CRM Professional Services that will help you Grow with Confidence
Professional Services to Maximize Your Experience

Experience
Create flexibility, transparency and efficiency your business needs to constantly improve.

Confidence
Eliminate risk with proven methods, rigorous testing and clear milestones.

Results
Join 77% of happy customers who achieve ROI within the first year and realize your targets.
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“
Maximizer really did a terrific job advising me regarding our requirements. You answered all my questions and concerns professionally. You took the time to really listen and determine what would be the best choice for our company and you were right -- thank you... I will highly recommend Maximizer and your team to my colleagues.
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How we do it
Get the most value from your CRM investment

Strategy workshops
Through structured workshop sessions, we partner with your team to determine a strategy that supports your core values, vision and next goals.
Defined processes
We apply proven tools and methods, and test throughout the build process, to implement a solution that aligns with your original vision and goals.
CRM mentorship
Achieve independence with our ongoing mentorship. From day one, we’ll encourage best practices and demonstrate how you can personalize Maximizer.
Business process analysis
We review your existing business processes, getting to know your organization inside and out, and prioritize where you can improve.
Industry-specific CRM
Get CRM that works like you do -- the first time. With dozens of pre-built templates and an experienced team, we minimize your time to value.
Lifetime support
Your level of service will always align with your needs thanks to regular check-ins from our senior management across your solution’s lifetime.
Smooth and Easy CRM Adoption

Data Migration
Migrate Excel, CSV, SQL databases and many other external data sources.

Implementation
Get Maximizer up and running quickly and cost-effectively.
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“
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.
Administrator”
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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.
Greg H. Financial Advisor at Holliswealth Advisory Services Inc.”
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“
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.
Keenan H. Investment Representative at HollisWealth, Global Wealth Management, Scotiabank”
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“
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!
Dana C.”
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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.
Greg H. Financial Advisor at Holliswealth Advisory Services Inc.”
All-Inclusive CRM Software. One Simple Price.