ANALEC ClientManager vs Crest Mortgage CRM

ANALEC ClientManager empowers a global investment bank's brokerage business to proactively manage its customer needs and intelligently allocate resources to boost profitability Empower your client service organization: A suite of integrated and easy to use client servicing tools that ensure each touch-point of the client servicing relation – calls, emails, meetings, roadshows, conference, research consumption, client feedback etc. – are not only captured but iteratively feeds the client service process. Boost client profitability: Helps your organization fight the classic 80:20 challenge, wherein 20% of your clients are responsible for 80% of your business. Helping to optimize your sales & trading footprint across your clients, on the basis of importance, priorities, and revenue generation potential. Actionable business intelligence: Versatile management reporting tools that are able to meet your regular but also bespoke reporting needs, without delay or tedium; improving quality of decision-making across the organization. Call List Management: Unified user interface to list your individual clients, their priorities, their service needs, and any pending tasks against any of them Individual client lists feeding activity into the Account Management structure to ensure all servicing activities is tracked at both the individual and account level without any manual process Active management of "To Do items" and related tasks, both that are assigned to other colleagues as well as assigned to the logged in user from the rest of the business Set minimum standards on service for individual clients (against specific logged in users) and have proactive alerts to ensure fulfillment Roadshow Management: Simple to use, intuitive workflow, and drag-n-drop capabilities to run and manage roadshow preparations Ensure the most appropriate clients (in terms of either priorities or interests) are targeted for specific roadshow invitations Seamlessly integrate Thomson Reuters’ buy-side portfolio holdings and contacts database to feed your roadshow invitation capabilities Generate itineraries; commit meetings in MS Outlook calendar; incorporate logistics planning; and capture client feedback (on meetings) all within easy reach.

Managing leads is now as simple as the tap of a button. Gather leads from Zillow, Trulia, phone calls, and more into one convenient application. Created by real estate professionals for real estate professionals; this app helps connect users to leads and turn those leads into clients. Simply register for an account to get started. Sync all your contacts and preferences for easy lead management on the go! Features: - Create and start open houses to catch leads (iPad only) - View new leads the instant they enter your system - Add new contacts or edit existing contacts - Add agents or lenders to a contact for collaboration on a lead - Update your team on your leads through notes and status tags - View updates from collaborators through the newsfeed - Send and view documents - Create events to add to your calendar - Check off or add tasks to your task panel - View all calls made in and out of your tracking numbers - Listen to recordings of incoming calls to catch all details pertaining to a lead