
Trusted by 120,000 teams worldwide






Build high-performing
sales pipelines
Maximizer helps you visualize your sales stages, track deal progress, and ensure nothing falls through the cracks. Empower your team with the tools they need to close deals efficiently.

Forecast targets with CRM pipeline management
Map the best path to your targets. Intuitive dashboards offer a 360-degree view, ensuring you never miss a critical deal.
Manage your pipeline efficiently
Challenge #1
You can’t know what play to make if you can’t see the field properly.
Solution #1
Maximizer tackles your sales pipeline challenges head-on, making your path to management a breeze.
Transform data into insights
Challenge #2
Handling vast amounts of data can be overwhelming, leading to missed opportunities and poor decision-making.
Solution #2
With AI-powered analytics, uncover actionable insights and focus on what really matters.
Optimize processes
Challenge #3
Manual tracking and outdated tools slow down the sales process, reducing overall productivity.
Solution #3
Boost efficiency and reduce manual tasks, freeing up your team to concentrate on closing deals and building relationships.
Boost sales with better pipeline management

Pipeline management
Monitor pipeline health and understand revenue potential thanks to a holistic view of all open opportunities.
AI-driven playbook
Customizable sales processes
Choose from predefined sales processes, or customize your own to suit your needs.
Real-time notifications
Receive instant alerts on deal progress, team performance, and critical actions needed.
Companies choose to partner with Maximizer
Maximizer ranks among the top CRMs for pipeline management
Over 35 years of delivering exceptional results.
Learn why people love Maximizer
Leading Indictors: The Hidden Numbers Shaping Your Firm’s Growth
Financial advisors and wealth managers live by their numbers. From AUM growth to quarterly revenue, performance metrics are baked into daily operations. But here’s the hard truth: many of the...
Maximizer CRM vs HubSpot CRM – Choosing the right CRM for your business
When evaluating CRM platforms, Maximizer and HubSpot cater to different business needs. Maximizer CRM offers significant contact management, sales tracking, and customer service tools, with a strong...
How Advisors and Brokers Can Build a Sellable Book of Business
What’s your book of business worth if you walked away tomorrow? For many advisors, the answer is less than they hoped. Not because their work lacks value, but because their practice isn’t built to...
Ready to transform your pipeline?
Unlock the potential of your sales pipeline with Maximizer. Experience AI-powered insights that drive results. Book a demo today to see the difference.