CRM Comparison

Maximizer vs HubSpot:Which CRM Fits You?

See how Maximizer and HubSpot compare across features, integrations, sales and marketing capabilities, as well as pricing, so you can find the CRM that best fits your team.

Get the 5-page comparison guide for a clear, side-by-side look at where each CRM stands out.

Download the Free Maximizer vs. HubSpot Guide

Quick comparison

Maximizer vs HubSpot, at a glance

A quick look at some of the key differences between the two CRMs.

Maximizer
HubSpot

CRM focus
Sales-first and relationship-focused
Marketing-led and built around the broader customer journey

Client & lead management
Strong for structured client relationships, account visibility and ongoing follow-up
Strong for inbound leads, lifecycle stages and marketing-to-sales handoff

Microsoft 365 fit
Strong fit for teams that work in Outlook, Excel and Teams
Integrates with Microsoft tools, but is less Microsoft-first

Marketing automation
Supports core marketing needs without making marketing the centre of the CRM
A major strength, with email, forms, landing pages, nurturing, campaigns and workflows

Financial services
Dedicated fit for advisors, insurance, wealth, renewals and client service
Broader horizontal platform that may require more configuration

Download the full guide for the complete feature-by-feature comparison →

Why teams switch

Where Maximizer stands out

Built for Outlook & Microsoft 365

Keep CRM activity close to the tools your team already uses, with Outlook email sync, activity tracking and Microsoft-centred workflows.

Built around sales and client relationships

Manage client history, opportunities, follow-ups and pipeline visibility in one place, without making marketing the centre of your CRM.

Built for Cost Predictability

Straightforward pricing by edition makes it easier to understand what your CRM will cost as your team grows, without having to assemble multiple hubs for core functionality.

Trusted by 120,000 teams worldwide

IG Private Wealth ManagementCanadian Western BankCU Financial ManagementTPC FinancialFirstOntario Credit UnionArbutus Financial / NavacordVeritas Investment ResearchMcFaull FinancialAgilityForexNew Outlook WealthInvestment Planning CounselWellington-AltusGranville West GroupFirst Growth Multi-Family Office / iA Private WealthTulett, Matthews & AssociatesSunshine Coast Financial

Best in class CRM software

Over 35 years of delivering exceptional results.

G2 Leader, Spring 2026G2 Leader, Small Business, Spring 2026G2 High Performer, Canada, Spring 2026G2 High Performer, Small Business, Canada, Spring 2026G2 High Performer, Mid-Market, Spring 2026G2 High Performer, United Kingdom, Spring 2026G2 Leader, Small Business, Europe, Spring 2026

What teams say

Simple to use. Powerful in practice.

35+ years helping sales and financial services teams land, keep and grow customers.

“

It’s a versatile CRM that has proven to be multifunctional for our company. We would be lost without Maximizer!

Angie Merrell, Vice President of Risk Management

Ready to compare Maximizer with your CRM shortlist?

See how Maximizer supports client management, Microsoft 365 workflows, pipeline visibility, reporting, and AI-powered insights, and how it compares with HubSpot for your team.

Book a Maximizer Demo

Pricing and features referenced change frequently; treat figures as directional only and confirm current rates directly with each vendor before purchasing. This page is not financial or legal advice.