Maximizer logo

Maximizer

Vendor: Maximizer

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

Visit Website ↗
email multichannel mid-sized businesses enterprises sales teams customer relationship management sales process automation financial advisors wealth management teams #crm #sales-automation #customer-management #marketing-automation #analytics #ai-crm #financial-services

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 (IQ Boost) and workflows on qualifying plans, and an app directory with hundreds of integrations. The Financial Services Edition includes IQ Boost™, a Canadian-built secure AI feature embedded directly into the CRM that provides instant client summaries, compliance details, and opportunity identification. Maximizer offers no-code customization for fields, workflows, and reports, advanced reporting and analytics with predictive insights, customer retention tools with automated engagement, and centralized database management with AI-powered insights.

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 (IQ Boost)

Business+ and Financial Services+ include IQ Boost™, a Canadian-built secure AI feature that provides instant client summaries, KYC/compliance details, opportunity identification (RESP planning, RRSP-to-RRIF conversions), and saves hours per week on meeting prep. Built with Canadian data residency and SOC 2 Type II audited security.

Reporting and dashboards

Build customizable dashboards and view real-time reporting and analytics with predictive insights.

No-code customization

Create custom fields, workflows, and reports that align with sales strategy. Design workflows that fit sales processes with advanced user permissions and field customization.

Customer retention tools

Automated personalized engagement, dynamic segmentation, loyalty program integration, automated follow-up workflows, personalized email/SMS campaigns, and proactive service issue resolution.

Database management

Centralized customer data with advanced search/filtering, AI-powered analytics, real-time collaboration, and seamless integration with database management systems and cloud storage.

Pros & Strengths

  • ✓
    Broad integration directory: Maximizer documents hundreds of integrations, including Microsoft, Google, marketing, and communication tools, plus direct feeds from major insurance carriers and investment data lakes.
  • ✓
    Sales and financial-services editions: The pricing page separates plans for general sales teams and financial-services teams with specialized features like IQ Boost.
  • ✓
    Canadian data residency and security: IQ Boost is built in Canada with Canadian data residency and SOC 2 Type II audited security, trusted by Canadian wealth management teams for over 30 years.
  • ✓
    No-code customization: Robust customization built for in-house teams without requiring consulting or high technical knowledge.

Cons & Tradeoffs

  • ⚠
    Higher-tier feature gating: AI insights and workflows (IQ Boost) require the highest standard plans (Business+ and Financial Services+).
  • ⚠
    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 (IQ Boost) are available on Business+ and Financial Services+ rather than Core or Business/Financial Services plans.
  • • Financial Services Edition pricing uses same starting prices as general editions but with specialized features.

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 with specialized features like IQ Boost on Financial Services+.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-27

Editorial Info

Last Reviewed: 2026-08-27

Verified Sources & Research

Similar Sales Tools

Agentforce Sales (formerly Salesforce Sales Cloud)

by Salesforce

Agentforce Sales is Salesforce’s sales CRM for managing pipeline, automating sales work, forecasting revenue, and extending workflows across the Salesforce platform.

freemium

Agile CRM

by Agile CRM

Agile CRM is a CRM for small to mid-sized businesses offering contact management, email marketing, automation, lead scoring, and integrations with Gmail, Shopify, and Zapier.

freemium

Attio

by Attio

Attio is an AI CRM with configurable data, contact enrichment, automation, reporting, and an app ecosystem for modern revenue teams.

freemium