CCRM vs Horizon Portfolio Management
Description
CCRM
CCRM is designed to reshape how you manage and grow customer relationships. Think of it as your one-stop solution for everything your sales and support teams need. Whether you're a small business owne... Read More
Horizon Portfolio Management
Horizon Portfolio Management is designed to make life easier for financial advisors and investors managing multiple assets. Our software takes the complexity out of organizing your investments, allowi... Read More
Contact Info
Year founded :
2011
+1 416-978-3751
Not Available
Canada
http://www.linkedin.com/company/centre-for-commercialization-of-regenerative-medicine-ccrm-
Year founded :
Not Available
Not Available
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Features
Contact Management
Custom Fields
Centralized Contact List
Reporting and Analytics
Custom Dashboards
Sales Reports
Deal Management
Task Management
Pipeline Visualization
Customer Management
Segmented Lists
360-Degree Customer Profiles
Sales Automation
Deal Tracking
Lead Scoring
Customer Service
Knowledge Base
Ticket Management
Communication Tools
Email Integration
Built-in Messaging
Integration
Third-Party Apps
API Access
Marketing Automation
Social Media Management
Email Campaigns
Risk Management
Risk Assessment Tools
Alert Systems
Diversification Analysis
Client Management
Activity Logs
Communication Tools
Client Profiles
Financial Planning
Goal Setting
Retirement Planning
Cash Flow Analysis
Investment Tracking
Real-Time Updates
Portfolio Overview
Detailed Reporting
Pricing
Pricing Not Available
Pricing Not Available
Metrics History
Metrics History
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