PM-RECORD CRM

PM-RECORD CRM

Pro Management Software N.V. From Netherlands

PM-RECORD CRM excels in relationship management, meticulously capturing data about clients, prospects, suppliers, and governmental entities. It seamlessly integrates this... 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

1 IQProspects

IQProspects

IQProspects is a dynamic financial CRM software designed specifically for banks and credit unions. It streamlines sales and service processes...

Quest Analytics From United States
2 Chelmer

Chelmer

Powering the financial services industry in Asia-Pacific, Chelmer offers Myriad, a flexible wealth management software. It allows institutions to tailor...

Chelmer From New Zealand
3 MadeMarket

MadeMarket

Investment bankers streamline their workflow with a purpose-built CRM designed specifically for managing deals and contacts. This platform enhances transaction...

From United States
4 ProTracker Advantage

ProTracker Advantage

ProTracker Advantage Desktop is an intuitive client relationship management solution tailored for financial advisors and wealth managers. It enables users...

ProTracker Software From United States
5 Intelligent Customer Management

Intelligent Customer Management

Intelligent Customer Management offers a fully integrated advisor experience, enhancing client interactions while optimizing advisors' time. By consolidating crucial client...

NexJ Systems From Canada
6 ProTracker RMD

ProTracker RMD

ProTracker RMD simplifies the complexities of calculating and monitoring Required Minimum Distributions (RMDs) for clients. It efficiently tracks withdrawals, identifies...

ProTracker Software, Inc. From United States
7 TrustQuay

TrustQuay

In June 2024, TrustQuay rebranded to Quantios, offering a robust platform that empowers seamless governance and investment worldwide. Their diverse...

TrustQuay From United Kingdom
8 Growfin

Growfin

Purpose-built for B2B finance teams, this software streamlines complex order-to-cash processes, enhancing control over collections and cash application while significantly...

Growfin From United States
9 Hoopiz Credit Management

Hoopiz Credit Management

Hoopiz Credit Management leverages over 30 years of expertise in credit management, combining human insights with digital solutions. This modular...

Hoopiz 📊 Credit Management From France
10 Senta

Senta

Senta has been seamlessly integrated into the IRIS Elements Practice Management suite, allowing users to streamline their practice and automate...

Senta By IRIS From United Kingdom
11 MissionKontrol

MissionKontrol

Fully configurable tables offer granular controls, enabling users to view, edit, delete, and add records seamlessly. With robust full-text search...

MissionKontrol From United Kingdom
12 CRM Contábil

CRM Contábil

Since 2012, this CRM has empowered accounting firms across Brazil to attract clients through effective online strategies. With over a...

Revejes From Brazil
13 FPS GOLD Core Banking

FPS GOLD Core Banking

FPS GOLD Core Banking redefines banking operations with its robust system designed to streamline processes across relationship management, teller services,...

FPS GOLD From United States
14 IQ Suite

IQ Suite

The IQ Suite empowers banking professionals to enhance customer relationships by delivering essential insights and actionable data. Designed for community...

Quest Analytics From United States
15 Finosoft

Finosoft

Finosoft transforms brokerage back offices by offering a user-centered omnichannel CRM solution tailored for brokers. It empowers them with seamless...

Finosoft From Cyprus

Company Information

  • Company: Pro Management Software N.V.
  • Country: Netherlands

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.

We use cookies to improve your experience on eBool.