Category
CRM
Key features
Pipeline and lead management
AI alerts and next actions
Custom views without code
01 — Overview
What is
Maximizer
Maximizer is a CRM that teams can tailor to their process without developers, covering lead management, pipeline tracking, reporting and customer retention. Its AI features surface alerts and next best actions during the day, and an Outlook and Microsoft 365 integration logs client emails automatically. It also offers a financial services edition and an on-premise option.
02 — Who it’s for
Ideal Customer Profile
Sales teams and sales leaders at small and mid-sized businesses, plus financial advisors, credit unions and insurance advisors who need a configurable CRM.
03 — Capabilities
Key Features
Pipeline and lead management
AI alerts and next actions
Custom views without code
Reporting and dashboards
Microsoft 365 and Outlook integration
Mobile app
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is Maximizer used for?
Maximizer is used to manage leads, pipeline, customer relationships and reporting in one CRM that can be configured to each team's workflow.
Who is Maximizer for?
It is aimed at sales reps and sales leaders, Microsoft users and financial services firms such as wealth advisors, credit unions and insurance advisors.
Does Maximizer work with Microsoft 365?
Yes. It offers a CRM for Microsoft 365 users, and emails sent from Outlook can be logged to client records automatically.
Can Maximizer be hosted on-premise?
Yes. Alongside its cloud CRM, Maximizer lists an on-premise CRM option.