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.


 

Max4Advisors Requirements

Max4Advisors is currently available in one version. Recommended System Requirements
Version 2 requires Maximizer CRM 11, 10.5 or 10.0.  Windows 2000 (Maximizer CRM 10.x only) or XP: P4, 1.6 GHz, 1 GB RAM
  Windows Vista, Windows 7,  or Maximizer CRM 11/10 Server: 3 GHz, 2 GB RAM
Maximizer can be installed as a single-user or networked application. Minimum 2GB free space on hard drive
For networked applications, Max4Advisors is installed on the server as well as at each workstation. Note: Maximizer Client Databases with over 20,000 client records or many documents will require faster processors and/or more memory. 

Moving to Max4Advisors

Client data can be imported from ACT, Goldmine, Excel, Access and other similar sources. If you are already using Maximizer, adding Max4Advisors is a simple process.
At Max4Advisors Inc. we can help you move or convert your data for use with Max4Advisors and Maximizer. We can also customize Max4Advisors to suit your particular needs.

 
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Max4Advisors is a trademark of Max4Advisors Inc.
Maximizer CRM and Maximizer are trademarks or registered trademarks of Maximizer Software Inc.