CiviCRM vs JezzMoney: Advanced Mutual Fund Distributor Software
Overview
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Detailed Comparison
It is web-based software used by a diverse range of organisations, particularly not-for-profit organizations (nonprofits and civic sector organizations). It offers a complete feature set out of the box and can integrate with your website. | JezzMoney is an advanced mutual fund distributor software that empowers financial professionals to optimize operations and improve client engagement seamlessly. |
Open source;Privacy-friendly; Centralize constituent communications; Build and manage your donor base & membership; Full integration with Wordpress, Drupal, Joomla & Backdrop | 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 16 | Stacks 0 |
Followers 19 | Followers 1 |
Votes 0 | Votes 1 |
Integrations | |
| No integrations available | |
What are some alternatives to CiviCRM, JezzMoney: Advanced Mutual Fund Distributor Software?
Salesforce Sales Cloud
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Pipedrive
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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 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 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 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
It is a business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management.
Zoho CRM
Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.
Rapportive
Rapportive shows you everything about your contacts right inside your inbox.
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.
