Intapp CRMPricing
Intapp CRM Pricing Overview
What is Intapp CRM?
Intapp aims to turn legacy CRM on its head and offers technology to help financial firms and professionals accelerate growth while ensuring client relationships stay strong. Intapp CRM provides sector and practice 360-degree intelligence to help partners develop key-client plans, enables business…
Offerings
- Does not haveFree Trial
- Does not haveFree/Freemium Version
- Does not havePremium Consulting/Integration Services
Entry-level set up fee?
- No setup fee
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Intapp CRM Alternatives Pricing
The following is a quick overview of editions offered by other software in similar categories
Creatio
What is Creatio?
Creatio is a provider of a platform to automate industry workflows and CRM with no-code and maximum degree of freedom. The Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales, and Service), industry workflows for 20 verticals and marketplace add-ons.…
Redtail CRM
What is Redtail CRM?
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.
Zinnia SmartOffice
What is Zinnia SmartOffice?
Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.