AI TOOL PROFILE
Maximizer CRM: Sales and Financial Services Management
- Sales
- CRM
- Sales leaders
- Financial advisors
- Wealth management firms
- Insurance advisors
- Credit unions
- Microsoft 365 users
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.
At a glance
- Best for
- Sales leaders, Financial advisors, Wealth management firms, Insurance advisors, Credit unions
- 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
- Visit Maximizer official website
How AI is used
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
Pipeline Management
Supports visualizing sales funnels and managing opportunities using Kanban boards.
AI-Powered Insights
Analyzes data to surface recommendations for next actions and provide summaries of client interactions.
Microsoft 365 Integration
Supports syncing emails and calendar appointments between Outlook and the CRM.
Reporting and Analytics
Provides customizable dashboards and pre-built reports to monitor team performance and revenue targets.
Lead and Contact Management
Supports separating leads from deals and customizing fields to fit specific market needs.
Activity Tracking
Logs calls, meetings, and follow-ups to maintain a record of client interactions.
Use Cases
Financial Advisory Management
Tracking assets under management (AUM), household data, and monitoring KYC reviews and renewals.
Sales Pipeline Monitoring
Using Kanban boards and funnels to track the progress of opportunities from lead capture to closing.
Team Performance Coaching
Monitoring advisor or sales rep activity against set targets via dashboards.
Client Relationship Retention
Tracking life events and milestones to support timely recommendations and follow-ups.
Integrations
- Microsoft Outlook
- Microsoft Teams
- Microsoft OneDrive
- Microsoft SharePoint
- Microsoft Word
- Zapier
- QuickBooks Online
- Mailchimp
- DocuSign
- Slack
- Zoom
FAQ
Who is Maximizer designed for?
- It is designed for sales leaders and financial professionals, including wealth advisors, insurance advisors, and credit unions.
Does Maximizer integrate with Microsoft 365?
- Yes, Maximizer supports integration with Microsoft Outlook, Teams, OneDrive, and SharePoint.
What is the starting price for Maximizer?
- The Core plan starts at $65 USD per user per month.
Are AI features available on all plans?
- No, AI-powered insights are available on the Plus tiers, such as Business+ and Financial Services+.
Source category: Sales
Source subcategory: CRM
More tools in Sales
Other published listings in the Sales category.
More tools in the CRM software type
Related listings that share the same software type for comparison and shortlisting.
