Maximizer CRM
The CRM That Customizes to Your Needs
Maximizer CRM is a customizable customer relationship management platform that centralizes client data, sales activity, and pipeline information for teams that need a clearer view of their book of business. It is designed to help sales leaders and financial professionals track critical activities, monitor performance, and act on opportunities without manually reconciling data across disconnected systems. The platform can be deployed on-premise or in the cloud, and it includes an edition tailored to financial services.
Core capabilities include IQ Boost AI, which summarizes client records, calls, emails, and notes, surfaces KYC and compliance details, and flags planning opportunities such as RESP or RRSP-to-RRIF conversions. Other modules cover dynamic pipeline management, lead handling, email and calendar sync, activity timelines, reporting and dashboards, team collaboration, workflows, and a mobile app. Integrations connect to Microsoft 365, Microsoft Teams, Power Automate, insurance carrier feeds, investment data lakes, and an app marketplace with additional tools.
Maximizer is aimed at sales teams, sales leaders, and financial services professionals including wealth and financial advisors, credit unions, and insurance advisors. The platform is available in a Financial Services Edition and an on-premise CRM option, with a CRM for Microsoft 365 offering. Pricing information is available on the vendor's pricing page, and a demo can be requested to evaluate the product.
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