Maximizer CRM 2026: Benefits, Features & Pricing

Wondering if Maximizer CRM is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Maximizer CRM

4.1

(366)

Pricing

Starting at $65.00 per month

About Maximizer CRM

Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analytics and insights, teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

Maximizer's CRM solution consolidates all account information in a single, easily accessible location. Experience the seamless integration capabilities and complete customization options that Maximizer offers, guaranteeing a smooth transition without disrupting your workflow.

Maximizer CRM Screenshots

Maximizer CRM Pricing and Plans

Starting price: $65.00 per month

Free Trial

Free Version

Base Edition

$65.00

per user, per month

Plan includes:

1 GB Storage Limit
Pipeline Management
Seamlessly Convert Leads to Contact
Search + Filters
Soc2
Standard Built-in Reports
Task Management
Unlimited Record Limit
Web Form to Lead

Sales Leader Edition

$79.00

per user, per month

Plan includes:

10 GB Storage Limit
Bulk Email- 50/Month
CASL/PIPEDA Compliant
Data Import + Export (Add-on)
Field Requirements
Role Based Security
SAML SSO

Financial Advisor Edition

$79.00

flat rate, per month

Plan includes:

Contacts Management Reporting
Accounts Management Reporting
Upcoming Reviews

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Maximizer CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Maximizer CRM
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Asset Lifecycle Management
Automated Routing
Batch Processing
Calendar/Reminder System
Calendar Sync
Campaign Management
Client Management
Collaboration Tools
Contact Database
Contact Management
CRM
CRM Integration
Customer Database
Customer Segmentation
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Alerts
Email Marketing
Email Templates
Email Tracking
Forecasting
For Financial Institutions
For Insurance Industry
For iPad Devices
For Sales Teams/Organizations
For Small Businesses
For Startups
Goal Management
Goal Setting/Tracking
Interaction Tracking
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Management
Lead Qualification
Lead Segmentation
Mobile Access
Mobile App
Monitoring
Multi-Channel Communication
Opportunity Management
Performance Metrics
Pipeline Management
Pipeline Reports
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Activity Management
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search
Search/Filter
Self Service Portal
Shared Contacts
Source Tracking
Support Ticket Management
Tagging
Task Scheduling
Team Assignments
Template Management
Templates
Third-Party Integrations
Web Forms

Maximizer CRM Integrations

Microsoft Outlook

Integration rated 4.4 from 12 reviews

Constant Contact

Mailchimp

Eventbrite

HubSpot CRM

Typeform

See all 16 integrations

Maximizer CRM User Reviews

Overall Rating

4.1

Ratings Breakdown

36%

44%

13%

Secondary Ratings

Ease of Use

3.9

Value for money

3.9

Customer support

4.0

Functionality

3.9

Ulrich N.

Verified reviewer

Medical Practice

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2023

Big Maximiser CRM

Am very satisfied with this software. Its ease of access, the best and simplistic data storage method, and the very good customer support it offers make it better and satisfying. Being able to maintain good relationships with customers is magical.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I like this software. It allows you to organize yourself, offer good customer service, ensure the future, and therefore manage your time well. Very intuitive and practical, it is easy to use, in this case for the information necessary for communicating with a customer.

Cons:

It works very well. Nothing to complain about so far.

Vendor Response

Hello Ulrich, Thanks for taking the time to leave this review! We’re delighted to hear that you've enjoyed Maximizer. Looking forward to continuing to serve you! The Maximizer Team

Replied February 2024

Monica R.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Reviewed September 2024

Maximizer Review

We started using the program the beginning of 2024 and it has changed the way we do our tasks and follow up

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

organization of information for our clients kept in central files

Cons:

It does take some time to get used to using the system

Reasons for switching to Maximizer CRM

Maximizer ease of use compared to salesforce

Mike s.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed September 2019

Busy

It's too much information, the ability is strong for capturing information

Ratings Breakdown

Ease of use

Previously 3

Value for money

Previously 3

Customer support

Functionality

Previously 3

Pros:

ability to capture lots of information is there but it overwhelming to find all the places to input.

Cons:

it is SO busy that it is difficult to use the tab after tab function leaves lots of sub levels un informed.

Vanessa W.

Verified reviewer

Food & Beverages

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed February 2022

Maximizer is easy to use

Easy to use when you want to use it. Great way to create lists using filters so you can then create targeted emails.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that I can see the history of emails, phone calls, etc between a team member and a customer and pick up where they may have left off at in the sales funnel. I also like that I can save the details of their purchase and quickly refer to it when they call with a service issue.

Cons:

The cost for this program is large for a small company of only 3 people. Some members do not feel it is worth the money and they do not use it to its full potential. They come from companies that used Sales force and want to continue with that program so trying to teach them this program has been tedious.

Reasons for choosing Maximizer CRM

My last business partner used Maximizer and carried it over with him. I fell in love with it.

Kathy-Rae E.

Verified reviewer

Construction

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2021

Maximizer user since the early 90's

The latest feature that I love is the relation manager it could be a little easier to use. For example I refer customers to service providers that I have in our database. The feature allows me to link that customer with the service providers that we have referred. I can then follow up with the provider to see if they heard from the customer and to make them realize that I'm tracking the precious leads that I send to them.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Maximizer has been my right arm since the early 90's. Our company has grown with Maximizer and watched the software evolve into a very powerful tool. The ability to organize all your customers in one program and to have the mobile ability to bring customer files up on our smart phone is incredible. It makes the customer feel important as you have all the details at your finger tips about their likes and dislikes. Many customers will comment that they can't believe I remembered one detail or another...I don't have the heart to tell them I have it all documented in my Maximizer program.

Cons:

The addition of the campaign management is a critical feature but is very difficult to use. It is fabulous to have this in Maximizer but it is not as easy to use as some of the others such as Constant Contact. The integration of and the statistics are very important to see what customers are clicking on within your email broadcast. Increasing the ability to make adding graphics and enhancing the viewing pleasure of the customer would be very helpful.

Reasons for choosing Maximizer CRM

I had not upgraded my software with Maximizer for several years and did not realize all the fabulous new features that had been added. Probably my biggest stumbling block was at the time my company relied upon the ability to have the integration with QuickBooks. I did not want to go to the online version of QB to have this integration. Our company moved away from needing this feature but now that we are doing more online sales I think it would be instrumental. Although I have heard that the online version of QB is not a good idea. Wish there was a way to integrate the online version of Max with the desktop version of QB.

Sue Lynn T.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2022

Incredible CRM!

Over the last few decades it has help improve my career because of the tracking and flexibility of the design. I couldn't recommend a better CRM.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The best feature is that you can design it to work best for your field, the user defined fields are very important in a specialty or unique business.

Cons:

I don't have anything bad to say, I've been using this software for over 20 years! it's awesome!

Reasons for switching to Maximizer CRM

You could not make them as flexible and easy to use compared to Maximizer!

Vendor Response

Hi Sue Lynn, Thank you very much for sharing your positive experience with Maximizer over the past 20 years! We're so happy that our fully customizable fields have made it easy for Maximizer to fit in with your business process. Looking forward to helping your organization continue to thrive for many more years. The Maximizer Team

Replied November 2022

Maggie M.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Reviewed October 2024

Great Customization with Room for Improvement

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like Maximizer for its high level of customizability, allowing me to tailor fields, dashboards, and modules to fit my specific needs. Its comprehensive contact management system is very helpful in my role, as it enables detailed tracking of customer interactions, history, and preferences. The integration with third-party applications like Outlook and Office 365 enhances workflow efficiency, making it easier to manage customer relationships and streamline day-to-day tasks. I also enjoy the addition of the Maximizer Bot "Assisto" as its a great way to ask quick questions about where to find or how to do something new.

Cons:

The mass email feature in Maximizer CRM can be frustrating, as formatting often appears fine during drafting but looks misaligned or unprofessional once sent, which impacts the customer experience. The email feature on Maximizer as a whole feels quite outdated. Additionally, managing and splitting household contacts, while not a frequent task, is time-consuming and inconvenient when it does come up.

Annie D.

Verified reviewer

Higher Education

2-10 employees

Used daily for less than 2 years

Reviewed December 2024

Maximizer is the GOAT

Amazing! I use Maximizer on the daily. Our office would not be able to function without it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the integration with outlook and template options. This saves us so much time! I also use the statuses often to check in on our workflow and help ensure no one slips through the cracks. I also love the export/import features these save me so much time and are helpful for date reports.

Cons:

No real complaints, on area that could be improved is having a client facing portion of the software.

Dion D.

Verified reviewer

Investment Management

2-10 employees

Used daily for less than 6 months

Reviewed October 2024

Good, but room for improvement.

Good, but it could be better. I would have preferred more time to use the tool with our firm's data before being asked many times how my experience has been. But once I got going using it, doing the data imports etc the use has been great!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the flexibility aspect that allows us to customize the tool to our unique goals.

Cons:

I did not enjoy the implementation. It took a while to implement, the instructions were not always clear, and the training sessions felt rushed sometimes.

Daphne B.

Verified reviewer

Hospitality

11-50 employees

Used daily for more than 2 years

Reviewed December 2024

GOOD CRM FOR HOTEL