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ContactEase has been a leader in legal CRM technology for over twenty five years. Their seamless Outlook integration ensures that your firm's professionals can easily and effortlessly access, update and manage their contacts. ContactEase empowers users to share and manage contact data and leverage marketing information to acquire and retain clients by ensuring that the right people get the right communications at the right time. Balancing powerful features with usability, ContactEase provides firms with a flexible and easy to use data management tool.
Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by effectively managing clients and streamlining complex operations. Maximizer CRM is easy to securely deploy and inexpensive to maintain, yet powerful enough to meet the specific needs of financial services professionals.
Microsoft Dynamics 365 unifies CRM and ERP capabilities into applications that work seamlessly together across sales, customer service, field service, operations, financials, marketing, and project service automation. Start with what you need and add applications as your business grows.
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