CRM Tools To Drive Satisfaction, Loyalty and Customer Champions


How well do you know your customers? Imagine having a single place to track and share everything you know about each one; from their history and interests, to all your communications, documents and more.

With all client information centralized in a single view that’s accessible anywhere, anytime, it’s easy to respond to new and existing opportunities, manage accounts and accurately forecast your sales pipeline and revenue.



Build long term customer relationships, manage accounts and personalize your view. Search on any field and create one-click access to frequently used customer and prospect lists. Manage sales territories by setting up parameters for lead assignment and record access.


Monitor the effectiveness of your sales team by measuring close, abandon and loss rates for all opportunities. Discover where to focus sales efforts and move towards a predictable sales pipeline.


Built-in sales forecasting and management makes light work of tracking progress against goals. Graphical sales reports that match your sales process provide visibility into every detail including probability of close, allowing you to take proactive measures to ensure your team hits their targets.


Ensure all leads are handled in a timely manner, leading to higher sales conversion and revenue. Automatically alert the right person for follow up, and track the status and source of every opportunity to measure funnel and conversion rate.


Stay on top of productivity and revenues with real-time visual snapshots of company and team performance. Easily configure dashboards and customizable report templates to provide the insight needed to adjust tactics or re-focus resources.


Easily manage appointments, view critical customer and prospect data and monitor key metrics from your desk, at home or on the road with 24/7 access via any smart phone, tablet or any web-enabled mobile device.

Consumers do their own research long before reaching out to talk to your sales team, so it’s critical to provide them with the information they need to make a purchase decision. Automated multi-phase campaign scheduling, list management, web forms, and a Return On Investment (ROI) calculator make it easy to deliver the content customers and prospects need.

Fill the Sales Pipeline with Qualified Leads

Segment your customers and prospects to receive relevant information targeted to each audience. List management capabilities allow you to search and filter data, ensuring your campaigns move targets along the buyer’s journey and prepare them for a sales conversation.

Automated Campaign Management

Maximizer’s Campaign Manager makes it easy to execute multi-phased email campaigns that automatically nurture relationships over time. Events like site downloads, purchases and service incidents can trigger specific automated email campaigns that offer appropriate and timely resources.

Monitor Key Metrics

In-depth marketing dashboards provide insight into every campaign performance, lead source tracking and more. Get real time insight on conversions from leads to opportunities, opportunities to sales, and measure Marketing’s contribution to business success.

Web-To-Lead Forms

Wizard-driven web forms capture online enquiries which can be customized, branded and used for a variety of marketing campaigns, from free trials to event registration, online surveys and more. Form data can be imported directly into Maximizer and into the hands of the right sales person.

Integrate with MailChimp

Keep marketing campaign data in sync and see individual results from MailChimp email campaigns within Maximizer via two-way synchronization of contact and campaign data between Maximizer CRM and MailChimp.


Connect to HubSpot

Funnel lead intelligence from your HubSpot-driven inbound marketing programs into Maximizer CRM. Pass lead source, score, specific campaign activity and more to your Maximizer Contact record to arm Sales with the insight needed for their initial buying conversation and greater sales success.

Feedback