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Maximizer CRM vs Salesforce Financial Services Cloud Comparison (2026)
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Salesforce Sales Cloud
4.4
HubSpot CRM
4.5
Zoho CRM
4.3
Good recommendations?
Maximizer CRM
5
132
4
161
3
48
2
14
1
11
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Salesforce Financial Services Cloud
5
5
4
1
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.
Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.1
366
5
4
3
2
1
132
161
48
14
11
- Value for money
- Ease of use
- Features
- Customer support
4.8
6
5
4
3
2
1
5
1
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Maggie M.
Administrative Assistant
Maggie M.
Administrative Assistant
Ian W.
Manager, Client Operations
Pros
Not enoughreviews yet
Cons
Thomas P.
Administrative Assistant
Maggie M.
Administrative Assistant
James D.
Director
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review2 years ago
- Vendor responds to reviews
- Last review4 months ago
Key features
- Total features92
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automated Routing
- Automatic Funds Distribution
- Batch Processing
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Business Loans
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Carrier Upload
- Case Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Portal
- Customer Segmentation
- Customer Statements
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Security
- Data Visualization
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Email Alerts
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Expense Tracking
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Personal Insurance
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Goal Management
- Goal Setting/Tracking
- HIPAA Compliant
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Invoice Management
- Knowledge Base Management
- Knowledge Management
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Qualification
- Lead Segmentation
- Life & Health
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mobile App
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Opportunity Management
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Policy Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Property & Casualty
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Shared Contacts
- Source Tracking
- Status Tracking
- Support Ticket Management
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- User Management
- Visual Analytics
- Visual Presentation
- Web Forms
- Workflow Automation
- Workflow Management
- Total features148
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automated Routing
- Automatic Funds Distribution
- Batch Processing
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Business Loans
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Carrier Upload
- Case Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Portal
- Customer Segmentation
- Customer Statements
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Security
- Data Visualization
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Email Alerts
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Expense Tracking
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Personal Insurance
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- Goal Management
- Goal Setting/Tracking
- HIPAA Compliant
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Invoice Management
- Knowledge Base Management
- Knowledge Management
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Qualification
- Lead Segmentation
- Life & Health
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mobile App
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Opportunity Management
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Planning Tools
- Policy Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Property & Casualty
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Shared Contacts
- Source Tracking
- Status Tracking
- Support Ticket Management
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- User Management
- Visual Analytics
- Visual Presentation
- Web Forms
- Workflow Automation
- Workflow Management
Integrations
- Total integrations15
- Chargent
- Constant Contact
- Eventbrite
- Gmail
- HubSpot CRM
- Microsoft Excel
- Microsoft Outlook
- Microsoft SharePoint
- Microsoft Word
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- QuoteWerks
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- SurveyMonkey
- Twilio
- Typeform
- Workato
- Xero
- Zapier
- Total integrations9
- Chargent
- Constant Contact
- Eventbrite
- Gmail
- HubSpot CRM
- Microsoft Excel
- Microsoft Outlook
- Microsoft SharePoint
- Microsoft Word
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- QuoteWerks
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- SurveyMonkey
- Twilio
- Typeform
- Workato
- Xero
- Zapier
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