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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.

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.

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

Sales professionals that require a sales productivity application to plan daily activities, track conversations and make outbound calls

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.

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

No images available

Pricing

$99
Free Version
Free Trial

Pricing

$197/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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Maxcalling
India
www.maxcalling.com

Company Information

WebPrez
Founded: 2001
United States
www.webprez.com

Alternatives

Alternatives

MoneyGuide

MoneyGuide

Envestnet
SIMON

SIMON

SIMON Markets
AdvisorStream

AdvisorStream

Broadridge Financial Solutions
eMoney

eMoney

eMoney Advisor

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Maxcalling and update features and information
Claim Maxcalling and update features and information
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