Maximizer CRM for Financial Advisors comes loaded with tools to keep your practice organized, simplify compliance, and help you prepare for future growth. Deliver exceptional client service with a CRM solution designed with your entire practice in mind. As part of our commitment to the business community, we have created an exclusive offer for Manulife members to grow and accelerate their business practices:
- Promotion -$75 CAD/user/month MSRP with a minimum 1yr subscription terms. All Manulife teams are eligible for a 10% Preferred Vendor Credit = $67.50 CAD/user/month.
- Training – Complimentary Advisor team onboarding – Introductory call (15 Minutes), Kick-off training session (1 hr), Follow-up Q/A Training session (1hr).
- Ongoing Support – We know how important ongoing support is when you need it most and to grow your business. Included in your subscription, is “best in class support” with unlimited customer support via email, phone, internal chat. Also, free on-demand training sessions, an extensive youtube channel, knowledge guide. Going beyond other CRMs’, we also offer a quarterly review session with 1 our customizer care team to help you grow the features to your goals.
- Household Structure Data Migration – $699.00 CAD per CSV spreadsheet tab; more complex migrations (ACT, Goldmine, Salesforce…) start at $1890.00 CAD and require a scoping session.
*Terms & Conditions apply