Tier1 2026: Benefits, Features & Pricing
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Wondering if Tier1 is right for your organization?
Our Lead Management Software selection experts can help you in 15 minutes or less.
- Overview
- Pricing and Plans
- Features
- Integrations
- User Reviews
Overview
Pricing
Pricing available upon request
About Tier1
SS&C Tier1 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, SS&C Tier1 l’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.
SS&C Tier1 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 Screenshots
Tier1 Pricing and Plans
Basic
Pricing available upon request
No plan information available
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Tier1 Features
- Popular features found in Lead ManagementCampaign ManagementContact ManagementCRMLead CaptureLead SegmentationProspecting ToolsReporting/AnalyticsTask ManagementWorkflow Management
- More features of Tier1Access Controls/PermissionsActivity DashboardActivity TrackingAlerts/NotificationsAPICalendar ManagementCalendar SyncClient ManagementCollaboration ToolsCompliance TrackingContact DatabaseCore BankingCorporate BankingCustomer DatabaseCustomizable FieldsCustomizable ReportsCustomizable TemplatesDashboardData Import/ExportDrag & DropEmail ManagementEmail MarketingEmail TemplatesFinancial AnalysisFinancial ManagementFor Hedge FundsFor Investment AdvisorsFor Investors & TradersFund ManagementInteraction TrackingInternal Chat IntegrationInvestment BankingInvestment ManagementMarketing AutomationMobile AccessPipeline ManagementPortfolio ManagementReal-Time DataReal-Time MonitoringReal-Time ReportingRelationship TrackingReporting & StatisticsRisk ManagementRole-Based PermissionsRules-Based WorkflowSales ReportsSearch/FilterSecure LoginSecurities ManagementSegmentationTeam AssignmentsThird-Party IntegrationsUser ManagementVisual Analytics
Tier1 Integrations
Tier1 User Reviews
Overall Rating
5.0
Ratings Breakdown
5
100%
4
0%
3
0%
2
0%
1
0%
Secondary Ratings
Ease of Use
4.7
Value for money
5.0
Customer support
4.7
Functionality
4.7
Have you used Tier1 and would like to share your experience with others?
Nadine G.
Verified reviewer
Financial Services
10000+ employees
Used daily for less than 2 years
Reviewed September 2019
Excellent
5
Very good presentation
Ratings Breakdown
Reasons for switching to Tier1
Mandatory by Management
Read More
Carlynn F.
Verified reviewer
Financial Services
10000+ employees
Used other for free trial
Reviewed September 2019
Great software
5
Sales has been amazing!
Ratings Breakdown
Read More
Christopher R.
Verified reviewer
Financial Services
51-200 employees
Used daily for more than 2 years
Reviewed September 2019
Tier1 Salesforce Apps
5
Amazing how it showed our users critical information about our clients all at once within our Salesforce Organization.
Ratings Breakdown
Read More
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