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.
"Turnover is an expensive part of doing business. Having Maximizer Enterprise allows new sales reps to become more productive in much less time. It also allows structured training that can be repackaged and delivered to new offices or new team members. It also makes our sales team more accountable for how they spend their time."
"As a not-for-profit organization operating in the tightly-regulated legal services field, both client relationships and the ongoing relationships we have with our donors are absolutely vital. Maximizer Enterprise solves so many of the problems we have in raising funds and keeping track of our legal clients that we literally couldn't attain our vision for stakeholder service without the system."
“Maximizer is a cornerstone of our operations. Access to accurate information on our complex sales cycles means we have the insights to drive the business forward.”
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