CRM PIPELINE MANAGEMENT

Maximize Your Sales Pipeline

Stay on top of critical deals, gain insights into your team’s performance, and suggested actions for what to do next. Unlock the full potential of your sales process with Maximizer.

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Trusted by 120,000 teams worldwide

Build high-performing
sales pipelines

Maximizer helps you visualize your sales stages, track deal progress, and ensure nothing falls through the cracks. Empower your team with the tools they need to close deals efficiently.

Forecast targets with CRM pipeline management

Map the best path to your targets. Intuitive dashboards offer a 360-degree view, ensuring you never miss a critical deal.

Manage your pipeline efficiently

Challenge #1

You can’t know what play to make if you can’t see the field properly.

Solution #1

Maximizer tackles your sales pipeline challenges head-on, mapping your path to management a breeze.

Transform data into insights

Challenge #2

Handling vast amounts of data can be overwhelming, leading to missed opportunities and poor decision-making.

Solution #2

With AI-powered analytics, uncover actionable insights and focus on what really matters.

Optimize processes

Challenge #3

Manual tracking and outdated tools slow down the sales process, reducing overall productivity.

Solution #3

Boost efficiency and reduce manual tasks, freeing up your team to concentrate on closing deals and building relationships.

Boost sales with better pipeline management

Fuel succession planning and boost your advisory practice value with CRM cover

Pipeline management

Monitor pipeline health and understand revenue potential thanks to a holistic view of all open opportunities.

AI-driven playbook

Access key information and training materials and leverage AI to get tailored discovery questions.

Customizable sales processes

Choose from predefined sales processes, or customize your own to suit your needs.

Real-time notifications

Receive instant alerts on deal progress, team performance, and critical actions needed.

Companies choose to partner with Maximizer

“It’s a versatile CRM that has proven to be multifunctional for our company. We would be lost without Maximizer!”

Angie Merrell,

Vice President of Risk Management

“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.”

Mary Keetch,

Financial Advisor

“Maximizer is a very user-friendly CRM program. The support they provide is second to none. The options to do lists and import information is an extremely valuable tool in this day and age. Flexibility on views and follows has made keeping track of our clients needs at the forefront of our business.”

Rita Koch,

Executive Assistant

Case studies

Maximizer ranks among the top CRMs for pipeline management

Over 35 years of delivering exceptional results.

Learn why people love Maximizer

AI and the Future of Financial Advisory: How CRM is Powering Smarter Client Relationships

Ready to transform your pipeline?

Unlock the potential of your sales pipeline with Maximizer. Experience AI-powered insights that drive results. Book a demo today to see the difference.

Book a demo

Maximize Your Sales Pipeline

Build high-performing
sales pipelines