TL;DR - Maximizer
- 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.
Pricing: Paid only
Best for: Enterprises & pros
4.0/5 across review platforms
Pros & Cons
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.
- While integrations are mentioned, specific examples of popular tools it connects with are not detailed.
- 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.
Ratings Across the Web
4(935 reviews)
Ratings aggregated from independent review platforms. Learn more
Key Features
Contact managementSales automationWealth managementComplianceReporting
Pricing Plans
Free TrialBase Edition
$55/user/month
- 3 user minimum
- CRM features
- Annual billing
Sales Leader
$75/user/month
- 5 user minimum
- Advanced sales tools
- Annual billing
What is Maximizer?
Maximizer CRM is a customizable CRM designed for sales teams and financial advisors. Features contact management, sales automation, and wealth management compliance.
Reviews
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