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"Thank you for providing NZ mortgage advisers with a CRM “independent” of the various aggregators/dealer groups own CRMs. Such a great feeling knowing my clients personal and financial information is secure and that I am fully compliant with my existing obligations as an adviser under the Privacy Act and the new code of professional conduct for financial advice services."
"Because LinxCRM kept reminding me to follow-up I got a deal for $650,000 that would otherwise have slipped through the cracks."
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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 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.
Zoho CRM is an On-demand Customer Relationship Management (CRM) software for managing your customer relations in an efficient manner. It is efficient because Zoho CRM helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system. Be it multi-channel communication, sales productivity, CRM insights, product customization, or third-party integration, Zoho CRM offers a host of features to support the requirements of small businesses as well as large enterprises.
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