Maximizer CRM
Junxure
Transfer contacts, companies, deals, and more from Maximizer CRM to Junxure. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Maximizer CRM to Junxure migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Trusted, customizable, easy-to-use CRM
Maximizer CRM is a customer relationship management solution for small to midsize businesses, offering sales pipeline management, marketing automation, and customer service tools. With both cloud and on-premise options, it serves industries including financial services, manufacturing, and distribution.
Over 35 years of CRM experience serving 120,000+ companies
CRM for financial advisors, by financial advisors
Junxure, now AdvisorEngine CRM, is a specialized CRM platform built specifically for financial advisors, combining robo-advisor efficiency with personalized client service, workflow management, and deep custodian integrations.
Purpose-built for financial advisors
"CRM for financial advisors, by financial advisors"
Junxure, now AdvisorEngine CRM, is a specialized CRM platform built specifically for financial advisors, combining robo-advisor efficiency with personalized client service, workflow management, and deep custodian integrations.
Ideal for: Financial advisors and RIAs seeking a purpose-built CRM with workflow automation, custodian integrations, and comprehensive client relationship management.
Purpose-built for financial advisors
Deep custodian integrations including Schwab
Comprehensive workflow management
Digital account opening capabilities
Learn more at
advisorengine.com
See exactly which data objects transfer from Maximizer CRM to Junxure
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Maximizer CRM to Junxure.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
