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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.
Ricochet360 can help you create predictable revenue outcomes by automating 95% of what your sales or support agents do on a daily basis. Make 500+ calls per day, while automating thousands of emails and text messages generating optimal penetration into your desired marketplace. Generate more responses with less effort using Ricochet360’s built-in engagement cadence, send relevant messages at the right time to generate return calls, sms responses, and emails while you sleep.
Streak is the only CRM built entirely within your Gmail to help you get things done. Whether you want to close more deals, manage partnerships, or track support issues, Streak helps you focus on what matters most to your business - without ever leaving your inbox. According to Forrester Research, only 10% of CRM adoption is voluntary and 25-40% is forced. Streak’s end-user focused platform requires little to no training and is as easy to use as a Google Sheet.
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