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  5. Gridstone vs JezzMoney: Advanced Mutual Fund Distributor Software

Gridstone vs JezzMoney: Advanced Mutual Fund Distributor Software

OverviewComparisonAlternatives

Overview

Gridstone
Gridstone
Stacks0
Followers1
Votes1
JezzMoney: Advanced Mutual Fund Distributor Software
JezzMoney: Advanced Mutual Fund Distributor Software
Stacks0
Followers1
Votes1

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Detailed Comparison

Gridstone
Gridstone
JezzMoney: Advanced Mutual Fund Distributor Software
JezzMoney: Advanced Mutual Fund Distributor Software

Helps B2B, SEO and web design agencies turn nearby businesses into verified, enriched local lead lists so every pitch goes to the right prospect.

JezzMoney is an advanced mutual fund distributor software that empowers financial professionals to optimize operations and improve client engagement seamlessly.

Local lead generation, Lead enrichment, Core campaign builder
White-Labeled Application, Paperless Onboarding & KYC, Customizable Proposals,BSE & NSE Transaction, WhatsApp & Email Integration, Multi-ARN & Sub-broker Support,Business Analytics Dashboard, Advanced SIP & Goal Calculators, Mutual Fund Research Terminal, Goal Planning & Tracking, Client Portfolio Tracking, Risk Profiling Tools, Lead Management System, NJ-Compatible Reporting, Commission & Trail Income
Statistics
Stacks
0
Stacks
0
Followers
1
Followers
1
Votes
1
Votes
1

What are some alternatives to Gridstone, JezzMoney: Advanced Mutual Fund Distributor Software?

Intercom

Intercom

Intercom is a customer communication platform with a suite of integrated products for every team—including sales, marketing, product, and support. Have targeted communication with customers on your website, inside apps, and by email.

Salesforce Sales Cloud

Salesforce Sales Cloud

The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.

Customer.io

Customer.io

Customer engagement platform for tech savvy marketers sending personalized, data-driven marketing, product, and transactional messages. Ideal for mid-market SaaS, FinTech, EdTech, mobile apps, marketplaces companies, and more.

Pipedrive

Pipedrive

Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.

Streak

Streak

Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.

OnePageCRM

OnePageCRM

OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.

Pimcore

Pimcore

It is a software vendor for free and open-source customer experience management, digital asset management, product information management, multi-channel publishing and e-commerce software.

Highrise

Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Close.io

Close.io

Close allows startups to close more deals and make more sales. Salespeople can spend more time communicating with their customers and less time on data entry because all activities are automatically tracked.

Odoo

Odoo

It is a business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management.