The Maximizer MCP for Claude
The Maximizer MCP for Claude is now in early access. Connect Maximizer to Claude and ask about your book in plain language. Claude answers from your live Maximizer data, then takes care of the follow-up.
Continuum + Maximizer: every client conversation, captured
The Continuum integration for Maximizer is now available. Finish a client meeting or call, and one click puts the notes, action items, and key details in the right Maximizer client record.
Focal AI + Maximizer is live: your meeting notes just started working for you
The Focal AI integration for Maximizer is now available. Connect the two and here is what changes: a client meeting ends, and the structured summary, action items, and contact updates are already in the right Maximizer record. Captured in English or French. No typing, no copy and paste, no catching up on notes at 6 pm
Run Every Client Relationship Like Your Best One with Maximizer Workflows
Maximize client service with Maximizer Workflows. Automate reviews, renewals, onboarding, and compliance using built-in workflows for financial advisor practices.
Financial advisors can streamline document workflows with Maximizer’s Docusign integration
Streamline your contract lifecycle with Maximizer’s Docusign integration. Focus on selling, not paperwork, as you centralize data and eliminate redundancies.
Automate Your Sales Process with Maximizer and Zapier
If Zapier supports your application, you can connect it to Maximizer and keep your CRM as the central repository for your customer data – the way it should be.
Get More Out of Your Meetings by Integrating Maximizer and Calendly
Maximizer’s CRM integration with Calendly streamlines meeting scheduling for sales teams, saving time and enabling efficient relationship-building and sales efforts.
Elevate Your Email Marketing by Integrating Maximizer and Constant Contact
Supercharge your sales with the seamless integration of Maximizer CRM and Constant Contact. Backed by Maximizer’s expert teams, this cost-effective solution empowers you to track engagement and drive sales with unparalleled efficiency.
Increase Sales Productivity with Maximizer Connect for Microsoft Outlook 365
Streamline your sales team’s productivity with Maximizer Connect for Microsoft Outlook 365. Sync Maximizer seamlessly with Outlook, eliminating the hassle of manual data entry and ensuring data integrity. Boost your sales efforts by using one application – Outlook – to manage contacts, emails, and appointments effortlessly.
Enhance Customer Communications with SMS Using Maximizer’s Twilio Integration
Maximizer’s Twilio Integration facilitates seamless SMS communication for businesses, offering efficient customer engagement.
Sales Leaders and Reps Use Activity Tracker for a Win-Win
Activity Tracker is a powerful feature in Maximizer Sales Leader Edition that enables Sales Leaders to drill down and see a real-time list of communication activities for each individual sales rep.
Maximizer’s Opps Viewer
The Opportunity Viewer provides Sales Leaders with a powerful visual tool and sales reps with an inspiring productivity tool.
