What is Maximizer?

"Maximizer CRM software comes loaded with all the features you need to succeed, all at one simple and all-inclusive price. Try us out free for 30-days hassle-free. "

Maximizer a CRM software, primarily created to maximize sales leads and calls. The platform can be used by organizations of all sizes, across industries, such as manufacturing, financial advisors, higher education, consultants, logistics, public sector, financial services, etc.

This CRM solution implements a central lead management with immediate access to all records of a customer, or a prospect. It provides updated customer history, with a cloud-based access, anytime, and anywhere. Insights can be shared with sales, marketing, and customer service, empowering productivity and efficiency increase.

With Maximizer CRM users will generate more leads, improve customer retention, and leverage marketing automation. The software has an intuitive interface, it is easy to deploy and manage. Integrations with most-used business applications are also available and you can boost your productivity on the go with our android and ios compatible apps.

Maximizer scored 84/100 in the CRM category. This is based on user satisfaction (78/100), press buzz (42/100), and other relevant information on Maximizer gathered from around the web.

The score for this software has improved over the past month. What is this?

Maximizer Awards

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Maximizer Review

Editors' Review by the CRM Software Review Team

Maximizer CRM is a customer relationship management (CRM) software solution that is adaptable to nearly any company of every size. Its customizability makes it more attractive to prospective users whether they be a small business of fewer than 20 operatives or an enterprise with thousands of employees. It is simple and accessible—which is another attractive feature—and the fact that it is easy to use is a big plus.

Customer data can be shared among all concerned departments, which helps in improving efficiency and productivity. Maximizer CRM can also be easily tweaked to meet the specific needs of businesses. Managers can easily gauge the performance of their venture through dashboards.

The software develops CRM and contact management software solutions for entrepreneurs, small and medium businesses, and large corporations. It offers sales management, marketing automation, customer service, wealth management, reporting and intelligence, and mobile access solutions, as well as professional training and consulting services. The company also provides Maximizer CRM Live, a cloud-based CRM solution for organizations. Its CRM solutions are designed to enable organizations in various industries and markets to get better sales, marketing, and to improve customer service, while also increasing productivity and revenue.

Maximizer CRM Features

Contact Management and CRM Software

Maximizer is a CRM software product, where users are given the ability to store all contacts and key documents in one place. Rapid searches by case number or company affiliation—even while on the phone—are possible and favorite searches are recalled at a click.  It gives the users the ability to automate processes by tweaking workflows to your company. Users can also decide who can sift through and tweak individual information as well as control access to contacts, accounts, features, and modules.

Users are able to run a calendar from anywhere with the Maximizer CRM mobile-friendly calendar. The user can view their colleague’s calendar too, as well as queue up appointments and verify meeting attendance in real time. Users are also able to check duplicate entries easily and indicate mandatory fields for precise forecasts and reports. Search filters are simplified with wide-ranging search criteria and filters specifically built towards marketing, sales, support, and service.

Maximizer CRM allows the user to sync contacts and email communications with Gmail and Outlook using the software’s pre-built integrations. Alerts and notifications can be triggered on data capture fields, which allows the users to know when they land a big opportunity.

maximizer marketing crm

CRM Sales Software

Maximize CRM allows the user to make the management of the entire sales pipeline proactive by personalizing each stage and add as many steps as needed. The user is able to view sales information through the product’s dashboard, which can be personalized using user-tailored metrics. Comparisons between successful and unsuccessful opportunities are made and monitoring of every representative’s performance or any desired important detail is available.

The software has a feature that allows users fast Excel quoting. The user is able to generate quote templates and fill them with product details, customer, and company, and then sync the quoted values with the business’ opportunities module for precise forecasts. Automated lead management allows the users to monitor the source and status of every lead and then route said leads by area while the target’s interest is still piqued.

maximizer sales crm

Customer Service Software

Maximizer CRM allows the user to oversee the daily influx of support and service requests. The company is able to create and manage a case with instant notifications and track trouble tickets depending on urgency and severity. The users are also able to find from a specific document to a record with no need to sift through the entire library.

Files are attached to an address book contact for relatively easy retrieval and articles that are stored in the cloud can even be hyperlinked in. Automatic call-logging is a feature that can be used to identify top performers or those that are in need of coaching. The company is able to see who representatives called, as well as the date of call, time, and length. Call details in notes are also searchable by keyword for ease of use.

maximizer customer service crm

Maximizer Benefits

Maximizer CRM is tailored to fit small and medium-sized businesses, but can also serve the needs of larger enterprises. Its configurable web-based interface is easy to use, and accessible to anybody in the company with internet access, therefore ensuring that the software is self-sufficient and no other third-party program is needed to make full use of the Maximizer CRM features.

The software’s ability to be stored in the cloud or in the user company’s own database provides an option for businesses to choose which one is a better fit for their current I.T. capabilities. It’s simple to interact with, which means all employees will have no trouble navigating through its interface, and its mobile compatibility feature allows for representatives in the field to update information in real-time.

Enhanced reporting is available via an Excel template that allows you to see who the most productive department is, or who needs the most assistance. The workday tab provides several updates about tasks and appointments and also company announcements. Dashboard tab provides at-a-glance information about closed sales, pipeline by stage, and others.

Contacts are easily imported through CSV or through Outlook.  Actions are accessible to the user, and everything from adding notes and scheduling a meeting is quick and easy. Several tabs such as details, contacts, history, notes and documents, and opportunities provide users the ability to easily view helpful info. The opportunities tab gives users helpful info about potential leads, and this info helps users make decisions on which leads to target and when.

Maximizer CRM also has customer service, campaign library, and video tutorial tabs to help users get the most out of the software as well as keep them informed and within reach of pertinent information that will help the business.

Maximizer CRM Pricing

This software has three pricing plans, which cater to almost all businesses of any size. It gives the users the option to choose whichever is best for their company, and the ability to ensure what they’re choosing is best for what they need in particular.

Maximizer CRM Live, which is cloud-based, is $55 per user per month, which is billed every two years, with a minimum of two users. The plan Financial Advisors—which is also cloud-based—is $60 per user per month, which is also billed every two years with a minimum of two users. The final plan is On-Premise, which is based locally. It costs $40 per user per month, is also billed every two years, but with a five-user minimum stipulation.

Both Maximizer CRM Live and For Financial Advisors have a free demo option, but the On-Premise option does not. However, all three give you the ability to contact the Maximizer sales department, which gives you the option of choosing from a variety of pricing options.


Overall, Maximizer CRM is used to maximize flexibility with the ability to deploy on their cloud or in-house. The system also helps business insight with its intuitive dashboard and helps teams maximize CRM potential with its marketing automation feature. It keeps all pertinent sales and marketing information in one place and has all the necessary features to allow an employee to work more efficiently and productively. It’s a software product you should consider if you’re looking for a CRM software solution.

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CRM Market Radar

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Maximizer Product Overview

  • Account and Contact Management

  • Time Management

  • Task Management and Automation

  • Sales Force Automation

  • Sales Forecasting

  • Email Marketing

  • Business Intelligence

  • Create and Manage Quotes and Orders

  • Track Status of Quotes and Orders

  • Powerful Quota-Based Dashboard Indicators

Languages: English

Maximizer Features

  • 2-Factor Authentication
  • 360 Degree Feedback
  • A/B Testing
  • API
  • Application Tracking
  • Attendance Tracking
  • Audience Targeting
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Employee Database
  • Employee Incentive Management
  • Employee Onboarding
  • Expense Tracking
  • External Integrations
  • Feedback Management
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Onboarding
  • Payroll
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Timesheets
  • Travel Management
  • Vacation Calendar
  • Call Recording
  • Call Tracking
  • Call Disposition
  • Softphone
  • Time Management
  • Sales Motivator
  • Click-to-Dial
  • Employee Engagement
  • SAP Integration
  • Net Promoter Score
  • Sales Automation
Compare Pricing

Maximizer Pricing Plans

Maximizer CRM LIVE (Our Cloud)

per user/month
  • All sales, marketing, and customer service modules.
  • Unlimited custom fields.
  • Outlook, Word, and Excel integration.
  • Pre-built and customizable dashboards & reports.
  • Our cloud or your servers.

Financial Advisors

1 user(s) / month
  • Everything in Maximizer CRM, plus these features:
  • Built by advisors, for advisors.
  • Investment account & insurance policy management.
  • Hundreds of industry-specific fields, including KYC.
  • Consolidated household views.
  • Standard business processes & workflows.

Plans starting from: $65.00/month Credit card required: No

Maximizer FAQs

Does Maximizer integrate with any other apps?

Some of our integrations include:

Microsoft Applications

What are some applications Maximizer is commonly used in tandem with?

We integrate with commonly used applications like Mailchimp, Quickbooks, Zapier and Outlook.

What is Maximizer generally used for?

This service is used for customer relationship management.

What platforms does Maximizer support?

Maximizer offers two deployment options: on-cloud or on-premise.

Does Maximizer offer an API?

Yes, it offers an API.

Does Maximizer offer guides, tutorials and or customer support?

Support: User Guide, Webinars, Videos, Community, FAQs, Phone Suport.

Who are the main user groups of Maximizer?

Main users of Maximizer CRM are financial, insurance and group benefits advisors, as well as wealth managers.

Does Maximizer offer multi-user capability (e.g. teams)?


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