Remove Document Remove Financial Services Remove Live Chat Remove Recommendation
article thumbnail

The Best CRM Software (In-Depth Review)

Kissmetrics

While the specifics of each feature vary from software to software, there should be a system in place to help you handle things like: Contact and lead management Document sharing and storage Workflow automation Interaction tracking Mobile access. So, all of the recommendations on this list fall under this category. Operational.

article thumbnail

A Juni Review: What Does This FinTech Company Have to Offer?

Ecommerce Platforms

This is where using the right mobile banking solution or financial platform becomes vital.So, today, we're looking at Juni , a FinTech solution that prides itself on providing financial services specifically for ecommerce merchants. Juni offers plenty of handy features that online merchants might need from a financial platform.

article thumbnail

Best Video Conferencing Software

Kissmetrics

I tend to look for features like file sharing, cloud storage, screen sharing, presentation mode, and integrated live chat. RingCentral even has industry-specific solutions in categories like education, healthcare, retail, financial services, high tech, contact tracing, and more. Plans start at $19.99 per user per month.

Live Chat 306