Trusted by 120,000 teams worldwide
Explore Maximizer Solutions
CRM for Financial Services
CRM for Sales Leaders
CRM for Microsoft Users
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.
See Maximizer in action
Start the interactive tour to see how Maximizer works. Users can configure and customize unique views with no dev required.
The tools you need to
power success
Activity Timeline
Email & Calendar
Lead Handling
Dynamic Pipeline
AI-Powered Insights
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
The Advisor Tech Series: Conversations from T3
Financial planning is shifting from static outputs to more dynamic, real-time guidance. At T3, this conversation explored what that change means for advisors—and how planning technology is evolving...
Maximizer’s new CRM suite for Insurance Advisors that actually thinks like an advisor
For Insurance Advisors, the conversation has changed. Clients don’t think in terms of products. They don’t separate investments from protection, or planning from risk. They expect advice to reflect...
The Advisor Tech Series: Conversations from T3
At T3, one of the more candid conversations centred on a reality many advisors quietly deal with: disconnected systems and incomplete data. In this discussion, Henry Zelikovsky, President of...
Try Maximizer Today
Experience the difference Maximizer can make for you and your team. Access accurate data and better insights that lead to success.



