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CRM for Financial Services
CRM for Sales Leaders
CRM for Microsoft Users
Trusted by 120,000 teams worldwide






Know your critical activities and track performance
Get alerts, recommendations for next actions, and never miss a key signal for generating new customers and maintaining customer retention.
Receive timely insights delivered throughout the day
Thousands of teams trust Maximizer to surface insights for what activities and opportunities need attention, and in what order.
Harness AI to win back time for high-impact decisions
Offload repetitive tasks so you can do more of what a CRM doesn’t do: making decisions and leading your team.
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Product tour
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The tools you need to
power success
Activity Timeline
Email & Calendar
Lead Handling
Dynamic Pipeline
AI-Powered Playbook
Reports & Analytics
Connect to your favourite tools
Check out Maximizer’s integrations that help connect you to the tools you use everyday.
Companies choose to partner with Maximizer
Best in class CRM software
Over 35 years of delivering exceptional results.
Learn why people love Maximizer
What HNW Clients Expect from Their Advisors and Brokers in 2025
High-net-worth (HNW) clients have always demanded more than just sound financial advice. They look for partnership, strategic foresight, and a deeper understanding of their long-term goals, both...
Maximizer CRM vs Toolkit CRM | CRM Systems in Canada [2025]
Within today’s ever-growing digital landscape, customer expectations are higher than ever, making effective relationship management critical to business success. Customer Relationship Management...
Maximizer CRM vs Equisoft CRM | CRM System in Canada [2025]
Customer Relationship Management (CRM) systems are essential tools that help businesses manage client data, track interactions, and support long-term relationships. As proudly Canadian creations,...
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Experience the difference Maximizer can make for you and your team. Access accurate data and better insights that lead to success.