For us it’s a core system that enables us to do our daily work efficiently. From prospecting through to service delivery, Maximizer helps us with the entire consultancy process.Fred Delien Managing Director, Q-Project Management Consulting.
Strategize effectively and make informed business decisions with timely, accurate insight into your organization. Maximizer CRM Live delivers real-time visibility and actionable insights through robust business intelligence.
Streamlined Business Practices
Maximize your productivity and focus on supporting clients by eliminating time consuming administrative tasks. Maximizer CRM automates standard practices around client acquisition and onboarding, trade recommendations, and annual reviews to ensure consistency in customer interaction and adherence to regulatory requirements.
Customer Account Management
Your business is built on relationships, so having all client information at your fingertips is crucial to staying in contact, closing deals and gaining referrals. Contact management tools help you effectively manage every aspect of the client lifecycle.
Whether you’re a one-man show with a handful of clients or perhaps you’ve built a multi-person brain trust advising prestigious fortune 500 companies. Whatever your consulting background is, you probably already know that using a CRM to keep track of client communication is a must.
The success of a consulting organization depends not only on the skills of advisors, but also on well-organized processes and operational aspects. By choosing the right system to manage the day-to-day work of your firm, you can improve advisor’s efficiency and focus on serving your clients.