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#1 Client Relationship and Data-Driven Advisory Platform for Capital Markets
Built to maximise client revenue for the sell side of capital markets
$85 USD/user/month
- Industries
- Financial Services
- Business Need
- SalesAnalyticsCollaboration
- Requires
- Platform Cloud
Singletrack delivers a flexible, purpose-built platform, built on Salesforce and fully operational in Lightning, that unifies client engagement, research distribution and deal management for sell-side firms.
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Showing 7 of 7 Reviews
Perfect solution
Singletrack is a strong combination of great people and intuitive software with specific capital markets workflows and capabilities.
Intuitive tools to help banks drive revenue growth
Singletrack's tools help banking professionals make better decisions and improve operational efficiencies through a customisable solution that is quick to implement.
great product
Many types of information in one place
Capital Markets
We have had a great experience with Singletrack. We have unique needs for CRM in the capital markets, and they have come up with a solution more times than not.
Working Together
Working together with a common customer to integrate EFA's (www.efa.biz) database, authoring and production software with Singletrack's capital markets relationship and research management system, it is clear this is a market leading CRM product backed by a great team that it is a pleasure to work with..
Capital markets expertise & technological innovation
Singletrack is an outstanding platform for Capital Markets CRM and Research. The team truly understands Capital Markets and have built an innovative solution that is robust, powerful and flexible, with strong integration capabilities. They are also great people to do business with!
Capital Markets
I've had an outstanding experience with this company, couldn't recommenced them highly enough!