Maximizer CRM

Maximizer CRM

Maximizer Software
Redtail CRM

Redtail CRM

Redtail Technology
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About

Maximizer CRM Software comes fully loaded with features, for Powerful Client Management! Modules for Sales Management, Marketing Automation and Customer Service, as well as third-party integrations and mobile CRM are included in your monthly subscription. Maximizer is the only CRM available that offers both a Cloud CRM Solution, as well as a self-hosted, On-Premise CRM option. Decide which option is best for your needs. You owe it to yourself, and your customers, to discover just how easy Maximizer CRM is to use! Maximizer CRM Wealth Manager is an integrated customer relationship management solution ideal for organizations of all sizes. Maximizer CRM is deployable both in the cloud and on-premise. Maximizer CRM features include marketing automation, sales management, customer service and support, and business productivity tools. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Maximizer CRM's business intelligence tools feature customizable dashboards.

About

Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies that need a powerful CRM system

Audience

Financial Advisors in need of an CRM solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29.00/month/user
Free Version
Free Trial

Pricing

$99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.5 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Maximizer Software
Founded: 1987
Canada
www.maximizer.com

Company Information

Redtail Technology
Founded: 2003
Sacramento, CA
www.redtailtechnology.com

Alternatives

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Alternatives

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HubSpot CRM

HubSpot
NexJ CRM

NexJ CRM

NexJ Systems Inc.

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Financial Services Features

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Integrations

Wufoo
Xinix
Zapier
Cyclr
Desktop.com
Dialpad Sell
FP Alpha
Gmail
GoTo Connect
HubSpot Customer Platform
Hubly
Intulse
Kixie PowerCall & SMS
Microsoft Excel
Morningstar Advisor Workstation
Pulse
Raklet
RightCapital
SurveyMonkey
Zoho Directory

Integrations

Wufoo
Xinix
Zapier
Cyclr
Desktop.com
Dialpad Sell
FP Alpha
Gmail
GoTo Connect
HubSpot Customer Platform
Hubly
Intulse
Kixie PowerCall & SMS
Microsoft Excel
Morningstar Advisor Workstation
Pulse
Raklet
RightCapital
SurveyMonkey
Zoho Directory
Claim Maximizer CRM and update features and information
Claim Maximizer CRM and update features and information
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Claim Redtail CRM and update features and information