Focus on relationships and maintain superior client service
Our CRM Difference
Why Choose a Purpose-built CRM Solution?
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…
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.
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.