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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 favorite 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
Cross Selling Opportunities in Insurance with CRM: Your Guide to Growth in 2025
Summary of cross-selling opportunities in insurance with CRM In 2025, insurance professionals are turning to CRM platforms to unlock powerful cross-selling opportunities that grow revenue, improve...
What the Best Financial Professionals Do Daily
Success in financial services isn’t just about assets under management (AUM), annual bonuses, or the number of policies sold. It's about what you do daily. In this business, momentum is built in the...
Lead Management System for Insurance: Your Guide to Boosting Sales in 2025
Lead management system for insurance: quick overview A lead management system (LMS) helps insurance agents capture, organize, and convert leads more efficiently. In 2025, tools like Maximizer will...
Try Maximizer Today
Experience the difference Maximizer can make for you and your team. Access accurate data and better insights to make decisions that deliver success with a CRM built that’s built for what you need.