ClientTree CRM+ vs. OMS Platform
| 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 |
 OMS Platform | N/A | N/A | The OMS platform is a financial services CRM designed so that advisers can dedicate their time to what really matters, providing the best advice and maintaining close relationships with their clients, and is an internal CRM system used to organise clients applications. | N/A |
| ClientTree CRM+ | OMS Platform | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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+ | OMS Platform | |
|---|---|---|
| Small Businesses |  Salesflare Score10 out of 10 | No answers on this topic |
| Medium-sized Companies |  Kintone Score9.7 out of 10 | No answers on this topic |
| Enterprises |  Oracle Sales Score8.9 out of 10 | No answers on this topic |
| All Alternatives | View all alternatives | View all alternatives |