Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by effectively managing clients and streamlining complex operations. Maximizer CRM is easy to securely deploy and inexpensive to maintain, yet powerful enough to meet the specific needs of financial services professionals.
"With Maximizer CRM, we now have a centralized database of all of our project bids, drawings and purchase orders plus our management team can easily forecast man power trending and monitor our satellite offices by utilizing Maximizer’s dashboards."
"Given my previous experience with ACT! And GoldMine for over 10 years at other companies, I knew our company would require a faster and more effective contact management system. Maximizer went above and beyond as it contributed to a 20% year over year sales growth."
“In terms of the system, it is absolutely brilliant. Using Maximizer the way we do allows us to keep information up to date, report accurate data and most importantly store all the information we need in one place so we can focus on supporting students. In terms of the people and customer service at ProAptivity, it is spot on and exactly what customers expect: reliable, efficient and always keen to help us.”
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