Max4Advisors

Max4Advisors is an add-on for Maximizer CRM 11, 10.5 & 10.0. Using Maximizer’s powerful client relationship management tools as a base, Max4Advisors adds features specific to the Canadian insurance and financial services industries.

• Home
• Features
• Screen Shots
• Reports
• Requirements
• Pricing
• Tech Info
• Knowledgebase
• Download
• Purchase
• Suggestions
• Contact

Max4Advisors and Maximizer

Maximizer CRM is a sales and contact manager with client & time management, Outlook integration as well as BlackBerry (optional), Windows Mobile (optional) & Palm PDA  synchronization.  Maximizer CRM is available in several different editions. The one you choose will depend on the nature of your business. For example, Maximizer  CRM Entrepreneur Edition, is designed for small offices and individuals. Other Maximizer CRM editions are integrated software solutions which include sales force automation, marketing campaign management, and customer service & support.  

 

Adding the industry-specific functions of Max4Advisors raises client data management to new level. For many representatives, a head office controls the client database which is accessible via the internet, but most find it preferable keep client notes in house. Max4Advisors and Maximizer together optimize your client management.