iMax Digital | Top 10 CRM Services Company - 2023
iMax Digital: The All-Inclusive CRM Platform
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CIOREVIEW >> Customer Relationship Management >> iMax Digital

iMax Digital has been recognized by CIOReview Magazine as the recipient of “Top 10 CRM Services Companies - 2023,” based on our proprietary methodology, reflecting its position in the industry. This profile has been developed by the CIOReview research and editorial team based on insights from an interview with Bill Davey, Co-Founder.

iMax Digital
The All-Inclusive CRM Platform

IMax Digital


In an unpredictable environment where customer expectations rapidly evolve, CRM platforms make all the difference for businesses. A flexible, scalable, easy-to-use CRM equipped with multiple tools and data-sharing capabilities has become essential to delivering a seamless experience.

iMax Digital stands out as a leader in the CRM space, offering a wide range of services that help businesses of all sizes achieve their goals. The combination of its AI-powered solutions and a customer-centric team available around the clock enables clients to achieve their full marketing potential.

Collaborating with each client, iMax Digital customizes the features on its CRM platform. Data-driven strategies based on analysis and tracking of key metrics have enabled informed decision-making on what works and what needs to be adjusted. This helps clients achieve better results and allows them to see a clear return on investment for their marketing spend.

iMax Digital’s CRM platform offers assorted features, like chatbot widgets, a key performance indicator (KPI) dashboard, mobile app connectivity, social media marketing, and email marketing.

The extensive set of features has been crucial for numerous clients to build thriving businesses. By having messages automated and always seeing the big picture on the dashboard, they can achieve more in less time and with ease. Email templates built into the platform make email marketing easier.

iMax Digital also enables clients to leverage the power of Google My Business. Its Google analytics integrated dashboard provides insights on visitor traffic and activity. Business owners can also set up a workflow to send a thank you note when an individual shares a review on Google.

The platform’s one-ring voicemail system can be programmed to call clients with an overdue invoice until payment is made. The effectiveness of this approach is undeniable, ensuring clients receive payment and eliminating the hassle of reminders.

Funnels built with automation capabilities allow clients to create a workflow that sends messages to visitors of the website, like a thank-you note. Customers can choose from over 200 funnels designed for various fields, including accounting, mortgage and real estate, medical and dental, and automotive.


A full-service billing company, iMax Digital also offers a comprehensive suite of services that integrates with QuickBooks. Unparalleled invoicing capabilities enable clients to create and manage one-time or recurring invoices with ease. This feature is useful for businesses that offer subscription-based services.

The system boasts credit card rates as low as 2 percent, making it an attractive option for businesses seeking to maximize their profits. The payment section is also integrated into the CRM system, which allows clients to manage orders, subscriptions, transactions, products, and coupons all in one place.

Our concept is to give people more time with their family by letting AI technology take over. We want them working fewer hours but making more profits

The idea to create a powerful, all-in-one CRM system originated from Bill Davey’s experiences.

“Our family owns multiple businesses, and we needed to use different platforms. This led to the creation of iMax Digital,” says Bill Davey, co-founder of iMax Digital.

Today, iMax Digital has established itself as a reliable partner for small business owners in various industries, including real estate, insurance, and mortgage. Leveraging the power of webinars, the team builds trust with the audience, encouraging them to take action and adopt its platform.

With iMax Digital, clients can delegate the most menial tasks to AI and invest their time in more productive tasks.

“Our concept is to give people more time with their family by letting AI technology take over. We want them working fewer hours but making more profits,” says Davey.

Committed to providing innovative solutions and exceptional customer service, iMax Digital helps its clients achieve continued success in the years to come.

Innovation Insights

The All Inclusive CRM Platform

Bill Davey, Co-Founder at iMax Digital
  CRM system simplifies customer relationship management, empowering you to capture leads, manage interactions, and nurture relationships—all in one user-friendly platform. 
Top 10 CRM Services Companies - 2023

Company
iMax Digital

Headquarters
Oklahoma

Management
Bill Davey, Co-Founder

Description
iMax Digital stands out as a leader in the CRM space, offering a wide range of services that help businesses of all sizes achieve their goals. The combination of its AI-powered solutions and a customer-centric team available around the clock enables clients to achieve their full marketing potential.

Top 10 CRM Services Companies - 2023

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