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Maximizer

Vendor: Maximizer

Maximizer is a CRM for sales and financial-services teams with customizable contacts, pipelines, AI insights, reporting, workflows, and integrations.

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email multichannel mid-sized businesses enterprises sales teams customer relationship management sales process automation #crm #sales-automation #customer-management #marketing-automation #analytics

Overview

Maximizer is a CRM for sales and financial-services teams. It provides contact and interaction management, tasks and reminders, opportunities and pipelines, dashboards and reporting, mobile and Outlook access, AI-powered insights and workflows on qualifying plans, and an app directory with hundreds of integrations.

Key Features

Contact and interaction management

Manage contacts, interactions, tasks, appointments, and communications.

Pipeline and opportunity management

Use Kanban opportunities, pipeline views, and sales funnels on qualifying plans.

AI insights and workflows

Business+ and Financial Services+ include AI-powered insights and workflow automation.

Reporting and dashboards

Build dashboards and view real-time reporting and analytics.

Pros & Strengths

  • ✓
    Broad integration directory: Maximizer documents hundreds of integrations, including Microsoft, Google, marketing, and communication tools.
  • ✓
    Sales and financial-services editions: The pricing page separates plans for general sales teams and financial-services teams.

Cons & Tradeoffs

  • ⚠
    Higher-tier feature gating: AI insights and workflows require the highest standard plans.
  • ⚠
    Review feedback: Across G2 (4.0/5 from 673 reviews) and Capterra (4.1/5 from 366 reviews), recurring themes include strong customization and organization, alongside a learning curve and interface/navigation concerns.

Known Limitations

  • • Enterprise and on-premise pricing require a quote.
  • • AI-powered insights and workflows are available on Business+ and Financial Services+ rather than Core or Business/Financial Services.

Pricing & Plans

Model: subscription
USD65 /month

For all industries, Core is $65, Business $79, and Business+ $89 USD per user/month; Enterprise is custom. Financial-services editions use the same $65/$79/$89 USD monthly starting prices.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-27

Editorial Info

Last Reviewed: 2026-08-27

Verified Sources & Research

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