Latest News
How Modern Insurance Brokers Are Rethinking Client Retention
Smart insurance brokers know that retention isn’t a renewal tactic, it’s a relationship strategy. Explore practical ways to keep clients engaged, loyal, and referring for years.
Advisors vs. Algorithms: Why Human Advice Still Wins
Robo-advisors may be quick and cheap, but they can’t replace the nuance, trust, or longevity of human financial advice—especially when that advice is tracked and documented.
Top 5 Best CRM for Mortgage Brokers & Professionals In 2025
Summary of the best CRM for mortgage brokers & professionals Maximizer’s 2025 guide explores the best CRM software options for mortgage brokers and professionals, highlighting how purpose-built...
Activity-based selling in financial services: The secret weapon for consistent growth
Activity-based selling is a methodology that prioritizes actions over outcomes. Instead of focusing solely on revenue, advisors and teams track leading indicators—calls made, meetings scheduled,...
CRM Insights
View All
How Modern Insurance Brokers Are Rethinking Client Retention
Smart insurance brokers know that retention isn’t a renewal tactic, it’s a relationship strategy. Explore practical ways to keep clients engaged, loyal, and referring for years.
Activity-based selling in financial services: The secret weapon for consistent growth
Activity-based selling is a methodology that prioritizes actions over outcomes. Instead of focusing solely on revenue, advisors and teams track leading indicators—calls made, meetings scheduled,...
CRM Reporting: What Is a CRM Report and How It Drives Insights
Summary of CRM reporting CRM reporting transforms raw customer and sales data into actionable insights that guide business strategy and performance. With customizable dashboards, automated...
Sales Leadership
View All
Top 5 Best CRM for Mortgage Brokers & Professionals In 2025
Summary of the best CRM for mortgage brokers & professionals Maximizer’s 2025 guide explores the best CRM software options for mortgage brokers and professionals, highlighting how purpose-built...
![Maximizer CRM vs Salesforce CRM | CRM Software Comparison [2025]](https://www.maximizer.com/wp-content/uploads/2025/06/Maximizer-CRM-vs-Salesforce-1080x675.jpg)
Maximizer CRM vs Salesforce CRM | CRM Software Comparison [2025]
When it comes to choosing the right CRM system for your organization, the decision often comes down to Maximizer CRM vs Salesforce CRM—two platforms built to streamline client management, automate...
Guide for Choosing the Right CRM in Real Estate to Manage Clients Efficiently
Summary of CRM in real estate CRM in real estate has become essential for agents and brokerages to manage leads, listings, and client relationships in an increasingly competitive market. From lead...
AI Innovation
View All
CRM Powered Sales Forecasting: Say Goodbye to Gut Feel
Gut instinct has long been the sales rep’s compass. But when you’re managing dozens of opportunities, juggling follow-ups, and trying to hit a number, instincts can betray you. Forecasting should...
AI Won’t Replace Salespeople – But It Will Make You Unstoppable
Improve your sales workflow with AI’s insights and automation, without sacrificing the human interaction at the heart of selling.
The Future of Sales: How AI-Driven Leading Indicators Change the Game
AI-powered leading indicators give sales leaders real-time visibility to manage momentum, spot risk early, and drive performance before results slip.
Product Releases
View All
Financial advisors can streamline document workflows with Maximizer’s Docusign integration
Streamline your contract lifecycle with Maximizer’s Docusign integration. Focus on selling, not paperwork, as you centralize data and eliminate redundancies.
Automate Your Sales Process with Maximizer and Zapier
If Zapier supports your application, you can connect it to Maximizer and keep your CRM as the central repository for your customer data – the way it should be.
Get More Out of Your Meetings by Integrating Maximizer and Calendly
Maximizer’s CRM integration with Calendly streamlines meeting scheduling for sales teams, saving time and enabling efficient relationship-building and sales efforts.
Industry Trends
View All
Advisors vs. Algorithms: Why Human Advice Still Wins
Robo-advisors may be quick and cheap, but they can’t replace the nuance, trust, or longevity of human financial advice—especially when that advice is tracked and documented.
The Three Pillars of Modern Client Trust: Advice, Access & Audit Trails
In a time when referrals start on LinkedIn and clients fact-check advice with a tap of their screen, trust in financial services is no longer built solely in person. Today, it's sustained...
From Factory Floor to Sales Success: Managing complex sales cycles with CRM
Navigate long and complex sales cycles using CRM. AI-powered insights, email and calendar management, collaborative tools, and task management.