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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 Insights
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
IQ Boost™: Canadian AI Built for Financial Advisors
Advisors know that managing notes, records, and compliance reviews can consume hours each week. It’s necessary, but it often takes time away from client conversations—and missed details can mean...
The Daily Habits That Separate Good Reps from Great Ones
What separates the good from the great in sales? It’s not just talent, charm, or even years of experience. The real difference is consistency anchored in small, daily habits that add up to outsized...
What Is Lead Nurturing? Definition, Strategies and Examples 2025
When someone shows interest in your product or service, it doesn’t always mean they’re ready to buy right away. That’s where lead nurturing comes in. Instead of pushing for an immediate sale, lead...
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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.