Audience
Companies in need of an CRM solution
About ClientLogix
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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Integrations
No integrations listed.
Company Information
UNAPEN
Founded: 1991
United States
unapen.com
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Product Details
Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Training
Documentation
Support
Phone Support
Online
ClientLogix Frequently Asked Questions
Q: What kinds of users and organization types does ClientLogix work with?
ClientLogix works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does ClientLogix support in their product?
ClientLogix supports these languages: English.
Q: What kind of support options does ClientLogix offer?
ClientLogix offers support via phone support and online.
Q: Does ClientLogix have a mobile app?
Yes, ClientLogix has a mobile app for iPhone, iPad, and Android.
Q: What type of training does ClientLogix provide?
ClientLogix provides training in the form of documentation.
ClientLogix Product Features
CRM
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
