Audyense
Maximizer CRM
Sales & CRM · www.maximizer.com/
Overview
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.
The problem Maximizer CRM solves
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.
Decision context
Use these points to test whether the product fits your operation, not just whether it has a long feature list.
- Published starting price: $65 per user/month. Confirm user, usage, and feature limits for the plan you would actually buy.
- Deployment: cloud, on_premise. Check security, data-residency, and access requirements for every team that will use it.
- Verified integrations include Microsoft Outlook, Microsoft Teams, Microsoft Word, Microsoft SharePoint, Google Workspace, Mailchimp. Validate sync direction and plan limits for the connections that matter.
- A last-checked date is not recorded; confirm current details directly with the vendor.
How to evaluate Maximizer CRM
A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.
Workflow fit
The record describes it as a fit for 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. Check that this context matches the volume, roles, and processes your team needs it to support.
Pilot questions
- Can Maximizer CRM complete the critical workflow without manual work outside the product?
- Do the recorded connections (Microsoft Outlook, Microsoft Teams, Microsoft Word, Microsoft SharePoint) support the sync direction, permissions, and volume we need?
- What user, usage, storage, support, or security limits appear after the headline starting price?
Evidence and freshness
This record does not have a recorded check date. Confirm pricing, features, security, and support directly before buying.
Best for
- 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
Not a fit if
- 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
Why it’s listed
- 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
Pricing
Core
$65 per user/monthEntry 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/monthAdds 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/monthMost 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 pricingCustom-priced tier for large organizations needing bespoke development and integrations.
- Custom solution development
- Dedicated professional services
- Data lake / advanced integrations
- Advanced consulting
- Enterprise SLA
Features
Integrations
Pros & cons
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
Cons
- 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
What we found
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.
Ratings and review counts come from public review platforms. We link to the original source and keep the underlying review text out of this profile.
User reviews
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