CCRM vs ClearRisk vs Horizon Portfolio Management

CCRM

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ClearRisk

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Horizon Portfolio Management

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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

ClearRisk

ClearRisk is a cloud-based software solution designed to help businesses manage their risks and insurance needs efficiently. This platform provides a central place for all risk-related information, ma... 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

Year founded :

Not Available

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

Analytics and Reporting

Custom Reports

Data Visualization

Risk Management Dashboard

Centralized Overview

Customizable Widgets

Incident Reporting

Real-Time Notifications

Simple Submission Forms

Policy Management

Version Control

Central Repository

Risk Assessment Tools

Step-by-Step Assessments

Automated Risk Scoring

Claims Management

Claims Tracking

Document Management

Analytics & Reporting

Data Visualization

Customized Reports

Risk Management

Incident Reporting

Risk Assessment

User Management

Role-Based Access

User Activity Logs

Support & Integration

System Integration

Customer Support

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

Metrics History

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