Maximizer — AI-powered CRM for Sales Teams

Maximizer is an AI-powered CRM platform for sales leaders and financial service professionals to manage client relationships.

Maximizer is an all-in-one customer relationship management platform that centralizes sales, marketing, and customer service data into a single source of truth. It is designed specifically for sales leaders and financial service professionals who need to manage complex, long-term client relationships with high levels of security. The platform provides a structured environment for tracking leads through custom pipelines and managing daily tasks across distributed teams. The software utilizes AI-powered sales intelligence to identify at-risk accounts and highlight opportunities for expansion within your current database. Business owners can use these insights to forecast revenue accurately and monitor team performance through visual dashboards. On surfai.app, business leaders can compare how these intelligence features stack up against traditional CRM systems. Maximizer offers deployment flexibility by providing both cloud-based and on-premise installation options to meet specific data sovereignty requirements. This is particularly useful for financial organizations that must adhere to strict regulatory compliance standards. The system includes pre-built templates for financial workflows and deep integration with the Microsoft 365 ecosystem. Pricing starts at $65 per user per month billed annually with a three-user minimum requirement for the base plan. Professional editions for sales leaders and financial advisors are available at $79 per user per month. On-premise enterprise solutions are quoted on a custom basis to fit specific infrastructure needs.

• Pricing: enterprise

Specifications

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