# Maximizer CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Maximizer CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/154610/Maximizer-CRM

---

# 

 Maximizer CRM Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Maximizer CRM

## What is Maximizer CRM?

Maximizer is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers & sales teams. That's why we provide a game-changing alternative to complex CRM solutions for efficient sales activity management. With Maximizer's robust analytics and insights, you can effortlessly monitor & achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. Try Maximizer today!

## What is Maximizer CRM used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)

Overall rating

Based on 366 user reviews

Reviews sentiment

Positive

80%

Neutral

13%

Negative

7%

Pros & cons

Flexible workflow personalization

Adaptable for growing businesses

Complex and unintuitive navigation

Frequent technical disruptions

Starting price

$65

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Maximizer CRM alternatives

Highest Rated

[4.7 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.4 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.3 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/154610/Maximizer-CRM/alternatives/)

## Who uses Maximizer CRM?

Based on Capterra reviews from the past 5 years

Talk to a software expert

to get a free software list  
tailored to your business needs

Company size

Based on 101 reviews

100%

75%

50%

25%

Smallbusiness

Midsizebusinesses

Enterprise

Top job functions

Based on 101 reviews

Finance & Accounting

29%

Finance & Accounting

29%

Administrative

25%

Sales & Business Development

14%

Marketing

7%

Others

25%

Top industries

Based on 101 reviews

Financial Services

67%

Insurance

13%

Real Estate

9%

Government Administration

6%

Other

5%

## Pros and Cons

Flexible workflow personalization

88% positive reviews out of 33

Most reviewers appreciate customization options, allowing tailored fields, layouts, and features to fit unique business requirements.

Complex and unintuitive navigation

42% negative reviews out of 60

Some reviewers describe user interface as cluttered, difficult to navigate, and requiring extra effort for basic tasks.

Danielle M

Director, Regulatory Affairs, 11 - 50 employees.

"Several tabs and functions that I don't use, making the website a bit cluttered and hard to navigate at first."

Adaptable for growing businesses

88% positive reviews out of 25

Most reviewers find small business use effective, supporting team collaboration and evolving needs as companies expand.

Frequent technical disruptions

82% negative reviews out of 34

Most reviewers report bugs and issues cause slowdowns, lockouts, and require repeated support follow-ups to resolve problems.

Comprehensive client management tools

92% positive reviews out of 24

Most reviewers describe customer tracking as thorough, enabling easy access to client histories, notes, and communications.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

4.5 (56)

67.86% of 56 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Contact Database

4.6 (54)

66.67% of 54 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Email Management

3.5 (29)

58.62% of 29 reviewers that rated this feature as important or highly important

Manage, store and organize emails within the system or via third-party apps

Task Management

4.0 (28)

46.43% of 28 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Lead Management

3.7 (27)

51.85% of 27 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

CRM

4.4 (26)

61.54% of 26 reviewers that rated this feature as important or highly important

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Maximizer CRM 89 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage assets throughout their lifecycle to optimize profit

Tickets are automatically assigned to specific agents based on predefined rules

Software's ability to perform similar action on multiple similar files simultaneously

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage contact details and communication with clients

Provides a channel for team members to share media files, communicate, and work together

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Integration with third-party CRM systems

A collection of customer information such as contact details, demographics, previous interactions, etc.

Process of dividing customers into groups based on common characteristics

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Protect sensitive data for digital privacy

Graphical representation of data

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Receive and/or send email notifications for urgent updates, requests, or other information

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Track delivered, received, and opened emails

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Intended to be used by insurers

Operate/access software on iPad Devices

Caters to sales teams

Designed for small businesses

Primarily serving startup companies

Form predictions based on past and present data/trends

Allows employees to set and manage work or career related goals

Establish measurable goals and objectives and track their progress over a specific period of time

Track interaction history by documenting conversations for contacts

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Divide leads into buckets based on predefined criteria and routing rules

Access software remotely via mobile devices

Access the system via a mobile application

Observe and track the demand, usage, progress or quality of a system, product, or user

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Track all opportunities for potential sales and convert them into recurring revenue

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Generate quotes or estimates for customers

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Define, track, and/or automate sales activities and sales processes

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Online portal through which end users can access the system, manage tasks, or obtain information

Share contacts with other applications like Gmail and CRM

Allow customers/users to submit support queries and service requests

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Sample files or documents that could be customized as needed or used as is

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

Web form that allows users to enter data that is sent and processed for different reasons

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

3.9 (361)

3.9

Based on 361 reviews

## Pricing

Value for money

3.8 (298)

Free Trial

[View pricing plan details](https://www.capterra.com/p/154610/Maximizer-CRM/pricing/)

Base Edition

$65.00

Per User,Per Month

It includes:

-   1 GB Storage Limit
-   Pipeline Management
-   Seamlessly Convert Leads to Contact
-   Search + Filters
-   Soc2
-   Standard Built-in Reports
-   Task Management
-   Unlimited Record Limit
-   Web Form to Lead

Sales Leader Edition

$79.00

Per User,Per Month

It includes:

-   10 GB Storage Limit
-   Bulk Email- 50/Month
-   CASL/PIPEDA Compliant
-   Data Import + Export (Add-on)
-   Field Requirements
-   Role Based Security
-   SAML SSO

Financial Advisor Edition

$79.00

Flat Rate,Per Month

It includes:

-   Contacts Management Reporting
-   Accounts Management Reporting
-   Upcoming Reviews

Value for money

3.8 (298)

3.8

Based on 298 reviews

## Integrations

[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Eventbrite](https://www.capterra.com/p/114949/Eventbrite/)[

Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.0 (316)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.0 (316)

4.0

Based on 316 reviews

## User reviews

Overall rating

4.1

Based on 366 reviews

Filter by rating

5(131)

4(161)

3(49)

2(13)

1(12)

Mentioned topic

Sorted by most recent

TR

Thomas R.

Investment Specialist

Financial Services

### "Maximizer review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 31, 2025

Its a great CRM, less confusing the Selasforce

Pros

Its a fast program without many glitches.

Cons

Sometimes the Outlook syncing gives me errors.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TH

Tanner H.

Financial Planner

Financial Services

### "Maximizer Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

December 20, 2024

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.

Pros

The ability to save emails with it very easily for note taking

Cons

I wish the DocuSign integration was more useful

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AD

Annie D.

Accommodations

Higher Education

### "Maximizer is the GOAT"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 20, 2024

Amazing! I use Maximizer on the daily. Our office would not be able to function without it.

Pros

I love the integration with outlook and template options. This saves us so much time! I also use the statuses often to check in on our workflow and help ensure no one slips through the cracks. I also love the export/import features these save me so much time and are helpful for date reports.

Cons

No real complaints, on area that could be improved is having a client facing portion of the software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DB

Daphne B.

SALES MANAGER

Hospitality

### "GOOD CRM FOR HOTEL"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

December 20, 2024

Maximizer CRM is a good CRM and we reconducted our contract for next year

Pros

All the possibilities there are to use data

Cons

I think it could be more intuitive and more simple

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DM

Danielle M.

Director, Regulatory Affairs

Mining & Metals

### "Efficient tool for maintaining contact lists"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

9/10

December 19, 2024

Once you get the hang of the tool, it's a breeze to create and maintain distribution lists.

Pros

Easy to apply advanced filters, allowing easy maintenance of distribution lists.

Cons

Several tabs and functions that I don't use, making the website a bit cluttered and hard to navigate at first.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TP

Thomas P.

Administrative Assistant

Financial Services

### "Executive Wealth Advisors - Barrie "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

November 28, 2024

Our overall experience has been quite positive when it comes to daily execution of various tasks within the Maximizer CRM

Pros

The ease of executing numerous activities and the increased transparency among team members.

Cons

The failure of automatically logging client calls due to an inability to connect to our phone system.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MB

Morgan B.

Administrative Assistant

Financial Services

### "Maximizer Review, a positive overall experience. "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

November 28, 2024

Other that not being able to produce certain reports, Maximizer does exactly what we need it for. Keeping track of client information and interactions.

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.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reasons for choosing Maximizer CRM

Pricing was the biggest factor, but we also had limits on what CRM's we could use due to our compliance department.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JM

Jessica M.

Operations Associate

Graphic Design

### "Maximizer CRM for Dependable Business Assistance "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 24, 2024

Maximizer CRM is the valuable and realistic choice that manages marketing.

Pros

Maximizer CRM has assisted all the customers relations through successful service delivery.

Cons

Maximizer CRM has nothing contradicting in matters CRM

Switched from

[SuperOffice CRM](https://www.capterra.com/p/39294/SuperOffice-CRM/)

[Cloud ERP](https://www.capterra.com/p/127733/BizAutomation/)

[ePROMIS ERP](https://www.capterra.com/p/146029/ePROMIS-ERP/)

[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)

The diversity in every CRM solution is something well articulated.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CR

Cleah R.

Office Manager

Government Administration

### "Maximizer is useful but intimidating "

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

6/10

November 7, 2024

I started using it for a bit, but it seems like a lot of extra work to insert contacts.

Pros

It is a useful tool, that can help offices run more smoothly. I can keep track of contacts and to do lists

Cons

it feels scary to use and it is not super straightforward.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

IW

Ian W.

Manager, Client Operations

Financial Services

### "Maximizer is an Amazing CRM - Best in Market"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 5, 2024

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.

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.

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Cheaper & more customizable. More appropriate for our business.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

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