Name: 4Degrees Deal Lists
Uploaded: 2020-11-11T22:31:28.000Z
Duration: 2 min 22 s
Description: 4Degrees Deal Lists

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Automation Testing

Version Control

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

IP PBX

Knowledge Management

Enterprise

Accounting

Budgeting and Forecasting

Financial Planning and Analysis (FP&A)

Financial Research

Financial Risk Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Cloud Storage

Container Security

Deception Technology

Embedded Database

Event Monitoring

Fraud Detection

IT Professional Services

IT Service Providers

Integration Platform as a Service (iPaaS)

Load Testing

Machine Identity Management

Network Diagnostics

Network Performance Monitoring

Office Migration and Repair

Rack Servers

Runtime Application Self-Protection

Service Desk Outsourcing

Telecom Expense Management (TEM)

User Activity Monitoring

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Experience Intelligence

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

AI Sales Agent

Customer Relationship Management (CRM)

Sales

Application Security

Cloud Security Posture Management

Identity Threat Detection & Response Software

Security

Estate Planning

Geographic Information

Tour Operator

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Redtail CRM

Orion Advisor Tech

Salesforce Financial Services Cloud

Salesforce

Zinnia SmartOffice

Zinnia

Wealthbox CRM

Wealthbox (Starburst Labs, Inc)

DealCloud

Intapp

Dynamo Software

FT Amplify

Financial Times

Junxure

AdvisorEngine

CRMnext

CRMNEXT (Acidaes Solutions)

Efficient Task Management: The software provides a comprehensive set of features that are essential for effective and efficient task management in one place. Many reviewers have found this to be an ideal sales CRM for businesses of all sizes, offering the best value for money in its pricing category.

Responsive Customer Support: Reviewers appreciate the fantastic customer support provided by 4Degrees. They mention how responsive and proactive the support team is, which is a huge plus for users who value timely assistance when they encounter technical difficulties or have any questions.

Effective Networking Tool: Many users find the app to be an effective networking tool as it helps them mine their connections and surface the people they need to stay in touch with. It also allows users to identify people to connect with in a city and share articles online with relevant people.

Interface: Some users have felt that the interface could use some improvement to be more visually appealing and engaging, making it fun to use.

Integration: Reviewers have mentioned that the software does not currently integrate seamlessly into their work streams, which can make it difficult to utilize efficiently.

Mobile App: Some users have expressed that the mobile application could benefit from enhancements in terms of functionality and user experience.

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.

Essential

Scale

Advanced

Affinity CRM

4Degrees

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Techstars Chicago Demo Day - 4degrees

Your Contacts + 4Degrees

Learn how 4Degrees enriches your contacts and helps reduce data entry!

4Degrees Deal Lists

In this video, we are going to be giving a high-level overview of the deals section of 4Degrees.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Overview

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