Insightly vs Maximizer: Pricing and Ratings Compared (2026)
Entry prices and free plans as read on each vendor's pricing page, and user ratings as published on review sites, for Insightly and Maximizer side by side. This page compares data; it is not a hands-on review.
On the data: On the data below, Insightly leads on lower entry price and a free plan. We do not name an overall winner for this pair.
Short on time? Here's the quick answer
Based on published vendor pricing and features and on public review data, here's who should pick what:
Insightly
Modern, scalable CRM platform with AI, marketing automation, and customer service for growing businesses.
Best for you if:
- • You want a free tier before you commit
Maximizer
CRM for sales leaders and financial advisors
Best for you if:
- • You want AI-powered insights (IQ Boost™) specifically designed for financial advisors to improve client knowledge and relationships
| At a Glance | Insightly | Maximizer |
|---|---|---|
Starts at | Free plan, paid from $29/user/mo, billed monthly Plus plan | From $65/user/mo Core plan |
Category | CRM Marketing Automation | CRM Sales |
Rating | 4.1/5 G2 4.2 · Capterra 4.0 1,602 reviews | 4.0/5 G2 4.0 · Capterra 4.1 1,038 reviews |
Free plan | Yes | No |
Watch out for | n/a | 5-user minimum for Sales Leader |
Choose Insightly or Maximizer?
Choose Insightly if
- You want a free tier before you commit
- You want good for small business CRM
- You want project management
- Budget matters ($29/user/mo, billed monthly vs $65/user/mo)
Choose Maximizer if
- You want AI-powered insights (IQ Boost™) specifically designed for financial advisors to improve client knowledge and relationships
- You want customizable and configurable views without requiring dedicated IT resources or development skills
In-Depth Analysis
Insightly
Modern, scalable CRM platform with AI, marketing automation, and customer service for growing businesses.
Insightly's pricing starts fairly with a generous Free tier, but quickly escalates.
Strengths
- Pro: Good for small business CRM
- Pro: Project management
- Pro: Fair pricing
- Pro: Google integration
- Pro: Easy to use
Weaknesses
- Con: Limited features
- Con: Reporting basic
- Con: Customization limited
- Con: Support varies
- Con: Better for small teams
Key features
Maximizer
CRM for sales leaders and financial advisors
This pricing structure is best suited for established small to medium-sized businesses that prioritize robust CRM features and are willing to pay a premium.
Watch out
5-user minimum for Sales Leader
Strengths
- Pro: AI-powered insights (IQ Boost™) specifically designed for financial advisors to improve client knowledge and relationships.
- Pro: Customizable and configurable views without requiring dedicated IT resources or development skills.
- Pro: Offers both cloud-based and on-premise deployment options.
- Pro: Strong focus on data security and compliance, including Canadian data residency and SOC 2 compliance for IQ Boost.
- Pro: Provides tools for activity timeline summarization, email/calendar synchronization, lead handling, and dynamic pipeline management.
Weaknesses
- Con: The AI features (IQ Boost™) appear to be primarily tailored for financial advisors, potentially limiting its direct applicability or specific benefits for other industries.
- Con: The product has been around for over 35 years, which could imply a legacy interface or technology stack compared to newer CRM solutions, though this is not explicitly stated.
Key features
Plans and prices: Insightly vs Maximizer
| Tool | Plans and prices | Source |
|---|---|---|
| Insightly |
| insightly.com read Oct 3, 2026 |
| Maximizer |
| maximizer.com/pricing read Oct 31, 2026 |
Prices as read on each vendor's own pricing page on the date shown. Plans are listed per tool and are not matched against the other tool's plans: a plan name or price in one column says nothing about the same row in the other. Details on Insightly pricing and Maximizer pricing.
Key Takeaways
Insightly
- Lower entry price: $29/user/mo, billed monthly vs $65/user/mo
- Has a free plan
Maximizer
- Choose if you want CRM for sales leaders and financial advisors
What the data shows
On the data below, Insightly leads on lower entry price and a free plan. We do not name an overall winner for this pair.
- User ratings are within 0.2 points (4.1/5 from 1,602 reviews for Insightly, 4.0/5 from 1,038 reviews for Maximizer).
- Insightly has the lower entry price: $29/user/mo, billed monthly (Plus) against $65/user/mo (Core) for Maximizer.
- Only Insightly has a free plan.
Criteria: user rating (only above 20 reviews on both sides, gap of 0.2 or more), entry price (only on the same billing basis), free plan. How we rate
Frequently Asked Questions
How do Insightly and Maximizer compare in 2026?
On the data below, Insightly leads on lower entry price and a free plan. We do not name an overall winner for this pair. User ratings are within 0.2 points (4.1/5 from 1,602 reviews for Insightly, 4.0/5 from 1,038 reviews for Maximizer). Insightly has the lower entry price: $29/user/mo, billed monthly (Plus) against $65/user/mo (Core) for Maximizer. Only Insightly has a free plan.
What are Insightly and Maximizer used for?
Insightly: Modern, scalable CRM platform with AI, marketing automation, and customer service for growing businesses. Maximizer: CRM for sales leaders and financial advisors.
What does Insightly cost vs Maximizer?
Insightly's cheapest paid plan is Plus at $29/user/mo, billed monthly; it also has a free plan. Maximizer's cheapest paid plan is Core at $65/user/mo. Prices read on the vendors' pricing pages, latest check Oct 31, 2026.
What's the main difference between Insightly and Maximizer?
Insightly's main strength: good for small business CRM. Maximizer's main strength: AI-powered insights (IQ Boost™) specifically designed for financial advisors to improve client knowledge and relationships.