Maximizer
Maximizer is a financial CRM that helps you create a high-performing team via deep customer insight and integration with marketing automation. It's fast to get started using Maximizer because the software enables data migration and installation. You can choose to store data in the cloud, your own data center, or in Maximizer's data center. Not many CRM softwares offer this kind of flexibility. Another way in which they're different is they offer live, complimentary training webinars six times per week to help users understand how to utilize the software. Watching the training webinar shortens your learning curve and helps you get the most out of Maximizer. This CRM software also provides live support, but training and customization are not included in support. Maximizer has Zapier integration, in which you can integrate 500+ apps with Maximizer for greater efficiency. This is especially helpful for those who are already using other apps to improve their customer relationship management and other business processes.