CCRM vs Horizon Portfolio Management vs Hyperproof
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
Hyperproof
Hyperproof is all about simplifying your compliance and risk management processes. Whether you're dealing with data privacy regulations, internal audits, or cybersecurity standards, this software make... 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
Not Available
Not Available
Not Available
Year founded :
2018
+1 833-497-7663
Not Available
United States
http://www.linkedin.com/company/hyperproof
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
Audit Management
Audit Trail
Automated Evidence Collection
Compliance Management
Automated Workflows
Centralized Dashboard
Risk Management
Continuous Monitoring
Risk Assessment Tools
Team Collaboration
Cross-Team Coordination
Role-Based Access
Pricing
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Metrics History
Metrics History
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