About Maximizer CRM | Trusted, Customizable, Easy-to-Use CRM
Overview
Maximizer CRM is a customizable customer relationship management platform trusted by 120,000 teams worldwide. Built in Vancouver and part of the Concord Group of Companies, it has served customers since 1987. It delivers AI-powered insights that show which activities and opportunities need attention, and in what order.
The platform includes an activity timeline that summarizes calls, emails, appointments, and notes, plus email and calendar sync from inside the inbox. Lead handling separates leads from deals, and dynamic pipelines let teams follow proven methodologies or build their own.
Key Benefits
- AI-powered insights surface the activities and opportunities that need attention, in priority order
- Users configure unique views and fields with no developer required
- The activity timeline summarizes calls, emails, appointments, and notes in one place
- Email and calendar sync keeps tasks organized without leaving the inbox
- Out-of-the-box dashboards monitor team performance against targets
- IQ Boost answers questions about any client using existing record data
How It Works
Teams connect Maximizer to Microsoft 365, insurance carrier feeds, and investment data lakes so positions and policies flow into one record per client. Advisors and sales reps configure their views, log calls and emails, and let AI insights flag what needs attention. Compliance details and audit journals generate automatically as records update.
Use Cases
- Financial advisors manage client relationships and see their whole practice from one platform
- Sales leaders monitor team performance and activity targets with real-time dashboards
- Wealth management teams use IQ Boost for faster meeting prep and audit-ready client details
- Insurance firms pull carrier and investment data into a single advisor view
- Microsoft users run their to-do list and sync emails and appointments without leaving the inbox
- SMB sales teams convert leads through customizable pipelines and forecasts
Why Choose This Product
Maximizer has delivered CRM for over 35 years to more than 1 million users. Financial services teams get Canadian data residency, SOC 2 Type II audited security, and natively generated audit journals designed around Canadian regulatory requirements. The platform focuses on configurability and AI assistance rather than forcing a fixed sales process.
Maximizer CRM | Trusted, Customizable, Easy-to-Use CRM Pros & Cons
- Canadian data residency and SOC 2 Type II audited security
- AI-powered insights and IQ Boost assistant built into the CRM
- 35+ years in business; 120,000 teams and 1 million users worldwide
- Customizable interface and views that need no developer
- Native compliance with automated audit journals for financial services
Key Features
Customizable Interface
Users configure unique views, fields, and lists with no developer required.
AI Insights & IQ Boost
AI surfaces activities and opportunities needing attention in priority order, and the IQ Boost assistant answers questions about any client from existing record data.
Activity Timeline
AI summarizes calls, emails, appointments, and notes into a detailed overview of all interactions.
Email & Calendar Sync
Users manage their to-do list and sync emails and appointments without leaving the inbox.
Lead Handling
Separates leads from deals to keep contacts and the pipeline ready for the next move.
Dynamic Pipeline
Teams customize processes with proven methodologies or build their own winning pipeline.
Reports & Analytics
Out-of-the-box dashboards monitor team performance and track progress against targets.
Compliance & Audit
Automated audit journals, Canadian data residency, and SOC 2 Type II audited security support financial services compliance.
Maximizer CRM | Trusted, Customizable, Easy-to-Use CRM Pricing
View full pricing →- Manage contacts
- Set tasks and reminders
- Track interactions
- Work on the go via mobile
- Work directly from Outlook
- Manage opportunities on kanban boards
- See your whole pipeline and forecast in real time
- Build custom dashboards for reps, teams, and leaders
- Set and track activity targets
- AI insights that flag deals needing attention
- Deal coaching and meeting prep
- Automate your workflows
- AI-powered playbooks
- See related entries across your accounts
- Custom solution development and implementation
- Dedicated professional services team
- Custom data lake integrations
- Advanced consulting and strategic guidance
- Enterprise-grade SLA and support
- Same Maximizer CRM deployed on your infrastructure
- Your data stays where you decide
- Control when updates happen
- Meet strict security, residency, and compliance requirements
- Implementation support from the team
| Feature | Core $65/mo | Business $79/mo | Business + $89/mo | Enterprise Custom | On-Premise Custom |
|---|---|---|---|---|---|
| Manage contacts | |||||
| Set tasks and reminders | |||||
| Track interactions | |||||
| Work on the go via mobile | |||||
| Work directly from Outlook | |||||
| Manage opportunities on kanban boards | |||||
| See your whole pipeline and forecast in real time | |||||
| Build custom dashboards for reps, teams, and leaders | |||||
| Set and track activity targets | |||||
| AI insights that flag deals needing attention | |||||
| Deal coaching and meeting prep | |||||
| Automate your workflows | |||||
| AI-powered playbooks | |||||
| See related entries across your accounts | |||||
| Custom solution development and implementation | |||||
| Dedicated professional services team | |||||
| Custom data lake integrations | |||||
| Advanced consulting and strategic guidance | |||||
| Enterprise-grade SLA and support | |||||
| Same Maximizer CRM deployed on your infrastructure | |||||
| Your data stays where you decide | |||||
| Control when updates happen | |||||
| Meet strict security, residency, and compliance requirements | |||||
| Implementation support from the team |
Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Maximizer CRM | Trusted, Customizable, Easy-to-Use CRM
Is Maximizer CRM | Trusted, Customizable, Easy-to-Use CRM free?
Maximizer CRM | Trusted, Customizable, Easy-to-Use CRM is a paid product. See the pricing section for current plans and starting prices.
How much does Maximizer CRM | Trusted, Customizable, Easy-to-Use CRM cost?
Maximizer CRM | Trusted, Customizable, Easy-to-Use CRM offers the following plans: Core, Business, Business +, Enterprise, On-Premise. See the pricing section for what's included in each tier and any per-seat or usage-based costs.
What platforms does Maximizer CRM | Trusted, Customizable, Easy-to-Use CRM support?
Maximizer CRM | Trusted, Customizable, Easy-to-Use CRM is available on: Web, iOS, Android.