ClientTree CRM+
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 ClientTree CRM+ | N/A | N/A | The ClientTree CRM + client portal system is for brokers operating in the UK mortgage and insurance market. The system is client-centric to enable users to see what each client has and add a new transaction as applicable. Yet, there are various tools available to track each transaction and see the individual users' pipeline. Via 3rd party integrations, mortgage and insurance sourcing is also available with a few clicks, where information and documents can be pulled back into the CRM and used… | N/A |
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| Editions & Modules | No answers on this topic | ||||||||||
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| Entry-level Setup Fee | No setup fee | ||||||||||
| Additional Details | — | ||||||||||
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| ClientTree CRM+ | |
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| Small Businesses |  Salesflare Score10 out of 10 |
| Medium-sized Companies |  Kintone Score9.7 out of 10 |
| Enterprises |  Oracle Sales Score8.9 out of 10 |
| All Alternatives | View all alternatives |