Maximizer CRM vs. Floify: Comparing Best CRM Solutions 2026

"...Keeping track of all of my clients Saves typing contact reports and can track contacts in the future..." Peer review by User in Railroad Manufacture, Manufacturing

"...Tracking conversations, meeting, and follow-ups to do with clients...." Peer review by Christopher B.

"...we still host our own email using Exchange, which is admittedly on its way out, but not having a true sync when sending email from the browser interface and having to sync in Outlook is a hassle...." Peer review by Chris W, Project Manager

"...For example: Using campaign manager for workshop registration and using a payment gateway for automatic payments...." Peer review by Pasq Z, Information Systems Consultant, Computer & Network Security

"...tracking opportunities and linking it to contacts of different companies...." Peer review by Hansen C

"...Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows have a new combo in their toolkit Shape Software now directly integrates with digital Point of Sale (POS) and mortgage automation solution Floify! ..." Shape Software + Floify = The Ultimate Mortgage POS and Automation Workflow!

"..., originators can:Create new leads from Floify with a corresponding Floify loan flow...." Shape Software + Floify = The Ultimate Mortgage POS and Automation Workflow!

"Floify helped Riverbank Finance, a mortgage broker, move to a fully digital loan process. Before Floify, they faced bottlenecks and slowdowns from manual document collection. Floify's automation and API integration let them organize files, speed up loan closings, and improve communication with clients. The team now uses 100% digital e-sign disclosures and has removed process bottlenecks. This change made their loan officers more productive and helped them close loans faster." https://floify.com/success-stories/anthony-bird