MomentumTRUSTMomentum3
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies searching for a cloud-based software solution that integrates CRM, portfolio accounting, analytics, and document management
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Audience
Every company who has sales people
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$15.00/month/user
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMomentum3
Founded: 2014
United States
momentum3trust.com/features/
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Company InformationSalesinteract
Founded: 2017
Netherlands
www.salesinteract.com
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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