CRM FOR CONSULTANTS

Increase new business and win more projects with existing customers

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.

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.

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Focus on relationships and maintain superior client service

As a consultant your clients count on your experience to help them grow their business and invest in your experience and expertise. You instill in them the best practices for engaging, winning and retaining customers. However, keeping a consistent stream of new growth opportunities flowing is your constant challenge.

Reporting

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.

The Maximizer Difference

Why Choose a Purpose-built CRM Solution?

Three Solutions, One Low Monthly Fee

Our highly affordable monthly subscription gives you access to Sales, Marketing and Customer Service solutions, pre‐built reports, technical support, new releases and much more.

Flexible Deployment Options

Tailored To Fit

Not only do you get core, pre‐built functionality needed by all financial services firms, Maximizer’s flexible architecture allows the software to be configured to match your unique business processes, workflows and industry requirements.

Multi‐Level Security

Maximizer’s state‐of‐the art security infrastructure includes a Tier IV data center partner, industry best‐practices processes and technologies, 128‐bit SSL encryption, firewall‐protection, 24/7 intrusion detection monitoring and more, to protect your data against external and internal threats, and ensure it’s accessible whenever and wherever you need it.

Business Insight At Your Fingertips

Pre‐built Excel reports for contact management, contact service, opportunities, and marketing campaigns can be customized to suit your exact needs, while dashboards easily display critical information, identify trends and drive better decision making. Drill down to find opportunities for growth and pinpoint efficiency gains.

On‐The‐Go Mobile Access

Stay connected to clients and their account information when out of the office with secure access via web‐ enabled devices like smartphones and tablets.