Financial Advisor Crm Software

Features of CRM - Manage Users - Leads Lists - Lead Search - Contacts - Owned Leads - Tasks and Calendar - Reports TLI offers excellent customer support and customization options with this product.

In the era of Market globalization, business reliance on ERP CRM software as it makes more convenient to manage the business on different levels. VIENNA Advantage ERP- Enterprise Resource Planning is a smart business solution. VIENNA Advantage ? ERP CRM integrated with new smart features which...

Open Source CRM: X2CRM is an Open Source PHP Customer Relationship Management, Contact Management, CRM software application. X2CRM helps you optimize your contacts to help you sell more and grow your business. Very powerful B2C and B2B sales management app. Build on top of the Yii framework....


Platforms: Windows, Mac, Linux

Dolibarr ERP - CRM is an easy to use ERP and CRM software (run as web php or standalone) for small to mid-sized businesses, foundations or freelancers (inventory, warehouse, order, invoice, shipment, POS, members for foundations, bank accounts...). Dolibarr is also available with auto-installers...


Platforms: Windows, Mac, BSD, Solaris, Linux

vtiger CRM Live Demovtiger CRM is an Open Source CRM software mainly for small and medium businesses. vtiger CRM is built over proven, fast, and reliable LAMP/WAMP (Linux/Windows, Apache, MySQL, and PHP) technologies and other open source projects. vtiger CRM leverages the benefits of Open...


Platforms: *nix

REALHOUND is Commercial Real Estate Software for managing contacts, properties and notes. It is real estate CRM software designed exclusively for commercial real estate brokers. Track properties and relate contacts to them. Determine the value of properties. Track buyer's needs. Easily share...


Platforms: Windows, Windows 8, Windows 7, Windows Server

At last you can create online calculators without the help of a programmer. All you need is Microsoft Excel. Calculate on the WEB. Convert MS Excel spreadsheet into good-looking calculating web page. No plugins. Using this unique software, everyone can create interactive and calculating...


Platforms: Windows

Streamline the retail checkout process for your employees and customers. Copper point of sale software (POS) provides businesses with a cash register system that stores product information, making the checkout process quicker and more accurate for your customers and your records. Easily record...


Platforms: Mac

CODAF is a combination of COmpiere - An open source ERP + CRM software & Daffodil DB - A feature rich Java databae. It is compatible with the latest Compiere version (2.5.2). CODAF is equipped with an integrated installer - for Compiere and Daffodil DB - which can be installed in less than 5...


Platforms: DOS, Windows, *nix, Windows CE

Web-based knowledge worker automation (KWA) and customer relationship management (CRM) software for contact management, account management, scheduling, goal and outcome management, blogs, file sharing and more. Increase productivity. Full data sharing and synchronization support. Relata helps...


Platforms: Windows, *nix

Entry-level financial portfolio management software designed for traders and investors. Easily monitor trading and investing activities for a wide range of trading instruments and markets. Create and manage your investment portfolio, position sizing with advanced money management, risk and reward...


Platforms: Windows

Advanced financial portfolio management software designed for traders and investors. Easily monitor trading and investing activities for a wide range of trading instruments and markets. Create and manage an unlimited number of portfolios and sub-portfolios, position sizing with advanced money...


Platforms: Windows

Powerful financial portfolio management software designed for traders and investors. Easily monitor trading and investing activities for a wide range of trading instruments and markets. Create and manage an unlimited number of portfolios and sub-portfolios, position sizing with advanced money...


Platforms: Windows

SaasLight is a free Web based CRM Software and customer management software. Manage leads, accounts, opportunities, contacts, surveys, forums, incidents, cases and solutions.


Platforms: Windows

Sugar CRM is the world's leading provider of commercial open source customer relationship management (CRM) software. Founded as an open source project in 2004, SugarCRM applications have been downloaded over five million times and currently serve over 500,000 users in 75 languages.


Platforms: Windows, Unix, Linux

Vtiger CRM is a full-featured CRM software ideal for small and medium businesses, with low-cost product support available to production users that need reliable support. Vtiger CRM helps you bring the full potential to life in marketing, sales, and overall customer service.


Platforms: Windows, Unix, Linux

ODB is database/CRM software designed for smaller nonprofits, now available on Windows. We released ODB in 3/2002 to give grassroots groups easy-to-use, affordable, and high-quality member/donor tracking software. To run ODB, go to www.organizersdb.org.


Platforms: Windows, Mac, Linux

OS Optiek is a open source customer relationship management (CRM) software application for opticians.


Platforms: Windows, Mac, Linux

Accounting software manages and maintains all business transaction in an effective way. Financial accounting software with an exclusive barcode feature facilitates for quick and accurate calculation. Accounting application maintains the overall organizational billing records, stock and inventory...


Platforms: Windows

Commit - CRM, Service and Billing for Small Computer Repair and Computer Services BusinessesCommit is an affordable CRM, Service, Dispatching, Contracts and Billing software solution designed for IT service providers who -* Provide maintenance services* Handle customer support calls and on-site...


Platforms: Windows