About Maximizer
Maximizer is a customizable CRM solution designed to streamline your workflow with AI-driven insights. Trusted by over 120,000 teams globally, it helps financial services, sales leaders, and Microsoft users optimize performance, automate repetitive tasks, and make data-driven decisions. With features like activity timelines, dynamic pipelines, and seamless integrations, Maximizer adapts to your processes, ensuring you focus on high-impact strategies.
Pricing
Full pricing pageCore
Organizations that need deeper customization, marketing tools, and pipeline monitoring to close more deals.
- Manage Contacts
- Set Tasks and Reminders
- Track Interactions
- Work On The Go Via Mobile
- Work Directly From Outlook
Financial Services
Wealth, insurance, and financial services teams that need a complete view of their business to convert leads and build relationships
- Everything in Core, plus:
- Manage Opportunities On Kanban Boards
- Visualize Sales Pipelines and Funnels
- Build Custom Dashboards
- See Real-Time Reporting and Analytics
- Special Onboarding and Support
Financial Services +
Financial Services + Wealth, insurance, and financial services teams that need AI tools, automated workflows, and accurate client data to improve efficiency.
- Everything in Financial Services, plus:
- Surface Al-Powered Insights
- Access investment and insurance data in one location
- Automate Workflows
- Visualize Family Connections
Enterprise
Custom solutions and advanced professional services for complex financial services organizations.
- Custom Solution Development and Implementation
- Dedicated Professional Services Team
- Custom Data Lake Integrations
- Advanced Consulting and Strategic Guidance
- Enterprise-grade SLA and Support
Business
Small and medium businesses that need complete sales visibility to convert leads and accelerate growth.
- Everything in Core, plus:
- Manage Opportunities On Kanban Boards
- Visualize Sales Pipelines and Funnels
- Build Custom Dashboards
- See Real-Time Reporting and Analytics
- Special Onboarding and Support
Business +
Growing sales teams that need AI-powered tools, automated workflows, and data accuracy to scale operations efficiently.
- Everything in Business, plus:
- Surface Al-Powered Insights
- Automate Workflows
- Deal Coaching
- Personalized Meeting Prep Assistant
On-Premise
Businesses that need the added security, compliance, and precision control of deploying on your own web server.
- Manage Opportunities On Kanban Boards
- Visualize Sales Pipelines and Funnels
- Build Custom Dashboards
- See Real-Time Reporting and Analytics
- Special Onboarding and Support
FAQ
Alternatives to consider
See all alternatives
Badges
Promote Maximizer giving it more exposure, by adding these badges to your website, documentation, or product listing. Each badge links back to Maximizer page on Webfolio.
<a href="https://www.webfolio.to/tools/maximizer?utm_source=badge&utm_campaign=badge" target="_blank" rel="noopener noreferrer"><img src="https://www.webfolio.to/badges/featured_color.svg" alt="Featured on Webfolio" style="max-width: 150px" /></a>
Pricing summary
Categories
Claim this tool
Are you the founder? Claim your profile to update details and track views.