A CRM platform focused on helping financial advisors and B2B sales teams manage relationships and grow revenue.
Key Features
Contact management
Sales pipelines
Marketing automation
Customer service
Business intelligence
Deployment flexibility
Mobile access
Integration hub
Pricing
Subscription$55-$80/user/month
Detailed setup guide coming soon. We're researching the specific steps to connect Maximizer with JotForm — including whether there's a native integration, third-party connectors like Zapier, or API-based setup. Check back for a complete step-by-step guide.
