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  2. Comparison of CRM systems - Wikipedia

    en.wikipedia.org/wiki/Comparison_of_CRM_systems

    Pivotal CRM / Aptean CRM Aptean 6.6 January 2019 Proprietary.NET yes Windows MS SQL, Oracle 1996 Really Simple Systems / Spotler CRM Really Simple Systems 2016 2006 SaaS: VBScript, JavaScript, ASP yes Cloud Computing: MySQL: 2006 SageCRM: Sage Group: Sage CRM 2019 R1 February 2019 Proprietary or SaaS: ASP.NET, ASP yes Windows MS SQL, ORACLE ...

  3. Customer relationship management - Wikipedia

    en.wikipedia.org/wiki/Customer_relationship...

    CRM systems that track and measure marketing campaigns over multiple networks, tracking customer analysis by customer clicks and sales. Some CRM software is available as a software as a service (SaaS), delivered via the internet and accessed via a web browser instead of being installed on a local computer. Businesses using the software do not ...

  4. SugarCRM - Wikipedia

    en.wikipedia.org/wiki/SugarCRM

    SugarCRM's functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting. The company operates a number of websites, including its commercial website Sugarcrm.com and Sugar Outfitters (for third-party extensions), and an online user forum called SugarClub.

  5. Commercial and industrial loan - Wikipedia

    en.wikipedia.org/wiki/Commercial_and_industrial_loan

    Debt service coverage requirements for a term or amortizing loan is generally 1.1:1, and is defined as principal payments, plus interest expense, throughout one fiscal year analyzed on a 12-month trailing basis. Commercial loans are available in 48 states. They are: Multi-Family Commercial Loan Programs; Mixed-Use Commercial Loan Programs

  6. Insightly - Wikipedia

    en.wikipedia.org/wiki/Insightly

    The Insightly CRM platform was designed to integrate with Google Apps products. [5] [6] In 2012, the company relocated to San Francisco, [7] [8] where it raised $3 million in funding led by Emergence Capital Partners. Insightly used the funding to develop its CRM tools outside of the Google Apps platform, so that it could be an independent CRM. [9]

  7. California Department of Financial Protection and Innovation

    en.wikipedia.org/wiki/California_Department_of...

    The department operates under the California Business, Consumer Services and Housing Agency. The DFPI protects California consumers and oversees the operations of state-licensed financial institutions, including banks, credit unions, debt collectors, nonbank mortgage lenders, student loan servicers, money transmitters, and others. Additionally ...

  8. Five Star Bank (California) - Wikipedia

    en.wikipedia.org/wiki/Five_Star_Bank_(California)

    Five Star Bank is a major participant in the RISE Program (Responsible Investment for a Stronger Economy), founded by Region Business.This program aims to get local governments of cities, counties, and districts to deposit with local community banks, with the assurance that the banks will invest a portion of the money back into businesses in the region.

  9. California Bank and Trust - Wikipedia

    en.wikipedia.org/wiki/California_Bank_and_Trust

    California Bank & Trust (CB&T) is a full-service bank specializing in consumer, commercial and wealth management services headquartered in San Diego, California.With more than 80 branches located across California and assets totaling about $91 billion, CB&T is a subsidiary of Zions Bancorporation, one of the nation's top 50 bank holding companies.