Maximizer Pricing Overview

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Base Edition

$65.00

3 User Per Year

Request Demo

Financial Advisor Edition

$79.00

3 Users Per Year

Request Demo

Sales Leader Edition

$79.00

5 User Per Year

Request Demo

Pricing information for Maximizer is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Maximizer must be conducted with the seller.

All prices are displayed in USD, and should be considered estimates until contracted. Applicable fees and taxes excluded. Pricing available in CAD, AUD, GBP, ZAR, EUR. Data centers located in North America or UK and are GDPR compliant.

Pricing information was last updated on May 2, 2024.

Pricing information was last updated on October 10, 2024

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Maximizer Pricing Reviews

(2)

Chad H.

Founder + Financial Planner

Small-Business (50 or fewer emp.)

2/27/2025

"The best CRM for Financial Planners"

5/5

What do you like best about Maximizer?

All of the intuitive features built into it. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

That is does not have realtime updates with my investment firm. Review collected by and hosted on G2.com.

What problems is Maximizer solving and how is that benefiting you?

How It’s Benefiting Me:

Increases Productivity: Automating routine tasks frees up time to focus on high-value activities like client engagement and business growth.

Enhances Client Relationships: A structured follow-up system ensures clients receive timely responses and personalized service.

Boosts Sales & Revenue: Better tracking of leads and opportunities helps close deals more efficiently.

Provides Data-Driven Insights: Customizable reports help make informed financial and business decisions.

Scalability & Organization: Keeps everything structured, making it easier to manage an expanding client base and business operations.

Overall, Maximizer helps improve efficiency, client retention, and business growth by keeping everything organized and streamlined. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

6/3/2025

"Basic CRM, Technological Pain"

1/5

What do you like best about Maximizer?

I like how Maximizer keeps all of our contact information in one place. I also find the household/contact/company structure to be helpful. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

Too many extremely disruptive technological issues that cannot be solved. For example, duplicate calendar issues, outlook integration randomly disconnecting... In addition to this, the CRM is not very modern. It does not integrate well with other applications, it takes many steps to complete a simple task, and many of our users find it to not be user friendly. Finally, the financial advisor version was not designed in a way that creates a big value add to financial advisors. Review collected by and hosted on G2.com.