ZEPIC
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Client and partner relationship management
- Investment documentation
- Email communications
- Research material
- Notes, calls and meeting capturing
- Automatic contact synchronization
- Restricted access
- Contact management
- Sales and marketing management
- Sales pipeline tracking and maintenance
- Interest level management
- Client types
- Investment probabilities
- Compliance integration into workflows
- Auto archiving of marketing emails
- Fund marketing documents watermarking
- Analytics and reporting
- Communications management
- Email campaign center
- Customized website portals
- Unlimited email distributions
- Message monitoring
- Marketing campaign success evaluation
- Report distribution
- Secure online portal
Pricing Info
Pricing Info
Enterprise pricing details and other product information are available upon request.
Integrations
Integrations
- Preqin database
- Microsoft Reporting
- Crystal Reports
- MORNINGSTAR
- HFR DATABASE
- HEDGE FUND INTELLIGENCE GLOBAL DATABASE
- HEDGE FUND DATABASE AND DIRECTORY
- HEDGE FUND DATAFEEDER
- MSCI
- OBIEE
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Horsley Bridge
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Client Relationship and Communications Management software that provides a solid foundation for managing and nurturing client and partner activities.
Company Email
info@backstopsolutions.com
Contact No.
Company's Address
BackStop Solutions
233 S. Wacker, Suite 3960,
Chicago, IL 60606
USA
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Unified CX Platform
- Customer 360
- Audience Segmentation
- Team Inbox
- Customer Journeys
- Omnichannel by Default
- Reporting and Analytics
- Zenie AI
Pricing Info
ZEPIC offers SMB and enterprise pricing details for various business scales. Users can visit the ZEPIC website and check more about pricing plans.
Starter – Free
- 1000 contacts
- 100 ZEPIC credits
- 200 emails per month
- Zenie AI
Growth – $99/month, billed annually ($119/month, billed monthly)
- 5000 contacts
- 6500 ZEPIC credits
- Unlimited emails
- WhatsApp numbers
- Zenie AI
Pro – $153/month, billed annually ($183/month, billed monthly)
- Everything in Pro +
- 5000 contacts
- 9900 ZEPIC credits
Integrations
ZEPIC can seamlessly integrate with various third-party platforms, such as:
- Shopify
- Woocommerce
- Magento
- Zoho CRM
- Hubspot
- Pipedrive
- Freshsales
- Active Campaign
- Zendesk
- Intercom
- Freshdesk
- Kustomer
- Gorgias
- Chargebee
- Yotpo
- Stamped
- Judgeme
- Loyalty Lion
- Lightspeed
- Square
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
scripbox, vodafone, goalify Nutrition
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
ZEPIC is a platform for omnichannel customer experience that makes it possible to interact with customers in real time and with extreme personalization.
Company Email
hello@zepic.com
Contact No.
Company's Address
ZEPIC, Inc.
16192 Coastal Hwy. Lewes, Delaware 19958
USA
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Both BackStop CRM and ZEPIC were evaluated by a panel of reliable B2B experts who carried out a thorough analysis of all key aspects of every solution. Their total rating was calculated by means of unique SmartScore algorithm which gives a separate partial score to each factor including: main features, customer support, mobile support, security, customer satisfaction and media presence. Here at FinancesOnline we realize useful features are not the only thing important to a business so we do our best to pay attention to all facets of a solution before calculating its final score.
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