Contact Mangement for Financial Services

With over one million users, including thousands of financial services firms and professionals, Maximizer CRM 10 Entrepreneur Edition will help you manage your time, clients, and sales. Designed for client-oriented environments like financial services, Maximizer CRM enables you to manage your time and client information so you can provide your clients with the high-quality personalized service they've come to expect. It's so easy yet powerful - you'll see why top financial professionals prefer Maximizer CRM.

For Financial Professionals, Maximizer CRM 10 Entrepreneur Edition features:

• Financial Template: With the template, use pre-set fields such as "Estimated Net Worth" or "Investment Types" to help you track important client profile information.
• Client Management: Manage your clients more effectively by storing all your contacts and tracking all communications including faxes, emails and phone calls.
• Action Planner: Plan a series of tasks and appointments in one action and use the templates to manage sales activities or lead follow-up processes.
• Time Management: Manage your time more effectively and ensure nothing slips through the cracks – even have your assistant book appointments for you.
• Synchronization with handheld PDAs: Synchronize your schedule and contact information between Maximizer and your handheld device, including your BlackBerry.
• Communications, Microsoft Office & Outlook Integration: Personalize letters in Microsoft Word with merge fields. Synchronize your contacts and calendars back and forth between Maximizer & Outlook.
• Document Management: Organize documents like annual reports and contracts and get easy access from a centralized location.
• Reporting with Crystal Reports^®: Simplify your information with real-time, easy to-read reports with graphics.
• Out-of-the-Box Networking: Network with colleagues or assistants and instantly share client information and appointment schedules from one centralized location.

ⁱ Maximizer CRM Entrepreneur Edition can be used in workgroups of up to 10 people. Each user must have a license.