Maximizer
Maximizer is a financial advisors CRM that helps you track contacts and communications via a centralized address book. The address book is secure to protect your contacts' information. It is also searchable, making it easy to find a contact you're looking for. Maximizer provides a full sales pipeline visibility as it tracks leads and follow-ups. You can remotely access your data via mobile phone, laptop, and tablet. With Maximizer, you can standardize and automate existing processes too. Other capabilities of this customer relationship management software include lead nurturing with email marketing, reports and dashboards, file attachments, and case management. Aside from financial advisors, Maximizer is good for companies in the manufacturing and insurance industries. Maximizer's reports and dashboards help improve decision-making and collaboration. You can create custom reports drilling, automate activity plans, and set dashboard alarms. Maximizer is one of the best customer relationship management software geared at financial advisors that simplifies processes and makes it easier to handle the social aspect of running a business.