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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.
Mosaic CRM provides tools and strategies to achieve and maintain complete control over the future of your CRM. With over 15years CRM experience as developers and implementation specialists, they are on a mission to make CRM more useful to organizations because sales and marketing provide the lifeblood to every business and are the most critical of all business operations. MosaicCRM has defined its role and duty in a no-nonsense manner because what they do for you is critical to your success and theirs.
Founded in 2006, Pipeline is the most adopted CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. Pipeline is built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. Today more than 18,000 users in 100 countries use Pipeline to gain visibility into their sales pipeline to accelerate opportunities and close more deals. Headquartered in Seattle, WA, Pipeline has made the annual Inc. 5000 list since 2014, recognized as one of the fastest growing companies in the U.S.
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