MAXIMIZER

Power up sales performance with AI-driven insights and customizable client management tools that transform customer relationships. 

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MAXIMIZER Product Overview

Maximizer CRM delivers specialized solutions for sales teams and financial advisors, combining comprehensive client management capabilities with AI-powered analytics and customizable reporting tools. The platform integrates seamlessly with Microsoft 365, offering mobile access and real-time tracking of client interactions, ensuring teams stay connected and informed across all touchpoints. Advanced customization options and industry-specific features help businesses maintain compliance, track performance metrics, and develop stronger client relationships without requiring technical expertise.

🪙 Pricing Information for MAXIMIZER

Base Plan: $65/user/month (min. 3 users). Sales Leader Plan: $79/user/month (min. 5 users). Financial Advisors Plan: $79/user/month (min. 3 users). On-Premise Plan: Custom pricing. All plans billed annually.

  • Pricing Information for MAXIMIZER

    Base Plan: $65/user/month (min. 3 users). Sales Leader Plan: $79/user/month (min. 5 users). Financial Advisors Plan: $79/user/month (min. 3 users). On-Premise Plan: Custom pricing. All plans billed annually.

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