Case Study: Miskimmin Taylor achieves streamlined operations and time-saving reporting with Maximizer CRM

Miskimmin Taylor reap business benefits with ‘tailored’ Maximizer CRM solution

Miskimmin Taylor is a Northern Ireland–based financial advice firm with more than two decades’ experience serving over 5,000 clients. As the business grew, their legacy CRM could not support critical functions—appointment setting, diary management and reporting—hampering marketing, event and client communications and prompting Office Manager Debbie Reid to seek a more sophisticated, user‑friendly solution.

In March 2013 they implemented Maximizer CRM (Entrepreneur v12), a tailored, seamless rollout integrated with Word and Outlook that required minimal training. The new system delivered faster mail‑merge and export workflows, consolidated data on a single dashboard (reducing spreadsheets), improved planning and statistical reporting, freed staff time for revenue‑driving work, and received strong implementation support from ProAptivity.

Miskimmin Taylor

Debbie Reid

Office Manager