What is Maximizer CRM used for?

Maximizer CRM is a canadian CRM offering sales and marketing tools to small and midsized firms, with a financial services edition and an on-premises option. It is a good fit for financial advisors tracking clients and follow-ups, and Microsoft 365 users wanting an integrated CRM.

How much does Maximizer CRM cost?

Paid plans for Maximizer CRM start at $65 per seat per month, and there is no free plan.

Is Maximizer CRM open source?

No. Maximizer CRM is proprietary (closed-source) software. Open-source alternatives to Maximizer CRM include Twenty, Krayin CRM and SuiteCRM.

Can I self-host Maximizer CRM?

Yes. Although Maximizer CRM is closed source, it can be self-hosted on your own servers, and the vendor also offers a hosted version.

What are some alternatives to Maximizer CRM?

Maximizer CRM competes with Act!, Zoho CRM and Salesforce. For open-source options, see Enlisted's ranked list of open-source Maximizer CRM alternatives.

Maximizer CRM: features, pricing and alternatives

About Maximizer CRM

Maximizer CRM is a customizable customer relationship management product made in Canada. It offers sales and marketing tools to small and mid-size businesses and has a particular focus on financial services, including wealth advisors, credit unions and insurance advisors.

Features listed include AI-powered insights called IQ Boost, customization, team collaboration, pipeline and lead management, reporting and analytics, customer retention tools, database management, a mobile app, workflows, integrations and an app directory. A version integrates with Microsoft 365, a Financial Services Edition exists, and an on-premises edition is available for organizations that want to host the CRM themselves. The vendor says its cloud runs in Canadian data centres. Maximizer is proprietary software sold by subscription. Visitors can book a demo, and plans are described on the vendor's pricing page along with a training academy and support resources.

Key features

AI insights with IQ Boost
Pipeline and lead management
Reporting and analytics
Mobile app for field access
Financial Services Edition
On-premises edition option

Good fit for

→Financial advisors tracking clients and follow-ups
→Microsoft 365 users wanting an integrated CRM

Tags: crm; financial-services; sales; on-premises; canada; microsoft-365; saas

Maximizer CRM: questions and answers

What is Maximizer CRM used for?: Maximizer CRM is a canadian CRM offering sales and marketing tools to small and midsized firms, with a financial services edition and an on-premises option. It is a good fit for financial advisors tracking clients and follow-ups, and Microsoft 365 users wanting an integrated CRM.
How much does Maximizer CRM cost?: Paid plans for Maximizer CRM start at $65 per seat per month, and there is no free plan.
Is Maximizer CRM open source?: No. Maximizer CRM is proprietary (closed-source) software. Open-source alternatives to Maximizer CRM include Twenty, Krayin CRM and SuiteCRM.
Can I self-host Maximizer CRM?: Yes. Although Maximizer CRM is closed source, it can be self-hosted on your own servers, and the vendor also offers a hosted version.
What are some alternatives to Maximizer CRM?: Maximizer CRM competes with Act!, Zoho CRM and Salesforce. For open-source options, see Enlisted's ranked list of open-source Maximizer CRM alternatives.