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“Maximizer is so easy to use and keep track of all client interactions and important information. The team loves it. It adds confidence to the operations of the business. In finance that’s a huge win.”

“Our company likes the ability to add or remove many of the fields so that we can better customize the design to suit our needs. We are a very niche market so this is important.”

“I find Maximizer very easy to use. A very complete and simple view of all client data and notes inputted. The integration into Outlook is quick and easy for saving email transactions.”