About Tier1

Tier1 Financial is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction tracking, marketing automation, internal chat integration and segmentation. Designed for businesses of all sizes, Tier1 Financial’s CRM lets users manage and share documents with teams based on user access, ensuring enterprise compliance. It enables firms to streamline dashboard configurations and view client profiles and activity to improve workforce productivity. Additionally, the solution helps gain insights into prospect information and receive notifications about changes in the pipeline. Tier1 Financial assists banking teams with workflow planning and scheduling to improve business performance. Pricing is available on request and support is extended via documentation, phone, email and other online measures.
Tier1 Software - Predictive analysis
Tier1 Software - Setting reminders
Tier1 Software - Filtering events
Tier1 video
Tier1 Software - Predictive analysis - thumbnail
Tier1 Software - Setting reminders - thumbnail
Tier1 Software - Filtering events - thumbnail

Tier1 pricing

Tier1 does not have a free version.

Free Version:
No
Free trial:
N/A

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Tier1 Reviews

Feature rating

Value for Money
5
Functionality
4.5
Ease of Use
4.5
Customer Support
4.5
3 reviews of 3 View all reviews
Nadine G.
  • Industry: Financial Services
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 17/09/2019

Excellent

Very good presentation

Pros

The system was user friendly. Rep. excellent rep

Cons

Software was a little slow. But anticipated correction

Carlynn F.
  • Industry: Financial Services
  • Company size: 10,000+ Employees
  • Used Other for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 17/09/2019

Great software

Sales has been amazing!

Pros

Easy to use good interface and support when needed.

Cons

I haven’t had enough time to fully explore it yet.

Christopher R.
  • Industry: Financial Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

5
Reviewed on 18/09/2019

Tier1 Salesforce Apps

Amazing how it showed our users critical information about our clients all at once within our Salesforce Organization.

Pros

Ease of implementing Tier1's Allegro app

Cons

End User learning curve on the new Allegro app

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