Version 7 – Major CRM update
Introducing GoMax 7
The team at GoMax Solutions is very excited to finally announce the release of a major update to Canada's best Mortgage Broker CRM platform. For over 17 years GoMax has continued to provide the most robust and complete system that is specifically built with the Broker in mind. With the feedback from our users and a dedicated team of programmers and designers we are now ready to take off the wrap and open up the new CRM for everyone to start using.
We would like to encourage everyone to explore the new platform and continue to provide feedback & suggestions (good or bad) to help us build the best system to fit your needs.
Here is a glimpse of what to expect
Completely new dashboard layout and navigation
- Intuitive navigation and layout using a modern design
- Visual graphs and charts for what's important
- Huge improvements to loading speed
- Still 100% Canadian
With quick & easy access to your Contacts, Deals, Tasks & Notes, the GoMax CRM will simplify your day - both for work and personal life!
Expanded Contacts Management
With the re-development of our platform we have enhanced our Contact Management component. It’s now easier than every to locate and work with your contacts.
From simply creating new contacts to adding Tasks, Notes, Documents the process is much easier.
The overview of each contact has been simplified and organized into components of data seen when you first view a contact’s data. You can then further drill into specific areas of interest as required. At a glance you can better understand where you are with each client.
These enhancements are just the beginning of the exciting changes we are planning for the coming months.
New Deals Management
As with the redevelopment of the Contacts, our Deal component has also seen major changes in both the front-end and our back-end.
It’s easier to see at a glance the deals you have and what needs to be done next. We understand that Deals are a core component of our platform and how you organize your work.
With the enhancements seen in our Deals component, access to the important data is only a click or two away.
The enhancements made in our Deals component now allows us to develop additional high value components (like that of Pipelines – coming soon).
Powerful Tasking system
- Easily stay on top of important Tasks with the "Getting Things Done" methodology
- Organize your Tasks into Categories and Groups (Personal, Work, Family, etc.)
- See what is coming up tommorow, this week, this month
- Quickly identify overdue tasks to ensure completion
- Maintain notes and/or comments on each tasks
- Retain history of past tasks for reference
Canada's Best Mortgage Broker CRM
Are you looking for a better CRM for your company?
From a single user account to enterprise corporate options,
GoMax is ready to discuss your requirements
The team at GoMax Solutions is very excited to finally announce the release of a major update to Canada’s best Mortgage Broker CRM platform. For over 17 years GoMax has continued to provide the most robust and complete system that is specifically built with the Broker in mind. With the feedback from our users and a dedicated team of programmers and designers we are now ready to take off the wrap and open up the new CRM for everyone to start using.