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“Clear C2’s professional services integration experience with ERP systems helped pave the way for a seamless transition to Epicor, and now we can leverage the benefits of both systems.”
“If I get a new marketing person who is going to take care of the marketing piece or platform, [Clear C2] have no qualms going through and retraining somebody that needs it."
Affinity’s patented technology structures and analyzes millions of data points across emails, calendars, and third party sources to offer users the tools they need to automatically manage their most valuable relationships, prioritize important connections, and discover untapped opportunities. Affinity uses artificial intelligence to analyze relationship strength and illuminate the best paths to warm introductions. The platform also offers a holistic view of users’ networks in a centralized, automatically updated database without any manual upkeep. Founded in 2014, Affinity is headquartered in San Francisco, California.
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.
ProspectSoft is a new type of Stock-Aware CRM that's specifically designed for growing Wholesale, Distributor and Manufacturing businesses that sell physical products, B2B. As the official “Stock-Aware CRM”, Prospect CRM offers unparalleled integration to almost any ERP/accounting system and native integration to the leading back-office accounting systems and inventory management systems, including Unleashed and Xero, Access Dimensions, Exchequer, Pegasus Opera, Sage 50, and SAP.
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