AI CRM FOR SALES

AI for the Human-Centric Sales VP

Maximizer’s AI CRM for sales is your on-hand assistant, ready to summarize your day, surface important insights, and provide sales-focused recommendations to keep your team moving.

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Trusted by 120,000 teams worldwide

Build lasting customer loyalty

You can’t automate rich, nuanced relationships but you can use AI to augment the human touch. Automate the data, humanize the experience, and maintain the trust you’ve built.

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The Maximizer AI CRM solution

Discover how Maximizer AI CRM addresses these challenges to enhance sales performance and efficiency.

Improve data cleanliness

Challenge #1

Managing and maintaining accurate CRM data for sales teams is a constant challenge, leading to wasted time and resources.

Solution #1

AI data capture means higher data accuracy while the shared data of the cloud enables collaborative work, saving time.

Enhance decision making

Challenge #2

Making informed decisions is difficult when dealing with inconsistent data and a lack of actionable insights.

Solution #2

Get precise, actionable insights with an AI CRM. Reduce guesswork and make data-driven decisions that enhance your sales strategies.

Reclaim your time

Challenge #3

Routine tasks and data entry consume valuable time that could be better spent on strategic initiatives.

Solution #3

Automate routine tasks, giving you more time to focus on strategic initiatives and personal interactions that drive sales.

Benefits of using AI CRM for sales leaders

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

AI data capture

Capture data from business cards, social profiles, emails and more. Information will automatically populate in Maximizer, saving you time and preventing errors.

AI-powered playbook

Ask Maximizer for a list of discovery questions suited to each prospect. Have the most relevant data on hand and impress with your deep sales knowledge.

Timeline summarization

Receive timely, accurate client interaction summaries and convert insights into follow-up tasks — freeing up more time for selling.

Surface critical insights

Become the leader you always wanted to be with AI-driven recommendations that help you strategize and execute effectively. Maximizer guides you with answers and insights tailored to your sales goals.

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

“Extremely user friendly. Easy to access reports and excellent customer service.”

Rita Koch,

Executive Assistant

“Probably the best customer service of any IT company on the planet. However, it’s very rare that we need them due to the quality of the product.”

Scott Fry,

Managing Director

Case studies

Best in class CRM software

Over 35 years of delivering exceptional results.

Learn why people love Maximizer

Cross Selling Opportunities in Insurance with CRM: Your Guide to Growth in 2025

Try the AI CRM designed for sales VPs

Experience the future of sales management with Maximizer. Sign up for a free trial today and see how an AI CRM can empower your sales team to achieve more.

Book a demo

AI for the Human-Centric Sales VP

Build lasting customer loyalty