MomentumTRUST

MomentumTRUST

Momentum3
+
+

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About

When you log into MomentumTRUST you are presented with a dashboard displaying real-time portfolio snapshots of key account factors. The dashboard is designed to help you strategically plan your day. Integrated with trading software, the dashboard pulls transactions and pricing to provide users with real-time valuations of all customer accounts. The social network style lets users leave notes on almost any entity and track those over time. MomentumTRUST’s built-In CRM+ allows you to efficiently track and connect prospects, accounts, households, beneficiaries, grantors and third-party relationships related to trust management. Whether you are in the office or on-the-go, easily review and respond to client requests with MomentumTRUST’s portfolio analytics tools. MomentumTRUST’s secure, in-system scanning and storage allows your business to easily organize, file and retrieve documents in a cloud-based environment.

About

Salesinteract is an interactive CRM that involves your relations in the entire sales process if you want. As a user of Salesinteract you work from a clear dashboard where you can follow up tasks in a very easy and quick way and you can share presentations with your relations. Important push notifications illuminate your dashboard when your relations are promoted to prospect or customer and when your shared files are viewed and how often. Your relations automatically get their own dashboard where they see information from your company, your presentations / files / offers you have shared with them. You can communicate with your relations 1-on-1 in the communication center, which can create an even more personal bond. When targets are set, Salesinteract will suggest motivational quotes based on your progress to help you further.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a cloud-based software solution that integrates CRM, portfolio accounting, analytics, and document management

Audience

Every company who has sales people

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$15.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Momentum3
Founded: 2014
United States
momentum3trust.com/features/

Company Information

Salesinteract
Founded: 2017
Netherlands
www.salesinteract.com

Alternatives

Alternatives

xRP

xRP

Agent Technogies
MomentumTRUST

MomentumTRUST

Momentum3
Momentum QMS

Momentum QMS

Momentum Systems
Azor

Azor

Kempen Automatisering

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

No info available.

Integrations

No info available.
Claim MomentumTRUST and update features and information
Claim MomentumTRUST and update features and information
Claim Salesinteract and update features and information
Claim Salesinteract and update features and information