COLLABORATIVE CRM

Collaborative CRM for Sales

Boost your team’s workflow and output with Maximizer’s powerful CRM that helps teams communicate and collaborate more effectively.

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Trusted by 120,000 teams worldwide

Connect and collaborate effortlessly

Maximizer’s advanced communication integrations enable team and client interactions across your preferred platforms.

CRM that helps teams communicate and collaborate

Fast, effective communication is crucial for sales success, yet many teams struggle with disjointed channels. Maximizer has integrative solutions that enhance productivity and team collaboration.

Cohesive contact data

Challenge #1

Unstructured contact details can negatively impact prospect and client interactions.

Solution #1

Organize contact information in a tiered structure, linking individuals, contacts, and companies.

Easy document sharing

Challenge #2

Slow response times and a lack of integrated document sharing can lead to missed opportunities and frustrated clients.

Solution #2

Stay on top of closing critical deals, with timely documents that keep pipeline momentum going.

Automatic logging

Challenge #3

Manually tracking communication logs is time-consuming and prone to errors.

Solution #3

Keep accurate records without manual effort, ensuring you have a complete, searchable history of interactions.

Benefits of collaborative CRM

Fuel succession planning and boost your advisory practice value with CRM cover

AI summaries

Receive detailed client interaction history and convert insights into follow-up tasks — freeing up more time for selling.

Text messaging

Communicate with clients and team members via text messages. Enjoy quick, direct interactions without leaving the CRM.

Email integration

Sync your Outlook calendar and emails with Maximizer. Manage appointments and communications in one place.

Smart notifications

Get proactive suggestions with alerts and recommendations for follow-ups so deals keep moving.

Companies choose to partner with Maximizer

“Maximizer is so easy to use and keep track of all client interactions and important information. The team loves it. It adds confidence to the operations of the business. In finance that’s a huge win.”

Mary Keetch,

Financial Advisor

“I find Maximizer very easy to use. A very complete and simple view of all client data and notes inputted. The integration into Outlook is quick and easy for saving email transactions.”

Megan Wenckowski,

Financial Advisor and Investment Representative

“Maximizer has made communication and record keeping so easy. It allows us to keep track of multiple employees in the firm to make appointment setting very simple. “

Rita Koch,

Executive Assistant

Case studies

Best in class CRM software

Over 35 years of delivering exceptional results.

Learn why people love Maximizer

What HNW Clients Expect from Their Advisors and Brokers in 2025

Start communicating better with Maximizer

Connect effortlessly and drive your sales strategy forward with smart notifications, AI-driven tips, and more efficient communication.