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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.

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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 and supplier management. Workbooks joins up the entire organisation around data and processes, promoting teamwork and collaboration. It provides a single 360 view of customers and the information is accessible anytime, anywhere. Productivity is increased, operations are streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.

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    itracMarketer has been developing innovative online marketing solutions for a diverse range of businesses. The company’s advanced itracMarketer cloud platform offers turnkey self-service solutions in email marketing with CASL compliance, marketing automation, sales CRM, event management, social media integration, web analytics, lead management and more. With new tools and ideas continually in development based on emerging trends, the company’s creative and strategic goal is to develop easy to use and effective solutions that drive customer results.

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