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Wealthbox CRM: Reviews, Testimonials and Expert Opinions

4.33 5
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(659)

Modern CRM for financial advisors

Top 11 Wealthbox CRM Alternatives

PlanPlus Online

A Productivity System for Leaders and High Achievers

4.18

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PlanPlus Online

4.18
★★★★★
★★★★★
A Productivity System for Leaders and High Achievers

PlanPlus Online is a Productivity Software System for Leaders to help plan, execute, and achieve goals. It is built for professionals and agents working in real estate, finance, and insurance, enhanc...

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Neon CRM

Nonprofit software solution that helps organizations do more

4.25

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Neon CRM

4.25
★★★★★
★★★★★
Nonprofit software solution that helps organizations do more

Neon CRM is a cloud-based software that is built for non-profit organizations across industries such as Arts & Culture, Foundations, Wildlife, Education and more. The software supports Non-profits w...

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Redtail CRM

Web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations.

4.21

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Redtail CRM

4.21
★★★★★
★★★★★
Web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations.

Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the pla...

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Virtuous CRM

Responsive Nonprofit CRM & Marketing Automation Platform

4.45

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Virtuous CRM

4.45
★★★★★
★★★★★
Responsive Nonprofit CRM & Marketing Automation Platform

Virtuous CRM is a Responsive Non-profit CRM built for mid-sized or large non-profits for enabling better donor relationships. The software can also be accessed on mobile devices.

Virtuous Responsiv...

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InStream

Sales, contact management and relationship automation tool

4.43

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InStream

4.43
★★★★★
★★★★★
Sales, contact management and relationship automation tool

InStream is an online CRM, which helps build strong relationships with customers. It offers a product that enables every company to get to know their customers’ needs better and create long-term rela...

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monday sales CRM

The Sales CRM Software to fit the Sales Cycle

4.72

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monday sales CRM

4.72
★★★★★
★★★★★
The Sales CRM Software to fit the Sales Cycle

monday Sales CRM is a CRM tool that aids in gaining visibility into the sales pipeline in order to increase productivity. It centrally tracks and manages all aspects of the sales cycle, customer data...

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Blackbaud CRM

Blackbaud: World's Leading Software Company Powering Social ...

3.63

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Blackbaud CRM

3.63
★★★★★
★★★★★
Blackbaud: World's Leading Software Company Powering Social ...

nGAGEMENT is a gamification and employee engagement software for call centres which use social media, game mechanics and recognition concepts to motivate employees to deliver the best possible custom...

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ClientLook

Commercial real estate CRM

4.36

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ClientLook

4.36
★★★★★
★★★★★
Commercial real estate CRM

ClientLook is a hassle-free all-in-one commercial real estate CRM that helps to build better relationships and close more deals. It helps to acquire customers and grow market share.

ClientLook helps...

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Karma CRM

karmaCRM | Fully customizable solution for building better customer relationships through clarity and efficiency

4.33

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Karma CRM

4.33
★★★★★
★★★★★
karmaCRM | Fully customizable solution for building better customer relationships through clarity and efficiency

KarmaCRM is a fully customizable solution for building better customer relationships through clarity and efficiency. KarmaCRM is a web-based CRM software that caters primarily to small and medium-si...

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SalesNexus

Enterprise CRM and marketing automation Platform

4.40

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SalesNexus

4.40
★★★★★
★★★★★
Enterprise CRM and marketing automation Platform

SalesNexus is an all-in-one CRM, SMS, & Email Marketing Automation designed specifically for sales teams keeping it simple for users and less expensive for the business. It makes selling easier, fas...

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Eway CRM

The Best CRM Software for Outlook

4.63

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Eway CRM

4.63
★★★★★
★★★★★
The Best CRM Software for Outlook

Eway CRM is a Microsoft Outlook plug-in with a client-server architecture that uncovers the full potential of Microsoft Outlook. It quickly creates leads/projects from emails, also with integrated ma...

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