GETTING STARTED WITH MAXIMIZER CRM IS EASY

Welcome to Maximizer CRM!

Maximizer CRM is going to help get you more organized, build stronger relationships, and make you more successful. Our software was designed to be similar to the tools you’re already using, which will help get you up and running faster. This guide will introduce you to some of the key concepts that will put you on the path to CRM mastery. If you have any questions, you can always talk to our helpful support team. Let’s get started!

Step 1 - Log In

  • Go to the URL sent to you in your welcome email, or provided by your system administrator
  • If you cannot find the welcome email you can log in to CRM Live with your email here: https://login.maximizer.com/
  • Don’t forget to bookmark the URL for future log-ins!

Step 2 – Set Up

Step 3 – Learn

Step 4 – Resources

Step 5 – Need More?

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