Maximizer
Maximizer CRM allows financial advisors to easily grow their book of business relationships. This customer relationship management software is innovative because it conveniently stores client communication history, critical contact information and all related documentation in one centralized location. The Maximizer CRM is the ultimate way for financial advisors to better serve their clients and their individualized needs. The Maximizer CRM uniquely accelerates client engagement unlike any other customer relationship management software that is available today. Overall, it was built to help financial advisors, mortgage & securities brokers, insurance agents and many other kinds of financial service providers with the management of their clients. Moreover, the Maximizer CRM gives financial professionals the ability to expand their book of business contacts while also strictly adhering to complex financial industry rules and regulations. The Maximizer CRM can be tailored to fit unique business needs with a simple and surprisingly affordable monthly service subscription.