Contactually vs JezzMoney: Advanced Mutual Fund Distributor Software
Overview
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Detailed Comparison
Contactually is the smarter way to nurture key relationships and get more from your sales and business development process. | JezzMoney is an advanced mutual fund distributor software that empowers financial professionals to optimize operations and improve client engagement seamlessly. |
Manage and track all of your relationship building activity from your Contactually Dashboard.;Use Contactually’s email templates to supercharge your email marketing. Efficiently engage your contacts with powerful messaging.;Start a meaningful conversation by sharing valuable articles and content with your network.;Influence your network and elevate your thought leadership with Contactually’s Intro Maker tool.;Looking to personally interact with several contacts at once? Look no further than Contactually’s Scale Mail feature.;Keep your mind at peace knowing that you’re regularly and meaningfully engaging your contacts with Contactually’s Programs feature.;Visualize your deals and prioritize your efforts by showing which projects are in which stages of your pipeline.;With Contactually, the days of manual data entry are long gone. | 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 |
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Stacks 4 | Stacks 0 |
Followers 8 | Followers 1 |
Votes 0 | Votes 1 |
Integrations | |
| No integrations available | |
What are some alternatives to Contactually, JezzMoney: Advanced Mutual Fund Distributor Software?
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.
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 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.
