experiences are achieved through integrated platforms for accounting, real-time reporting, and customized lending...
IQ Suite
Designed for community banks, it streamlines customer interactions, enabling teams to address issues proactively and...
Top PM-RECORD CRM Features
- Detail-oriented relationship management
- Seamless annual report integration
- Customizable master data fields
- User roles and access rights
- Multi-entity support
- Automated document generation
- Periodic reporting capabilities
- HRM module integration
- Invoice and time tracking
- Audit plan creation tools
- Office integration flexibility
- Enhanced security with authenticator
- Regular bi-weekly updates
- Customizable user-defined roles
- Easy year-end transition setup
- Comprehensive client and supplier data
- Government agency tracking
- Digital file management
- User-friendly dashboard navigation
- Email login integration.
