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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.
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go. With SalesOptima you can stay on top of your customer contacts with their contact management interface that is intuitive, attractive and easy to use. SalesOptima is also a cloud-based service, which means that it is highly scalable and will grow with you as your business grows. Combining your customer contacts into one easy to use cloud customer relationship management solution is what makes SalesOptima your preferred choice for contact management.
bexio is the leading provider of web-based business software for small businesses, the self-employed and startups. All data is available online - you can work anytime, anywhere with any device. With their software, companies write offers and invoices, manage customer data, do the bookkeeping, make payments and work online with the trustee.
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