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Maximizer CRM

Customizable CRM used by financial services and sales professionals to manage client relationships.

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Overview

Maximizer is a Canadian CRM platform serving financial services and sales professionals, with a focus on fast deployment, customization, and everyday usability. It helps advisors and client-facing teams manage relationships, track activity, and report on their books of business.

The platform offers relationship management, customization, and reporting and analytics, supporting institutions that need a configurable CRM for client-facing teams.

Key Features

  • + Configurable CRM for financial services
  • + Relationship and contact management
  • + Activity and pipeline tracking
  • + Reporting and analytics
  • + Fast deployment and customization
  • + Tools for advisors and client-facing teams

Integrations

Open APIREST API
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