ClientLogixUNAPEN
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Related Products
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About
One solution that is built to handle the very distinct differences in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business. One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with a bi-directional interface to many portfolio accounting systems, plus flexible import from sponsor platforms. Heads-up CRM data and document library keeps you informed without leaving Outlook, quickly set up meetings, review/take meeting notes, view history and reminders and much more. User adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices. Insight into social interaction helps drive client relationships and referrals.
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About
The Eulexica teams offer full planning, data migration and installation services in the UK, Singapore, New Zealand and Australia. Professional project management costs are lower than competing service provider and our collaborative approach will minimize disruption to your staff and business. Communicating with prospective clients is easy with Eulexica's own CRM modules. These allow users to create topical newsletters tailored to the clients’ identified interests as well as manage seminars, Christmas card lists and related contacts. Maximize cross-selling to current clients and identify prospective clients, connecting referrals and work to partner remuneration if required. Alternatively, or as well as, our strong integration capabilities enable bidirectional connections with third-party 'horizontal' and even open source CRM systems.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies in need of an CRM solution
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Audience
Law firms looking for a legal case management solution to facilitate and optimize their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationUNAPEN
Founded: 1991
United States
unapen.com
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Company InformationEulexica
Founded: 2012
United Kingdom
www.eulexica.com
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Categories |
Categories |
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CRM Features
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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Integrations
No info available.
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Integrations
No info available.
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