Partner/Client Feedback in Omaha, NE

“It looks like your team has completed the integration on our site and we are all super excited to start using this new functionality! I appreciate all of your team’s efforts.  You guys have shown you are true partners with us and we’re not just a number to you.  This is all new technology for us and none of us are technical, so we appreciate BIZBROKERCRM being patient and so helpful!” Thank you, Evan Meester President Results Business Advisors Omaha Nebraska

International Partner/Client Feedback

I am Speechless! I had looked at so many so called CRM’s that could be adapted for business broking and I actually found one where I am actually talking with someone who knows what they are talking about! Now I know anything is possible. I thought I would take the initiative and make some lists of the fields I thought I would need in the CRM for the structure of my business – so I did so knowing that there would be some changes etc. but pretty much I thought had 90 % identified. So I sent that to you expecting a wide variation in whatever your CRM had and what I needed in terms of fields. BUT I hadn’t looked at the composition of the web site pages for leads etc. When I did that and have just started to look and I can’t believe my eyes!!! You have it pretty much there already!!! Unbelievable . I am literally shocked !!! So I can now go back and back track and revisit what you have and what my preliminary thoughts were and match them. I really don’t know what to say – I am speechless. Blown me away! Jeff Burēsugādoru (ブレースガードル) RE/MAX

Partner/Client Feedback in Salt Lake City, Utah- United Business Brokers/Knighton Business Advisors

I know that there have been a number of discussions about CRM solutions for our profession, so I thought I would share our experience about our technology vendor BIZBROKERCRM ( which we have been using for several months. The toolset fits our daily business requirements plus many other capabilities that we will master and learn in the coming months as it is very robust and the implementation from our other solution was straightforward and met our expectations. Unlike others, you actually own your own configuration and data and there are no restrictions on keeping all if you chose to use another host further down the line. The company was also named to MeetAdvisor’s “Top 5 Companies that Understand Innovation is the Future” list due to appear in Inc. magazine.–Noall Knighton, President

XpandCRM/BIZBROKERCRM shortlisted for 25 Open Source Applications Transforming Business

BIZBROKERCRM, an industry-specific application for the Business Brokerage Industry, and the most mature of the vertically integrated solutions provided by XpandCRM, Inc. of Atlanta, GA has begun transforming the day-to-day operations of brokerage operations from the United States to Asia Pacific.  Key to the success of the application is its open-source architecture with numerous plug-ins and modular extensions based on client needs.  The principals of BIZBROKERCRM are dedicated to complete customization of the application for each global market to drive user adoption and deliver bottom-line returns in closed deals, commission revenues, and process efficiencies.

XpandCRM/BIZBROKERCRM Named to MeetAdvisors’ “5 Companies Who Understand Innovation is the Future” List

XpandCRM develops community-specific CRM solutions across a number of vertical markets including financial services, retail and service-based franchises, business brokerage, managed employee wellness, restaurants and food service industries.  The open-source platform manages all aspects of Sales Automation, Lead and Pipeline Management, Email and Campaign Management, Document and Contract Maintenance, Customer Support & Self Service Portal integration, Inventory Management, Mobile Application extensions, and Quickbooks interfaces.  XpandCRM begins each implementation with a detailed process mapping of each client’s unique business processes and legacy technologies, before the implementation process begins. This company insists on close collaboration with rank and file employees as well as Executive sponsors to produce the best possible solution sets and unparalleled user adoption.  The company’s most mature solution, , has been in use since 2011, and has a client base that stretches across the U.S. and Asia PAC.  “If you give people something that is efficient, easy to learn and has built in workflows, they won’t need to find workarounds to using the platform for maximum efficiency. Make it “sticky,” invest heavily in user education and change management with clearly demonstrable savings in time and workload, and brokers won’t feel the need to reinvent the process outside of the system.” ” - Michael Auten, President and Founder

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