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  • Maximizer CRM
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    4.7 / 5.0
    Customer References 182 total
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    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 …

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  • SugarCRM
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    4.7 / 5.0
    Customer References 470 total
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    SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. Unlike traditional CRM solutions that focus primarily …

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  • Workbooks
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    4.7 / 5.0
    Customer References 149 total
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    Workbooks delivers cloud-based CRM and Marketing Automation applications to the mid-market, at an affordable price. Workbooks extends beyond sales, marketing and customer support to include order management and fulfilment, invoicing …

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