The CRM That Customizes to

Your Needs

Maximizer adapts to your business with AI-powered insights that deliver success and remove the work you don’t need to be doing. Made in Canada, Trusted globally.

FOR FINANCIAL SERVICES FOR SALES REPS

Trusted by Canadian financial practices

Explore Maximizer Solutions

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.

See Maximizer in action

Start the interactive tour to see how Maximizer works. Users can configure and customize unique views with no dev required.

The tools you need to
power success

Activity Timeline

Use AI to summarize your calls, emails, appointments, and notes to get a detailed overview of all interactions.

Email & Calendar

Manage your to-do list and sync emails and appointments to Maximizer without leaving your inbox.

Lead Handling

Separate leads from deals to keep your contacts and pipeline ready for the next move.

Dynamic Pipeline

Customize your processes with proven methodologies or create your own to build a winning pipeline.

AI-Powered Insights

Boost your client knowledge and improve relationships with human-centric AI.

Reports & Analytics

Monitor team performance and track progress against your targets with detailed out-of-the-box dashboards.

Connect to your favourite tools

Check out Maximizer’s integrations that help connect you to the tools you use everyday.

Explore integrations

Companies choose to partner with Maximizer

“It’s a versatile CRM that has proven to be multifunctional for our company. We would be lost without Maximizer!”

Angie Merrell,

Vice President of Risk Management

“Extremely user friendly. Easy to access reports and excellent customer service.”

Rita Koch,

Executive Assistant

“Probably the best customer service of any IT company on the planet. However, it’s very rare that we need them due to the quality of the product.”

Scott Fry,

Managing Director

Case studies

Best in class CRM software

Over 35 years of delivering exceptional results.

Learn why people love Maximizer

Maximizer CRM vs Advyzon CRM: Comparison for Advisors

Try Maximizer Today

Experience the difference Maximizer can make for you and your team. Access accurate data and better insights that lead to success.

Book a demo