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Financial research and portfolio reports for investment professionals

Advisor CRM workflows linked to a contact, opportunity or project

Advisor CRM connecting client communication, meetings and policy context

Set target allocations with portfolio Pies and scheduled investing

Custom market dashboards and portfolio analysis for investors and advisors

AI advisor for finding and comparing WordPress plugins by plain-language description.

AI advisor that remembers your context and helps you reflect

AI transition software for advisor moves and wealth management.

Energy-system performance and financial calculations

Electronic-music journalism and event discovery

Client workflows built from reusable action templates

Distributor CRM with ERP-linked customer records and structured implementation work

Prospect discovery and CRM synchronization through browser research

A standalone CRM application distribution without the commerce modules

Configurable CRM with service-based access and selective table exports

CRM workflows that distinguish the first matching event from repeated matches

A self-hosted CRM core for leads, contacts, and sales workflows

AI-powered ATS and CRM for recruitment agencies

Field sales execution with offline presentations, meeting records, and CRM synchronization

An independently usable CRM app with team pipelines and opportunity activities

Revenue conversations and CRM context brought into configurable deal boards

Contact records and sales pipelines with configurable follow-up automations

Use company context and CRM deal segments to rank prospect accounts

Real-estate CRM connected with IDX websites and lead-nurture workflows