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Maximizer CRM

Trusted, Customizable, Easy-to-Use CRM.

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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.

✨ Key Features

  • Contact and lead management
  • Sales force automation
  • Marketing automation
  • Customer service management
  • Customizable dashboards and reporting
  • AI-powered insights (IQ Boostβ„’)

🎯 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.

🎯 Use Cases (3)

CRM for financial advisors and mortgage brokers Sales and marketing automation for small to medium-sized businesses Customer service and support management

βœ… Best For

  • Client relationship management for financial services
  • Sales pipeline management
  • Marketing campaign management

πŸ’‘ Check With Vendor

Verify these considerations match your specific requirements:

  • Businesses looking for a free or very low-cost CRM solution.

πŸ† Alternatives

Salesforce Act! Zoho CRM

Offers both cloud and on-premise deployment options, which is a key differentiator from many cloud-only CRM providers.

πŸ’» Platforms

Web Desktop (Windows) iOS Android API

βœ… Offline Mode Available

πŸ”Œ Integrations

Microsoft Outlook Microsoft Exchange Microsoft Office Mailchimp Zapier

πŸ›Ÿ Support Options

  • βœ“ Email Support
  • βœ“ Live Chat
  • βœ“ Phone Support
  • βœ“ Dedicated Support (NA tier)

πŸ”’ Compliance & Security

βœ“ GDPR βœ“ SSO βœ“ GDPR

πŸ’° Pricing

$49.00/mo

βœ“ 30-day free trial

Free tier: NA

Visit Maximizer CRM Website β†’