Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Phone.com Reviews & Ratings
    5 Ratings
    Company Website
  • 3CX Reviews & Ratings
    1,109 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    129 Ratings
    Company Website
  • EventsAir Reviews & Ratings
    51 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • HubSpot CRM Reviews & Ratings
    23,936 Ratings
    Company Website
  • RingCentral RingEX Reviews & Ratings
    2,916 Ratings
    Company Website
  • Cvent Event Management Reviews & Ratings
    3,690 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    470 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    8,428 Ratings
    Company Website

Media

Media

Integrations Supported

BlueFlame AI
ExecAtlas
NetSuite
PitchBook
SourceScrub
Tableau

Integrations Supported

BlueFlame AI
ExecAtlas
NetSuite
PitchBook
SourceScrub
Tableau

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

Q4

Date Founded

2005

Company Location

Canada

Company Website

www.q4inc.com

Company Facts

Organization Name

DealCloud

Date Founded

2010

Company Location

United States

Company Website

www.dealcloud.com

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

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Video Conferencing

Electronic Hand Raising
Mobile Access
On-Demand Webcasting
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing
Whiteboard

Virtual Event Platforms

Alerts/Notifications
Attendee Management
Customizable Branding
Event Management
File Sharing
Lead Capture
Live Audio/Video Chat
Live Text Chat
Mobile Access
Moderation
Pre-made Templates
Presentation Tools
Q&A
Reporting/Analytics
Social Media Promotion
Surveys/Polls
Virtual Booths
Virtual Lobby

Web Conferencing

Electronic Hand Raising
Mobile Access
On-Demand Webcasting
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing
Whiteboard

Website Builder

Auto Update
Content Import / Export
Drag & Drop
Invoices
Landing Pages / Web Forms
Newsletter Management
Online Booking
Online Store Builder
Pre-built Templates
Real Time Editing
SEO
Survey Builder
White Label

Categories and Features

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

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

Database

Backup and Recovery
Creation / Development
Data Migration
Data Replication
Data Search
Data Security
Database Conversion
Mobile Access
Monitoring
NOSQL
Performance Analysis
Queries
Relational Interface
Virtualization

Financial CRM

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

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sourcing

Auction Management
Budget Management
Collaboration
Global Sourcing Management
Rfx Management
Spend Management
Supplier Management
Supplier Qualification
Supplier Risk Management
Supplier Web Portal
Template Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Popular Alternatives

Popular Alternatives

Allvue Reviews & Ratings

Allvue

Allvue Systems
AIM Reviews & Ratings

AIM

Altvia Solutions