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
|
