Focus on relationships and maintain superior client service

As a consultant your clients count on your experience to help them grow their business and invest in your experience and expertise. You instill in them the best practices for engaging, winning and retaining customers. However, keeping a consistent stream of new growth opportunities flowing is your constant challenge…

Our CRM Difference

Why Choose a Purpose-built CRM Solution?

Live, complimentary training webinars

Three Solutions, One Low Monthly Fee

Our highly affordable monthly subscription gives you access to Sales, Marketing and Customer Service solutions, pre‐built reports, technical support, new releases and much more…

Low TCO & fast ROI

Flexible Deployment Options

Our CRM can be deployed in Our Cloud, or Your Cloud to keep your data On‐Premise. Select the best deployment option for your organization today, and move from Our Cloud to Your Cloud and visa‐versa as business requirements change.

API infrastructure

Tailored To Fit

Not only do you get core, pre‐built functionality needed by all financial services firms, Maximizer’s flexible architecture allows the software to be configured to match your unique business processes, workflows and industry requirements.