Case Study: iProtect Trust Accounting achieves doubled productivity and improved customer experience with Maximizer CRM

iProtect Trust Accounting - Customer Case Study

iProtect is a South African trust administration and accounting firm that manages over 2,000 client profiles and specialises in optimising asset protection structures. The business was overwhelmed by paper files and manual processes, leading to missed deadlines, risky case management and a clear need for greater efficiency and visibility across the organisation.

iProtect implemented Maximizer CRM across three offices with 21 cloud-based users, enabling centralized case tracking, activity monitoring and tighter processes. The system delivered improved data quality and customer experience, reduced manual admin and costs, and—thanks to enhanced visibility and performance tracking—doubled staff productivity.

iProtect Trust Accounting

Felicity Cherry

Managing Director