CRM Software für Banken

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. This Salesforce platform has CRM capabilities that... Mehr erfahren

MailChimp is a web-based email marketing service with millions of users worldwide. The application allows users to share newsletters on various social networks and track customer engagements. The application provides tools to... Mehr erfahren

Zoho CRM ist eine cloudbasierte Business-Management-Plattform, die Unternehmen jeder Größe bedient. Es bietet Vertriebs- und Marketing-Automatisierungstools mit Helpdesk-, Analyse- und Kundensupport-Funktionen. Zoho CRM hilft... Mehr erfahren

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365... Mehr erfahren

Mit seiner cloudbasierten CRM-Plattform hilft HubSpot CRM Unternehmen jeder Größe, Leads zu verfolgen und zu pflegen und Geschäftsmetriken zu analysieren. HubSpot eignet sich für alle B2B- oder B2C-Unternehmen in einer... Mehr erfahren

Zendesk ist eine cloudbasierte Helpdesk-Management-Lösung, die anpassbare Tools zur Erstellung eines Kundenserviceportals, einer Wissensdatenbank und von Online-Communitys bietet. Die Lösung bietet ein anpassbares... Mehr erfahren

Die herausragende Kollaborations- und Projektmanagementplattform monday.com hilft Teams bei der gemeinsamen effizienten Planung und Durchführung komplexer Projekte für eine termingerechte Lieferung von Ergebnissen. Das Team- und... Mehr erfahren

Freshdesk ist ein Helpdesk-System und eine Lösung, die den Kundenservice für dein Team vereinfacht und dabei hilft, ein ansprechendes Kundenerlebnis zu bieten. Durch die kanalübergreifende Rationalisierung von... Mehr erfahren

Pipedrive ist eine webbasierte Vertriebs-CRM- und Pipeline-Management-Lösung, mit der Unternehmen ihre Verkaufsaktivitäten planen und Geschäfte überwachen können. Unter Verwendung einer aktivitätsbasierten Verkaufsmethodik... Mehr erfahren

Zoho Desk ist eine cloudbasierte Helpdesk-Lösung von Zoho Corporation, die Unternehmen jeder Größe bedient. Zu den wichtigsten Funktionen gehören die Verwaltung von Kundenbetreuungstickets, ein Kundenbetreuungsportal, die... Mehr erfahren

Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists,... Mehr erfahren

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across... Mehr erfahren

LiveAgent ist eine Online-Live-Chat-Plattform für E-Commerce-Unternehmen auf kleiner und mittlerer Ebene. Die Plattform bietet eine Live-Chat-Anwendung, Ticketverwaltung, Online-Self-Service-Portale sowie Änderungs- und... Mehr erfahren

PandaDoc ist ein cloudbasiertes Dokumenten-Management-System, das Nutzern bei der Erstellung von Angeboten, Offerten, Personaldokumenten, Verträgen und mehr hilft. Die Lösung wird hauptsächlich von Vertriebs- und Marketingteams... Mehr erfahren

Intercom is a sales, marketing and support solution platform that acquires, engages and supports customers through its bot-based algorithm, targeted emails, push and in-app messages, and an integrated help desk. It caters to... Mehr erfahren

SharpSpring is a fully integrated cloud-based marketing tool that offers customer relationship management, marketing automation, mobile and social marketing, sales team automation, customer service and more, all within one... Mehr erfahren

Act! is a customer relationship management (CRM) solution that combines marketing automation and sales pipeline management into a single, centralized platform. This solution includes tools for sales process automation and is... Mehr erfahren

PipelineDeals allows users to manage their contacts, qualify leads, and track leads and deals within a singular, cloud-based program. The system provides both sales engagement and CRM while providing daily pipeline snapshots,... Mehr erfahren

SolarWinds Service Desk is suitable for companies seeking a help desk solution that offers IT service management (ITSM) functionalities. SolarWinds Service Desk offers comprehensive service desk functionality that helps... Mehr erfahren

Service Cloud from Salesforce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and... Mehr erfahren

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships,... Mehr erfahren

Bitrix24 ist eine Client-Management-Lösung, die Unternehmen eine Plattform zur Organisation und Verfolgung von Interaktionen mit potenziellen oder bestehenden Kunden und Partnern bietet. Mit der Software können Nutzer... Mehr erfahren

NICE inContact is cloud-based call center software that helps businesses to maximize the quality of leads and minimize the cost of client interaction. The solution comprises many features required to process inbound support... Mehr erfahren

Copper is an easy-to-use CRM for small- and medium-sized businesses that need a better way to manage leads & grow customer relationships. If you don't have time for data entry, tedious admin tasks, or overly complex tools, Copper... Mehr erfahren

Freshservice ist eine cloudbasierte IT-Helpdesk- und Dienstleistungs-Management-Lösung, die es Unternehmen ermöglicht, ihren IT-Betrieb zu vereinfachen. Die Lösung bietet Funktionen wie ein Ticketingsystem, ein... Mehr erfahren

Agile CRM ist eine cloudbasierte CRM-Lösung für kleine und mittlere Unternehmen. Sie bietet Kontaktverwaltung, Telefonie-Tools, Terminplanung, Marketingautomatisierung, Projektmanagement, einen Zielseiten-Ersteller und... Mehr erfahren

Five9 ist eine All-in-one-Cloud-Kontaktcenter-Lösung für Inbound-, Outbound-, Blended- und Omnichannel-Kontaktcenter. Mit der praktischen KI von Five9 können Mitarbeitende Kundenerlebnisse über Telefon, E-Mail, Chat,... Mehr erfahren

Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory... Mehr erfahren

Campaigner is a cloud-based email marketing solution that caters to small and midsize businesses across various industry verticals. Professionals can create automation workflows using a drag-and-drop interface and improve... Mehr erfahren

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user... Mehr erfahren

SysAid ist eine cloudbasierte IT-Service-Management-, Servicedesk- und Helpdesk-Lösung, die Nutzern in Unternehmen aller Größen und Branchen dabei hilft, technologiebezogene Probleme zu lösen. Zu den wichtigsten Funktionen... Mehr erfahren

Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and... Mehr erfahren

Vtiger CRM offers a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be used across the entire customer lifecycle, and it allows marketing teams to capture and nurture leads, sales teams to... Mehr erfahren

Really Simple Systems is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and... Mehr erfahren

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CRM... Mehr erfahren

Flowlu is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes across various industries. The solution enables teams to manage processes from lead generation to sales. Flowlu offers... Mehr erfahren

Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse,... Mehr erfahren

Quick Base is a low-code application development platform that enables organizations to unite information, people, and workflows within distribution in a single, cloud-based platform. Unlike traditional software solutions, Quick... Mehr erfahren

Front ist ein cloudbasiertes Kollaborationstool für kleine und mittlere Unternehmen. Front konsolidiert verschiedene Kommunikationskanäle wie E-Mail-Konten, Facebook und Twitter und hilft den Nutzern, Kommunikationsabläufe zu... Mehr erfahren

The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is... Mehr erfahren

SAP - CRM is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage the sales... Mehr erfahren

nocrm.io is a cloud-based sales management system designed for small and midsize businesses which offers prospecting, lead tracking and pipeline management within a suite The solution allows users to upload contacts either from... Mehr erfahren

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution,... Mehr erfahren

HelpCrunch ist eine Kundenkommunikationsplattform, die Live-Chat, E-Mail-Marketing-Automation und einen Helpdesk in einer Lösung vereint. Die Lösung hilft Support-, Vertriebs- und Marketing-Teams, Leads zu akquirieren, zu... Mehr erfahren

Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they... Mehr erfahren

Seismic is a cloud-based sales enablement platform which helps automate content-related marketing processes and conversions. Primarily catering to midsize and large businesses, it provides custom-built solutions for wealth... Mehr erfahren

Help Scout is a cloud-based help desk solution that helps small businesses and small teams manage their customer relationships. Help Scout is designed to look like a personal email. There are no ticket numbers, case numbers or... Mehr erfahren

Vivantio ist eine Service-Management-Lösung, mit der Nutzer individuelle Prozesse erstellen können, die auf interne Unternehmensabläufe abgestimmt sind. Zu den wichtigsten Funktionen der Lösung gehören Dashboards, Diagramme und... Mehr erfahren

Goldmine Premium CRM is a comprehensive customer relationship management software that is used by organizations of all sizes to manage the sales pipeline, marketing programs and deliver customer support. Goldmine Premium... Mehr erfahren

Over 1,200 global enterprises on 6 continents are leveraging 360Learning's Collaborative Learning Platform to meet skyrocketing demand on L&D. The platform's collaborative authoring tools, built-in feedback loops, and learning... Mehr erfahren

Drip ist eine cloudbasierte E-Mail-Marketinglösung, die Unternehmen jeder Größe in verschiedenen Branchen wie Marketing und Werbung, Konsumgüter und E-Learning bedient. Zu den wichtigsten Funktionen gehören... Mehr erfahren

ServiceDesk Plus is a help desk management platform. It includes core help desk and IT management applications, as well as project management, contract management and features for ITIL (information technology infrastructure... Mehr erfahren

Issuetrak is a flexible issue tracking software solution that can be configured to suit the needs of a variety of industries and usages, including IT Help Desk, Customer Support, Project Management, and more. Issuetrak can be... Mehr erfahren

SalesLoft is an online sales engagement system designed to boost sales and revenue of enterprises. It equips sales groups with tools for communication, email tracking and more in a single platform to deliver better sales... Mehr erfahren

Adobe Campaign is a marketing automation platform used in email automation, delivery and reporting. It allows users to create, coordinate and deliver dynamic campaigns through emails, mobile platforms and offline... Mehr erfahren

SendPulse is a cloud-based marketing solution that allows users to manage email, text messaging and push notifications through a single platform. It is suitable for small and midsize businesses. SendPulse’s email features... Mehr erfahren

VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarketing which helps sales teams in businesses manage their daily operations. VanillaSoft uses a queue-based... Mehr erfahren

PhoneBurner is an outbound call center solution that allows users to log in from their computer and make calls from the connected phone, using imported or admin-provided lead lists. The system offers functionalities that include... Mehr erfahren

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale... Mehr erfahren

amoCRM is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own... Mehr erfahren

SalesforceIQ is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include sales automation and a customer interaction... Mehr erfahren

MangoApps bietet digitale Arbeitsplatzlösungen, die Intranet, Kollaboration, Messaging, Lernen und über 50 installierte Integrationen miteinander kombinieren. Mit einer Mitarbeiterplattform als Basisfunktion eignet sich... Mehr erfahren

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere.... Mehr erfahren

Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows users to track communication with clients so that teams can view the status of deals and relationships. Contacts... Mehr erfahren

SuperOffice CRM is a customer relationship management (CRM) solution that caters to midsize businesses across various industries such as financial services, recruitment, manufacturing, hospitality and more. Key features include... Mehr erfahren

Groove is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises manage prospects and streamline sales operations. The centralized platform enables sales personnel to create multi-step... Mehr erfahren

Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move through the sales pipeline and keep track of closed deals. This solution features tools to manage engagement with... Mehr erfahren

Genesys Cloud creates fluid conversations across digital and voice channels in an easy, all-in-one interface. Designed to provide exceptional experiences for your customers and employees, it deploys quickly, is intuitive to use,... Mehr erfahren

Deskero by Nabra is a cloud-based help desk management solution designed for businesses of all sizes. It offers ticketing, multi-channel support, social media and chat support and reporting functionalities within a suite. Phone,... Mehr erfahren

ServiceNow is an IT service management solution that provides asset management, change and release management, incident management, IT cost management and problem management. It caters to various industries, including financial... Mehr erfahren

Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage interactive guides for technical support, telemarketing, lead qualification, compliance and other processes. The... Mehr erfahren

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM... Mehr erfahren

Wingman is a conversation intelligence tool that helps sales teams with pipeline visibility, actionable insights, & real-time coaching. Wingman gives sales reps the right information at the right time, while they are on a call.... Mehr erfahren

Pobuca ist eine cloudbasierte Kontaktverwaltungsanwendung, mit der Unternehmen Kontakte speichern und freigeben können. Die Lösung verbindet mehrere sich überschneidende und nicht verbundene Geschäftskontakte in einem... Mehr erfahren

Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to... Mehr erfahren

Wishpond is a lead generation and marketing automation solution. Featuring a drag-and-drop landing page editor, social contests, popups, and forms, Wishpond features tools for website and email subscriber engagement. Lead... Mehr erfahren

Gold-Vision is a customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects and events. Suitable for organizations of all sizes, it can be installed both on-premise and in the... Mehr erfahren

HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions to businesses across various industries, including computer and software, education, travel and leisure, media... Mehr erfahren

InfoFlo ist eine integrierte CRM-Lösung, auf die online zugegriffen oder die vor Ort installiert werden kann. Das System bietet Kontaktmanagement, Computer-Telefonie-Integration, Marketing- und Vertriebsautomatisierung sowie... Mehr erfahren

Creatio ist eine einzigartige Synergie aus einheitlichem CRM und intelligenter BPM-Plattform (Business Process Management) für Marketing, Vertrieb und Serviceautomatisierung. Die Lösung ermöglicht es mittelständischen und großen... Mehr erfahren

Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center solution! Intelligent call routing, ACD, multi-level IVR, Progressive & Predictive dialer (with flexible... Mehr erfahren

Glue Up (Formerly EventBank) is a cloud-based engagement management platform for nonprofit organizations. Glue Up integrates event management, membership management, customer relationship management (CRM), email marketing,... Mehr erfahren

InvGate Service Desk is an IT service management platform that offers help desk request fulfillment, customer service and support and self-service knowledge management. The system is compatible with Mac, Windows, and iPad (or... Mehr erfahren

EngageBay ist eine integrierte Marketing-, Vertriebs-, Support- und CRM-Lösung, die kleinen und mittleren Unternehmen dabei helfen soll, Website-Besuchende zu akquirieren, zu binden und in Kunden zu konvertieren. Die... Mehr erfahren

LiveHelpNow multi channel help desk/call center software facilitates real-time customer service communications via the following channels: Live chat, Chat Bot, SMS/Text, Email, Facebook, VoIP(Phone) as well as provides ability... Mehr erfahren

Salesmate is a cloud-based customer relationship management (CRM) solution that caters to small and midsize businesses across various industries. Key features include contact management, sales pipeline management, email marketing... Mehr erfahren

FreeAgent is a complete CRM platform and robust work management system. FreeAgent helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. Whether it’s a deal, a... Mehr erfahren

PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients report or escalate existing issues. Flexible deployment options include on-premise installation and a cloud-based... Mehr erfahren

Groove is a cloud-based help desk software for small businesses. It helps companies to communicate with their customers via email, live chat, social media and phone calls. Key features include ticketing, live chat, knowledge... Mehr erfahren

NewVoiceMedia’s tight integration with Salesforce is reflected in its AppExchange 5-star rating and the large number of positive reviews. The solution is designed to work in tandem with Salesforce capabilities and data to deliver... Mehr erfahren

OTRS is an ISO/IEC 27001 standard compliant Information Technology Service Management (ITSM) solution for help desks, customer service centers and corporate security teams. The solution offers users features that allow them to... Mehr erfahren

Sprinklr is a cloud-based customer experience management solution designed for businesses of all sizes. It offers social experience core, content marketing, social media management, paid advertising, website management... Mehr erfahren

Oracle Sales Cloud is a sales management application under Oracle’s umbrella of hosted customer experience (CX) products. An emphasis on modern interface design, simplified cloud-based implementation and a highly functional... Mehr erfahren

Whatfix ist eine Customer-Experience-Management-Plattform, die kleinen und großen Unternehmen hilft, das Anwendungsengagement zu verwalten und zu personalisieren. Sie verfügt über ein EPSS (Electronic Performance Support System),... Mehr erfahren

Sage CRM is a cloud-based customer relationship management solution designed to help small and midsize businesses optimize their customer experience by offering tools to manage new and existing client relationships. Applications... Mehr erfahren

LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness,... Mehr erfahren

Zoho ContactManager is a cloud-based customer relationship management solution that helps users manage business contacts. It enables small to midsize businesses to collaborate, track deals, and manage tasks within their... Mehr erfahren

Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management,... Mehr erfahren

YetiForce is a hybrid open source customer relationship management (CRM) solution that caters to midsize and large businesses across various industries. The platform helps users manage their interactions with existing and... Mehr erfahren

ProProfs Chat is a cloud-based live chat solution that enables businesses to connect with their customers in real time. Users can integrate live support chat with their website, enabling them to resolve queries instantly, deal... Mehr erfahren