CRM MOBILE APP

Maximizer Works Where You Work

Stay connected and manage your business on the go with the Maximizer mobile app. Access your mobile CRM anywhere, anytime, using our feature-rich mobile apps for Android and iOS.

Trusted by 120,000 teams worldwide

Stay productive anywhere

Manage your schedule, update your pipeline, and connect with customers no matter where you are. Stay productive and in control, even when you’re away from your desk.

Overcome challenges of mobile sales teams

Designed to solve these common issues, the Maximizer mobile app provides you with the tools you need to stay efficient and connected.

Remote access

Challenge #1

Sales teams find it difficult to update client details and manage pipeline away from the office.

Solution #1

Access your CRM data anytime, anywhere. Update client information, manage your pipeline, and stay on top of your tasks from your mobile device.

Centralized calendar

Challenge #2

Without a centralized calendar, managing appointments and meetings can become chaotic, leading to missed opportunities and inefficiencies.

Solution #2

Keep your schedule organized with a built-in calendar. Set timely notifications, schedule meetings, and create video calls all in one place.

Collaboration and communication

Challenge #3

Inconsistent communication tools can lead to misunderstandings and a lack of coordination among team members, impacting overall performance.

Solution #3

Equip your team with full remote access to Maximizer. Easily search for client contacts, send emails, and make phone calls with a simple touch.

Benefits of mobile CRM

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

Pipeline visibility

Track your pipeline, access important contact information, and manage your opportunities on the go.

Quick updates

Type in your notes after a meeting or call, and quickly add action items to capture key information.

Comprehensive access

Equip your team with full remote access to Maximizer, keeping everyone on the same page.

Integrated calendar

Stay up to date with your appointments and meetings, set notifications, and manage video calls from one place.

Companies choose to partner with Maximizer

“It’s a versatile CRM that has proven to be multifunctional for our company. We would be lost without Maximizer!”

Angie Merrell,

Vice President of Risk Management

“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 Wenkowski,

Financial Advisor and Investment Representative

“Probably the best customer service of any IT company on the planet. However, it’s very rare that we need them due to the quality of the product.”

Scott Fry,

Managing Director

Case studies

Best in class CRM software

Over 35 years of delivering exceptional results.

Learn why people love Maximizer

From Data Entry to Decision-Making: How AI Frees Up Time for Relationship Building in Financial Services

Power up with mobile access

Revolutionize the way you work. Stay connected, productive, and efficient with access to your CRM mobile app anytime, anywhere.

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