Audience

Companies that need a powerful CRM system

About Maximizer CRM

Maximizer CRM Software comes fully loaded with features, for Powerful Client Management! Modules for Sales Management, Marketing Automation and Customer Service, as well as third-party integrations and mobile CRM are included in your monthly subscription. Maximizer is the only CRM available that offers both a Cloud CRM Solution, as well as a self-hosted, On-Premise CRM option. Decide which option is best for your needs. You owe it to yourself, and your customers, to discover just how easy Maximizer CRM is to use!

Maximizer CRM Wealth Manager is an integrated customer relationship management solution ideal for organizations of all sizes. Maximizer CRM is deployable both in the cloud and on-premise. Maximizer CRM features include marketing automation, sales management, customer service and support, and business productivity tools. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Maximizer CRM's business intelligence tools feature customizable dashboards.

Pricing

Starting Price:
$29.00/month/user
Pricing Details:
Small Office: $29/User
For the small office with one person keeping track of it all.

Business Plus: $49/User
For small teams to maximize efficiency & productivity to drive revenue growth.

Insights: $89/User
Complete business oversight to unleash your team’s full potential.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Maximizer Software
Founded: 1987
Canada
www.maximizer.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
On-Premises
Training
Live Online
Webinars
In Person
Support
Phone Support
Online

Maximizer CRM Frequently Asked Questions

Q: What kinds of users and organization types does Maximizer CRM work with?
Q: What languages does Maximizer CRM support in their product?
Q: What kind of support options does Maximizer CRM offer?
Q: What other applications or services does Maximizer CRM integrate with?
Q: Does Maximizer CRM have a mobile app?
Q: What type of training does Maximizer CRM provide?
Q: Does Maximizer CRM offer a free trial?
Q: How much does Maximizer CRM cost?

Maximizer CRM Product Features

CRM

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Marketing Automation Integration Supported
Mobile Access Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported
Lead Scoring Not Supported
Quotes / Proposals Not Supported

Contact Management

Appointment Management Not Supported
Contact History Not Supported
Contact Import/Export Not Supported
Email Marketing Not Supported
Lead Management Not Supported
Group Management Not Supported
Search / Filter Not Supported
Customer Pipeline Not Supported
Activity Management Not Supported
Prospecting Tools Not Supported
Shared Contacts Not Supported
Sales Pipeline Management Not Supported
Contact Database Not Supported
Segmentation Not Supported
Interaction Tracking Not Supported
Social Media Integration Not Supported

Email Marketing

Auto-Responders Not Supported
Template Management Not Supported
Mailing List Management Not Supported
WYSIWYG Email Editor Not Supported
Subscriber Management Not Supported
Image Library Not Supported
A/B Testing Not Supported
CAN SPAM Compliance Not Supported
Drip Campaigns Not Supported
Event Triggered Email Not Supported
Mobile Optimized Emails Not Supported
Customer Surveys Not Supported
Reporting/Analytics Not Supported
Dynamic Content Not Supported
Landing Pages/Web Forms Not Supported
Artificial Intelligence Not Supported

Financial CRM

Account Alerts Supported
Asset Management Supported
Household Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Expense Tracking Not Supported
Influence Tracking Not Supported
Territory Management Not Supported

Sales Intelligence

Data Enrichment Not Supported
Data Verification Not Supported
List Building Not Supported
Data Cleaning Not Supported
Reporting/Analytics Not Supported
Pipeline Management Not Supported
Email Integration Not Supported
Lead Scoring Not Supported
Data Import/Export Not Supported
Data Mining Not Supported
CRM Integration Not Supported
Sales Forecasting Not Supported
Predictive Modeling/Analytics Not Supported
Performance Management Not Supported
Prospecting Tools Not Supported

Sales Tracking

Activity Dashboard Not Supported
Alerts / Notifications Not Supported
Appointment Scheduling Not Supported
Call Logging Not Supported
Comments / Notes Not Supported
Custom Reports Not Supported
Document Management Not Supported
Email Templates Not Supported
Interaction Tracking Not Supported
Lead Management Not Supported
Lead Scoring Not Supported
Reporting / Analytics Not Supported
Pipeline Management Not Supported
Task Management Not Supported

Maximizer CRM Additional Categories