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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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Description | Introducing InsightsCRM, the quintessential toolkit for Research, Sales & Trading enterprises aiming to cement lasting relationships with institutional money managers and boost assets under management. This innovative solution places users at the vanguard of the financial service sector by enhancing engagement strategies and driving substantial growth. Uniquely crafted to foster greater transparency and accountability throughout the service value chain, InsightsCRM offers an unrivaled suite of features designed for the demanding needs of finance professionals. Its robust platform streamlines interactions with clients, ensuring that every touchpoint is impactful and efficiently managed, resulting in a superior service experience. With InsightsCRM, organizations are equipped to navigate the complexities of client management, deploying targeted communications and leveraging transformative analytics to anticipate needs and customize services. The emphasis on maintaining and growing assets under management positions businesses using InsightsCRM at a competitive advantage, as they can easily demonstrate their value proposition and commit to the highest standards of client satisfaction. InsightsCRM stands out as a beacon of innovation for the Research, Sales & Trading spheres, promising not only to keep businesses ahead of the curve but to revolutionize the way they connect with and serve institutional investors. Embrace InsightsCRM for a future where client engagement and asset growth walk hand-in-hand. Read more | WAPlus is the ultimate solution for boosting your WhatsApp productivity. With the latest AI technique, the WAPlus CRM plugin takes the WhatsApp experience to the next level. This revolutionary tool provides a seamless integration with the WhatsApp web version, allowing them to manage customers and conversations effortlessly, all in one place. No more toggling between apps, no more wasting time. WAPlus is not just a productivity tool, it's a powerful assistant for them and the team. With its rich customer management tools, WAPlus helps them stay organized and on top of all their interactions on WhatsApp. From sales leads to support inquiries, WAPlus has them covered. And for small and medium-sized businesses, WAPlus is a game changer. These marketing automation and service automation features give them the edge they need to generate more business opportunities on WhatsApp. Read more |
Pricing Options |
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SW Score & Breakdown |
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
Total Features |
17 Features
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10 Features
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Common Features for All |
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Project Management
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
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Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Project Management
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
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Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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InsightsCRM Custom |
Free Free Starter $7.99 $9.99 per month Pro $14.90 $18.90 per month Growth $19.90 $24.90 per month |
View Detailed Pricing
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View Detailed Pricing
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Screenshots | Not Available |
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Videos |
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Company Details | Located in: New York, New York - 10036 |
Not available |
Contact Details |
+1 646 712 9533 |
Not available |
Social Media Handles |
Not available |
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