Maximizer CRM is the #1 trusted CRM for financial professionals. Since 1987, over 120,000 companies have trusted Maximizer to help improve customer relationships and boost their bottom line. The platform is ranked #1 on G2 and supported by secure Canadian data centers.

Maximizer provides client management, sales pipeline, customer support, campaign management, and marketing automation. Key features include AI to summarize calls, emails, appointments, and notes to get detailed interaction overviews. The platform separates leads from deals to keep contacts and pipeline ready for the next move. Users can manage contacts, opportunities, tasks, and more from within their Outlook inbox. Access is available online, on desktop, and on mobile devices for best value and low total cost of ownership.
Trusted, customizable, easy-to-use CRM ranked #1 on G2
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Visual sales CRM for pipeline management
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