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Maximizer

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About Maximizer

Maximizer a CRM software, primarily created to maximize sales leads and calls. The platform can be used by organizations of all sizes, across industries, such as manufacturing, financial advisors, higher education, consultants, logistics, public sector, financial services, etc.

This CRM solution implements a central lead management with immediate access to all records of a customer, or a prospect. It provides updated customer history, with a cloud-based access, anytime, and anywhere. Insights can be shared with sales, marketing, and customer service, empowering productivity and efficiency increase.

With Maximizer CRM users will generate more leads, improve customer retention, and leverage marketing automation. The software has an intuitive interface, it is easy to deploy and manage. Integrations with most-used business applications are also available and you can boost your productivity on the go with our android and ios compatible apps.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Summary

  • Account and Contact Management

  • Time Management

  • Task Management and Automation

  • Sales Force Automation

  • Sales Forecasting

  • Email Marketing

  • Business Intelligence

  • Create and Manage Quotes and Orders

  • Track Status of Quotes and Orders

  • Powerful Quota-Based Dashboard Indicators

Pricing

Maximizer CRM LIVE (Our Cloud)

$65.00
per user/month
Included in plan:
  • All sales, marketing, and customer service modules.
  • Unlimited custom fields.
  • Outlook, Word, and Excel integration.
  • Pre-built and customizable dashboards & reports.
  • Our cloud or your servers.

Financial Advisors

$75.00
1 user(s) / month
Included in plan:
  • Everything in Maximizer CRM, plus these features:
  • Built by advisors, for advisors.
  • Investment account & insurance policy management.
  • Hundreds of industry-specific fields, including KYC.
  • Consolidated household views.
  • Standard business processes & workflows.

FAQs

    Does this service integrate with any other apps?
  • Some of our integrations include:

    Outlook
    Mailchimp
    Quickbooks
    Microsoft Applications
    Zapier
    Hubspot
    QuoteWerks
    Sharepoint

  • What are some applications this service is commonly used in tandem with?
  • We integrate with commonly used applications like Mailchimp, Quickbooks, Zapier and Outlook.

  • What is this service generally used for?
  • This service is used for customer relationship management.

  • What platforms does this service support?
  • Maximizer offers two deployment options: on-cloud or on-premise.

  • Does this service offer an API?
  • Yes, it offers an API.

  • Does this service offer guides, tutorials and or customer support?
  • Support: User Guide, Webinars, Videos, Community, FAQs, Phone Suport.

  • Who are the main user groups of this service?
  • Main users of Maximizer CRM are financial, insurance and group benefits advisors, as well as wealth managers.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other

Who uses Maximizer
  • Personal
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

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