Maximizer CRM
Maximizer CRM: A flexible CRM with strong sales automation, AI, and deployment options—but no free plan or trial. Ranked #59 of 238 in CRM Software by our editors (3.5/10); pricing: Paid; best for established organizations needing deployment flexibility.
At a glance
- Editor score3.5 / 10
- PricingPaid
- Best forEstablished organizations needing deployment flexibility
- Free planNo
- Paid from$65/user/mo
- Founded1987 · Vancouver, British Columbia, Canada
- Facts checked20 Sep 2026
Where it wins
- Cloud or on-premise deployment supports different infrastructure needs
- AI insights, playbooks, forecasting, and workflow automation
- Broad Microsoft integrations plus mobile access for iOS and Android
Where it doesn't
- Starting price is $65 per user per month when billed annually
- No free plan or trial is available
- Advanced plans and on-premise deployment require a sales-led process
Our verdict on Maximizer CRM
Maximizer CRM is a relationship-focused platform for sales teams, financial-services organizations, wealth teams, insurers, and other businesses managing ongoing client interactions. It combines contact and client-record management with lead routing, qualification, visual pipelines, opportunity boards, reporting, forecasting, workflow automation, and mobile access. Its financial-services edition adds broader client-book views, Kanban opportunities, reporting, and advisor-focused dashboards. Deployment is available through cloud or on-premise options, giving established organizations more control over infrastructure and data location.
Pricing is structured across three paid tiers with annual billing. Core costs $65 per user per month and includes contact management, tasks and reminders, interaction tracking, mobile access, and Outlook integration. Business costs $79 per user per month and adds Kanban opportunity management, real-time pipeline and forecasting, custom dashboards, and activity targets. Business + costs $89 per user per month and adds AI insights, deal coaching, meeting preparation, workflow automation, AI-powered playbooks, and related account entries. Enterprise provides custom solution development, implementation, professional services, custom data-lake integrations, and an enterprise SLA and support. On-Premise adds customer-controlled infrastructure, data location, update timing, and implementation support.
Microsoft Outlook, Teams, Microsoft 365, Power BI, SharePoint, and OneDrive make Maximizer a natural fit for Microsoft-centered organizations. It also connects with Google Workspace, Mailchimp, SendGrid, DocuSign, Zapier, Twilio, QuickBooks Online, and Google Drive. Role-based permissions and secure data storage support structured access, while the API broadens integration options. Choose Maximizer when deployment flexibility, Microsoft connectivity, sales forecasting, and AI-assisted workflows matter. Organizations seeking a free entry point, trial access, or a simpler low-cost CRM should look elsewhere.
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Maximizer CRM pricing
All 5 Maximizer CRM plans and prices →
Maximizer CRM fact sheet
| Free plan | No |
|---|---|
| Paid from | $65/user/mo |
| Free trial | No |
| Visual sales pipeline | Yes |
| Email sync | Yes |
| Marketing automation | Yes |
| AI features | Yes |
| Mobile app | Yes |
| Open source | No |
| Deployment | Cloud, Desktop, Mobile, Self-hosted |
| Platforms | Web, Windows, macOS, Linux, iOS, Android |
| Integrations | 14 integrations: Microsoft Outlook, Microsoft Teams, Microsoft 365, Google Workspace, Mailchimp, SendGrid … |
| Pricing | Paid (source) |
| Website | maximizer.com |
| Facts checked | 20 Sep 2026 |
Maximizer CRM integrations
Maximizer CRM lists 14 integrations on its own site.
- Microsoft Outlook
- Microsoft Teams
- Microsoft 365
- Google Workspace
- Mailchimp
- SendGrid
- Docusign
- Microsoft Power BI
- Microsoft SharePoint
- Microsoft OneDrive
- Zapier
- Twilio
- QuickBooks Online
- Google Drive
Alternatives to Maximizer CRM
- HubSpot CRMA capable free CRM with contact, deal, email, AI, mobile, and integration coverage.9.4
- Salesforce Sales CloudA broad CRM for mature sales teams that need forecasting, automation, AI, and extensibility.9.3
- Zoho CRMA broad CRM with a free plan, automation, AI, analytics, mobile apps, and APIs.9.2
See all Maximizer CRM alternatives →
Also Ranked In
Maximizer CRM is ranked in 4 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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