At-a-glance account management and sales oversight mean no more dropped leads and less time spent on tasks that don’t make your business money.
Your sales process + our platform = pipeline perfection
Optimize each stage & drive opportunities
Sales Pipeline Management
Shorten the sales cycle with proactive management of your entire sales pipeline. Personalize each stage in moments and add as many steps as you want.
Contact Management
Store customer info, notes, and documents in one place for easy access at any time. Do a quick search by company while on the phone, and recall favorite searches with a click.
Action Plans
Standardize your process and promote best practices with customized action plan templates. Apply to any user or opportunity.
Partner Relationship Management
Use the partner portal to grow your channel partner network. Assign partners to an opportunity, track performance, and inform them about new campaigns and more.
Track sales progress with full visibility
Get a complete overview of your sales stages and your team’s progress towards their goals.
Reports
Dig deeper into your sales data with interactive Excel reports. Choose from our built-in library of templates or upload your own and populate it with your favorite data points at a click.
Dashboards
View and analyze sales info through a graphical dashboard personalized with your chosen metrics. Compare wins and losses. Monitor team performance.
Forecasting
Personalize how you consume sales info with intuitive reports. Track metrics like the probability of close. Perform weighted and unweighted forecasts. Anticipate revenues based on team, territory, channel, or rep.
Goal Tracking
See who your top performers are and plan effective sales strategies. Follow key indicators, including progress to quota and probability of close. Create intuitive graphics to motivate your team.
Alerts & Notifications
Stay on top of your team with trigger notifications on data capture fields. Know the moment you land an opportunity or when an account changes territories. Never forget a birthday, anniversary, or follow-up call.
Improve team productivity
Empower your sales team with more selling time and eliminate non-revenue generating tasks.
Email Integration
Drive productivity and success by tracking contacts and email communications inside a single application. Sync Maximizer CRM with Outlook and Gmail using our pre-built integrations.
Mobile CRM Access
Take your sales data wherever you go. Field agents can manage calendars, prepare for meetings with a graphical dashboard view of chosen metrics — and much more, in the palm of their hand.
Document Templates
Standardize processes and promote best practices with customized action plan templates. Apply to any user or opportunity.
Task Management
Enhance team productivity and responsiveness with dynamic task management tools. Filter tasks by priority and shift less urgent tasks to balance workloads.
Document Library
Save time finding and sending collateral. Keep every piece of campaign material organized inside the CRM library—and send documents to any contact straight from the interface.
Quotation Management
Beat competitors to cash with fast Excel quoting. Build standardized templates and populate them with company, customer, and product details. Sync quoted values with your opportunities module for decisive forecasts.
Get and close more leads
Track every critical bit of lead information and reach leads while they’re still hot.
Lead Management
Eliminate lost opportunities with automated lead management. Track the status and source of every lead. Route leads by territory or agent while the prospect is still interested.
Email Automation
Manage email campaigns and announcements from the campaign module. Send to one person or your entire list. Personalize messaging for higher open and click-through rates.
Maximizer is the sales and operations backbone of our company that’s enabling us to provide a seamless experience to our clients throughout each of their life stages.
Matt Welykholowa
Thrive Wealth Management
VP Operations
Maximizer was a perfect fit for our organisation as we could customise it easily using User Defined Fields (UDFs), without needing specialist technical knowledge.
Ryan Lee Ashbaugh
Rome Business School
Head of Admissions
We now have a process for tracking every detail of our guests’ stay, along with their personal preferences, ensuring each client receives a high level of communication and service.
Scott Mehlenbacher
Langara Fishing Adventures
Chief Financial Officer
Every time I call Maximizer support we have an awesome experience. Thank you for being professional at what you do! I cannot say enough good things about your support staff.
Adam Zarzyski
Great American Tent & Party
Maximizer has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.
Graham Cording
Smart Presentations Ltd
Managing Director
Maximizer CRM has helped us map our sales process from lead capture to opportunity level for the most targeted follow-up activities that consistently bring in sale after sale.
Marc Allard
Processia Solutions
Chief Executive Officer
Without Maximizer, we wouldn’t have been able to grow our database as quickly as we have done. There is no way that you can run a company like ours without a tool like Maximizer.
Charity Holden
Hub Exhibitions
Business Development Manager