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"Because LinxCRM kept reminding me to follow-up I got a deal for $650,000 that would otherwise have slipped through the cracks."
"Having used LinxCRM for the past four years our office could not imagine a day without it now. What a fabulous system, we never forget an anniversary, we have instant access to all our client notes. A client can call and you can have their info up on the screen …
Iress is a global team of 2,300+ people building software that helps the financial services industry perform at its best. From the world's most iconic financial services brands to advice …
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 …
Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that …
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