Crmaddons.Com

Description

I have been a Registered Rep and a Financial Advisor for almost 30 years. For over 20 years I have actively uses CRM programs to service my client base. The choices for the Financial Services field seemed to repeatedly come down to a decision between GoldMine, and ACT! Unfortunately, ACT! does not have a Workflow system like the Automated Processes system that GoldMine provided, which made a choice for ACT! less attractive. However, After many years of considering between GoldMine and ACT!, I have settled on ACT!, for it's rich feature set for contact recordkeeping.

Since 1997, we have been the leading developer of ACT! add-ons. Northwoods Software was founded in 1995 by professional software developers to create tools for other software developers.

In addition to the information we collect directly from you, we also monitor and track usage of our web site, viewing and traffic patterns, customer behavior, and other similar information. We compile this information into a statistical aggregate. We use this aggregate information as well as all of your personal information for internal business and administrative purposes including to improve our web site, our product and service offerings, our operations, and our customer service.

Products & services

Similar companies nearby