Maximize potential.

We designed Insights to help businesses visualize data,
make decisions and take action faster than
any other CRM.

Freedom from spreadsheets.

Your time is the most valuable resource you have. Use it for decision making. You no longer need to export data, import into spreadsheets, and manually build charts to provide excellent reporting to your team and executives.

Visualize and explore data.

Faster action, communicate findings, understand connections. These are just a few of the many discoveries you can expect from utilizing Insights to process your data.
Look at the big picture or drill down to dynamically explore details. Use our unique "Click Through" feature to jump directly to the detailed CRM record.

Start and end your days here.

Call it a command center. Call it dashboards running on jet-fuel. Call it magic.

Insights gives you both the big picture as well as the little details.

The most important pieces of information right at your finger tips so you’ll always know what to focus on.

Introducing, Insights.

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.