SoftwareWorld

Maximizer CRM

Claim Profile

A CRM specifically built for the sales leader… finally.

No approved reviews yet. Be the first to review
Visit Website Write a Review
Listed In
Decision Snapshot

Maximizer CRM Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting Price€19 / month
Free TrialNot available
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersCanada
✎
Buyer Contribution

Your Maximizer CRM experience can help other buyers

Used Maximizer CRM? Share an honest review about usability, features, support, and overall experience. Your feedback can help other buyers evaluate the product with greater confidence.

Reviews are published after SoftwareWorld moderation.

Write a Review
Trust & Transparency

Why Buyers Can Trust This Page

Structured Product Information

Consistent buyer-focused fields make software profiles easier to evaluate.

Clear Sponsored Disclosure

Paid placements are labeled and separated from product facts and reviews.

Editorial Independence

Sponsored participation does not influence SoftwareWorld's editorial assessment.

Data Transparency

Pricing and availability can change, so current details should be confirmed with the vendor.

Product Overview

Maximizer CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Maximizer CRM

Maximizer CRM is a customer relationship management software designed to help sales teams and financial service professionals manage client relationships, track opportunities, and improve revenue performance. The system centralizes customer records, communication history, sales activities, and deal pipelines so teams can maintain a clear view of every interaction with prospects and clients. By bringing sales and client data into one organized workspace, Maximizer CRM enables businesses to monitor opportunities, coordinate team activities, and maintain consistent engagement throughout the customer lifecycle.

The software also includes tools for sales forecasting, marketing automation, reporting dashboards, and workflow management that help teams prioritize leads and make data-driven decisions. With customizable dashboards, analytics, and integration capabilities, organizations can adapt the system to match their internal sales processes and compliance requirements. By combining client management tools, automation features, and real-time insights, Maximizer CRM helps businesses improve sales productivity, strengthen customer relationships, and scale their growth strategies more effectively.
Company Maximizer Software
Founded 1988
Headquarters Canada
Employees 101-500

Support

Email Phone Chat

Training

In-person Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android Windows Mac Linux

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 2 industries available
Financial Services Insurance

Why Choose Maximizer CRM

Problem it Solves

  • Problem it Solves Improves Sales Productivity And Customer Relationship Visibility.

Target Users

  • Target Users Sales Teams
  • Target Users Business Owners
  • Target Users Financial Advisors
  • Target Users Revenue Operations Managers

Core Use Case

  • Core Use Case Manage Customer Relationships
  • Core Use Case Track Sales Opportunities
  • Core Use Case Automate Sales Activities
  • Core Use Case Forecast Revenue Performance

USP

  • USP Customizable CRM Software Built For Sales Leaders And Financial Professionals.
Editorial Buyer Guidance

Who Is Maximizer CRM Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Improves Sales Productivity And Customer Relationship Visibility.

Target Users

  • Sales Teams
  • Business Owners
  • Financial Advisors
  • Revenue Operations Managers

Core Use Cases

  • Manage Customer Relationships
  • Track Sales Opportunities
  • Automate Sales Activities
  • Forecast Revenue Performance

Unique Selling Point

Customizable CRM Software Built For Sales Leaders And Financial Professionals.

Category-Based Capabilities

Maximizer CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management
Knowledge Base Software 16 selected features Open category ↗ ⌄
Full Text Search Self Service Portal SEO Management Customizable Branding Feedback Management Reporting/Analytics Rich Text Editor Cataloging/Categorization Multi-Language Customizable Templates Collaboration Tools User Management Drag & Drop Editor Mobile Interface WYSIWYG Editor Knowledge Management
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
IT Ticketing Systems Software 31 selected features Open category ↗ ⌄
Access Controls/Permissions Activity Dashboard Alerts/Escalation Asset Lifecycle Management Automated Responses Automated Routing Change Management Collaboration Tools Configurable Workflow Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Help Desk Management Incident Management IT Asset Management Knowledge Base Management Macros/Templated Responses Multi-Channel Communication Multi-Language Prioritization Problem Management Release Management Reporting/Analytics Self Service Portal Service Catalog Service Reporting Support Ticket Management Support Ticket Tracking Task Management
Pricing Information

Maximizer CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency EUR (€)
Free Trial Not available
Free Version Not available
Payment Frequency Annual Subscription
Pricing Page ↗
Starter
€19 Per Month
Core
€58 Per Month
Business
€63 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Alternative Products

Top Maximizer CRM Alternatives

Explore leading products commonly evaluated alongside Maximizer CRM.

View All Maximizer CRM Alternatives ↗

Salesforce Sales Cloud

Zoho CRM Verified Profile

Bigin by Zoho CRM Verified Profile

Bitrix24

Frequently Asked Questions

Maximizer CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Maximizer CRM is a customer relationship management software designed to help sales teams and financial service professionals manage client relationships, track opportunities, and improve revenue performance. The system centralizes customer records, communication history, sales activities, and deal pipelines so teams can maintain a clear view of every interaction with prospects and clients. By bringing sales and client data into one organized workspace, Maximizer CRM enables businesses to monitor opportunities, coordinate team activities, and maintain consistent engagement throughout the customer lifecycle.

The software also includes tools for sales forecasting, marketing automation, reporting dashboards, and workflow management that help teams prioritize leads and make data-driven decisions. With customizable dashboards, analytics, and integration capabilities, organizations can adapt the system to match their internal sales processes and compliance requirements. By combining client management tools, automation features, and real-time insights, Maximizer CRM helps businesses improve sales productivity, strengthen customer relationships, and scale their growth strategies more effectively.

  • No, Maximizer CRM does not offer a free version.

  • No, Maximizer CRM does not offer any free trial.

  • Maximizer CRM offers the following pricing plans & packages:

    Starter

    €19 Per Month

    Core

    €58 Per Month

    Business

    €63 Per Month

  • Maximizer CRM supports the following payment frequencies:

    • Annual Subscription

  • No, Maximizer CRM does not offer an API.

  • Maximizer CRM offers support with the following options:
    • Email , Phone , Chat

  • Maximizer CRM offers training with the following options:
    • In-person , Webinar , Documentation

  • Maximizer CRM supports the following languages:
    • English

  • Following are the typical users of the Maximizer CRM:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Maximizer CRM supports the following deployment:
    • Cloud Hosted

  • Maximizer CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Mac , Linux
Are you an authorized Maximizer CRM representative?

Claim this profile with an official business email to request management access. Public product information and approved reviews remain available before the profile is claimed.

Claim Profile Profile Support
Write a Review Visit Website ↗
Get Expert Help