Live Training Webinars

The Basics (Complimentary)

Learn how easy it is to use the core features of Maximizer CRM. Our instructor will show you how to create contacts, enter data, search and track communication with contacts.

Every Monday (space is limited)
Maximizer CRM Live – Register Now
Maximizer CRM Wealth Manager – Register Now

Intermediate (Complimentary)

Our training instructor will show you how to expand your data structure and use hotlists, create sales opportunities and support cases (or accounts and client service plans for the Wealth Manager edition).

Every Tuesday (space is limited)
Maximizer CRM Live – Register Now
Maximizer CRM Wealth Manager – Register Now

Advanced (Complimentary)

Learn how to create dashboards, email templates, action plans, and progress reports. Our instructor also covers how to access your CRM data on your mobile device.

Every Wednesday (space is limited)
Maximizer CRM Live – Register Now
Maximizer CRM Wealth Manager – Register Now

Accelerate your team’s adoption and productivity

Customized training packages

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