Connecteam
NOAWARDS
YET
Pricing:
By quote
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Einstein Analytics
- B2C Client Data Model
- Client and Household Profiles
- Financial Goal Management
- Wallet Share Calculations
- Client and Household List Segmentation
- Needs Assessment Options
- Alerts/Notifications
- Advisor Home Page
- Household and Relationship Groups
- Relationship Mapping
- Financial Account Management (Wealth and retail Banking)
- Custom Financial Rollup Summaries
- Wealth Reports and Dashboards
- Referral Management
- Banker Console
- Banking Data Model Extensions
- Flexible Integration Options
- Account and Contact Management
- Advanced Case Management
- Case Email Auto-Response
- Case Management
- Chatter Options
- Collaborative Forecasting
- Configurable Profiles
- Computer Telephony Integration (CTI)
- Developer Sandbox
- Email Integration
- Enterprise Territory Management
- Integration via Web Service API
- Lead Management
- Opportunity Tracking
- Orders Management
- Task Management
- Workflow Automation
Pricing Info
Pricing Info
Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.
Integrations
Integrations
Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Farmers Insurance, OneUnited Bank, United Capital, and Central Bank
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
Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.
Company Email
Contact No.
Company's Address
The Landmark at One Market
Suite 300, San Francisco, CA 94105
United States
Salesforce Financial Services Cloud Comparisons
Popular Salesforce Financial Services Cloud Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Employee Time Clock
- Employee Scheduling
- One-on-One and Team Chat
- Posts and Post Engagement
- File and Media Sharing
- Surveys
- Checklists and Forms
- Course and Quizzes
- Recognition and Rewards
- Documents and Timeline
- User Management
- Organizational Directory
- Events
- Knowledge Base
- Course Authoring
- Task Management
- Admin Dashboard
- Kiosk Station
- Analytics and Reporting
Pricing Info
Connecteam offers various business and enterprise pricing plans for operations, communications, and HR & skills hubs. It also offers a 14-day free trial.
Small Business Plan – $0
- Free for up to 10 users, offering basic functionalities
Basic Plan – $29/month
- For the first 30 users
- $0.5/month/extra user
Advanced Plan – $49/month
- For the first 30 users
- $1.5/month/extra user
- With GPS tracking and payroll integration
Expert Plan – $99/month
- For the first 30 users
- $3/month/extra user
- Ideal for multi-location needs.
Enterprise Plan – By quote
- Custom pricing tailored for larger teams.
For more details, refer to the Connecteam pricing page.
Integrations
Connecteam effectively integrates with Google applications and offers seamless compatibility with Google Calendar, facilitating streamlined scheduling processes. Additionally, the platform provides integration capabilities with:
- QuickBooks Payroll (online + desktop)
- Gusto
- PayChex
- Xero
- Zapier
- API
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
American Eagle Outfitters, Sodastream, Billabong
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
Connecteam is an all-in-one workforce solution with a complete suite of features for scheduling, payroll, productivity tracking, and communications. Through the Connecteam app, managers can put buisiness processes on autopilot to focus on business growtn and keep employees engaged. Mobile-first checklists, forms, and reports also help teams save time and improve productivity.
Company Email
Contact No.
Company's Address
Connecteam
119 West 24th St. 4th Floor, New York, NY 10011
USA
Connecteam Comparisons
Popular Connecteam Alternatives
When you pick a software that you are sure will be an actual asset for your team you shouldn’t just limit yourself to what experts have to say about it. In many cases individual experience with the software may change, depending on your own preferences and needs. That’s the reason why in our reviews we also give our User Satisfaction Rating for each service to give you an immediate impression of how actual users of Salesforce Financial Services Cloud and Connecteam evaluate their experience with the product. Our algorithm is based on complex analysis of product appearances on other websites, social networks and blogs, so you are going to obtain a comprehensive and reliable landscape of what other customers think about each software. In this example Salesforce Financial Services Cloud got a total satisfaction rating at 98% while for Connecteam 97% of users say they had a positive experience with it.
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