Master the core administrative functions that keep Maximizer CRM running smoothly. This class covers essential system preferences, user management, security configurations, and data integrity measures. Ideal for administrators responsible for day-to-day system operations and user support.

Dive deep into Maximizer's advanced client management features designed for financial services. This class covers the complete lifecycle of client relationships from lead generation through account management and ongoing client service. Administrators will learn to configure and optimize these modules for their organization's specific needs.

Transform data into actionable insights with Maximizer's dashboard capabilities. This class teaches administrators how to create compelling dashboards that provide real-time visibility into business performance. Learn to build custom indicators and organize information for different user roles and management levels.

Seamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration, enabling administrators to configure email synchronization, document templates, and automated correspondence features.

Efficiently migrate data into Maximizer CRM with confidence and accuracy. This comprehensive class covers all aspects of data importing, from file preparation through mapping and validation. Administrators will learn to handle complex import scenarios and troubleshoot common issues.

Expand Maximizer's capabilities through third-party integrations and the App Directory. This advanced class explores available integrations, implementation strategies, and best practices for extending CRM functionality to meet specific business requirements.