Maximizer enterprise crm software

Manage leads and deals Empower your sales force to generate more leads and eliminate lost opportunities. Learn How to Close More Deals. Exceed customer expectations Improve service team productivity, keep minor issues from becoming major problems, and resolve support cases faster.

Learn to Raise Support Levels. Start Free Trial. Book A Demo. Perform quick searches on client relationships. And recall favorite searches at a click.

Quickly find a spouse or children — along with their products, like insurance policies or a mutual fund. Maximizer CRM for Financial Advisors comes loaded with tools to keep your practice organized, simplify compliance, and help you prepare for future growth.

Deliver exceptional client service with a CRM solution designed with your entire practice in mind. Keep complete records of every client call with automatic call logging. See who your team contacted, along with call date, time and length at a glance.

Capture call details in notes that are searchable by keyword. Recall specific emails in seconds, individually or by thread, with tight Outlook and Gmail integration. Save emails to client records automatically, and create rules for when and how you save. Automate audit trail creation with a filterable history of changes to address book fields, notes and documents. See who made a change, when it was changed, and the exact changes made. Easily output a report you can hand to an auditor. Shrink your data mountain to a molehill.

With Maximizer CRM, vital client-facing processes become more efficient, and sales, marketing, and support staff become more productive. As a result, companies can successfully acquire new customers and grow their business, while delivering the highest quality service to existing clients.

Designed for individuals, home offices, and small businesses, the Contact Manager edition of Maximizer CRM provides comprehensive contact and opportunity management capabilities, as well as e-commerce support and in-depth reporting.

The Enterprise edition of Maximizer CRM is built to address the needs of small and mid-sized businesses, or separately operated divisions of larger global enterprises. It delivers a powerful feature set that spans key customer-facing functions, including contact and account management, lead and opportunity management, sales force automation, marketing automation, customer service and support case management, e-commerce, and partner relationship management.

Building a deeper understanding of every client helps you anticipate and respond to their unique needs — all within a software application that can be accessed anywhere, anytime via desktop, mobile and tablet.

Introduced successfully, CRM software can motivate users, improve processes and decision making across your organization. A cloud CRM solution describes the deployment option where the software is accessed via a secure URL link on the web known as the cloud. This deployment option enables you to host your CRM database on your own servers, with a partner or with an existing cloud provider.