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"I've never put a tool out there that sales associates have gravitated to so quickly! Usually I have to incentivize them with a lot of candy! With Clientbook, they picked it right up and haven't looked back."
"We have seen a huge increase of both employee and client engagement."
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.
Simply Connect Solutions work with community-based organisations and charities across the country to deliver software solutions, online services and digital platforms that connect people with their local communities, and help improve lives. With more than 10 years' experience, their services help to grow and develop the community sector, promote volunteering and wellbeing, facilitate social prescribing services, and measure the impact of local services.
bexio is the leading provider of web-based business software for small businesses, the self-employed and startups. All data is available online - you can work anytime, anywhere with any device. With their software, companies write offers and invoices, manage customer data, do the bookkeeping, make payments and work online with the trustee.
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