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.
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Freshsales is a sales CRM built to help you stop juggling between multiple tools. It’s ideal for small businesses and refreshing for enterprises.
OnBoard delights directors and empowers administrators. It makes boards happy. OnBoard was created with the guidance of real board members. That's why when directors with limited technology experience pick up OnBoard for the first time, they fall in love – it was made just for them.
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
The world's most used supplier of business credit reports
Unanet AE ERP is a software solution for AE firms that provides integrated ERP capabilities including project-based planning, accounting, billing and more.
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
LogicGate is the Leading AI GRC Platform for the Enterprise, giving governance, risk, and compliance teams the flexibility, scalability, and intuitive automation and orchestration they need to move faster and with confidence. Built on the Risk Cloud platform, LogicGate combines a holistic, real-time view of enterprise-wide risk with AI-driven workflows and seamless integrations to deliver actionable intelligence across more than 30 purpose-built, no-code applications. In 2026, LogicGate introduced a new generation of AI Agents spanning Third-Party Risk Management, Enterprise Risk Management, AI Governance, and Business Continuity — repositioning Risk Cloud as the agentic orchestration layer for enterprise GRC, with practitioners serving as the judgment layer inside autonomous, auditable workflows. LogicGate helps risk teams quantify their impact, align with business priorities, and move beyond compliance, supporting sustainable growth, improved operational efficiency, and a dynamic, predictive approach to risk and resilience.
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.