Maximizer CRM: Sales and Financial Services Management
Maximizer helps sales leaders and financial services professionals manage client relationships and track performance. It is designed for teams that use Microsoft 365 and require customizable sales workflows.
At a glance
- Category
- Sales
- Best for
- Sales leaders, Financial advisors, Wealth management firms, Insurance advisors, Credit unions
- Pricing
- Pricing starts at $65 USD per user per month for the Core plan. Other tiers, such as Business and Financial Services, range from $79 to $89 USD per user per month.
- Key use cases
- Financial Advisory Management, Sales Pipeline Monitoring, Team Performance Coaching, Client Relationship Retention
- Integrations
- Microsoft Outlook, Microsoft Teams, Microsoft OneDrive, Microsoft SharePoint, Microsoft Word
- Official website
- maximizer.com
Maximizer is a customer relationship management (CRM) platform designed for sales leaders and financial services professionals, such as wealth advisors, credit unions, and insurance advisors. The software focuses on providing visibility into the sales pipeline and tracking team activity to support customer retention.
The platform includes tools for lead management, activity tracking, and reporting. It supports integration with Microsoft 365, which allows users to manage emails and calendars from their inbox. A mobile app is also available for accessing data while on the go.
Buyers should confirm which plan fits their needs, as AI-powered insights and automated workflows are available in the Business+ and Financial Services+ tiers. The software offers Canadian data center hosting and on-premise deployment options for organizations with specific data residency requirements.
Key Features
Supports visualizing sales funnels and managing opportunities using Kanban boards.
Analyzes data to surface recommendations for next actions and provide summaries of client interactions.
Supports syncing emails and calendar appointments between Outlook and the CRM.
Provides customizable dashboards and pre-built reports to monitor team performance and revenue targets.
Supports separating leads from deals and customizing fields to fit specific market needs.
Logs calls, meetings, and follow-ups to maintain a record of client interactions.
Use Cases
Tracking assets under management (AUM), household data, and monitoring KYC reviews and renewals.
Using Kanban boards and funnels to track the progress of opportunities from lead capture to closing.
Monitoring advisor or sales rep activity against set targets via dashboards.
Tracking life events and milestones to support timely recommendations and follow-ups.
Best For
Integrations
Pricing
Pricing starts at $65 USD per user per month for the Core plan. Other tiers, such as Business and Financial Services, range from $79 to $89 USD per user per month.
FAQ
It is designed for sales leaders and financial professionals, including wealth advisors, insurance advisors, and credit unions.
Yes, Maximizer supports integration with Microsoft Outlook, Teams, OneDrive, and SharePoint.
The Core plan starts at $65 USD per user per month.
No, AI-powered insights are available on the Plus tiers, such as Business+ and Financial Services+.
Source category: Sales
Source subcategory: CRM
