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Showing 1-10 of 27 Results Worldwide

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Pareto Platform powered by Microsoft Dynamics CRM (2)
Online Application by: Pareto Platform, Inc.
Fully Customized CRM Pareto Platform is a cloud-based CRM (Client Relationship Management) solution designed exclusively for financial advisors. After years of successfully consulting financial advisors...
Release Date: 7/15/2011
Version: 2.0
Application Details
Customer Effective: FinServ for Microsoft Dynamics CRM (2)
On-premises Application by: Customer Effective
Customer Effective: FinServ is a purpose built CRM solution based on the Microsoft Dynamics CRM platform and provided by Customer Effective explicitly for Financial Services professionals across Insurance...
Version: 2.0
Application Details
EnAct, Powered by Microsoft Dynamics CRM (0 Reviews)
On-premises Application by: Fiserv
The EnAct solution from Fiserv is powered by Microsoft Dynamics CRM and is designed exclusively for financial services institutions. From its first release, the EnAct solution was explicitly designed to...
Application Details
Salentica CRM - Advisor Edition (0 Reviews)
On-premises Application by: Salentica Inc.
Salentica CRM - Advisor Edition is a market leading Client Relationship Management solution exclusively designed for the Wealth Management industry. Build on the Microsoft Dynamics CRM foundation,...
Version: 2011
Application Details
eSign365: eSignature for Microsoft Dynamics CRM 2011 (4)
Add-in/Add-on by: CompuSight Corporation
CompuSight eSign365 has been designed to leverage Adobe EchoSign state-of-the-art API to seamlessly integrate with Microsoft Dynamics CRM 2011 to enable businesses to electronically send, sign, and manage...
Release Date: 1/1/2011
Version: 2.0
Application Details
Wealth Management Template for Microsoft Dynamics CRM (4)
Online Application by: Microsoft Dynamics Labs
Wealth Management Template for Microsoft Dynamics CRM takes advantage of the familiar, connected and intelligent experience in Microsoft Dynamics CRM to showcase how financial organizations can attain...
Release Date: 3/4/2013
Version: 1.0.1.30121
Application Details
InRule for Microsoft Dynamics CRM (0 Reviews)
On-Premises and/or Online Application by: InRule Technology, Inc
InRule for Microsoft Dynamics CRM provides intuitive software to write, manage, share and execute calculations, rules, and other decision logic without using JavaScript. Users can test rules using live...
Release Date: 11/1/2012
Version: 1.0
Application Details
Insurance Benefits Brokers Solution for Microsoft Dynamics CRM 2011 (0 Reviews)
Online Application by: AbleBridge Inc.
Microsoft Dynamics CRM for Insurance Benefits Brokers is an integrated agency management solution designed specifically for insurance agencies that broker employee benefits solutions; including group...
Release Date: 10/21/2011
Version: v.4.6.6
Application Details
Life Annuity Insurance Template for Microsoft Dynamics CRM (0 Reviews)
Online Application by: Microsoft Dynamics Labs
Life Annuity Insurance template for Microsoft Dynamics CRM is a set of deliverables that demonstrates how Life Annuity Insurance companies can use Microsoft Dynamics CRM to seek high quality leads, to...
Release Date: 4/5/2012
Version: 1.0.0.20509
Application Details
DocuSign Electronic Signatures (eSignature) - DocuSign for Dynamics CRM (4)
Add-in/Add-on by: DocuSign, Inc.
DocuSign Electronic Signatures is an extremely easy way to quickly send envelopes directly from an Opportunity in Microsoft Dynamics CRM. It takes literally minutes to install, and you can be up and...
Release Date: 1/6/2012
Version: 1.1
Application Details