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CRM for Financial Services
CRM for Sales Leaders
CRM for Microsoft Users
Trusted by 120,000 teams worldwide






Know your critical activities and track performance
Get alerts, recommendations for next actions, and never miss a key signal for generating new customers and maintaining customer retention.
Receive timely insights delivered throughout the day
Thousands of teams trust Maximizer to surface insights for what activities and opportunities need attention, and in what order.
Harness AI to win back time for high-impact decisions
Offload repetitive tasks so you can do more of what a CRM doesn’t do: making decisions and leading your team.
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The tools you need to
power success
Activity Timeline
Email & Calendar
Lead Handling
Dynamic Pipeline
AI-Powered Playbook
Reports & Analytics
Connect to your favourite tools
Check out Maximizer’s integrations that help connect you to the tools you use everyday.
Companies choose to partner with Maximizer
Best in class CRM software
Over 35 years of delivering exceptional results.
Learn why people love Maximizer
Maximizer CRM vs Close CRM | CRM Systems in Canada [2025]
The difference between businesses that grow and those that stall often comes down to one thing: how well they manage client relationships. One of the most effective ways companies are addressing...
From Prospect to Portfolio: How Top Advisors Manage the First 90 Days
The first 90 days with a new client set the tone for the entire relationship. For financial advisors, this period isn’t just about onboarding—it’s about building confidence, showing value, and...
What HNW Clients Expect from Their Advisors and Brokers in 2025
High-net-worth (HNW) clients have always demanded more than just sound financial advice. They look for partnership, strategic foresight, and a deeper understanding of their long-term goals, both...
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Experience the difference Maximizer can make for you and your team. Access accurate data and better insights that lead to success.