Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, .
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
Global Private Equity & Venture Capital Data
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
Juniper Square is an intuitive, all-in-one investment management software system designed specifically for the real estate industry.
CRM for Financial Advisors