Use Insights to analyze and monetize the data
that can make or break your business

Attention: Team managers with high stakes revenue targets to meet

Get on track, stay on track.

Use built-in business intelligence & analytics to see the big picture and the fine details in minutes, not days. Get period over period performance numbers for revenue forecasts and strategic planning.

Do more with less stress

Forget spreadsheets. Save time with software that guides you on what to do next and when. With better time management comes higher productivity — and a more direct route to your revenue goals.

Coach your team

Forget spreadsheets. Save time with software that guides you on what to do next and when. With better time management comes higher productivity — and a more direct route to your revenue goals.

Make informed decisions fast.
Make sales even faster.

Visualize Data

Quickly and easily create reports in dashboards with point and click. Use our pre-built templates to save time.

Dynamic Dashboards
CRM users are familiar with static dashboards. Our unique dynamic dashboards allow users to toggle data on and off as needed or you may choose to hover over legends to visualize and filter the data that’s important.
Calculations

We do the heavy lifting for you. Formulas that calculate growth, year over year comparisons and other key performance indicators are built into Insights so you can be productive immediately.

Drill-down
Our drill down feature allows you to go from the big picture to the smallest of details easily and seamlessly.
Click Through
Direct access to the full CRM records right from the dashboard charts.
Goal Tracking

Dashboards rapidly switch between team view and individual view so you can set goals and effectively have coaching conversations with your team.

Exporting

Export either the full dashboard or just the widget in those expert reports you just built. No more screenshots required.

Available in: PDF/CSV/XLS/PNG formats.

Limitless Insights
Just like your business potential, our Maximizer CRM Insights widgets and dashboards are unlimited.  Copy and build as many elements as you need.
Collaboration

Update and share dashboards with team members or send them an email with a PDF copy.