Acerca de Maximizer
Maximizer is a customizable CRM solution designed to streamline your workflow with AI-driven insights. Trusted by over 120,000 teams globally, it helps financial services, sales leaders, and Microsoft users optimize performance, automate repetitive tasks, and make data-driven decisions. With features like activity timelines, dynamic pipelines, and seamless integrations, Maximizer adapts to your processes, ensuring you focus on high-impact strategies.
Precios
Página completa de preciosCore
Organizations that need deeper customization, marketing tools, and pipeline monitoring to close more deals.
- Manage Contacts
- Set Tasks and Reminders
- Track Interactions
- Work On The Go Via Mobile
- Work Directly From Outlook
Financial Services
Wealth, insurance, and financial services teams that need a complete view of their business to convert leads and build relationships
- Everything in Core, plus:
- Manage Opportunities On Kanban Boards
- Visualize Sales Pipelines and Funnels
- Build Custom Dashboards
- See Real-Time Reporting and Analytics
- Special Onboarding and Support
Financial Services +
Financial Services + Wealth, insurance, and financial services teams that need AI tools, automated workflows, and accurate client data to improve efficiency.
- Everything in Financial Services, plus:
- Surface Al-Powered Insights
- Access investment and insurance data in one location
- Automate Workflows
- Visualize Family Connections
Enterprise
Custom solutions and advanced professional services for complex financial services organizations.
- Custom Solution Development and Implementation
- Dedicated Professional Services Team
- Custom Data Lake Integrations
- Advanced Consulting and Strategic Guidance
- Enterprise-grade SLA and Support
Business
Small and medium businesses that need complete sales visibility to convert leads and accelerate growth.
- Everything in Core, plus:
- Manage Opportunities On Kanban Boards
- Visualize Sales Pipelines and Funnels
- Build Custom Dashboards
- See Real-Time Reporting and Analytics
- Special Onboarding and Support
Business +
Growing sales teams that need AI-powered tools, automated workflows, and data accuracy to scale operations efficiently.
- Everything in Business, plus:
- Surface Al-Powered Insights
- Automate Workflows
- Deal Coaching
- Personalized Meeting Prep Assistant
On-Premise
Businesses that need the added security, compliance, and precision control of deploying on your own web server.
- Manage Opportunities On Kanban Boards
- Visualize Sales Pipelines and Funnels
- Build Custom Dashboards
- See Real-Time Reporting and Analytics
- Special Onboarding and Support
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