CRM Marketing Automation Software

Drive effective lead generation and improve the customer experience with powerful marketing software. Maximizer lets you manage all your prospect interactions on a single platform. Create automated campaigns, and track your results and return on investment with our ROI calculator.

Engage customers with email marketing

Inspire with automated emails you can personalize to each recipient.

Email marketing

Boost conversions with smarter email. Whether you want to send a promotion to a precisely targeted list or automate a multi-phase drip campaign — Maximizer does it all. Track click-through and conversion. Effortlessly manage opt-in, opt-out and unsubscribes.

MailChimp Integration

Align your contacts and get visibility into your marketing campaign statistics, including successful deliveries, opens, clicks and bounces. Sync Maximizer with MailChimp in almost no time using our pre-built integration.

Email templates

Elevate the professionalism of your communications and save time with branded email templates for simple announcements or campaigns. Include signatures and custom fields, and insert headers and footers to reinforce your corporate story.

Track & optimize campaigns

Identify your best leads and track engagement anytime, anywhere.

Campaign management

Ensure consistent execution with automated campaign management. Track customer behavior with analytics. Flag unassigned leads and opportunities using notifications. And activate automated follow-ups on emails or events.

Alerts & notifications

Stay on top of important events and what your team is doing. Trigger notifications on data capture fields. Know the moment you land a big opportunity — or when a VIP service case gets escalated. Never forget a birthday, anniversary or policy expiration date.

Get campaign results while on the go

Bring your campaigns wherever you go using a feature-rich mobile app. Manage calendars, prepare for meetings — get a graphical dashboard view of chosen metrics — and much more, in the palm of your hand.

Make your team smarter

Generate fresh marketing insights to optimize your lead generation.

Segment your market

Shrink your data mountain to molehill with wide-ranging search criteria & filters built for sales, marketing, service and support. And you can save favorite searches for quick recall later.

Get the full picture, from acquisition to retention

Dirty data is a real headache for forecasting and reports — forcing you to check entries by hand. Thankfully, Maximizer simplifies data management. Check for duplicate entries at a click and specify mandatory fields, for accurate reports every time.

Analyze data using Excel templates

Effortlessly shift CRM data into a file format you’re more comfortable with, while keeping everything secure. Export to Excel at a click for reports, quoting, record-keeping and sharing. Block unauthorized extraction with role-based security privileges.

Improve marketer productivity

Pull off amazing campaigns with everything you need in easy reach.

Manage your outreach activities

Store all your contacts, notes and key documents in one place and never waste time hunting down a record again. Perform quick searches by company affiliation while on the phone, and recall favorite searches at a click.

Web forms

Put your lead capture on auto-pilot using a powerful “web-to-lead” form builder. Without any coding, you can generate an html form and embed it in any website, and have new contacts automatically recorded in your CRM.

Document library

Eliminate time spent retrieving and sending collateral. Keep every piece of campaign material clearly organized inside your CRM library, and send documents to a contact straight from within the interface.

Based on campaigns that we do through Maximizer CRM and the ability to better segment our lists and track what is working, we are getting more bang for our marketing buck.

TROY WRUCKDirector of Sales and Marketing, Profit Systems

Get organized, improve visibility, and grow sales

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