Our integration from B2B industry
BankSight
BankSight is a smart banking CRM that enables financial professionals to consistently identify and seize opportunities for meaningful customer engagement. Discover how BankSight can enhance your interactions and strengthen client relationships.
Financial CRM Software - Page 7
Visit BankSight & LeadRebel Integration page
Credito Pratico
Credito Pratico provides a comprehensive solution for managing your appointments, handling phone communications, coordinating marketing efforts, overseeing leads, and generating integrated reports. Discover the capabilities of Credito Pratico to enhance your operational efficiency.
Financial CRM Software - Page 7
Visit Credito Pratico & LeadRebel Integration page
Intelisis CRM
Intelisis CRM is not just a software solution; it is a strategic approach designed to meet your customers' needs effectively. Discover how Intelisis CRM can transform your business operations and enhance customer satisfaction.
Financial CRM Software - Page 6
Visit Intelisis CRM & LeadRebel Integration page
Magnifinance
Magnifinance is a finance management application designed to generate certified invoices for its users while offering a comprehensive data analytics dashboard. Discover how Magnifinance can enhance your financial oversight and reporting.
Financial CRM Software - Page 6
Visit Magnifinance & LeadRebel Integration page
CapitalBase
The Wealth CRM solution is designed specifically for financial service professionals to efficiently oversee various workflows related to trust accounts, sales, referrals, and additional tasks. Discover how CapitalBase can enhance your operations and improve your efficiency.
Financial CRM Software - Page 7
Visit CapitalBase & LeadRebel Integration page
Union.digital
Union.digital offers comprehensive online, mobile, and web solutions designed to engage your clients effectively. Our tools simplify the process of educating customers about your products and facilitate easy purchasing. Discover more about how we can assist your business.
Financial CRM Software - Page 7
Visit Union.digital & LeadRebel Integration page
Silvasoft
Silvasoft offers a dedicated accounting solution tailored for businesses in the Netherlands and Belgium, focusing on efficient bookkeeping and invoicing management. This platform provides essential tools to simplify financial tracking and enhance invoicing processes, enabling companies to maintain accurate records and ensure timely payments. Discover how Silvasoft can support your financial management needs.
Financial CRM Software - Page 7
Visit Silvasoft & LeadRebel Integration page
Ninjodo
Ninjodo enables agencies and service providers to expand their operations, automate routine tasks, and enhance client retention. Effectively attract and convert potential clients while simplifying the onboarding process. Discover how Ninjodo can transform your business today.
Financial CRM Software - Page 6
Visit Ninjodo & LeadRebel Integration page
Pepper
Pepper is a cloud-based investment management platform designed for businesses to efficiently monitor and analyze their deals, investments, valuations, and data. This platform provides users with the tools they need to gain insights into their financial activities and make informed decisions. Discover how Pepper can enhance your investment tracking and analysis today.
Financial CRM Software - Page 6
Visit Pepper & LeadRebel Integration page
SalesPage
SalesPage offers asset managers targeted solutions and integrations that utilize existing data to enhance distribution strategies effectively. Discover the full potential of your data and improve your outreach by learning more about SalesPage.
Financial CRM Software - Page 6
Visit SalesPage & LeadRebel Integration page
Xplan
Xplan is a financial planning and wealth management software designed to enhance the efficiency of financial advisory practices. This tool provides comprehensive features that assist advisors in creating personalized financial strategies for their clients. With Xplan, you can easily manage client portfolios, analyze financial data, and generate detailed reports, all of which help you provide targeted advice and improve client engagement. Discover the advantages of Xplan and elevate your financial advisory services today.
Financial CRM Software - Page 6
Visit Xplan & LeadRebel Integration page
Behavia
Enhance your customer relationship management with a powerful scoring and analysis tool. Discover how Behavia can transform your approach to understanding and engaging with your customers.
Financial CRM Software - Page 7
Visit Behavia & LeadRebel Integration page
360 View CRM
Introducing a specialized financial CRM designed to enhance your outreach efforts and foster customer loyalty through effective cross-selling strategies. This powerful tool equips you with the insights needed to understand your clients better and implement targeted campaigns that drive retention. Discover how 360 View CRM can transform your customer engagement practices.
Financial CRM Software - Page 7
Visit 360 View CRM & LeadRebel Integration page
Veritouch
Discover Veritouch, a customer relationship management solution tailored specifically for the financial services sector, including banks, insurance companies, and credit unions. This platform integrates with Dynamics 365 to enhance client interactions and support business growth. With Veritouch, you can manage customer data effectively, track communications, and improve service delivery, all while ensuring compliance with industry regulations. Explore how this solution can transform your client engagement processes.
Financial CRM Software - Page 6
Visit Veritouch & LeadRebel Integration page
IR.Manager
Introducing IR.Manager: a detailed and accessible CRM and targeting platform designed specifically for corporate investor relations teams. This tool helps teams enhance their communication and engagement strategies with investors. Discover how IR.Manager can elevate your investor relations efforts.
Financial CRM Software - Page 7
Visit IR.Manager & LeadRebel Integration page
JUMP Front-to-Back
Introducing the JUMP Front-to-Back platform for investment management, designed with a flexible modular framework. This approach allows businesses to customize their investment operations according to specific needs and preferences. Discover how JUMP Front-to-Back can enhance your investment management processes.
Financial CRM Software - Page 6
Visit JUMP Front-to-Back & LeadRebel Integration page
PlanMagic Finance Pro
Access essential financial data and key performance metrics for your business at any time. Discover how PlanMagic Finance Pro can enhance your financial management.
Financial CRM Software - Page 6
Visit PlanMagic Finance Pro & LeadRebel Integration page
Irwin
Connect with the right investors when it matters most and cultivate meaningful relationships. Discover the advantages of using Irwin to enhance your investment journey. Learn more today!
Financial CRM Software - Page 6
Visit Irwin & LeadRebel Integration page
SolvCRM
SolvCRM is a powerful CRM software designed to enhance your business operations by simplifying financial management, automating routine tasks, and increasing sales effectiveness. Discover how SolvCRM can transform your business workflow and drive growth.
Financial CRM Software - Page 6
Visit SolvCRM & LeadRebel Integration page
Panda CRM
Experience the versatility of Panda Web Trader, a sophisticated trading software designed to deliver a consistent and engaging trading experience on any platform or device. With its advanced features, you can monitor the markets, place trades, and manage your portfolio with confidence, no matter where you are. Discover more about Panda CRM for comprehensive support tools.
Financial CRM Software - Page 6
Visit Panda CRM & LeadRebel Integration page