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What is TeamSale?

A CRM system enables you to monitor every aspect of your business operations efficiently. With its user-friendly interface, you'll have access to essential data, including a record of customer interactions, the performance of your managers, ongoing tasks, deals in various stages, and financial reports. By utilizing TeamSale, your sales processes will be streamlined, leading to remarkable outcomes. Begin your sales journey today with a free trial, complemented by numerous integrations to enhance your experience. This innovative approach will empower your team to achieve greater success.

What is ProTracker Advantage?

ProTracker Advantage Desktop is the all-in-one, intuitive Client Relationship Management software you have been searching for, tailored to meet the needs of busy professionals aiming to streamline their practice and client interactions. It serves as an ideal tool for those in the financial planning and investment management sectors, offering a client-focused contact and practice management system. Why choose ProTracker Advantage Desktop? Efficiently manage your clients by recording every significant detail and tracking the history of your interactions, including emails, letters, tasks, meetings, and recommendations. You have the flexibility to print or save electronic versions of this information, ensuring you stay organized and informed. Optimize your practice by establishing marketing campaigns and tracking their effectiveness with ease. The software automates the calculation of Required Minimum Distribution (RMD) and allows you to monitor withdrawals effectively. Additionally, you can customize standard workflow processes to align with your business model, oversee task completion for both yourself and your staff, and generate essential reports to ensure compliance with regulatory requirements. By utilizing ProTracker Advantage Desktop, you can enhance your efficiency and focus on building stronger client relationships.

Media

Media

Integrations Supported

Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Fidelity
Microsoft Outlook
MoneyGuidePro
Morningstar Advisor Workstation
ProTracker RMD
SunVox
TD Ameritrade
Tamarac
Zadarma

Integrations Supported

Black Diamond Wealth Platform
ByAllAccounts
Charles Schwab
Fidelity
Microsoft Outlook
MoneyGuidePro
Morningstar Advisor Workstation
ProTracker RMD
SunVox
TD Ameritrade
Tamarac
Zadarma

API Availability

Has API

API Availability

Has API

Pricing Information

$26 per team per month
Free Trial Offered?
Free Version

Pricing Information

$895/user/year/1,000 RMDs
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

Zadarma

Date Founded

2006

Company Website

teamsale.com

Company Facts

Organization Name

ProTracker Software

Date Founded

1997

Company Location

United States

Company Website

www.protracker.com

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

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

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