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AskLogix

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Software Status:Active

About AskLogix

AskLogix is a CRM software platform from 360AskLogix that provides financial services professionals with tools to gain complete understanding of their clients' needs. It includes client management, reporting tools, and communication features so users can manage relationships effectively. This software is designed specifically for financial service providers, facilitating better client engagement and data organization. Additionally, it offers integration capabilities with popular communication channels to simplify outreach efforts. Key capabilities: client management reporting tools communication features data integration user-friendly interface Best for: financial services professionals that need to manage client relationships and improve service delivery.

AskLogix Details

Vendor
360AskLogix
Year Launched
2017
Location
81 Fulham Road, SW3 6RD London
Deployment
cloud
Training Options
demo
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Russian, Chinese.
Users
Sales Managers, Financial Advisors, Relationship Managers, Customer Service Representatives
Industries Served
Healthcare, Education, Finance, Retail, Technology, Consulting, Manufacturing, Hospitality, Real Estate, Marketing
Tags
Financial CRM, AskLogix

AskLogix's In-App Market Place

Does AskLogix have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr), NOK (kr), KRW (₩)

Pros & Cons

  • Streamlined lead management process for financial services professionals
  • Customizable dashboards and reports for tracking and analyzing client data
  • Caters specifically to the CRM needs of financial businesses, ensuring a precise fit for industry requirements (wealth management, private equity, etc.).
  • Automated reminders and follow-up tasks for better client communication
  • Secure cloud-based storage for sensitive financial information
  • Requires a Salesforce license and is limited to organizations that use or are willing to adopt Salesforce.
  • Highly specialized for the financial services industry, limiting its applicability for broader ERP functions or general business use.
  • Pricing information is not publicly available and would require a direct inquiry.
  • Implementing and customizing a comprehensive solution like AskLogix can require a professional services engagement and ongoing support.

AskLogix's Support Options

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