ProfitBooks
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
- Invoicing
- Billing
- Accounting
- Inventory Tracking & Management
- Payroll & Tax Management
- Transaction Data Sharing
- Mobile Apps
- Financial Reports
Pricing Info
ProfitBooks offers a limited but free forever plan suited for startups and an enterprise pricing package suited for growing businesses.
Startup – Free
- Single User
- Up to 50 Invoices per month
- Unlimited Products
- Unlimited Customer
- Unlimited Suppliers
- Unlimited Sales Orders
- Online Payments
- Multiple Currencies
- Inventory Management
- Payables & Receivables Tracking
- Tax Management
- 40+ Financial Reports
SMB – $15/month
- All features in Startup +
- Unlimited Users
- Unlimited Invoices
- Priority Support
Integrations
ProfitBooks application integrates with:
- Instamojo payment gateway
- Cashfree payment gateway
- Razorpay payment gateway
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Jackster Corp.
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
ProfitBooks is an online invoicing, billing, inventory management, and accounting solution for upstart and growing entrepreneurs.
Company Email
Contact No.
Company's Address
ProfitBooks Private Limited,
Office 7, Madhuban Society, Lane Number 5, Koregaon Park, Pune,
India
ProfitBooks Comparisons
Popular ProfitBooks Alternatives
In case you continue having second thoughts about which service will be best for your business it may be a sound idea to analyze each service’s social metrics. Such metrics are frequently an indicator of how popular every app is and how large is its online presence.For example, if you check Salesforce Financial Services Cloud LinkedIn page you’ll see that they are followed by 688013 people. In case of ProfitBooks the volume of followers on their LinkedIn page is 379.
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