Maximizer CRM Pricing. SALE! Ends Nov 30

15-day trial



Fully functional. No credit card required.

Maximizer CRM Live


Per user / month

(Billed every 2 years. 2 user minimum.)

Contact sales
  • What’s included:
  • All features for sales, marketing, service
  • Unlimited contacts
  • Unlimited leads
  • Unlimited opportunities
  • Unlimited custom fields
  • Unlimited live support *
  • Outlook, Word, Excel integration (and more)
  • 75GB storage

For Financial Advisors


Per user / month

(Billed every 2 years. 2 user minimum.)

Contact sales
  • Includes everything in Maximizer CRM Live +
  • Investment account management
  • Insurance policy management
  • Hundreds of industry-specific fields
  • KYC fields
  • Consolidated household views
  • Standard industry processes & workflows

(or your cloud)


Per user / month

(Billed every 2 years. 5 user minimum.)

Contact sales
  • Includes everything in Maximizer CRM Live +
  • No storage limits
Steve Davison

“Maximizer has had a significant beneficial impact on lead generation and management. It also provides a very simple way of staying in touch with all our customers, and delivering first class customer service.”

Steve Davison, Managing Director
Minus 40

Afif Jawad

“I’ve been a financial advisor for 17 years, managing money and also managing an insurance portfolio. Maximizer is the center of my universe. I cannot see my day going without accessing my Maximizer.”

Afif Jawad, Financial Advisor

A few of our 120,000+ customers
Feature list
Mobile CRM Smartphones (iPhone, Android and Blackberry)
Mobile Access for Tablets (iPad, Android, and Blackberry Playbook)
Contact management Action plans
Address book
Alerts & notifications
Audit log
Call logging
Data import & export
Data management, field requirements, business rules
Document library
Duplicate record checking
Email integration
Email templates (with merge fields)
Excel templates (with merge fields)
File attachments, document management
Mass editing of records
Process automation
Role-based security
Search & filters, list management
Task management
Timeline (at a glance history of all communications)
Word document templates (with merge fields)
Sales automation Lead management
Mass email
Opportunity monitoring & alerts
Partner relationship management
Quote management
Sales action plan
Sales dashboards
Sales forecasting
Sales goal tracker
Sales pipeline management
Sales reports
Territory management
Customer service Call logging
Case management
Case monitoring & alerts
Customer service dashboards
Customer service reports
Knowledge base
Marketing Campaign management
Campaign monitoring & alerts
Email marketing (with tracking & anti-spam functionality)
Email templates (with merge fields)
List management & segmentation
Web forms
Reports & dashboards Analytics
Cloud & on-premise CRM Enterprise-grade security
On our cloud
Setup & onboarding Consulting services
Development services
Fast & simple setup
Implementation services
Simple & easy to learn
Training (private)
Training webinars (free)
Customization Multilingual & multi-currency
Page layouts
Personalize the interface
Process customization
Unlimited custom fields
Integrations Excel
Maximizer API
VOIP & telephony

* Customer support does not include training or customization/configuration of your environment. Complimentary live training webinars are available to all customers 6 times per week.

Frequently Asked Questions

Does Maximizer CRM work on Windows 10?
How do I pay?
Where will my data be stored?
Should I choose cloud or on-premise deployment?
Do I own my data?
How do I get started?
How does a free trial work?
Do you offer training?
Can I configure Maximizer CRM myself?
Can I customize Maximizer CRM?
How much storage is included?
How many outgoing emails can I send through your SMTP servers?

Show Me Maximizer CRM in Action

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