"Clientbook has been a critical piece of our sales team’s toolset. It’s paid for itself many times over."
"I want to share Clientbook with my friends, but definitely don't want my competitors to know about it. It's like my little secret weapon."

CRMNEXT is a financial services CRM solution designed specifically with the needs of banks and credit unions in mind. The platform integrates your core and other existing technology under a simple, easy-to-use interface that lets you see all customer and member information and complete tasks in one place. Long gone are the days stuck behind the computer having to cut-and-paste across systems to get work done. CRMNEXT automates the boring stuff so you can focus on real-life relationships instead. More than one million financial institution employees use CRMNEXT on a daily basis to simplify work, drive growth and deliver awesome experiences to over a billion folks around the globe. Gartner recognizes CRMNEXT as a leading player in sales force automation, service management, and lead management. For more information, visit www.crmnext.com
Linxcrm is a privately-owned software developer based in Queensland, Australia, that specialises in productivity software for the financial services sector. They are self-funded and have no financial ties with, nor ownership by, any lender, aggregator, insurer, producer group or retail franchise organisation. This means they can develop software that is in the best interests of their users. They are passionate about helping small businesses grow into strong and independent businesses, maintaining maximum profit and doing it with the least possible stress - all by implementing good business practices. LinxCRM is designed to be a key element in this growth.
Spiro is the industry’s first proactive relationship management platform. Natively built on artificial intelligence, Spiro provides a single solution encompassing traditional CRM, sales enablement and telephony. Spiro’s AI engine eliminates the need for data entry and proactively guides sales people to the right actions at the right time.











