Maximizer CRM Pricing, Features, Reviews & Comparison of Alternatives

Maximizer CRM

CRM designed tailored to financial and insurance advisors

3.99/5 (264 reviews)

Maximizer CRM overview

Maximizer CRM Wealth Manager is CRM software tailored specifically for financial, insurance and group benefits advisors and wealth managers. Developed in partnership with advisors from across Canada and the U.S., Maximizer CRM Wealth Manager combines industry insight with over 28 years of expertise in CRM software. It enables it’s users to optimize one of their most precious resources - time - through being organized, remaining compliant, providing superior client service and preparing for succession.

Maximizer CRM Wealth Manager has been built with flexibility in mind and features industry standard business processes and workflows, action plans, customizable dashboards and investment account and insurance policy management module.

With cloud based and on-premise deployment options, Canadian data centre, integration with Outlook, Word and Excel and hundreds of apps through our Zapier connector, Maximizer CRM Wealth Manager is flexible enough to cater to a business of any size.


Starting from
Pricing options
Free trial
Value for money
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Business size



United States, Canada

Supported languages

Maximizer CRM screenshotMaximizer CRM screenshotMaximizer CRM screenshotMaximizer CRM screenshot

Maximizer CRM reviews

Value for money
Ease of use
Customer support
Josh Turley

Robust, but lacking integration

Used daily for 2+ years
Reviewed 2017-07-11
Review Source: Software Advice

It really is a solid CRM, and did well keeping the entire company apprised of the situation. It handles B2B and B2C with ease, and made it very easy to keep tabs on our clients. If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today.I really liked the User definable setup, and the hierarchy between contacts and companies. I also liked how every user defined value got it's own view in SQL, so it was very easy to extract data into other systems using the database. It's very familiar to office users, and performed really well, even with 90,000 contacts/companies in it. It's a solid CRM, as long as that's all you need.

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Wouldn't Have A Growing Business Without It

Used daily for 2+ years
Reviewed 2018-08-06
Review Source: Capterra

I believe the business is better protected. We are more effecient. We have a small team and any one of us can take a phone call from a client and within seconds understand any history to do with a client issue. It might be something very simple or complex but because I can call up notes from others on the team and access all emails between us and the client and our back office it saves a tremendous amount of time. I think it also gives the client confidence that we know what we are doing because they don't have to explain an issue all over againIt is incredibly flexible. Basic programming that comes out of the box is more than what you need because it anticipates that not all advisors operate the same way. We have used it to save ourselves hours of work and redesigned how it works with us rather than us redesigning how we work. Saving of all emails under client file along with relevant notes. Easy tracking of client service work as well as understanding staff workload issues.

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Mark Cohen

Maximized for small companies

Used daily for 2+ years
Reviewed 2018-08-02
Review Source: Capterra

I use Maximizer as a contact manager with category tracking of contacts. I don’t use sales leads or opportunities as I find their use to be a little cumbersome for what we do and do see the value. I use it because it’s what I’ve used for years. It has features that are valuable to me, but it would be nice to know I could integrate a second or third user to share info. However, for an add on user to share my data, I would likely go to other products due to the challenges with implementation for less tech savvy users. The things I like most about Maximizer is the customizability and user defined fields. The ability to set up my crm to look and function exactly the way I want is superior to many other products. Also, then unlimited contacts for the subscription surpasses the value vs the more main stream cloud based crm that charge per contact.

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Sam Stewart

Difficult to set-up, pay as you go support, pieced together from other CRM's

Used daily for 2+ years
Reviewed 2018-07-31
Review Source: Software Advice

If you are not a savvy database programer or don't have a staff member that is, then you will likely find this CRM to be very difficult to use and customize to your practice. The cost keeps increasing and once you have been using the system, the company knows they have you on the hook and will keep the price increases rolling your way. Using this is like being caught between a rock and a hard place.Online access from anywhere. Dashboard provides a good overview of your business. Wealth edition has some customization to the financial industry.

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Good Overall Solution

Used daily for 2+ years
Reviewed 2018-11-02
Review Source: Capterra

Maximizer helps me simplify organizing my calendar and appointments, makes following up on tasks almost automatic, keeps all my contact info, notes, address updates and all I need to know in one easy to get to place - regardless of where I am. I find working remotely much easier using Maximizer. My staff loves it because they have instant access to all my client notes to help them in their jobs.Maximizer has everything I require to easily organize my client relationships without being cluttered up with features I don't need. It is simple, intuitive and easy to use from the beginning and the training modules are great.

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Maximizer CRM pricing

Starting from
Pricing options
Free trial
View Pricing Plans


Maximizer CRM features

API (292 other apps)
Activity Dashboard (162 other apps)
Activity Tracking (115 other apps)
Automatic Notifications (153 other apps)
Automatic Reminders (149 other apps)
CRM Integration (106 other apps)
Calendar Management (142 other apps)
Contact Database (104 other apps)
Custom Fields (123 other apps)
Customer Database (112 other apps)
Customizable Branding (144 other apps)
Customizable Reporting (123 other apps)
Customizable Templates (123 other apps)
Data Import/Export (140 other apps)
Electronic Payments (112 other apps)
Email Integration (140 other apps)
Mobile Integration (114 other apps)
Reporting & Statistics (155 other apps)
Social Media Integration (123 other apps)
Third Party Integration (157 other apps)

Additional information for Maximizer CRM

Key features of Maximizer CRM

  • Account and contact management
  • Time management
  • Task management and automation
  • Sales force automation
  • Sales forecasting
  • Email marketing
  • Customer service management
  • Microsoft® Office® integration – Outlook® and Word®
  • Business Intelligence
  • Access options: the Web and mobile devices
  • Create and manage quotes and orders
  • Track status of quotes and orders
  • Create powerful quota-based dashboard indicators
  • Import lead lists from virtually any file format
  • Mobile access
View All Features


Be Organized
• Pre-defined and customizable action plan workflows, ensuring that whether you’re onboarding a new client or setting up a new policy or investment your processes are consistent, efficient and recorded.
• Team based task creation ensures that your whole team follows a consistent and standardized process.
• Seamless integration with Outlook, Word and Excel so that what happens outside of Maximizer CRM Wealth Manager happens on the inside.

Be Compliant
• Automatically save all client interactions, whether by phone or email, providing a detailed audit trail.
• Up to date accounts with a history or all correspondence, transactions communications and review.
• Implement consistent, standardized processes that can be followed by your whole team.

Providing Superior Client Engagement
• Household structure allows for quick and accurate recall of your client's household information.
• Hundreds of industry specific fields ensure that you capture all of the information you need.
• 75+ pre-defined searches allow you to quickly and easily segment your client data.
• Easy to use dashboards provide you with the business intelligence you need - displaying what you need to do next and when.

Preparing for succession
• Using Maximizer CRM Wealth Manager enables you to build a quantifiable, verifiable book of business.
• The use of embedded workflows provides the foundations of processes that are engrained, consistent and recorded.
• Systematized and organized structure facilitates future expansion and growth.