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Sales Mantra is a Customer Relationship Management ( CRM ) tool through which any business can develop a lasting business relationship with his customers. Sales Mantra features make it possible for a high success rate in deployment and dispense away with the unacceptable risks and protracted deployment.

UGRU is the #1 CRM Cloud Based Financial Practice Management Suite. It is a full featured, cloud based integrated financial CRM with sales force automation including contact management, sales forecasting, and pipeline management.

Equisoft is another CRM solution specifically designed for financial advisors. It is the only CRM that aggregates client and product data from gateways with insurance and investment platforms—giving advisors a full view of all client data at a glance.

Salescloud CRM Platform is the world’s most complete sales application that takes the very best consumer technologies and puts them at the fingertips of today’s sales rep. Salesforce CRM arms sales executives with an extra knowledge that cannot be obtained if you were supposed to work on your own.

Top Producer has been one of the most widely used real estate CRMs for a long time, with tens of thousands of agents, coaches, and brokerages leaning on it for their own business. Top Producer features drip campaigns, marketing materials, and, most notably, the Market Snapshot feature that helps keep homeowners engaged long after the transaction.

Copper is a CRM solution designed for its further integration with G Suite. The software resembles the look of Google products. This CRM platform is an ideal choice for small businesses that aim to increase their productivity level.

Pipeliner CRM is a sales CRM software designed to deliver higher levels of engagement not only between the user and the software but also between users and customers. The platform offers a highly visual interface with drag and drop functions, plus visual reports and automation.

Maximizer CRM is a customer relationship management software suitable for businesses of all sizes, which includes sales management tools, a customer service system and marketing automation features.

OnePageCRM is an easy to use sales CRM used by sales people and business owners worldwide. Ideal for small to medium sized businesses. Inspired by Getting Things Done (GTD) Productivity principles, you're encouraged to add Next Actions to ensure you always follow up with your prospects.

Junxure is the on-premises CRM solution for financial advisors. It was created exclusively for financial advisors based on the experiences of a financial advisor.