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    Capitalbase.Com

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    Description

    • CapitalBase.com is a comprehensive suite of web-hosted business efficiency tools used by the financial services industry for: Customer Relationship Management (CRM) - robust CRM capabilities to manage and analyze customer interactions with the goal of improving business relationships with clients and COIs, assisting in client retention and driving sales growth. Business Process Automation - Financial Services Industry specific tools to streamline manual activities to reduce costs and increase time with clients. Sales & Service Process Execution - full life-cycle, from referrals to pipeline, sales, client onboarding, custom incentive plans, to service, including specialty resources from our partner Cannon Financial Institute. Enterprise Referral Management - to drive cross-sale results and automate reporting & incentive compensation. Regulatory Compliance Controls - to simplify compliance execution and quickly implement new procedures.Designed for Financial Services professionals, CapitalBase provides intuitive, rapidly deployable tools that are delivered in a seamless, custom configuration that has just those tools your company needs. Email or call (412) 779-1915 for a webinar.
    • location

      Headquarters:6 Penn Ctr West , Pittsburgh, Pennsylvania, United States

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    • Capitalbase.Com phone

      Phone Number: +1 412-249-3219

    • Capitalbase.Com website

      Website: https://www.capitalbase.com

    • Capitalbase.Com employees

      Employees:4

    • Capitalbase.Com revenue

      Revenue:$1 - 10M

    • Capitalbase.Com legal name

      Legal Name:Capitalbase.Com

    • Capitalbase.Com's Social Media

      Capitalbase.Com linkedin Capitalbase.Com facebook
    • done Is this data correct?

    • |  NAICS Code: 523120  |

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    Person level website identification

    Owner for Capitalbase.Com

    Michael Smith

    Owner

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Michael Smith

    Owner

    Frequently Asked Questions regarding Capitalbase.Com

    • Where are Capitalbase.Com's Headquarters?

      Capitalbase.Com's Headquarters are in 6 Penn Ctr West ,Pittsburgh,Pennsylvania,United States

    • What is Capitalbase.Com's phone number?

      Capitalbase.Com's phone number is +1 412-249-3219

    • What is Capitalbase.Com's official website?

      Capitalbase.Com's official website is https://www.capitalbase.com

    • What is Capitalbase.Com's Revenue?

      Capitalbase.Com's revenue is $1 - 10M

    • What is Capitalbase.Com's NAICS code?

      Capitalbase.Com's NAICS code is 523120

    • How many employees are working in Capitalbase.Com

      Capitalbase.Com has 4 employees

    • What is Capitalbase.Com's Industry?

      Capitalbase.Com is in the industry of Computer Software

    • Who is Capitalbase.Com's Owner?

      Capitalbase.Com's Owner is Michael Smith

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