Use Maxo by efficy with WealthEngine
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Maxo by efficy & WealthEngine
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About Maxo by efficy
Efficy is an online CRM which organises the management of your business activity and your customer service to increase your ROI.
About WealthEngine
WealthEngine offers wealth screening and search, customer segmentation and modeling, donor analysis. Prospecting software integrates with Salesforce, Ellucian.
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