--- description: Learn more about Maximizer CRM pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Maximizer CRM Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [Maximizer CRM](/software/154610/maximizer-crm) # Maximizer CRM Canonical: https://www.capterra.ca/software/154610/maximizer-crm Page: 1 / 16\ Next: [Next page](https://www.capterra.ca/software/154610/maximizer-crm?page=2) > Customer relationship management solution designed specifically for the unique challenges that sales managers and sales teams face. > > Verdict: Rated **4.1/5** by 366 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Maximizer CRM? Maximizer is a CRM tool for sales leaders. With a centralized view of all data and sales rep activity, managers can better monitor the team, analyze metrics, predict outcomes and influence results. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.1/5** | 366 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support Software | 4.0/5 | Based on overall reviews | | Value for Money | 3.8/5 | Based on overall reviews | | Features | 3.9/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Maximizer Software - **Location**: Vancouver, Canada - **Founded**: 1988 ## Commercial Context - **Starting Price**: US$65.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Price starts at $65 per month Base Edition $65/per user, per month - billed annually. Min. 3 users Financial Advisor Edition $79/per user, per month - billed annually. Min. 3 users Sales Leader Edition $79/per user, per month - billed annually. Min. 5 users - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Brazil, Canada, Italy, New Zealand, South Africa, Spain, United Arab Emirates, United Kingdom, United States ## Features - Activity Dashboard - Alerts/Notifications - Automated Routing - Batch Processing - CRM Integration - Calendar Management - Calendar/Reminder System - Campaign Management Software - Client Management - Collaboration Tools - Contact Database - Contact Management Software - Customer Database - Customizable Fields - Customizable Reports - Customizable Templates - Data Import/Export - Document Management Software - Document Storage - Email Management Software - Email Marketing Software - For Financial Institutions - For Insurance Industry - Interaction Tracking - Knowledge Base Management - Knowledge Management Software - Lead Capture Software - Lead Distribution - Lead Management Software - Lead Qualification - Lead Segmentation - Mobile Access - Multi-Channel Communication - Opportunity Management - Performance Metrics - Pipeline Management - Quotes/Estimates - Reporting/Analytics - Sales Activity Management - Sales Forecasting Software - Sales Pipeline Management - Sales Reports - Search/Filter - Segmentation - Self Service Portal - Shared Contacts - Support Ticket Management - Task Management Software - Third-Party Integrations - Workflow Management Software ... and 1 more features ## Integrations (16 total) - Constant Contact - Eventbrite - Gmail - HubSpot CRM - Mailchimp - Microsoft Excel - Microsoft Outlook - Microsoft SharePoint - Microsoft Word - QuickBooks Online - QuickBooks Online Advanced - QuoteWerks - SurveyMonkey - Twilio - Typeform ... and 1 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - Chat ## Category - [Financial CRM Software](https://www.capterra.ca/directory/30562/financial-crm/software) ## Related Categories - [Financial CRM Software](https://www.capterra.ca/directory/30562/financial-crm/software) - [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software) - [Contact Management Software](https://www.capterra.ca/directory/30016/contact-management/software) - [Lead Management Software](https://www.capterra.ca/directory/30017/lead-management/software) - [Sales Force Automation Software](https://www.capterra.ca/directory/12/sales-force-automation/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.capterra.ca/software/61368/salesforce) — 4.4/5 (18768 reviews) 2. [HubSpot CRM](https://www.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 3. [Zoho CRM](https://www.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 4. [Bigin by Zoho CRM](https://www.capterra.ca/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 5. [Dynamics 365](https://www.capterra.ca/software/157279/dynamics-365) — 4.4/5 (5811 reviews) ## Reviews ### "Maximizer Review, a positive overall experience." — 4.0/5 > **Morgan** | *November 28, 2024* | Financial Services Software | Recommendation rating: 7.0/10 > > **Pros**: what i like most about maximizer is the ability to add custom fields and the ease of importing data once I figured it out. > > **Cons**: What I like the least about Maximizer is that some of the field can be deleted that shouldn't. When we first got Maximizer, the amount of fields made it hard to find any one particular field. When I deleted some of them I later found out that they were needed to produce some reports and that I was unable to recreate them. As such we are unable to use maximizer to its full potential. > > Other that not being able to produce certain reports, Maximizer does exactly what we need it for. Keeping track of client information and interactions. ----- ### "Maximizer is an Amazing CRM - Best in Market" — 5.0/5 > **Ian** | *November 5, 2024* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: Very easy to use \& learn. Intuitive design \& process. Lots of features to use to optimize your business. Able to hide features you aren't using. Very customizable to our business. Really great overall considering the other CRM's in the market. > > **Cons**: There is nothing I dislike about Maximizer. > > I use Maximizer for all our business needs for prospects, clients \& internally. It is very beneficial for a range of options including the integrations \& documentation. Very easy to learn. ----- ### "Maximizer works." — 4.0/5 > **James** | *October 31, 2024* | Financial Services Software | Recommendation rating: 7.0/10 > > **Pros**: Ease of use. Simple structure with ability to edit. Cloud based platform. > > **Cons**: Customer service has been a bit off lately. > > The program works well and has been relatively reliable. ----- ### "Maximizer Review" — 4.0/5 > **Tanner** | *December 20, 2024* | Financial Services Software | Recommendation rating: 7.0/10 > > **Pros**: The ability to save emails with it very easily for note taking > > **Cons**: I wish the DocuSign integration was more useful > > Overall positive. I like it for notes and keeping files, and tracking who has been contacted/when. Nice for sending out mass emails and keeping track of them. ----- ### "A Long Time Maximizer User" — 5.0/5 > **Brian** | *November 1, 2024* | Events Services | Recommendation rating: 10.0/10 > > **Pros**: A simple layout that does not overcomplicate what a salesperson really needs to do. I've often thought this program was built for Salespeople and not Management > > **Cons**: It's integration with the newest version of Outlook is still lacking > > I have used this program for over 30 years and tried most competitors in that time frame. I have always come back to Maximizer for it's ease of use. ----- Page: 1 / 16\ Next: [Next page](https://www.capterra.ca/software/154610/maximizer-crm?page=2) ## Links - [View on Capterra](https://www.capterra.ca/software/154610/maximizer-crm) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data