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What is Maximizer CRM?

Maximizer CRM Software boasts an array of features designed to enhance client management effectiveness! With your monthly subscription, you gain access to modules focused on Sales Management, Marketing Automation, Customer Service, and the ability to integrate with various third-party applications. What sets Maximizer apart is its dual offering of a cloud-based CRM solution alongside an on-premise, self-hosted alternative—allowing you to select the option that best fits your needs. This user-friendly platform is essential for maintaining strong relationships with your customers! The Maximizer CRM Wealth Management system serves as a comprehensive customer relationship management solution suitable for organizations of all sizes. It can be deployed either in the cloud or on-premise, providing flexibility to suit different operational needs. Key features of Maximizer CRM encompass sales automation, marketing automation, and customer support, alongside various business productivity tools. Additionally, it offers compatibility with popular tools like Excel, SharePoint, and Outlook, ensuring seamless integration into existing workflows. Users can also benefit from its business analytics capabilities, which include customizable dashboards to track performance metrics effectively.

What is Lendware?

Stop losing deals to disorganized processes. Lendware is the mortgage CRM built to unite your entire team — from loan officers to enterprise executives — on one powerful platform. Lendware's lead conversion tools keep prospects moving through your pipeline with automated nurture sequences, smart workflows, and real-time visibility into every touchpoint. No more leads falling through the cracks. With a complete marketing toolkit built in, Lendware helps you generate more leads, strengthen client relationships, and grow your loan portfolio — without needing a separate marketing platform. Lendware Predict takes it further with AI propensity models that identify which borrowers in your database are most likely to transact, so your team always knows where to focus. Centralized reporting, enterprise-grade compliance controls, and 100+ integrations make Lendware the last CRM your mortgage business will ever need.

Media

Media

Integrations Supported

Gmail
Microsoft Outlook
Zapier
HubSpot CRM
HubSpot Customer Platform
Insider One
Kixie PowerCall & SMS
QuickBooks Online
SurveyMonkey
Wufoo
Xinix

Integrations Supported

Gmail
Microsoft Outlook
Zapier
ARIVE
BoomTown
LeadMailbox
LendingPad
OSE
Redfin
SimpleNexus Mortgage Platform
leadpops
realtor.com

API Availability

API Availability

Pricing Information

$29.00/month/user
Small Office: $29/User
For the small office with one person keeping track of it all.

Business Plus: $49/User
For small teams to maximize efficiency & productivity to drive revenue growth.

Insights: $89/User
Complete business oversight to unleash your team’s full potential.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Maximizer Software

Date Founded

1987

Company Location

Canada

Company Website

www.maximizer.com

Company Facts

Organization Name

Lendware

Date Founded

2019

Company Location

United States

Company Website

lendware.ai/

Categories and Features

Contact Management

Not specified

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

Not specified

Financial CRM

Account Alerts
Asset Management
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Insurance CRM

Not specified

Sales Intelligence

Not specified

Sales Tracking

Not specified

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans

Not specified

Sales Tracking

Activity Dashboard
Alerts / Notifications
Email Templates
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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