CUSTOMIZABLE CRM

Customizable CRM Solution for Sales VPs

Customize Maximizer in-house with a no-code platform. Optimize your team’s performance, drive strategic growth, and never miss a deal with a complete pipeline view.

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Trusted by 120,000 teams worldwide

The CRM that works the way you work

Create custom fields, workflows, and reports that align perfectly with your sales strategy. Optimize every aspect of your sales process.

Find the customizable solution that works for you

Many CRMs fail to meet the unique needs of sales teams, leading to inefficiencies and frustration.
Maximizer offers Sales VPs robust customization built for in-house teams.

Optimized playbook

Challenge #1

A one-size-fits-all CRM doesn’t account for the unique processes of your sales team, leading to inefficiencies.

Solution #1

Design workflows that fit your sales process. Use solutions out of the box or create custom fields and stages that reflect your unique business model.

No-code configurability

Challenge #2

Complicated customizations that require consulting are expensive, time-consuming, and require extensive technical knowledge.

Solution #2

Save time and money with customization tools that don’t require high tech knowledge to adjust.

Flexible model

Challenge #3

Restricted configurability options hurt your ability to adapt solutions to your evolving business needs.

Solution #3

Maximizer can be as simple or as complex as your team needs. Adjust quickly and efficiently to evolve with your changing needs.

Benefits of customizable CRM

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

Custom dashboards

Access personalized dashboards that highlight the metrics and data, so you know your critical deals and team performance at a glance.

Advanced user permissions

Control access at a granular level with permissions for modules, fields, notes, and documents, ensuring each team member sees only what they need.

Field customization

Add, remove, or modify fields to capture the exact data you need and eliminate barriers to entry.

Integration capabilities

Maximizer becomes your unified business solution when connected to the other tools you use.

Companies choose to partner with Maximizer

“Maximizer has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”

Angie Merrell,

Vice President of Risk Management

“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.”

Catherine Whitfield,

Operations Manager

“Maximizer is a very user-friendly CRM program. The support they provide is second to none. The options to do lists, 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