SeedRM
Designed specifically for Institutional Investors, this intuitive CRM tool streamlines relationship management with Investment Managers. Accessible globally via the cloud-based Salesforce.com platform, users can easily share and manage vital information, reports, and attachments. Its user-friendly interface enhances productivity, allowing seamless operations from both office workstations and mobile devices.
Top SeedRM Alternatives
LeadCenter.AI
Designed specifically for financial advisors, this AI-powered CRM software streamlines sales and marketing processes, enhancing lead-to-business conversion rates.
MortgageHalo
Designed specifically for mortgage professionals, this financial CRM software enhances marketing automation and client relationship management.
MCA Track
Designed for the Merchant Cash Advance industry, MCA Track offers seamless automation and robust deal management, empowering funding companies of all sizes.
Centrex Software
Empowering businesses to forge smarter connections with customers, Centrex Software delivers an array of fintech solutions, including CRM, loan servicing, and a mobile app.
Apex 72
Apex 72 empowers businesses to monitor and enhance their sales activities through tailored features designed for optimal client interaction.
EquinoxCRM
EquinoxCRM offers a robust cloud-based platform designed specifically for Registered Investment Advisors and Broker Dealers.
SatuitCRM
With offices across Canada, the United States, and the United Kingdom, it effectively serves clients...
ANALEC
Their software enhances productivity and competitiveness, enabling firms to adapt their business models amidst declining...
PlanMagic Finance Pro
It adheres to GAAP standards, supports any currency, and integrates a Smart Entry System™ to...
FPS GOLD Core Banking
Enhanced customer experiences are achieved through integrated platforms for accounting, real-time reporting, and customized lending...
View CRM
By automating manual tasks and facilitating knowledge sharing, it enables personalized marketing and informed decision-making...
MadeMarket
This platform enhances transaction tracking, automates reporting, and provides actionable insights throughout buy-side and sell-side...
CapitalBase com
With features like trust account management, incentive plans, and integrated accounting systems, it empowers financial...
IQProspects
It streamlines sales and service processes by automating workflows, tracking customer interactions, and managing leads...
AdvisorEngine CRM
With advanced activity tracking, customizable data management, and an intuitive dashboard, it transforms complex information...
Top SeedRM Alternatives
- LeadCenter.AI
- MortgageHalo
- MCA Track
- Centrex Software
- Apex 72
- EquinoxCRM
- SatuitCRM
- ANALEC
- PlanMagic Finance Pro
- FPS GOLD Core Banking
- View CRM
- MadeMarket
- CapitalBase com
- IQProspects
- AdvisorEngine CRM
