CRM for Financial Services

With over one million users, including thousands of financial services firms and professionals, Maximizer CRM will help you manage your time, clients, and sales. Designed for client-oriented environments like financial services, Maximizer CRM enables you to manage your time and client information so you can provide your clients with the high-quality personalized service they've come to expect. It's so easy yet powerful - you'll see why top financial professionals prefer Maximizer CRM.

For Financial Professionals, Maximizer CRM features:

• Financial Template: With the template, use pre-set fields such as "Estimated Net Worth" or "Investment Types" to help you track important client profile information.
• Client Management: Manage your clients more effectively by storing all your contacts and tracking all communications including faxes, emails and phone calls.
• Action Planner: Plan a series of tasks and appointments in one action and use the templates to manage sales activities or lead follow-up processes.
• Dependent Tasks: Ensure processes are followed and consistent customer experiences are delivered with Dependent Tasksⁱ.
• Time Management: Manage your time more effectively and ensure nothing slips through the cracks - even have your assistant book appointments for you.
• Synchronization with handheld PDAs: Synchronize your schedule and contact information between Maximizer and your handheld device, including your BlackBerry.
• Communications, Microsoft Office & Outlook Integration: Personalize letters in Microsoft Word with merge fields. Synchronize your contacts and calendars back and forth between Maximizer & Outlook.
• Document Management: Organize documents like annual reports and contracts and get easy access from a centralized location.
• Reporting with Crystal Reports^®: Simplify your information with real-time, easy to-read reports with graphics.
• Out-of-the-Box Networking: Network with colleagues or assistants and instantly share client information and appointment schedules from one centralized location.

i. Dependent Tasks only available in Group and Enterprise Editions.

View some of the powerful features in Maximizer CRM that will enable you to build satisfied, loyal client relationships, resulting in longterm book value and success:

Gain instant visual snapshots of critical metrics and client profiles with wizard-driven dashboards.		Deliver exceptional client service and stay on track by leveraging Action Plans consistently across your team.		Enhance your level of communication with personalized HTML email messages and templates.
View complete client profiles by integrating with data from external financial systems.		Stay focused on your priority items and client information with Conditional Color Highlighting.		Obtain current results when figures in multiple fields are updated using Formula User-Defined Fields.
Focus on key client information and maximize your time by creating Important Notes.		Keep track of overall progress over the next week, month or year with Rolling Date Searches.

CRM for Real Estate

With over one million users, including thousands of real estate professionals, Maximizer will help you maximize your time, clients, and sales. Designed for competitive and fast-paced environments like real estate, Maximizer CRM enables you to track prospects, clients and property listings so you are the first agent they remember. It's so easy yet powerful - you'll see why top realtors prefer Maximizer.

For real-estate professionals, Maximizer CRM features:

• Real Estate Template: Get up and running quickly with built-in document templates like "Seller Home Preparation Checklist" and "Buyer Loan Process Overview".
• Track Buyers and Sellers: Store all buyers and sellers' contact information in Maximizer CRM, along with home inspectors, mortgage brokers, escrow companies and more. Use pre-set fields such as "Property Type" or "MLS Original List Price" to help you track important buyer and seller information. Link buyers and sellers to track relationships.
• Action Planner: Plan a series of tasks and appointments in one action or use one of the templates like "Listing property for seller" or "Prospecting" to manage your day-to-day processes.
• Dependent Tasks: Ensure processes are followed and consistent customer experiences are delivered with Dependent Tasksⁱ.
• Time Management: Manage your time more effectively and ensure nothing slips through the cracks - even have your assistant book appointments for you.
• Synchronization with handheld PDAs: Synchronize your schedule and contact information between Maximizer CRM and your handheld device, including your BlackBerry^®.
• Communications, Microsoft Office & Outlook Integration: Personalize letters in Microsoft Word with merge fields. Synchronize your contacts, calendars and tasks back and forth between Maximizer & Outlook.
• Document Management: Create an electronic portfolio of all your property listings, photos, flyers, and other documents in one central location.
• Web & eCommerce: Expand your client base by creating web forms to capture prospect information, and build a professional-looking website.
• Reporting with Crystal Reports^®: Simplify your information with real-time, easy to-read reports with graphics.

CRM for Manufacturing*

With over one million users, including thousands of manufacturing professionals, Maximizer^® CRM is the key to customer loyalty and growth. Designed for competitive and fast-paced environments like manufacturing, Maximizer CRM enables you to accurately forecast demand, manage projects, optimize processes and provide superior customer service so you can anticipate needs and respond quickly. Maximizer is richly featured and easy to deploy, use and maintain.

Why do top manufacturing professionals use Maximizer CRM?

• Real-time Visibility into Your Business: With wizard-driven dashboards you have access to quantifiable insights to make critical business decisions and adjust tactics accordingly.
• A 360° View of Customers: Manage your clients more effectively by consolidating all customer information – including buying preferences and purchase history – and communication into one holistic view.
• Effective Collaboration: Optimize cash flow, the supply chain, production and labor schedule by collaborating with everyone across your organization. Whether that is a sales person closing a deal, an engineer contributing to an RFP, draftsperson doing drawings or shippers providing complex shipping estimates.
• Action Planner: Plan a series of tasks and appointments in one action and use the templates to manage sales activities or lead follow-up processes.
• Dependent Tasks: Ensure processes are followed and consistent customer experiences are delivered with Dependent Tasks.
• Information on Demand: Whether working in the office, from home, remote offices, or on the road, Maximizer CRM All Access enables your team access to complete up-to-date information, anytime, anywhere.
• Integrate with back-end applications: Synchronize data from ERP, accounting, production, inventory, and shipping systems in real time or at regularly scheduled intervals, such as nightly or weekly.
• Document Management: Organize documents like proposals, drawings, process instructions and quality control reports and get easy access from a centralized location.
• Ease of Use: Simple to use list based views, with customizable column setups and reports. Easily configurable solution with the ability to expand with the growth and needs of your organization.