CRM - Customer Relationship Management &
                           Client Portals
 
A system that manages the interaction with customers.  The system houses the database of contacts, leads and opportunities.  The system is used by Sales, Marketing and client services.  CRM systems for the buy-side will often have access to the financial data to facilitate conversations between marketing and clients.

- Salesforce
- Microsoft Dynamics
- SAP C/4 Hana
- Oracle CX
- SS&C Intralinks
- DealCloud
- Affinity
- Altvia
- InvestorFlow