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What is Abacus?

Abacus serves as an all-encompassing solution designed specifically for financial institutions, prioritizing user-friendliness. This innovative platform is affordable, seamlessly integrated, and scalable, ensuring it fulfills all present operational needs. Furthermore, it effectively tackles the hurdles posed by market growth, technological advancements, and evolving product lines, making it a vital tool for institutions aiming to stay competitive.

What is Abacus CRM?

Abacus's CRM software offers users a consolidated platform to oversee all essential information related to customer relationships, ensuring that no important details are missed. This centralized approach is advantageous for both employees and clients, fostering a strong information ecosystem. By enhancing relationship management, the CRM cultivates trust among all parties involved. The data collected, encompassing addresses and customer specifics, can be effortlessly leveraged by other Abacus applications thanks to its compatibility with the Abacus ERP system. Such integration streamlines related processes, significantly minimizing the time and effort necessary for data handling. Additionally, the Abacus CRM database is designed to be customizable and accessible to all authorized personnel or departments. The CRM portal improves user experience with features like full-text search, customizable selection lists, and various filtering options, making it simple to find specific customer information. Access and input rights help maintain high data quality standards, while division-level access controls provide an additional security layer. This thorough approach to managing customer relationships not only empowers organizations to utilize their data effectively but also enhances the overall client experience. By leveraging these tools, businesses can achieve a more streamlined workflow and foster stronger connections with their customers.

Media

Media

Integrations Supported

CAQ.Net
Google Maps
Hubster
Jira Service Management
Microsoft Outlook
PayNuts
Primo
QuickBooks Online
Restoke

Integrations Supported

CAQ.Net
Google Maps
Hubster
Jira Service Management
Microsoft Outlook
PayNuts
Primo
QuickBooks Online
Restoke

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Fern Software

Date Founded

1979

Company Location

United Kingdom

Company Website

www.fernsoftware.com

Company Facts

Organization Name

Abacus

Company Location

Switzerland

Company Website

www.abacus.ch/en/products/administration-sales/crm/overview

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Categories and Features

CRM

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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