JezzMoney: Advanced Mutual Fund Distributor Software vs SugarCRM
Overview
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Detailed Comparison
Manage your sales, marketing, and customer support better with SugarCRM's online CRM software. | JezzMoney is an advanced mutual fund distributor software that empowers financial professionals to optimize operations and improve client engagement seamlessly. |
360-Degree Customer Activity History- Know your accounts inside and out with 360-degree customer activity history across the extended selling enterprise.;Social Selling- Leverage LinkedIn to network and augment your contact discovery. Scan for relevant tweets of all the people you follow in your activity streams and interact with your contacts directly;Mobile- Sell anywhere and stay on top of your leads and opportunities, tasks and calendar, meetings and calls -- across any mobile device.;Real Time Pipeline Management- Track early indicators and changes impacting your pipeline so you can stay ahead of your forecast, spend time where it counts, and meet your sales targets on time, every time.;Workflow and Approvals- Automatically drive deal change alerts and discount approvals, route leads and opportunities, and monitor account activity updates and changes based on your business.;Email, Calendar, and File Management- Sell with your favorite applications with Sugar’s built-in email integration Microsoft Outlook, IBM Lotus Notes, Gmail, Yahoo! Mail, and IMAP based email servers.;Sales Analytics- Sugar reporting and dashboards provide you with real-time information about the sales pipeline, progress to quota, key opportunity and account activity, and rep performance.;Sales Intelligence- Get account and contact data from Hoovers and other business data providers using the Sugar Cloud Connectors. | 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 60 | Stacks 0 |
Followers 56 | Followers 1 |
Votes 0 | Votes 1 |
Integrations | |
| No integrations available | |
What are some alternatives to SugarCRM, JezzMoney: Advanced Mutual Fund Distributor Software?
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