Overview |
Overview |
Platforms Supported |
Platforms Supported |
Web Based |
Web Based
|
iPhone App |
iPhone App
|
Android App |
Android App
|
Windows App |
Windows App
|
Support Options |
Support Options |
Email/Help Desk |
Email/Help Desk
|
Knowledge Base |
Knowledge Base
|
Phone Support |
Phone Support
|
Chat |
Chat
|
Pricing |
Pricing |
Starting From |
Starting From |
N/A
|
|
Subscription |
Subscription
|
Reviews |
Reviews |
Overall rating |
Overall rating
|
Ease of use |
Ease of use
|
Value for money |
Value for money
|
Customer support |
Customer support
|
Features |
Features |
Access Controls/Permissions |
Access Controls/Permissions
|
Activity Tracking |
Activity Tracking
|
Ad hoc Reporting |
Ad hoc Reporting
|
Alerts/Notifications |
Alerts/Notifications
|
CRM |
CRM
|
Client Portal |
Client Portal
|
Compliance Tracking |
Compliance Tracking
|
Contact Database |
Contact Database
|
Contact Management |
Contact Management
|
Data Visualization |
Data Visualization
|
Deal Management |
Deal Management
|
Distribution Management |
Distribution Management
|
Document Management |
Document Management
|
Electronic Signature |
Electronic Signature
|
Email Marketing |
Email Marketing
|
File Sharing |
File Sharing
|
For Investors & Traders |
For Investors & Traders
|
Interaction Tracking |
Interaction Tracking
|
Lead Management |
Lead Management
|
Modeling & Simulation |
Modeling & Simulation
|
Portfolio Management |
Portfolio Management
|
Real Time Notifications |
Real Time Notifications
|
Reporting/Analytics |
Reporting/Analytics
|
Risk Management |
Risk Management
|
Secure Data Storage |
Secure Data Storage
|
Segmentation |
Segmentation
|
Tagging |
Tagging
|
Task Management |
Task Management
|
Third Party Integrations |
Third Party Integrations
|
Visual Analytics |
Visual Analytics
|
Integrations |
Integrations |
DocuSign |
DocuSign
|
Gmail |
Gmail
|
Google Analytics |
Google Analytics
|
Google Maps |
Google Maps
|
Mailchimp |
Mailchimp
|
Microsoft Outlook |
Microsoft Outlook
|
Rent Manager |
Rent Manager
|