Audience
Companies in need of an CRM solution
About ClientLogix
One solution that is built to handle the very distinct differences in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business. One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with a bi-directional interface to many portfolio accounting systems, plus flexible import from sponsor platforms. Heads-up CRM data and document library keeps you informed without leaving Outlook, quickly set up meetings, review/take meeting notes, view history and reminders and much more. User adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices. Insight into social interaction helps drive client relationships and referrals.
Other Popular Alternatives & Related Software
VTS
VTS is the industry standard used by over 45,000 commercial real estate professionals for centralized operations, powerful digital marketing, and intelligent investing with real-time market data. VTS Rise is the most complete Tenant Experience solution that provides tenants, building operators and visitors with an immersive experience while in your building. VTS Market is the fastest adopted product in proptech history – empowering leasing teams to drive on-site visits and fill spaces quicker with online marketing and virtual tours. VTS Lease allows leasing teams to access critical information from anywhere to strengthen tenant relationships, increase retention, and accelerate new deals. From VTS Tenant Profiles to Network Insights, learn how VTS improves the day-to-day activities of a Head of Leasing professional. Landlord management software to unlock your portfolio’s full potential.
Learn more
Heads-up
Stepping into business management software should feel comfortable and intuitive right from the get-go. The rules of business have changed. It is a matter of survival that leaders and managers can get to the numbers, from anywhere. Heads-up is a web-based business management system for professional services organizations. There is no installation for each office computer – all the user needs is a browser. It is designed from the ground up to meet the needs of all users, whatever their roles because the whole organization should be using the same system for business management. Heads-up scales from 5 users to hundreds of users in each organization. We work with people first and computers second, for a mutual benefit; we want you to succeed because we want long term business from you. Or more succinctly: it’s a win-win relationship with a long term focus. We are agile and open, we work to your needs and processes.
Learn more
PensionPro
PensionPro is a cloud-based software solution designed to optimize operations for Third Party Administrators (TPAs) by streamlining plan administration, client communications, and business processes. The platform offers three distinct tiers, TRACK, TEAM, and BUSINESS, each tailored to meet varying organizational needs. TRACK serves as the entry-level tier, providing essential features such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and standard reporting capabilities. It also includes access to PlanSponsorLink.com, a secure portal for efficient information exchange between administrators and clients. TEAM builds upon TRACK's functionalities by adding online data collection, time tracking, blast email capabilities, fee schedule management, and integration with ftwilliam.com for forms and compliance. This tier is designed to consolidate and organize operations, enhancing internal workflows and profitability.
Learn more
Eulexica
The Eulexica teams offer full planning, data migration and installation services in the UK, Singapore, New Zealand and Australia. Professional project management costs are lower than competing service provider and our collaborative approach will minimize disruption to your staff and business. Communicating with prospective clients is easy with Eulexica's own CRM modules. These allow users to create topical newsletters tailored to the clients’ identified interests as well as manage seminars, Christmas card lists and related contacts. Maximize cross-selling to current clients and identify prospective clients, connecting referrals and work to partner remuneration if required. Alternatively, or as well as, our strong integration capabilities enable bidirectional connections with third-party 'horizontal' and even open source CRM systems.
Learn more
Integrations
No integrations listed.
Company Information
UNAPEN
Founded: 1991
United States
unapen.com
Videos and Screen Captures
Other Useful Business Software
Tool Tracking Made Simple
ShareMyToolbox is a tool tracking solution that enables companies to track individuals who are responsible for tools and small equipment. Mobile users are able to search the company tool inventory, request tools and accept tool assignments with Apple or Android devices such as phones or tablets. Built for contractors, the system was designed to be extremely easy to use.
Product Details
Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Training
Documentation
Support
Phone Support
Online
ClientLogix Frequently Asked Questions
ClientLogix Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
