CRM REPORTING AND ANALYTICS

Advanced Reporting and Analytics

Transform your data into actionable insights. Powerful tools designed for Sales VPs help you make data-driven decisions, optimize team performance, and focus on strategic growth.

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Trusted by 120,000 teams worldwide

Unleash the power of your data

Maximizer’s powerful CRM reporting and analytics dashboards enable you to uncover trends, track performance, and identify opportunities, ensuring you’re always one step ahead.

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Master your data with Maximizer

Maximizer addresses common challenges with innovative solutions designed to enhance your sales pipeline management.

Accurate data management

Challenge #1

Managing and maintaining accurate CRM data is a constant challenge, leading to wasted time and resources.

Solution #1

Maximizer’s collaborative workspace ensures business data is always accurate and up to date, reducing wasted time and resources.

Informed decision making

Challenge #2

Making the best decisions is difficult when dealing with inconsistent data and a lack of actionable insights.

Solution #2

Leverage consistent, actionable insights to make decisions that drive your sales strategy forward.

Efficiency and productivity

Challenge #3

Manual data handling and reporting consume time better spent on strategic leadership -- slowing decision-making and hampering responsiveness.

Solution #3

Leverage automated tools to simplify data management and reporting, freeing up your time for high-impact decisions and improving your ability to lead dynamically.

Lead with data-driven insights

Fuel succession planning and boost your advisory practice value with CRM cover

Comprehensive dashboards

Customizable dashboards provide a complete view of your sales performance to make better decisions

Data analytics

Deep dive into your data with advanced analytics tools to uncover hidden opportunities

Real-time reporting

Get timely reports to enable team agility and let you lead your team to keep momentum up.

Predictive insights

Harness the power of AI to predict trends and make proactive decisions.

Companies choose to partner with Maximizer

“I find Maximizer very easy to use. A very complete and simple view of all client data and notes inputted. The integration into Outlook is quick and easy for saving email transactions.”

Megan Wenckowski,

Financial Advisor and Investment Representative

“Our company likes the ability to add or remove many of the fields so that we can better customize the design to suit our needs. We are a very niche market so this is important.”

Catherine Whitfield,

Operations Manager

“Maximizer has made communication and record keeping so easy. It allows us to keep track of multiple employees in the firm to make appointment setting very simple. “

Rita Koch,

Executive Assistant

Case studies

Best in class CRM software

Over 35 years of delivering exceptional results.

Learn why people love Maximizer

What HNW Clients Expect from Their Advisors and Brokers in 2025

Better informed, better decisions

Transform your sales strategy with data-driven insights from Maximizer’s advanced CRM reporting and analytics tools.