Financial CRM


Web-based CRM software for tax resolution firms Lead Management * Auto-generated IRS Forms (Federal/State) * Reporting and Analytics * Workflow Management * Billing and Finance * Pipeline Management * 100% Browser-based - accessible from anywhere * Pay by monthly subscription [Learn more]

Jobstream 9

Jobstream 9 is a highly configurable software platform built to suit the individual requirements of the offshore financial services industry. It enables trust companies, family offices, and similar organisations to efficiently manage their business by providing a single integrated source of role-based, actionable information supporting client and office: - Administration - Accounting - Practice management - R... [Learn more]

Lead Management Application

Leads360 is a market leading provider of cloud-based intelligent sales automation solutions that drive more effective and efficient sales processes and improved conversion rates. Leads360 offers award-winning products ¿ LeadManagerTM and Dial IQTM, that deliver a proven track record for helping sales teams outperform their rivals. Leads360 provides a simple, powerful solution that increases speed-to-contact, cu... [Learn more]

Maconomy Agency Solution

Deltek Maconomy is suitable for a number of Professional Services industries, including tax/audit/accounting firms, marketing agencies, IT/management consulting, clinical research organizations, academic research and more. Maconomy streamlines business operations, eliminating the internal barriers by providing real-time access to all critical information. Using this reliable information, users can rest assured the... [Learn more]


Marketing software for banks, thrifts and credit unions. [Learn more]