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Maximizer CRM

maximizer.com

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Spec score 9.1 #21 of 244 in CRM Software

What it is

Maximizer CRM is a paid customer relationship management platform for tracking contacts, tasks, interactions, and sales activity. Its Core plan includes contact management, tasks and reminders, interaction tracking, mobile access, and Outlook integration, at $65 a month billed annually. Business costs $79 a month billed annually and adds Kanban opportunity management, real-time pipeline and forecasting, custom dashboards, and activity targets. Business + costs $89 a month billed annually; it adds AI insights, deal coaching and meeting preparation, workflow automation, AI-powered playbooks, and related account entries. Enterprise is a custom solution with development and implementation, professional services, custom data-lake integrations, and enterprise SLA and support. An On-Premise option deploys on the customer’s infrastructure and gives the customer control over data location and update timing. Listed platforms are web, Windows, macOS, Linux, iOS, and Android. The product also lists a visual sales pipeline, email sync, marketing automation, AI features, and a mobile app. Maximizer was founded in 1987 and is headquartered in Vancouver, British Columbia, Canada.

Spec sheet

What it does
Maximizer is a CRM for sales leaders and financial-services teams that centralizes contacts, interactions, opportunities and client records.Read 21 Oct 2026 · maximizer.com
Free plan
NoRead 20 Sep 2026 · maximizer.com
Paid from
65Read 20 Sep 2026 · maximizer.com
API
The public Octopus API provides read and write access to Maximizer data; Webhooks deliver real-time notifications and an MCP server is available.Read 21 Oct 2026 · developer.maximizer.com
Integrations
The integration directory lists Microsoft 365, Outlook, Teams, Word, SharePoint, OneDrive, Power BI, Google Workspace, QuickBooks, Shopify, DocuSign, Mailchimp, Twilio, SendGrid and Zapier.Read 21 Oct 2026 · maximizer.com
Security
Maximizer states AES-256 encryption at rest, TLS 1.2 or higher in transit, MFA, role-based access, SOC 2 Type II auditing, penetration tests, WAF, DDoS protection and immutable backups.Read 21 Oct 2026 · maximizer.com
Headquarters
Vancouver, British Columbia, CanadaRead 28 Sep 2026 · maximizer.com
Founded
1987Read 28 Sep 2026 · maximizer.com
AI
IQ Boost supplies client and household summaries, meeting preparation, opportunity prompts and AI-generated insights inside the CRM.Read 21 Oct 2026 · maximizer.com
AI features
YesRead 20 Sep 2026 · maximizer.com
API limits
Core accounts are limited to 30 requests per minute with 10-second duration, while Business and Financial Services accounts allow 90 requests per minute with 30-second duration.Read 21 Oct 2026 · developer.maximizer.com
Company facts
Maximizer is privately held, headquartered in Vancouver, founded in 1987 and listed on LinkedIn in the 51-200 employee range.Read 21 Oct 2026 · ca.linkedin.com
Contact management
The product stores contacts, supports multiple contact-entry types, interaction history and customizable fields and lists.Read 21 Oct 2026 · maximizer.com
Customization
Administrators can create no-code custom fields, workflows, reports, dashboards and granular permissions.Read 21 Oct 2026 · maximizer.com
Developer access
Integrators need a test instance, VendorId, AppKey and OAuth client credentials, and must know the Octopus API; no official SDK is listed.Read 21 Oct 2026 · developer.maximizer.com
Documentation
The developer portal provides API reference, guides, forums, GitHub resources and Postman collections.Read 21 Oct 2026 · developer.maximizer.com
Email sync
YesRead 20 Sep 2026 · maximizer.com
Free trial
NoRead 20 Sep 2026 · maximizer.com
Licence
The on-premise agreement reserves ownership of the software and documentation to Maximizer and grants customers limited use rights, indicating proprietary licensing.Read 21 Oct 2026 · stg2-van.maximizer.com
Limit: mobile app
Google Play reviewers report missing reminders and alerts, weak search and filtering, and alarms that may not ring.Read 21 Oct 2026 · play.google.com
Limit: technical reliability
Capterra reviewers report recurring bugs, crashes, connectivity problems and slow support during disruptions.Read 21 Oct 2026 · capterra.com
Limit: usability
Independent reviews frequently describe navigation and the feature-rich interface as complex or unintuitive for new users.Read 21 Oct 2026 · capterra.com
Marketing automation
YesRead 20 Sep 2026 · maximizer.com
Mobile
The mobile app supports contacts, schedules, pipelines, calls, texts, email, WhatsApp, leads and opportunities on iOS and Android.Read 21 Oct 2026 · apps.apple.com
Mobile app
YesRead 20 Sep 2026 · maximizer.com
Notable news
On April 14, 2026, Maximizer announced Mike Curliss as president, replacing Iain Black, who became vice chair.Read 21 Oct 2026 · maximizer.com
Open source
NoRead 20 Sep 2026 · maximizer.com
Ownership
Maximizer says it is part of the Concord Group of Companies; BrainStation reports the Hui family completed a going-private transaction in December 2009.Read 21 Oct 2026 · maximizer.com
Pipeline management
Business tiers provide Kanban opportunity boards, pipeline visibility and real-time forecasting.Read 21 Oct 2026 · maximizer.com
Praise: customization
GetApp reviewers repeatedly praise the ability to tailor fields, dashboards and modules and the depth of contact-history tracking.Read 21 Oct 2026 · getapp.com
Praise: support
Reviewers commonly describe support as responsive, professional and knowledgeable, although some report slower responses and limited hours.Read 21 Oct 2026 · getapp.com
Rating on Apple App Store
4.3 out of 5 from 112 ratingsRead 21 Oct 2026 · apps.apple.com
Rating on Capterra
4.1 out of 5 from 366 reviewsRead 21 Oct 2026 · capterra.com
Rating on G2
4.0 out of 5 from 672 reviewsRead 21 Oct 2026 · g2.com
Rating on Gartner Peer Insights
4.3 out of 5 from 15 reviewsRead 21 Oct 2026 · gartner.com
Rating on GetApp
4.1 out of 5 from 366 reviewsRead 21 Oct 2026 · getapp.com
Rating on Google Play
3.1 out of 5 from 97 reviewsRead 21 Oct 2026 · play.google.com
Rating on Microsoft Marketplace
5.0 out of 5 from 1 ratingRead 21 Oct 2026 · marketplace.microsoft.com
Rating on Trustpilot
3.7 out of 5 from 1 reviewRead 21 Oct 2026 · trustpilot.com
Rating on TrustRadius
8.6 out of 10 from 16 reviewsRead 21 Oct 2026 · trustradius.com
Release cadence
The developer changelog lists monthly cloud releases through 2025 and records the Webhooks API introduction on December 4, 2024.Read 21 Oct 2026 · developer.maximizer.com
Self-hosting
On-Premise deployment runs on customer servers or private cloud and supports custom entities, workflows, scripts, APIs and offline or air-gapped operation.Read 21 Oct 2026 · maximizer.com
Support limits
Cloud databases are limited to 100,000 contacts and 100GB, and cloud data is deleted 30 days after subscription expiry unless a SQL backup is requested.Read 21 Oct 2026 · maximizer.com
System requirements
On-Premise 2023.1 requires Windows Server 2016/2019/2022 or Ubuntu Linux, IIS 10, SQL Server 2016-2022 (not Express), Windows 10/11 or macOS clients, and iOS 13+/Android 10+ mobile devices.Read 21 Oct 2026 · maximizer.com
Visual sales pipeline
YesRead 20 Sep 2026 · maximizer.com

Plans and prices

Core $65 a month per user, per month contacts · tasks/reminders · interaction tracking · mobile access · Outlook integration Read 21 Oct 2026 · maximizer.com
Business $79 a month per user, per month Core features · Kanban opportunities · pipeline forecasting · custom dashboards · activity targets Read 21 Oct 2026 · maximizer.com
Business + $89 a month billed annually AI insights · Deal coaching and meeting preparation · Workflow automation · AI-powered playbooks · Related account entries Read 20 Sep 2026 · maximizer.com
Enterprise Price not published Custom solution development and implementation · Dedicated professional services · Custom data-lake integrations · Enterprise SLA and support Read 20 Sep 2026 · maximizer.com
On-Premise Price not published Deployment on the customer’s infrastructure · Customer-controlled data location · Update-timing control · Implementation support Read 20 Sep 2026 · maximizer.com
Financial Services $79 a month per user, per month Core features · Kanban opportunities · whole-book view · custom dashboards · real-time reporting Read 21 Oct 2026 · maximizer.com
Business+ $89 a month per user, per month AI deal insights · deal coaching · workflow automation · AI playbooks · related-account entries Read 21 Oct 2026 · maximizer.com
Financial Services+ $89 a month per user, per month AI insights · deal coaching/meeting preparation · automated workflows · family connections Read 21 Oct 2026 · maximizer.com
Enterprise Priced on request contact sales custom development · dedicated services · data-lake integrations · consulting · enterprise SLA/support Read 21 Oct 2026 · maximizer.com
On-Premise Priced on request price on request customer infrastructure · customer-controlled data location and updates · compliance support · implementation assistance Read 21 Oct 2026 · maximizer.com

Every Maximizer CRM plan and price →

Strong points and limits

Strong points

  • Core includes Outlook integration and mobile access
  • Business adds pipeline forecasting and custom dashboards
  • Business + includes AI insights and workflow automation
  • Lists web, desktop, and mobile platforms

Limits

  • No free plan is listed
  • No free trial is listed

Who it suits

It suits teams that want contact and interaction management alongside sales pipeline tools, with plans ranging from core CRM functions to AI and workflow features. Organizations seeking customer-controlled hosting can consider the On-Premise option.

Verdict

Maximizer CRM offers distinct plan tiers, with pipeline tools and AI capabilities appearing in higher tiers.

Where Specifiction places it

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