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What is PisaSales CRM?

PisaSales CRM, a key component of the Engage Suite within the JustRelate CX Cloud, offers an innovative and all-encompassing approach to enhancing customer relationship management for businesses across diverse sectors. By fusing advanced technology with an intuitive interface, it significantly improves sales, marketing, and customer support functionalities. Users can take advantage of tailor-made dashboards that provide instantaneous insights, automate sales workflows seamlessly, and utilize integrated marketing resources for campaigns across multiple channels. Additionally, it features advanced customer service capabilities, mobile accessibility for on-the-go use, comprehensive analytics, and solutions tailored to specific industries. With PisaSales CRM, organizations can boost operational efficiency, develop a deeper understanding of their customers, adapt to growth, and create outstanding customer experiences that foster loyalty and satisfaction. This holistic solution not only supports current business needs but also prepares companies for future challenges in customer engagement.

What is IQProspects?

IQProspects is a streamlined CRM growth engine tailored for banks and credit unions, aimed at improving sales and service capabilities. Given that top commercial bankers dedicate much of their time to interacting with customers and potential clients, this platform offers a solution that promotes relationship-building, even when they are away from the office. The Quest Analytics mobile applications significantly boost productivity outside traditional work environments, allowing bankers to maintain connections and efficiency seamlessly. IQProspects diligently monitors every stage of the loan process, from the initial opportunity through to underwriting and final closing. For those facing challenges with loan processing delays, the customizable workflow in IQProspects optimizes operations, ensuring that loans are processed both quickly and accurately. The process starts by identifying a prospect, and Quest tracks the progression throughout this entire journey. Furthermore, IQProspects includes new marketing event management functionalities that empower institutions to manage various initiatives—such as golf outings, charity events, or other marketing efforts—aimed at enhancing relationships. This comprehensive toolset not only improves productivity but also cultivates stronger bonds with clients and the wider community, ultimately redefining how banks and credit unions engage with their stakeholders. By integrating these features, IQProspects positions itself as an essential partner in the evolution of modern banking practices.

Media

Media

Integrations Supported

CleverReach
Inxmail
Neoletter
Scrivito

Integrations Supported

CleverReach
Inxmail
Neoletter
Scrivito

API Availability

Has API

API Availability

Has API

Pricing Information

$69.00/month/user
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

JustRelate Group

Date Founded

1989

Company Location

Germany

Company Website

www.justrelate.com

Company Facts

Organization Name

Quest Analytics

Date Founded

2001

Company Location

United States

Company Website

www.quest-analytics.com/iqprospects

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

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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