Trusted by 120,000 teams worldwide
Build lasting customer loyalty
You can’t automate rich, nuanced relationships but you can use AI to augment the human touch. Automate the data, humanize the experience, and maintain the trust you’ve built.
The Maximizer AI CRM solution
Discover how Maximizer AI CRM addresses these challenges to enhance sales performance and efficiency.
Improve data cleanliness
Challenge #1
Managing and maintaining accurate CRM data for sales teams is a constant challenge, leading to wasted time and resources.
Solution #1
AI data capture means higher data accuracy while the shared data of the cloud enables collaborative work, saving time.
Enhance decision making
Challenge #2
Making informed decisions is difficult when dealing with inconsistent data and a lack of actionable insights.
Solution #2
Get precise, actionable insights with an AI CRM. Reduce guesswork and make data-driven decisions that enhance your sales strategies.
Reclaim your time
Challenge #3
Routine tasks and data entry consume valuable time that could be better spent on strategic initiatives.
Solution #3
Automate routine tasks, giving you more time to focus on strategic initiatives and personal interactions that drive sales.
Benefits of using AI CRM for sales leaders
AI data capture
Capture data from business cards, social profiles, emails and more. Information will automatically populate in Maximizer, saving you time and preventing errors.
AI-powered playbook
Timeline summarization
Receive timely, accurate client interaction summaries and convert insights into follow-up tasks — freeing up more time for selling.
Surface critical insights
Become the leader you always wanted to be with AI-driven recommendations that help you strategize and execute effectively. Maximizer guides you with answers and insights tailored to your sales goals.
Companies choose to partner with Maximizer
Best in class CRM software
Over 35 years of delivering exceptional results.
Learn why people love Maximizer
Why Client Insights Are Harder Than They Should Be
Advisors don’t have a shortage of data. Every call, every transaction, every compliance note is captured somewhere in a system. Yet ask most financial professionals how easy it is to turn that data...
The 7 C’s of CRM – How Maximizer CRM Strengthens Customer Relationships
The 7 C’s of CRM: How Maximizer CRM Helps Businesses Build Stronger Customer Relationships Customer relationships are at the heart of every successful business, but maintaining those connections...
The Hidden Cost of Burnout in Financial Services
Burnout doesn’t announce itself with a calendar reminder or an alert on your screen. It creeps in slowly—late nights at the office, rushed client prep, repetitive tasks that drain energy, and the...
Try the AI CRM designed for sales VPs
Experience the future of sales management with Maximizer. Sign up for a free trial today and see how an AI CRM can empower your sales team to achieve more.