CardExchange Solutions

CardExchangeTM Solutions is a software development company whose only focus is credentional production and management solutions. The job it does: keeping every contact, deal and follow-up in one place so nothing slips.

The natural audience is sales teams and founders who are tired of spreadsheets. Related areas on their profile: CRM. They are a small team, 11 to 50 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

CardExchange Solutions is based in Brentwood, California and founded in 2001. You can read more at cardexchangesolutions.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

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