Maximizer CRM

Customizable CRM for customer relationships, sales activities, pipelines and financial services teams.

maximizer.com

Overview

Maximizer organizes customer contacts, leads and dynamic sales pipelines. Activity timelines combine calls, emails, appointments and notes, while email and calendar synchronization connects daily work. Specialized financial services options connect back-office records and advisor workflows. AI assistance provides summaries and action insights.
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Vendor · Maximizer

Website Url
maximizer.com

Features

Customer Relationship Management

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Interaction Tracking

Partial support
What you can do
  • Track calls, emails, appointments and notes.

Lead Management

Partial support
What you can do
  • Keep leads distinct from active sales deals.

Sales Pipeline Management

Partial support
What you can do
  • Configure sales pipeline processes.

Contact Management

Partial support
What you can do
  • Maintain customer and prospect records.

Pricing

Business

USD 79 / user / month

Business+

USD 89 / user / month

Enterprise

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On Premise

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