Maximizer
Maximizer CRM provides CRM software to help manage a brand’s financial services. Their software helps advisors with customer relationship management by capturing communication, documentation and history in one place. Their sales force automation tools track leads and determine opportunities for sales. This tool makes it possible to manage accounts, collaborate in an effort to make the sale and forecast revenue. Maximizer lets brands build and maintain relationships with customers in an effort to grow their business. Maximizer is able to scale along with your company and, if needed, to scale down as well. The software’s single-view gives you access to all necessary information in one window. You don’t have to scroll through endless pages or flip back and forth between tabs. You’ll be able to get real-time information on a customizable interface. Visit their website to try Maximizer CRM for free. You can also view a demo.