Maximizer
Claim this toolCRM for sales leaders and financial advisors
From $65/user/mo, free trial Visit WebsiteThe Bottom Line
- Price
- From $65/user/mo, free trial. Compare plans
Key facts
- Maximizer is a CRM software with an AI-powered feature called IQ Boost™ designed to support financial advisors.
- It offers customizable configurations, robust reporting, and tools for managing sales pipelines and client interactions.
- The platform emphasizes data security, compliance, and provides both cloud and on-premise deployment options.
Pros
- AI-powered insights (IQ Boost™) specifically designed for financial advisors to improve client knowledge and relationships.
- Customizable and configurable views without requiring dedicated IT resources or development skills.
- Offers both cloud-based and on-premise deployment options.
- Strong focus on data security and compliance, including Canadian data residency and SOC 2 compliance for IQ Boost.
- Provides tools for activity timeline summarization, email/calendar synchronization, lead handling, and dynamic pipeline management.
Cons
- The AI features (IQ Boost™) appear to be primarily tailored for financial advisors, potentially limiting its direct applicability or specific benefits for other industries.
- 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.
What is Maximizer?
Available on: Web, iOS, Android
Ratings Across the Web
Maximizer holds an aggregate rating of 4 out of 5 from 1,038 reviews across G2 and Capterra, last checked September 17, 2026.
Ratings aggregated from independent review platforms. Learn more
Key Features
- Contact management
- Sales automation
- Wealth management
- Compliance
- Reporting
Pricing Plans
Free TrialPricing checked Oct 31, 2026. Source: maximizer.com/pricing, read Oct 31, 2026
| Plan | Price | Details |
|---|---|---|
| Core | $65/user/month | Billing term not stated. |
| Business | $79/user/month | Billing term not stated. |
| Business+ | $89/user/month | Billing term not stated. |
| Enterprise | Custom |
Is Maximizer worth the price?
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.
Hidden Costs & Gotchas
5-user minimum for Sales Leader
How Maximizer's pricing compares
At $65/user/mo, Maximizer is mid-range of its 4 comparable direct competitors ($9 to $68/mo across the set).
Entry paid plan, monthly price, per user. Pricing checked Oct 31, 2026.
Recent pricing updates
Changes we detected on the Maximizer pricing page.
- Core is $65 per user per month (was $55); Business $79, Business+ $89.
Maximizer by the numbers
Toolradar data: Maximizer's entry paid plan ($65/user/mo) ranks #25 of 30 for price among the Sales Engagement tools with a verified entry price per user, where the median is $29/user/mo. As of Nov 2026.
| Metric | Maximizer | Peer median | Position (1 is best) |
|---|---|---|---|
| Entry paid plan | $65/user/mo | $29/user/mo | #25 of 30 tools priced per user, verified price |
| Free plan | No | 34% have one | n/a |
| User rating | 4.0/5 (across the web, 1,038 ratings) | 4.6/5 | #93 of 102 (joint) tools with 20+ reviews |
Each position is counted among the tools that have data for that row, as noted under it. A lower entry price ranks higher; prices are read on vendor pages and compared only with tools priced on the same basis. All Sales Engagement data · How we compute this. Advertising and placement fees are not inputs to any position.
Cite this: Toolradar, “Maximizer by the numbers”, Nov 2026.
Reviews
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Across 1,038 verified user reviews on G2, Capterra
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Maximizer FAQ
How does Maximizer pricing compare with other Sales Engagement tools?
Source: maximizer.com