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What is SeedRM?

SeedRM is an exceptional and intuitive CRM solution tailored for Institutional Investors, enabling them to efficiently manage their relationships with various Investment Managers. With the advantage of internet access, users can reach SeedRM from nearly any location worldwide! The platform leverages its profound expertise in Investment Manager Due Diligence Advisory, backed by a team with significant experience in Financial Markets. Built on the robust and well-established Salesforce.com cloud platform, an unlimited number of licensed users can effortlessly access and share essential Investment Manager information, reports, and accompanying documents. Whether you are stationed at your office or on the go with a mobile device, SeedRM provides a user-friendly interface that helps users cultivate relationships without disrupting their daily tasks. Additionally, this powerful tool significantly boosts collaboration among team members, simplifying the process of staying organized and informed. By integrating these features, SeedRM not only enhances individual productivity but also fosters a more connected and effective team environment.

What is Chatabox?

Chatabox is a highly adaptable cloud-based CRM solution that is not only user-friendly but also starts at an affordable price of just $6 AUD per month. This software offers streamlined workflows and automation capabilities that greatly enhance the efficiency of sales and lead management. Among its many features are the ability to track and share contacts, manage emails, handle attachments, and schedule appointments seamlessly. Users can easily store and request quotes as well as proposals, and generate invoices through customizable dashboards. With Chatabox, you can access crucial information anytime and from any location, ensuring you stay productive regardless of where you are. Our platform is designed to be both smart and effective, allowing for customization to suit your specific requirements. By implementing efficient processes tailored to your needs, you can significantly reduce costs, minimize errors, and boost overall productivity, making your business operations smoother and more effective than ever before.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Google Calendar
Mailchimp
Microsoft Outlook

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$0 (free version)
There are 5 simple pricing models per user.
Free Forever - $0 AUD.
Light - $6 AUD per user paid annually or $8 AUD per user paid monthly.
Pro - $20 per user paid annually or $25 AUD per user paid monthly.
Enterprise - $50 AUD dollars per user paid annually or $60 AUD dollars per user paid monthly.
Custom - this is based on time and cost of individual client specifications.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Lenox Park Solutions

Date Founded

2009

Company Location

United States

Company Website

www.lenoxparkllc.com

Company Facts

Organization Name

Werkflo Software Solutions Pty Limited

Date Founded

2020

Company Location

Australia

Company Website

www.werkflo.com.au

Categories and Features

Financial CRM

Account Alerts
Asset Management
Lead Management
Relationship Tracking
Team Assignments
Territory Management

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
Task Management
Territory Management

Document Management

Access Controls
Collaboration Tools
Document Archiving
Document Assembly
Document Capture
Forms Management
Version Control

Financial CRM

Asset Management
Lead Management
Marketing Management
Relationship Tracking

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