Banking & Lending › Channel & Digital Banking › CRM for Banking

Maximizer CRM

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

Own Maximizer CRM? Upgrade to an Enhanced Listing — edit every detail and route buyer inquiries straight to you.

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

See something inaccurate or out of date? Let our editorial team know.