Top fincrm GmbH Alternatives, Competitors & Similar Software

Financial Services Software

We are the leading AI company for home service businesses. We help contractors grow their business with AI-powered voice assistants that handle customer calls and book jobs - fully integrated with Service Titan and other tools. Broccoli’s mission is to democratize access to world-class resources for every contractor. Our goal is to give every contractor instant access to world-class customer service, sales, and marketing—helping them grow faster.

Financial Services Software

Source, Engage & Convert customers, candidates or employees through automated AI conversations!

Financial Services Software

Poseidon is the #1 AI social selling tool to grow your network, reuse outreach templates, write better messages, and track documents—all in one place.

Financial Services Software

SalesTarget.ai is an all-in-one platform for B2B sales teams. Find leads, launch AI powered cold email campaigns, and manage your pipeline from one place. The Campaign Copilot handles targeting, scheduling, and follow ups automatically.

Financial Services Software

Taim is a virtual assistant that helps sales teams, clinics and other industries that handle appointments and meetings on a daily basis. We help automate your scheduling needs by sending confirmation and reminder workflows through WhatsApp.

Financial Services Software

DotcomPal is the One-Stop Solution to Launch, Market, and Sell Products and Services Online. We empower individual professionals with all the necessary web marketing automation tools that they may need to build, manage and grow an online business—all from one place, eliminating the hassle of having to use several apps/widgets and the need for a full-sized tech team.     Based out of India, the company has catered to over 16,500 entrepreneurs globally, providing more than 74 million web visits.   DotcomPal’s vision is to make online business accessible, affordable, and hassle-free for everyone.  Find out more at DotcomPal – Start Online & Grow Your Business in One Place.

Financial Services Software

LeadPilot automatically discovers and contacts new potential clients. Connect your email and let the assistant reach the decision-makers you're looking for. LeadPilot takes care of your weekly contacts, follow-ups, and your long-term work to reach new leads.

Financial Services Software

AI-powered sales and marketing automation platform for financial advisors to increase the conversion rate of leads to business, and improve customer satisfaction while reducing operational costs.

Financial Services Software

It all starts with a small conversation with a customer. BigRadar helps businesses acquire and convert every customer on their radar by making conversations special and simple.

Financial Services Software

We believe transforming auto retail starts with creating better experiences. At Oorjit, we’re dedicated to creating seamless, intuitive, and personalized experiences that empower customers to make informed decisions and engage with businesses effortlessly. Through the Oorjit Experience Suite, we are redefining how dealerships and manufacturers engage and interact with their customers both offline and online. Let’s shape the future of auto retail together, one meaningful experience at a time.

Financial Services Software

Muse Finance enables B2B businesses to provide working capital finance to their clients to keep them on-platform, increase engagement and increase the overall experience. We are a no-code and low-code option that allows you to brand the financing in your name and get up and running within a week. Muse Finance has a real-time dashboard so that you can manage client funding requests and track their progress. Our tech pack gives true credit insights and instant credit decisions. We are the only company that provides factoring finance with a direct link to Allianz trade credit insurance, allowing you and your customers to have peace of mind regarding the credit quality of their clients and the ability to get paid. Muse Finance offers two working capital finance products: buy now, pay later for businesses and invoice finance for UK limited companies. Contact us for more information.

Financial Services Software

The world’s #1 AI customer communication platform for your business. Fuzey enables businesses to create instant personalised replies and engaging campaigns with their customers. Fuzey is used by leading companies to drive more leads, achieve more per team member and drive more sales. Raised $6m in funding from top-tier investors including byFounders, Global Founders Capital, Stephane Kurgan (Index), Sheel Tyle (Amplo), Ascension, and more.

Financial Services Software

We aim to bring simplicity, efficiency and transparency to the wealth industry. Traditionally, analyzing wealth is a complex process which doesn't help advisor productivity. Furthermore, explaining wealth is often jargon intense which doesn't help stakeholders' understanding of what they own. Our modular wealth platform is designed to support wealth firms, online platforms, family offices, asset or fund managers with time saving analytics, user friendly visualizations and personalized portfolio Insights.

Financial Services Software

CallMaker Dialer - Revolutionerande mjukvara för säljstöd, bokningsstöd och dialers! När det gäller att boosta din försäljning, kan ett kraftfullt telemarketingsystem vara det som skiljer dig från dina konkurrenter. CallMaker är den ultimata lösningen för företag som vill maximera sin säljpotential utan att behöva betala dyra priser för komplexa system. CM Softwares team har satt sin kreativa och geniala hjärnceller att jobba och utvecklat en produkt som är flexibel, användarvänlig och kraftfull. Vårt fokus ligger på att erbjuda en skräddarsydd lösning för företag med mellan 5 och 200 sälj- och bokarplatser.

Financial Services Software

Happilee is a powerful tool designed to help businesses increase their revenue through WhatsApp.Take care of customer engagement, lead generation, marketing and more with Happilee.

Financial Services Software

Goals.com is an easy-to-use CRM that drives sales performance through goal setting, tracking, incentives and so much more.

Financial Services Software

AI Recruiter LinkedIn Automation for Recruiters. Get the most out of LinkedIn for finding candidates or new business. Automatically connect to new profiles, reach out to existing connections and use our automated messaging to validate interest and suitability of new candidates. The automation runs daily and will notify of any candidate or lead which have to follow up manually. Add AI Recruiter to your business, so you can hand-over outreach and validating leads and get more work done.

Financial Services Software

Watch short video about what Idiligo is: https://vimeo.com/511140425 With Idiligo, advisors & inside sales achieve better & predictable results by adding algorithm-based content to their online meetings. Using predefined online meeting scripts, the advisor and customer are automatically being led through a results-oriented online meeting step by step. The customer joins within a single click – no software download necessary. Predefining the structure and content of online meetings makes them predictable, saves valuable time and juniors can quickly act like seniors. Additionally, the company, vendor or sales manager stay in control of the sales and advisory processes of the employees. Idiligo’s online meetings are made of multiple meeting features, which are simply put into a structured order, depending on the individual business case. Choose from a large variety of features and design your own, perfect online meeting with your customer: * Present documents, videos & photos * Share your screen * Sign documents online * Fill in forms * Autogenerate documents * Upload & download documents * Autogenerate & send emails * Make choices * Create reports * Html & embed iframes By making use of Network Scripts, businesses and vendors can distribute sales or advisory scripts to an unlimited number of advisors or resellers outside of their own company.

Financial Services Software

At CanPe, we are building the next generation intelligent SAAS engine (iCanPe) for debt collections. We seek to disrupt early arrears management and NPA recovery for financial institutions. Our engine is powered by sophisticated AI/ML algorithms and is based on a digital-first compassion-led approach. Lenders across the globe continue to face mounting losses despite enhanced focus on credit management operations. Our rigorous science-based approach enhances collections and recovery while bringing transparency and efficiency to your process. We do so by honoring customer choices and respecting their right to privacy.

Financial Services Software

Be there when customers need you most. Cobrowse is a leading provider of collaborative browsing solutions for customer-focused businesses across the world. Our solutions for web and mobile applications deliver excellent customer experiences when it matters most. How your sales and support functions perform at critical moments is key to establishing trust and long-term customer loyalty. That’s why we are dedicated to one thing: delivering the most powerful, flexible, and trustworthy co-browsing solution in the world. Better technology means better outcomes, for both customers and agents. Cobrowse.io provides full support for web browsing and mobile applications, integrates with a variety of CRM solutions “out of the box” and includes a wide range of value-add features, including compliant data masking, screen annotation and remote control. Cobrowse.io also comes with multiple session initiation options and is enterprise-ready, with flexible hosting options available: in the cloud, self-hosted or on-premises.