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About

Castine Consulting LLC (formerly named Cogent Consulting) has been a global provider of management solutions for over 30 years. Its legacy products have been installed in over 60 countries and at over 4,000 sites. We know the software and we know how to support it. Castine’s product line includes industry-leading solutions for the investment community for compliance, commission management, and compensation and performance reporting. Castine’s principals are recognized as industry leaders in commission management (28(e), CSA, RPA, MiFID II), compliance operations and due diligence, and broker/advisor compensation and performance reporting. Castine’s principals are recognized as world leaders in broker reviews, compensation, and commission management solutions. Castine’s partners, including Integrity Research, bring depth and breadth to our offerings. Castine’s technology uses the latest tools to provide a truly up-to-date experience to its clients.

About

Data science and machine learning in operation management. Multi-lines sales & commission tracking. Split commission assignments and tracking. Earned vs. collected commission comparison. Analyze multi-line multi-channel shipments. Design-in pipeline, and close design-ins faster with AI action recommendations. Visualize team members' contributions to the pipeline. Design-in tracker reports for principals. 1-on-1 design-in review with principals and sales teams. Multi-channel shipment data. Preprocess, clean, and analyze shipment data. Track customer purchases from multi-channel multi-line. Cleaned, and consolidated shipment reports. Distributor analysis; pos, pop, inventory levels. Reports, integrations & APIs. Integrations with most CRM systems. Automatic reports/updates to other CRMs. Reports tailored to principals/partners CRMs. Design-in registrations, call reports, design-tracker. Intelligent cloud application. Designed for manufacturers & representatives.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Brokers in search of a complete performance and compensation system solution for their operations

Audience

Businesses requiring a solution to manage and streamline their B2B technical sales processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Castine
United States
castinellc.com

Company Information

SalesDataFlow
United States
salesdataflow.com

Alternatives

Alternatives

Fullcast Pay

Fullcast Pay

Fullcast
MultiLine

MultiLine

Movius Corp

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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