Related Products
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About
Maxcalling, a sales productivity app, allows you to effortlessly make dozens of outbound calls from one single place. Client history and actionable items are visible as series of business cards that can be scrolled within seconds. A built-in search feature helps you find things even faster. Start by adding your 50 prospects for free. Then buy the app for $99. Provides data storage with AES encryption feature. Maxcalling is based on the principle that sales deals are built on one logical action at a time. Resemblance to a sales diary and the provided flexibility of a spreadsheet software are few other notable features. Maxcalling is designed as a daily activity planner and conversation tracker for sales professionals. You can track conversations and make outbound calls. Designed for sales, built for productivity mindset and made for daily use with minimal data entry requirements.
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About
WebPrez is a client-driven sales enablement platform built specifically for insurance agents, annuity professionals, financial advisors, advisor teams, and financial organizations.
The platform helps financial professionals simplify complex conversations, educate prospects, and automate client engagement using guided discovery tools, educational video content, and personalized follow-up systems.
At the center of the platform is the Smart Money System™, a structured workflow that guides prospects through:
• Smart Money Discovery™ – uncover financial goals, concerns, and opportunities
• Smart Money Snapshot™ – generate a simplified overview of a client's financial situation
• Smart Money Blueprint™ – create a personalized action plan and recommendations
WebPrez combines client discovery, video communication, automation, and educational content into a single system that helps advisors build trust, improve appointment quality, and shorten sales cycles.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Sales professionals that require a sales productivity application to plan daily activities, track conversations and make outbound calls
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Audience
Insurance agents, annuity professionals, financial advisors, retirement planners, wealth managers, advisor teams, insurance agencies, IMOs, FMOs, BGAs, financial coaching organizations, and financial services enterprises seeking a more scalable client education and sales enablement system.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$99
Free Version
Free Trial
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Pricing
$197/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMaxcalling
India
www.maxcalling.com
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Company InformationWebPrez
Founded: 2001
United States
www.webprez.com
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Integrations
No info available.
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Integrations
No info available.
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