Software para Gestión de clientes para banca

Sales Cloud es la plataforma de CRM personalizable que crece contigo. Obtén información y actividad de tus clientes en tiempo real en un solo lugar, además de una perspectiva completa de tu negocio con informes en tiempo real.... Saber más

Mailchimp is a web-based marketing automation service with millions of users worldwide. The application allows users to share newsletters on various social networks and track customer engagements. The application provides tools... Saber más

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond... Saber más

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365... Saber más

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of... Saber más

Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features... Saber más

Freshdesk is a cloud-based customer service software that helps businesses provide effortless service across every customer touchpoint. Freshdesk empowers businesses to monitor customer conversations across email, phone, chat,... Saber más

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action... Saber más

Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key features include management of customer support tickets, a customer support portal, contract management and report... Saber más

Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists,... Saber más

LiveAgent es un software de soporte técnico con todas las funciones. Empresas como BMW, Yamaha, Huawei, Orange o Forbesfone utilizan LiveAgent para ofrecer al cliente resultados asombrosos, a 150 millones de usuarios finales en... Saber más

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across... Saber más

Como primer sistema ERP en la nube, NetSuite ayuda a más de 27.000 clientes a obtener la visibilidad, el control y la agilidad para construir y administrar un negocio exitoso. Con un sistema integrado que incluye ERP, finanzas,... Saber más

Intercom is a Customer Communications Platform that engages and supports customers through live and automated chat, targeted emails, push and in-app messages, and an integrated help desk. It caters to support, marketing, and... Saber más

SharpSpring, a Constant Contact company, is a revenue growth marketing platform that helps small businesses generate leads, improve conversions to sales, and drive higher returns on marketing investment. Our innovative platform,... Saber más

Act! Premium, a powerful CRM and Marketing Automation tool in one platform, is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom... Saber más

PipelineDeals allows users to manage their contacts, qualify leads, and track leads and deals within a singular, cloud-based program. The system provides both sales engagement and CRM while providing daily pipeline snapshots,... Saber más

Service Cloud de Salesforce es una solución de gestión de atención al cliente basada en la nube que ha sido diseñada para iniciar actividades de atención al cliente desde cualquier lugar. Basado en la plataforma Salesforce1,... Saber más

Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory... Saber más

Bitrix24 es un espacio de trabajo en online para pequeñas, medianas y grandes empresas. Cuenta con más de 35 herramientas de integración cruzada, que incluyen CRM, tareas, tablero Kanban, diagrama de Gantt, chats, videollamadas,... Saber más

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate... Saber más

Copper is an easy-to-use CRM for small and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper... Saber más

SolarWinds Service Desk is suitable for companies seeking a help desk solution that offers IT service management (ITSM) functionalities. SolarWinds Service Desk offers comprehensive service desk functionality that helps businesses... Saber más

NICE inContact is cloud-based call center software that helps businesses to maximize the quality of leads and minimize the cost of client interaction. The solution comprises many features required to process inbound support... Saber más

Freshservice is a cloud-based IT Help Desk and service management solution that enables organizations to simplify their IT operations. The solution offers features that include a ticketing system, self-service portal and... Saber más

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses. It offers contact management, telephony tools, appointment scheduling, marketing automation, project management,... Saber más

Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and... Saber más

Five9 is an all-in-one cloud contact center solution for inbound, outbound, blended and omnichannel contact centers world-wide. Powered by Practical AI, Five9 enables agents to provide customer experiences across phone, email,... Saber más

Really Simple Systems is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and... Saber más

Campaigner is a cloud-based email marketing solution that caters to small and midsize businesses across various industry verticals. Professionals can create automation workflows using a drag-and-drop interface and improve... Saber más

SendPulse is a cloud-based marketing solution that allows users to manage email, text messaging and push notifications through a single platform. It is suitable for small and midsize businesses. SendPulse’s email features... Saber más

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user... Saber más

SysAid is a cloud-based IT Service Management, service desk and help desk solution that helps users in businesses of all sizes across various industries resolve technology-related issues. Key features include help desk automation,... Saber más

monday sales CRM es una solución personalizable sin código desarrollada dentro del sistema operativo de trabajo monday.com que permite a los gerentes y equipos de ventas controlar los ciclos de ventas completos, desde la captura... Saber más

EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use... Saber más

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CRM... Saber más

Vtiger CRM offers a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be used across the entire customer lifecycle, and it allows marketing teams to capture and nurture leads, sales teams to... Saber más

Flowlu is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes across various industries. The solution enables teams to manage processes from lead generation to sales. Flowlu offers... Saber más

Wingman is a conversation intelligence tool that helps sales teams with pipeline visibility, actionable insights, & real-time coaching. Wingman gives sales reps the right information at the right time, while they are on a call.... Saber más

nocrm.io is a cloud-based sales management system designed for small and midsize businesses which offers prospecting, lead tracking and pipeline management within a suite The solution allows users to upload contacts either from... Saber más

360Learning is the LMS for collaborative learning, and it’s changing the way companies train employees, customers, and partners. Turn your experts into L&D collaborators with a built-in collaborative authoring tool, automate... Saber más

Quickbase is a no-code collaborative work management platform that empowers citizen developers to improve operations through real-time insights and automations across complex processes and disparate systems. Here's why Quickbase... Saber más

The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is... Saber más

Front is a customer communication hub that surrounds every high-stakes conversation with team collaboration capabilities and contextual data to ensure responses are always fast, accurate, and deeply personalized. Front’s modern... Saber más

Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse,... Saber más

SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to... Saber más

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.

 This CRM provides both salespeople and sales management with many ways of... Saber más

Seismic is the industry-leading sales enablement and digital sales engagement solution, aligning go-to-market teams and empowering them to deliver engaging buyer experiences that drive growth. Seismic’s Storytelling Platform... Saber más

Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more revenue. The Modern Revenue Workspace by Salesloft is the one place for sellers to execute all of their digital... Saber más

Help Scout is a dedicated customer support platform built for growing teams to deliver best-in-class customer service. When you sign up you get access to an entire suite of tools, all optimized specifically for customer support. ... Saber más