BUSINESS EDITION

AI-Powered CRM for Sales Teams

Maximizer Business Edition is crafted for high-performing sales teams that need more than a CRM — they need a partner that turns data into action, surfaces insights in minutes not hours, and gives reps more time to do what they do best: sell.

SEE HOW IT WORKS

Trusted by 120,000 teams worldwide

A complete solution for modern sales teams

Explore the features that power better performance and higher revenue.

Mobile Access

Stay connected wherever you go. Log calls, view opportunities, update deals, and engage with customers — all from your phone or tablet.

Sales Intelligence

Turn your CRM data into meaningful insights. Monitor pipeline health, spot growth trends, and prioritize opportunities with confidence.

Insights Module

Actionable intelligence at your fingertips. See what’s working, where bottlenecks are forming, and where to focus your energy next.

Activity Tracker

No more guesswork. Track every call, meeting, and task from one unified timeline — with reminders and alerts that make follow-up effortless.

Fuel succession planning and boost your advisory practice value with CRM cover

A platform built for what sales teams need

Get IQ Boost to get the most out of your data

Instant insights mean you always have up-to-date customer information, to have the most meaningful conversations.

Maximizer-Business-Edition-Product-Image

Personalized Customer Journeys

Adapt follow-ups based on customer behaviour and deal stage.

Keep every interaction relevant with a complete history in one place.

Ensure consistent experiences across your entire sales team.

Real-Time Performance Tracking

Monitor pipeline movement and deal progress as it happens.

Identify risks and opportunities before they impact revenue .

Give sales leaders clarity without relying on manual updates.

Safe, Secure Data

Role-based permissions ensure the right access for the right people.

Secure data storage and compliance-ready architecture.

Protect sensitive customer and deal information at every stage.

Why Maximizer is the only CRM for sales teams

Maximizer_ Financial Services Edition_Features_Highlights

Grows with Your Business

From startup to scale-up, Business Edition adapts to your team’s evolving needs. No complex rework required.

Quick to Learn, Easy to Use

Simple, intuitive design means your sales team spends less time learning software and more time moving the needle.

Maximizer_ Financial Services Edition_Features_Highlights-07

Companies choose to partner with Maximizer

“We now have a process for tracking every detail of our guests’ stay, along with their personal preferences, ensuring each client receives a high level of communication and service.”

Scott Mehlenbacher,

Chief Financial Officer

“Maximizer has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”

Graham Cording,

Managing Director

“Maximizer CRM has helped us map our sales process from lead capture to opportunity level for the most targeted follow-up activities that consistently bring in sale after sale.”

Marc Allard,

Chief Executive Officer

CASE STUDIES

Best in class CRM software

Over 35 years of delivering exceptional results.

Learn why people love Maximizer

Maximizer CRM vs. Cloven CRM | Which CRM is better for financial advisors & why

Proven CRM software

Ready to lead your sales team to success?

See how Maximizer Business Edition empowers your sales leaders and teams to achieve more, faster.

BOOK A DEMO