Maximizer
CRM software
Financial services CRM software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$65 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Professional services (engineering, legal, consulting, etc.)
- Construction
- Agriculture, fishing, and forestry
What is Maximizer
Maximizer is a customer relationship management (CRM) platform used to manage contacts, accounts, opportunities, and sales activities. It is commonly used by small to mid-sized organizations, including teams in financial services that need structured client records and pipeline tracking. The product includes sales automation, reporting, and integrations, and it is available in cloud and (in some editions) on-premises deployments. It emphasizes configurable fields and processes to fit different sales and client-management workflows.
Strong contact and activity tracking
Maximizer provides core CRM functions for maintaining client profiles, interaction history, tasks, and calendar-based activities. Teams can standardize how they log calls, meetings, and follow-ups to support repeatable sales and service processes. This is useful for relationship-driven selling where historical context matters across multiple touchpoints.
Configurable CRM data model
The platform supports customization of fields, layouts, and workflows so organizations can adapt the CRM to their terminology and processes. This flexibility helps when tracking financial-services-specific attributes (for example, householding concepts, client segmentation, or review dates) without building a separate system. Configuration can reduce reliance on external tools for basic process fit.
Deployment and integration options
Maximizer is offered as a cloud CRM and has historically supported on-premises deployments for organizations with specific hosting requirements. It also provides integrations and APIs to connect with common business tools (for example, email and productivity suites) and to exchange data with other systems. These options can help organizations align CRM usage with internal IT and compliance constraints.
Less extensive ecosystem
Compared with larger CRM platforms in the reference set, Maximizer typically has a smaller marketplace of third-party apps, prebuilt industry solutions, and implementation partners. This can increase the amount of custom work required for specialized integrations or advanced use cases. Organizations that depend heavily on packaged add-ons may find fewer out-of-the-box choices.
Automation depth can vary
While Maximizer supports sales process management and reporting, organizations may find limits when implementing complex multi-step automation, advanced lead routing, or highly granular revenue operations workflows. Some advanced capabilities may require additional configuration, third-party tools, or services. This can matter for teams that want sophisticated automation comparable to more automation-centric products.
UI and analytics may feel dated
Some users may perceive the user interface and reporting experience as less modern than newer CRM products focused on streamlined UX and embedded analytics. Building executive-ready dashboards and self-serve analytics may require more setup and governance. This can affect adoption for teams expecting highly visual, low-configuration reporting.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Core (Base) | $65 USD / $90 CAD per user/month | Manage Contacts; Set Tasks & Reminders; Track Interactions; Mobile access; Outlook integration; 100,000 contacts; 100GB DB. Per user, billed annually; 3-user minimum (Base). |
| Business (Sales Leader) | $79 USD / $100 CAD per user/month | Everything in Core plus Kanban opportunity boards; Custom dashboards; Real-time reporting & analytics; Special onboarding & support. Per user, billed annually; 5-user minimum (Sales Leader). |
| Business + (Sales) / Financial Services + | $89 USD / $125 CAD per user/month | AI-powered insights; Automated workflows; Deal coaching / investment & insurance data integrations; Visualize family connections (Financial Services+). |
| Financial Services (industry edition) | $79 USD / $100 CAD per user/month | Tailored for financial teams: Advanced account management, activity tracking, target setting, reporting & analytics. Per user, billed annually; 3-user minimum (Financial Services). |
| Enterprise | Custom | Custom solutions and advanced professional services; contact sales. |
| On-Premise | Price on request | Self-hosted deployment; billed annually; contact sales. |
Seller details
Maximizer Software Inc.
Vancouver, British Columbia, Canada
1987
Private
https://www.maximizer.com/
https://x.com/MaximizerCRM
https://www.linkedin.com/company/maximizer-software-inc-/
