ClientTree CRM+ vs. Veeva CRM
ClientTree CRM+ vs. Veeva CRM
| Product | Rating | Most Used By | Product Summary | Starting Price |
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ClientTree CRM+ | 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 | |
Veeva CRM | N/A | Veeva CRM is an enterprise customer relationship management application for pharmaceutical, biotech, consumer health, and animal health companies. CRM supports field sales and medical teams, including primary care, specialty care, key accounts, retail sales, and medical science liaisons. | N/A |
| ClientTree CRM+ | Veeva CRM | |||||||||||||||
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| Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
| Offerings |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| ClientTree CRM+ | Veeva CRM |
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| Sales Force Automation |
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| Customer Service & Support |
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| Marketing Automation |
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| CRM Project Management |
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| CRM Reporting & Analytics |
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| Customization |
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| Security |
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| Social CRM |
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| Integrations with 3rd-party Software |
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| Platform |
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| ClientTree CRM+ | Veeva CRM | |
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| Small Businesses | Salesmate Score 10.0 out of 10 | Salesmate Score 10.0 out of 10 |
| Medium-sized Companies | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
| Enterprises | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
| All Alternatives | View all alternatives | View all alternatives |
| ClientTree CRM+ | Veeva CRM | |
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| Likelihood to Recommend | - (0 ratings) | 9.0 (4 ratings) |
| ClientTree CRM+ | Veeva CRM | |
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| Likelihood to Recommend | ClientTree Group Ltd No answers on this topic | ![]() Veeva Systems
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| Pros | ClientTree Group Ltd No answers on this topic | ![]() Veeva Systems
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| Cons | ClientTree Group Ltd No answers on this topic | ![]() Veeva Systems
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| Alternatives Considered | ClientTree Group Ltd No answers on this topic | ![]() Veeva Systems
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| Return on Investment | ClientTree Group Ltd No answers on this topic | ![]() Veeva Systems
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