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    4.7 / 5.0
    Customer References182 total
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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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    Salesforce Essentials is made for small businesses by the #1 CRM, helping you organize and track customers, sales, and support all in one app. Salesforce Essentials makes it possible to tap into the power of Salesforce to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain — for just $25 per user per month. With Essentials, you can sell faster with a customizable view of all your sales details. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry.

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    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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