How much does Maximizer cost?
Maximizer CRM Pricing
| Name |
Price |
| Small Office |
$29/ month per user |
| Business Plus |
$49/month per user |
| Insights |
$89/month per user |
Jul 31, 2020
Is Maximizer a CRM?
Maximizer is a brand of customer relationship management (CRM) software popularly used by brokers and investment advisors for tracking clients and leads. The software provides contact management solutions for entrepreneurs, small and medium businesses, and large corporations.
How do I do a mail merge with Maximizer?
1 With a document open in Word, place your cursor where you want to insert the merge field. 2 In the Maximizer tab, click the bottom of the Insert Merge Field icon in the Insert and Preview group, and select the merge field.
How do I export notes from Maximizer?
How do I export my data from Maximizer CRM?
- Click the “Maximizer” button at the top left of your Maximizer screen. ...
- Select “Import/Export/Transfer.”
- Click on “Address Book Entries.”
- Select “Browse,” then choose a name for the file to be placed on your desktop. ...
- Select the fields you would like to export. ...
- Select “Export”.