Best Sales Force Automation Companies in New Jersey, United States

Wealth management software empowering RIAs with holistic, client-focused solutions. This all-in-one cloud-based platform aggregates data and centralizes workflows, providing advisors with a comprehensive view of their business. The platform offers an advisor dashboard with an intuitive user interface, a client portal and mobile app for an enhanced client experience, and core capabilities including performance reporting, trading and rebalancing, billing, and document vault. It integrates with wealth-tech vendors in CRM, planning, and risk, and offers direct data connections to custodians and financial institutions. The software caters to established RIAs, breakaway RIAs, and enterprises, offering custom solutions and white-glove support. Prospects can easily connect accounts through a branded firm app. The platform simplifies daily tasks and client interactions by providing a central hub for advisors and clients to access systems, accounts, and files. Features include streamlined reporting and simplified billing capabilities. Book a demo today to experience the platform.

Funding rounds

• Jun 2023Series B$8.2M
• Jul 2020Series B$12.5M

Founders & team

John MichelFounder & Co-CEOLincoln RossPresident and CEO

Investors

Long Arc Capital, VeARC

Tech stack

Amazon SesAmazon Web ServicesAnime.JsApple Icloud MailClickceaseCloudflare

Developer of cloud-based automation system designed to increase channel sales and boosts marketing impact. The company's system automates marketing, sales, and operational processes and integrates seamlessly with established systems for strategic insight and global channel support, enabling businesses to speed up time to sales, engage partners, provide ROI, and deliver better results.

Founders & team

Gordon RapkinCEO

Investors

Investcorp, Arrowroot Capital Management, Oxx, AshGrove Capital, SSM Partners, Southern Capitol Ventures

Tech stack

Amazon ElbAmazon Web ServicesAws Waf CaptchaAws Certificate Manager

Cloud based platform offering software for contract management. The platform offers a tool that automates the processes of contract request, review, and approval. It simplifies the contract authoring process with an automated selection of appropriate clauses and pre approved language and terms. It also provides AI based contract analytics and in built search capabilities. Serves industries including technology, manufacturing government, life sciences, consumer goods, and more.

Funding rounds

• Sep 2021Series A$15.3M
• May 2020Seed$3M
• Jun 2019Seed$800K
• Feb 2018Seed$1.2M

Founders & team

Madhu PCTO & Co-Founder

Investors

Osage Venture Partners, Noro-Moseley Partners, TDF Ventures

Tech stack

6SenseAct-OnAmazon SesAmazon Web ServicesCdnjsCloudflare

Life insurance policy sell and customer relationship management solutions for the insurance industry. It offers a life insurance policy to sell, insurance administrations, insurance quoting, and more. It also offers business management solutions.

Market Access Transformation offers an online platform to find global payers for life sciences projects. The RPR portal enables life sciences companies to connects payers for answering questions, communication and receive compensation. The platform also enables get insight and feedback from the payer network.

Funding rounds

• Dec 2020Series C$30M

Founders & team

Paul HowardCo-Founder & Chairman

Investors

Silversmith

Tech stack

WixReactGoogle CloudSectigoHstsGoogle Cloud Cdn

vizCard offers a mobile-based solution for creating digital business cards. The solution offers features such as custom branding, sharing, mobile directory, multiple addresses, mobile dashboards, etc. Some of the customers include REDW, OneBeacon, SOCIUS, etc.

CRM software for small businesses, sales enablement, and customer relationship management. They provide cloud-based CRM solutions designed to help small and mid-sized businesses improve sales and customer relationships. Their software offers a range of features, including contact management, lead management, sales opportunity management, marketing campaign management, customer service, project management, and more. The platform aims to break down information silos and provide a seamless ecosystem for managing customer interactions. They offer customizable reports and analytics to help businesses make informed decisions. They focus on helping businesses implement best practices around sales and customer service. They offer third-party integrations with email providers, accounting software, and other business applications. They provide mobile CRM software for access on any device. They offer customer profiling, customer segmentation, sales tracking, and ticket management systems. They provide a secure portal to customers where they can access knowledge base articles and FAQs.

Developer of business pricing simulator software designed to automate forecasting. The company's application uses artificial intelligence technology to generate sales and product mix models for clients, enabling clients to make informed decisions.

Funding rounds

• May 2018Seed$135K
• Feb 2018Seed$60K
• Jan 2018Seed$120K

Founders & team

Yaw Joseph EtseCTO/CEO

Investors

AngelPad

Predictive analytics and relationship management tools for sales professionals. It provides big data analytics to sales professionals for relationship management. Uses voice mails, emails, phone calls, and other information about the customer and relationship profiling, lead scoring, lead grading and segmentation, status prediction, and provides real time alerts.

Funding rounds

• Seed—

Founders & team

Harry J. AbrahamsenFounder & CEO

Investors

TechLaunch

AI-based platform offering customer data management. The platform provides marketers, data analysts, and fraud specialists with compiled databases including consumer, business, new movers, public and private telephone numbers, automotive owners, and email data. The available databases include a consumer referential database, an email database, a consumer marketing database, a real property database, etc. It has clients such as Faraday, Visaqua, Callcap, etc.