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Description
Maxcalling, a sales productivity tool, allows you to make outbound calls effortlessly from one place. You can scroll through a series of business cards to see client history and any actionable items. You can find things faster with the built-in search function. Start by adding 50 prospects free of charge. Next, purchase the app for $99. The app provides data storage with AES encryption. Maxcalling is based upon the principle that sales deals can only be built by one logical step at a time. Other notable features include a similarity to a sales diary, and the flexibility of spreadsheet software. Maxcalling is a conversation tracker and a daily activity planner for sales professionals. You can make outbound calls and track conversations. It is designed for sales and productivity. It can be used every day with minimal data entry.
Description
WebPrez is a sales enablement platform tailored for professionals in the insurance and financial sectors, including insurance agents, annuity specialists, financial advisors, and teams within financial organizations.
This innovative platform empowers financial experts to streamline intricate discussions, inform potential clients, and enhance client interactions through guided discovery tools, informative video resources, and tailored follow-up mechanisms.
At its core lies the Smart Money System™, a systematic approach that leads prospects through three key components:
• Smart Money Discovery™ – identifying financial objectives, worries, and potential avenues for growth
• Smart Money Snapshot™ – providing a concise summary of a client’s financial landscape
• Smart Money Blueprint™ – formulating a customized action plan with specific recommendations
By integrating client discovery, video communication, automation, and educational materials into one cohesive system, WebPrez aids advisors in cultivating trust, elevating the quality of appointments, and expediting sales processes.
Ultimately, this platform not only enhances the efficiency of financial interactions but also fosters a more engaging experience for both advisors and their clients.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$99
Free Trial
Free Version
Pricing Details
$197/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Maxcalling
Country
India
Website
www.maxcalling.com
Vendor Details
Company Name
WebPrez
Founded
2001
Country
United States
Website
www.webprez.com
Product Features
CRM
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
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Product Features
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management