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About InsightsCRM

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.

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Screenshots & Videos

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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    87%
  • Reviews
    60%
  • Momentum
    62%
  • Popularity
    62%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online

InsightsCRM Features

CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    87%

Unique Features

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.
InsightsCRM Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Disclaimer: The pricing details were last updated on 07/02/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about InsightsCRM Pricing

InsightsCRM Alternatives

View All InsightsCRM Alternatives

InsightsCRM Reviews

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Videos on InsightsCRM

InsightsCRM FAQs

What is InsightsCRM used for?

InsightsCRM is CRM Software. InsightsCRM offers the following functionalities:

  • Real-time Data Sync
  • Omnichannel Customer Engagement
  • Predictive Analytics
  • IoT Integration
  • Customer Segmentation
  • Opportunity Management
  • Sales Force Automation
  • Customization
  • Reporting (Analytics)
  • Collaboration Tools
  • Lead Management
  • List Management
  • Customer Support
  • Referral Tracking
  • Project Management
  • Lead Scoring
  • Contact Management

Learn more about InsightsCRM features.

What are the top alternatives for InsightsCRM?

Does InsightsCRM provide API?

No, InsightsCRM does not provide API.

InsightsCRM Contact

Vendor Details

New York, New York - 10036

Contact Details

+1 646 712 9533

https://insightscrm.com/

Social Media Handles

Not available

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