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  5. JezzMoney: Advanced Mutual Fund Distributor Software vs Pipedrive

JezzMoney: Advanced Mutual Fund Distributor Software vs Pipedrive

OverviewComparisonAlternatives

Overview

Pipedrive
Pipedrive
Stacks362
Followers251
Votes31
JezzMoney: Advanced Mutual Fund Distributor Software
JezzMoney: Advanced Mutual Fund Distributor Software
Stacks0
Followers1
Votes1

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Detailed Comparison

Pipedrive
Pipedrive
JezzMoney: Advanced Mutual Fund Distributor Software
JezzMoney: Advanced Mutual Fund Distributor Software

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

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

See all deals in a visual sales pipeline;Organize contacts and follow up every lead;Sales forecasting for avoiding nasty surprises;Set up in under 2 minutes, no training required;Work anywhere with our iOS and Android apps
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
362
Stacks
0
Followers
251
Followers
1
Votes
31
Votes
1
Pros & Cons
Pros
  • 11
    Sales Pipeline
  • 5
    Great Dashboards
  • 4
    Simple data import & export
  • 4
    Google Apps Integration
  • 3
    Mail Chimp Integration
No community feedback yet

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

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.

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.

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.

Zoho CRM

Zoho CRM

Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.

Rapportive

Rapportive

Rapportive shows you everything about your contacts right inside your inbox.

Vibe

Vibe

Vibe is an easy to use people research tool. You can use Vibe to find the person behind any email address. After installing the Vibe Chrome, Mac, iPhone or Outlook app, with a simple hover or click on any email address, you can find all information about the person in less than 3 seconds.

Lemprep

Lemprep

Lemprep gives sales reps a competitive edge by transforming minimal inputs into deep, actionable intelligence. Discover buyer pain points, organizational priorities, and market opportunities so you can run impactful, high-confidence sales calls that drive predictable results.

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