Maximizer CRM

Maximizer CRM

Maximizer Software
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About

Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.

About

Maximizer CRM Software comes fully loaded with features, for Powerful Client Management! Modules for Sales Management, Marketing Automation and Customer Service, as well as third-party integrations and mobile CRM are included in your monthly subscription. Maximizer is the only CRM available that offers both a Cloud CRM Solution, as well as a self-hosted, On-Premise CRM option. Decide which option is best for your needs. You owe it to yourself, and your customers, to discover just how easy Maximizer CRM is to use! Maximizer CRM Wealth Manager is an integrated customer relationship management solution ideal for organizations of all sizes. Maximizer CRM is deployable both in the cloud and on-premise. Maximizer CRM features include marketing automation, sales management, customer service and support, and business productivity tools. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Maximizer CRM's business intelligence tools feature customizable dashboards.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial advisors

Audience

Companies that need a powerful CRM system

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$60/month
Free Version
Free Trial

Pricing

$29.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

LeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/

Company Information

Maximizer Software
Founded: 1987
Canada
www.maximizer.com

Alternatives

Alternatives

SAM Service Manager

SAM Service Manager

SAM Software Solutions
HubSpot CRM

HubSpot CRM

HubSpot
Freshsales

Freshsales

Freshworks

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Axis LMS
Bing Maps
CANDDi
Codeless Platforms BPA Platform
Gmail
Google Drive
HubSpot CRM
IPFingerprint
Insider One
Mailchimp
Microsoft Excel
Microsoft OneDrive
Motileo
QuickBooks Online
QuickBooks Online Advanced
QuoteWerks
SurveyMonkey
Wufoo
Zapier

Integrations

Axis LMS
Bing Maps
CANDDi
Codeless Platforms BPA Platform
Gmail
Google Drive
HubSpot CRM
IPFingerprint
Insider One
Mailchimp
Microsoft Excel
Microsoft OneDrive
Motileo
QuickBooks Online
QuickBooks Online Advanced
QuoteWerks
SurveyMonkey
Wufoo
Zapier
Claim LeadCenter.AI and update features and information
Claim LeadCenter.AI and update features and information
Claim Maximizer CRM and update features and information
Claim Maximizer CRM and update features and information