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Social CRM Tool


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Offers integrated fund accounting, CRM, and event management for organizations managing fund advisor relationships.

Salesforce Sales Cloud
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Elevate customer engagement with Sales Cloud - customizable SaaS platform. Unify marketing, lead gen, sales, and analytics seamlessly. Access a plethora of apps via AppExchange. Browser and mobile-friendly, it fosters real-time collaboration through…

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Cloud-based fund accounting and financial management platform for nonprofits and faith-based organizations. Streamlines finances and operations with customizable charts of accounts, tailored reports, communication tools, and donation management.

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Glances is a software solution that unifies your apps, ranging from Asana to Zendesk, offering a simplified customer view and real-time insights for personal tasks. It securely connects your apps without syncing or moving data, guaranteeing top-tier…

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Empower clients to schedule, pay, and engage online anytime. Tailored for small businesses and consultants, it offers a customizable scheduling page and client portal. Integrates with website and social channels.
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Comprehensive online marketing solution, simplifying business growth with sales funnels, automated emails, courses, websites, and more.

Recruit CRM
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CRM system for recruitment firms. Manage candidates, clients, emails, calls, and job postings while automating hiring with AI features. Kanban view for workflow management.

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