ClientLogix

ClientLogix

UNAPEN
+
+

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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in need of an CRM solution

Audience

Law firms looking for a legal case management solution to facilitate and optimize their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

UNAPEN
Founded: 1991
United States
unapen.com

Company Information

Eulexica
Founded: 2012
United Kingdom
www.eulexica.com

Alternatives

Heads-up

Heads-up

WattsNet

Alternatives

AbacusLaw

AbacusLaw

Abacus Data Systems
CosmoLex

CosmoLex

ProfitSolv
MomentumTRUST

MomentumTRUST

Momentum3

Categories

CRM

Categories

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

Integrations

No info available.

Integrations

No info available.
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