Maximizer CRM
Trusted, Customizable, Easy-to-Use CRM.
Overview
Maximizer delivers Customer Relationship Management (CRM) software and solutions to effectively manage lead and customer databases while automating sales and marketing processes, optimizing marketing initiatives, and improving customer support. It is a customizable platform that can be adapted to the specific needs of different businesses, with a particular focus on financial services and mortgage brokers.
β¨ Key Features
- Contact and lead management
- Sales force automation
- Marketing automation
- Customer service management
- Customizable dashboards and reporting
- AI-powered insights (IQ Boostβ’)
π― Key Differentiators
- Long-standing presence in the CRM market.
- Flexible deployment options (cloud and on-premise).
- Strong focus on the financial services industry.
Unique Value: Maximizer provides a flexible and customizable CRM solution that can be tailored to the specific needs of different industries, particularly financial services.
π― Use Cases (3)
β Best For
- Client relationship management for financial services
- Sales pipeline management
- Marketing campaign management
π‘ Check With Vendor
Verify these considerations match your specific requirements:
- Businesses looking for a free or very low-cost CRM solution.
π Alternatives
Offers both cloud and on-premise deployment options, which is a key differentiator from many cloud-only CRM providers.
π» Platforms
β Offline Mode Available
π Integrations
π Support Options
- β Email Support
- β Live Chat
- β Phone Support
- β Dedicated Support (NA tier)
π Compliance & Security
π° Pricing
β 30-day free trial
Free tier: NA
π Similar Tools in Mortgage CRM
BNTouch Mortgage CRM
A comprehensive mortgage CRM and marketing automation platform for loan officers and mortgage compan...
Shape CRM
An AI-powered CRM that combines lead management, marketing, and sales automation for various industr...
Pipedrive
A sales-focused CRM designed to help teams visualize pipelines, track deals, and automate repetitive...
Jungo
A mortgage industry-focused CRM built on the Salesforce platform, offering specialized tools for loa...
Whiteboard CRM
A CRM specifically designed for loan officers and mortgage teams, focusing on automation and relatio...
Velocify
A sales acceleration and automation solution from ICE Mortgage Technology, designed to optimize the ...