Name: Xgen Smart Sell
Author: Xgen Group

Help Desk

Web and Video Conferencing

Customer Support

Help Authoring

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Electronic Signature

Partner Relationship Management

Quality Management

Whistleblowing

Enterprise

Accounting

Loan Origination

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

Employee Engagement

HR Management

Leave Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

AIOps

Browser

Bug Bounty

Cloud Migration

Cloud Storage

Compliance Consulting

Container Security

Data Center Power

Data Virtualization

Database Management

DevOps

Enterprise Service Bus

Fraud Detection

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Process Mining

Product Implementation Services

Requirements Management

Scale-Out Storage

Software Defined Networking (SDN)

Software Distribution

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Competitive Intelligence

Content Management

Email Marketing

Email Testing

Local Listing Management

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Sales

Antivirus

Security

Assisted Living

Estate Planning

Jail Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Scholarship Management

Veterinary

Vertical-Specific

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A Customer Relationship Management (CRM) platform designed to manage cross-sell, up-sell and other organisational sales initiatives, from Xgen Group headquartered in Melbourne. Smart Sell solution comes with contextual intelligence, powered by proprietary AI-driven technology, machine learning algorithms and adaptive business planning and design studio.

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

Redtail CRM

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.

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Scale

Advanced

Affinity CRM

Xgen Smart Sell

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

Xgen Group

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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Home

Financial Services CRM Systems

Xgen Smart Sell

Overview

What is Xgen Smart Sell?