Maximizer is such a robust system. The financial planner version with all the templates is fantastic. As well as the ability to create our own UDF, templates, instead of our old system relying on someone to create them for us.

All client contact and information is in one place and easily accesable. Actions plans can be setup for regular tasks. E-mail templates make regular client contact easy. I can add UDF's to keep track of, and sort any information I choose.

Maximizer's best quality is its Action Plans — simple to set up while powerful to use. Action Plans can generate yearly tasks, calls and meetings which make streamlining a client service business very easy.

Maximizer is pretty easy to use. We've been able to customize it quite easily for our needs. It's nice to have a standard format and location for all client-related documents. The Action Plans have proved invaluable to me!

All client contact and information is in one place and easily accesable. Actions plans can be setup for regular tasks. E-mail templates make regular client contact easy. I can add UDF's to keep track of, and sort any information I choose.