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Maximizer CRM

Ventas y CRM · www.maximizer.com/

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Resumen

Maximizer CRM is a Vancouver, Canada-based CRM in market since 1987, built around deep no-code customization of fields, objects, and dashboards for sales and financial-services teams. It pairs contact and pipeline management with AI-powered insights (IQ Boost), lead scoring, and out-of-the-box reporting, and ships as both cloud SaaS and on-premise deployments. The company reports serving over 120,000 customers and 1 million users worldwide, with particular strength in financial advisory, insurance, and wealth-management verticals.

El problema que resuelve Maximizer CRM

Financial advisors and relationship-driven sales teams often need a data model tailored to their compliance and household/relationship structures, but most CRMs force generic fields and require a developer to change them. Maximizer solves that by making custom fields, objects, and dashboards a no-code, first-class capability alongside AI-driven lead scoring and forecasting, though buyers should expect annual per-seat billing and plan to bolt on a third-party tool like Twilio or JustCall for actual calling.

Contexto para decidir

Usa estos puntos para comprobar si el producto encaja con tu operación, no solo con la lista de funciones.

  • Precio de entrada publicado: $65 per user/month. Confirma límites de usuarios, uso y funciones por plan.
  • Despliegue: cloud, on_premise. Comprueba requisitos de seguridad, residencia de datos y acceso para todos los equipos que lo utilizarán.
  • Integraciones verificadas: Microsoft Outlook, Microsoft Teams, Microsoft Word, Microsoft SharePoint, Google Workspace, Mailchimp. Valida el sentido de sincronización y los límites del plan elegido.
  • La fecha de comprobación no está registrada; confirma los datos directamente con el proveedor.

Cómo evaluar Maximizer CRM

Una ficha ayuda a crear una lista corta; una prueba con el flujo real del equipo decide si la herramienta encaja. Usa esta lectura junto con los datos estructurados y confirma cualquier cambio con el proveedor.

Encaje de flujo

El registro la considera especialmente adecuada para Financial advisors, wealth managers, and insurance teams needing compliance-friendly, highly customizable client management, SMB and mid-market sales teams that want to reshape data models and dashboards without developer help, Organizations standardized on Microsoft Outlook/365 that want tight native email and calendar sync. Comprueba que ese contexto coincide con el volumen, los roles y los procesos que debe soportar tu equipo.

Preguntas del piloto

  • ¿Puede Maximizer CRM completar el flujo crítico sin trabajo manual fuera de la herramienta?
  • ¿Las conexiones registradas (Microsoft Outlook, Microsoft Teams, Microsoft Word, Microsoft SharePoint) cubren el sentido de sincronización, los permisos y el volumen que necesitamos?
  • ¿Qué límites de usuarios, uso, almacenamiento, soporte o seguridad aparecen después del precio inicial?

Evidencia y vigencia

La ficha no tiene una fecha de comprobación registrada. Confirma precios, funciones, seguridad y soporte directamente antes de comprar.

Ideal para

  • Financial advisors, wealth managers, and insurance teams needing compliance-friendly, highly customizable client management
  • SMB and mid-market sales teams that want to reshape data models and dashboards without developer help
  • Organizations standardized on Microsoft Outlook/365 that want tight native email and calendar sync

No encaja si

  • Startups or price-sensitive small teams wanting a modern, low-cost CRM with a self-serve free tier
  • Inside-sales or call-heavy teams that need a built-in native dialer rather than bolting on Twilio or JustCall

Por qué está listada

  • 35+ year track record with 120,000+ customers, spanning both cloud and on-premise deployment
  • Standout no-code customization (custom fields/objects, formula fields, dashboards) that reviewers cite as its top differentiator
  • Strong niche fit for financial advisors and insurance teams via a dedicated Financial Services edition

Precios

Core

$65 per user/month

Entry tier covering core contact and activity management for sales teams.

  • Contact and account management
  • Task and reminder setting
  • Interaction/activity tracking
  • Mobile app access
  • Outlook integration

Business

$79 per user/month

Adds pipeline visualization and reporting for growing sales teams.

  • Everything in Core
  • Kanban-style pipeline boards
  • Custom dashboards
  • Real-time reporting
  • Guided onboarding support

Business +

$89 per user/month

Most popular tier; adds AI insights and automation on top of Business.

  • Everything in Business
  • AI-powered insights (IQ Boost)
  • Workflow automation
  • Advanced pipeline/deal coaching tools
  • Meeting prep assistant

Enterprise

Custom pricing

Custom-priced tier for large organizations needing bespoke development and integrations.

  • Custom solution development
  • Dedicated professional services
  • Data lake / advanced integrations
  • Advanced consulting
  • Enterprise SLA

Funciones

AI featuresIQ Boost AI provides AI-generated activity summaries and insights across calls, emails, and notes, plus AI-driven lead scoring.
Custom objectsCustom fields, objects, and formula fields are a headline capability, configurable without a developer via the customization module.
Email & calendar syncNative Outlook and Google Workspace integration syncs email, calendar, and tasks; dedicated Outlook add-in logs activity without leaving the inbox.
Lead scoringReal-time, AI-driven lead scoring based on engagement, interactions, and buying signals.
Mobile appNative iOS and Android apps provide pipeline access, scheduling, and voice-to-text note dictation on the go.
Native callingNo built-in softphone/dialer; calling and SMS require a third-party integration (Twilio, JustCall, or Nextiva).
Public APIPublic REST APIs (Octopus/Ferret) with a developer portal, Postman collections, and webhook support.
Reporting & dashboardsOut-of-the-box dashboards and an Insights module with widget building, conditional formatting, and drill-down; also integrates with Power BI.
Sales forecastingSales Intelligence dashboards include pipeline forecasting, forecast-vs-actual, and scenario-planning views.
Workflow automationWorkflow and activity automation are available, alongside a Zapier integration for cross-app automation.

Integraciones

Microsoft OutlookMicrosoft TeamsMicrosoft WordMicrosoft SharePointGoogle WorkspaceMailchimpConstant ContactDocuSignZoomSlackQuickBooks OnlineZapierTwilioShopifyMarketo

Pros y contras

Pros

  • Extensive no-code customization of fields, objects, and dashboards, repeatedly cited as the top reason teams choose it
  • Solid contact and pipeline management with deep Outlook/email integration
  • AI-powered insights (IQ Boost) and lead scoring help reps prioritize engaged prospects
  • Flexible enough to adapt as a growing business's workflows change, per Capterra reviewers

Contras

  • Interface feels dated and navigation can be cluttered/unintuitive for new users
  • Annual billing plus per-seat pricing is a cash-flow burden for smaller teams, and reviewers note frequent price increases
  • No native in-app dialer; calling requires a separate integration such as Twilio, JustCall, or Nextiva
  • Some users report technical disruptions (bugs, slowdowns) and inconsistent customer support quality

Qué muestra el registro

4.0/5
668 reviews agregadas
G2 ↗Capterra ↗

Averages roughly 4.0-4.1/5 across G2 (668 reviews) and Capterra (366 reviews). Reviewers consistently praise deep field/dashboard customization, contact and pipeline management, and Outlook integration, while recurring complaints cite a dated/cluttered interface, costly annual per-seat billing, occasional bugs or slowdowns, and the lack of a built-in phone dialer.

Resumen y puntuación agregados de plataformas públicas de reseñas. Enlazamos a las reseñas originales en lugar de reproducirlas — lee la fuente antes de decidir.

Reseñas de usuarios

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