CCRM vs Horizon Portfolio Management vs UXRisk

CCRM

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Horizon Portfolio Management

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UXRisk

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Description

CCRM

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

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
UXRisk

UXRisk

Navigating the complexities of risk management just got simpler with UXRisk. Designed for SaaS buyers who need to efficiently manage and mitigate risks, UXRisk focuses on making your job easier and mo... 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

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Year founded :

2014

Not Available

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Norway

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

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

Incident Management

Real-Time Incident Tracking
Post-Incident Analysis

Risk Management Dashboard

Comprehensive Overview
Customizable Views

Compliance Management

Audit Trails
Compliance Tracking

Reporting and Analytics

Detailed Reports
Data Visualization

Risk Assessment Tools

Automated Risk Scoring
Scenario Planning

Pricing

CCRM logo

Pricing Not Available

Horizon Portfolio Management logo

Pricing Not Available

UXRisk logo

Pricing Not Available

Metrics History

Metrics History

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