Maximizer CRM 2026: Benefits, Features & Pricing

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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
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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

Abel A.

Verified reviewer

Hospitality

2-10 employees

Used daily for less than 6 months

Review source

Reviewed September 2023

Avis maximiser crm

perfect software, intuitive and allows us to have access to information...but it would be better if it helped us to do better housekeeping

Ratings Breakdown

Ease of use

Functionality

Pros:

super software that is very intuitive to use also makes it easy to have useful information to communicate with a client

Cons:

I have difficulty making households and people within households better.

Vendor Response

Hello Abel, Thank you so much for sharing your feedback with us—we really value your input and flagging up areas where we can further improve. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team

Replied February 2024

Morgan B.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 6 months

Reviewed November 2024

Maximizer Review, a positive overall experience.

Other that not being able to produce certain reports, Maximizer does exactly what we need it for. Keeping track of client information and interactions.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

what i like most about maximizer is the ability to add custom fields and the ease of importing data once I figured it out.

Cons:

What I like the least about Maximizer is that some of the field can be deleted that shouldn't. When we first got Maximizer, the amount of fields made it hard to find any one particular field. When I deleted some of them I later found out that they were needed to produce some reports and that I was unable to recreate them. As such we are unable to use maximizer to its full potential.

Reasons for choosing Maximizer CRM

Pricing was the biggest factor, but we also had limits on what CRM's we could use due to our compliance department.

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.

Ian W.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed November 2024

Maximizer is an Amazing CRM - Best in Market

I use Maximizer for all our business needs for prospects, clients & internally. It is very beneficial for a range of options including the integrations & documentation. Very easy to learn.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy to use & learn. Intuitive design & process. Lots of features to use to optimize your business. Able to hide features you aren't using. Very customizable to our business. Really great overall considering the other CRM's in the market.

Cons:

There is nothing I dislike about Maximizer.

Reasons for switching to Maximizer CRM

Cheaper & more customizable. More appropriate for our business.

Jessica M.

Verified reviewer

Graphic Design

2-10 employees

Used daily for less than 2 years

Review source

Reviewed November 2024

Maximizer CRM for Dependable Business Assistance

Maximizer CRM is the valuable and realistic choice that manages marketing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Maximizer CRM has assisted all the customers relations through successful service delivery.

Cons:

Maximizer CRM has nothing contradicting in matters CRM

Reasons for switching to Maximizer CRM

The diversity in every CRM solution is something well articulated.

James D.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed October 2024

Maximizer works.

The program works well and has been relatively reliable.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use. Simple structure with ability to edit. Cloud based platform.

Cons:

Customer service has been a bit off lately.

Reasons for switching to Maximizer CRM

Platform was dated and needed to be replaced.

Brian K.

Verified reviewer

Events Services

201-500 employees

Used daily for more than 2 years

Reviewed November 2024

A Long Time Maximizer User

I have used this program for over 30 years and tried most competitors in that time frame. I have always come back to Maximizer for it's ease of use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

A simple layout that does not overcomplicate what a salesperson really needs to do. I've often thought this program was built for Salespeople and not Management

Cons:

It's integration with the newest version of Outlook is still lacking

Tanner H.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Reviewed December 2024

Maximizer Review

Overall positive. I like it for notes and keeping files, and tracking who has been contacted/when. Nice for sending out mass emails and keeping track of them.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to save emails with it very easily for note taking

Cons:

I wish the DocuSign integration was more useful

Vicki H.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Reviewed September 2024

Great System, Helpful Staff

Great option for our team. Have never had any complaints.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are a number of great functions and very customizable. Entire team is able to access information at their finger tips.

Cons:

It took a bit of time to figure out how things can be customized. There are still a number of functions I am sure I am not aware of. I have tried to register for the coursed however, the links never work for me. I am working with our IT department to get this corrected.

Eugene W.

Verified reviewer

Chemicals

51-200 employees

Used daily for more than 2 years

Reviewed October 2024

Essential tool

essential to my work. I often joke if max was no longer available I quit.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Maximizer CRM is the essential tool for organizing my customer base, activities, and communications. It allows me to keep everything in one place, streamlining my workflow and ensuring that all important information is easily accessible. One of its standout features is its ability to share this information with other team members, promoting collaboration and efficiency within the company. Additionally, Maximizer CRM offers robust access control, allowing me to determine who can view and edit specific information, thereby maintaining data security and integrity.

Cons:

Maximizer offers so much but there could be more tutorials for the sales team and not just the team managers.

Showing 1 - 10 of 366 Reviews

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