[ Maximizer Reviews ](https://www.g2.com/products/maximizer/reviews) [ Maximizer Reviews ](https://www.g2.com/products/maximizer/reviews) # Maximizer Pricing Overview [Editedit](https://my.g2.com/maximizer/pricings) ## Maximizer Pricing Key Insights Last updated on Apr 30, 2026 * * * Maximizer offers **4 pricing editions** , starting from **$90** to **$125**. Maximizer pricing tiers are designed to support different usage levels and team sizes. Maximizer does not offer a **free trial**. Compare the Maximizer pricing table below to figure out the best fit for your needs. Some plans may require you to contact **Maximizer Software** for **custom pricing**. * * * Core — $90 / 3 User Per Year Financial Services Edition — $100 / 3 Users Per Year Business Edition — $100 / 5 User Per Year Financial Services + — $125 / 3 User Per Month Rated 4.0 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Core $90.00 3 User Per Year [Request Demo](#) Organizations that need deeper customization, marketing tools, and pipeline monitoring to close more deals. - Advanced Contact Management - Lead & Opportunity Handling - Task Management - Microsoft Outlook Integration - 100% In-House Support - \*Billed annually with a 3-user minimum, 10,000 contacts, and 100Gb database size. Show More Financial Services Edition $100.00 3 Users Per Year [Request Demo](#) Wealth, insurance, and financial services teams that need a complete view of their business to convert leads and build relationships - Everything in Core PLUS - Advanced Account Management - Activity Tracking - Target Setting - Reporting & Analytics - \*Billed annually with a 3-user minimum, 10,000 contacts, and 100Gb database size. Show More Business Edition $100.00 5 User Per Year [Request Demo](#) Small and medium businesses that need complete sales visibility to convert leads and accelerate growth. - Everything in Base PLUS - Sales Intelligence Reports - Advanced Pipeline Management - Activity Tracking - Revenue & Activity Targets - \*Billed annually with a 5-user minimum, 10,000 contacts, and 100Gb database size. Show More Financial Services + $125.00 3 User Per Month [Request Demo](#) Wealth, insurance, and financial services teams that need AI tools, automated workflows, and accurate client data to improve efficiency. - Everything in Financial Services Edition, plus: - Al-Powered Insights - Investment and Insurance Integrations - Workflows - Family Tree Visualizations Show More 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. 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 May 12, 2026 Show More ## Maximizer Pricing FAQs Generated using AI Is Maximizer free, or does it offer a free trial? No. According to G2 data, Maximizer does not offer a free plan or free trial. Users need to purchase a paid plan to access the product. Visit the seller's official pricing page for current pricing details and plan options. How much does Maximizer cost in 2026? According to G2 data, Maximizer pricing in 2026 starts at $90.00 and can reach $125.00 depending on the selected plan. Pricing may vary based on billing terms or usage, so users should review the Maximizer Software's official pricing page for the most current details. Who is Maximizer pricing best suited for? Maximizer's pricing is best suited for small to mid-market businesses, particularly in financial services, based on the strong concentration of G2 reviewers from those segments. The Financial Advisor Edition at $79.00 per year is specifically designed for wealth managers and financial advisors who need compliance audit trails, regulatory data hosting, and AI-powered client summaries. G2 reviewers in construction, manufacturing, real estate, and insurance also report strong fit with Maximizer's Base and Sales Leader tiers for pipeline and contact management. The three-user minimum and annual billing structure make Maximizer less ideal for solo operators or very small teams seeking monthly flexibility, as multiple G2 users explicitly flag this constraint. What are the key differences between the free and paid versions of Maximizer? Maximizer does not offer a free version. According to G2's pricing data for Maximizer, the entry-level Base Edition starts at $65.00 per year per user and includes core contact management, lead and opportunity handling, task management, Microsoft Outlook integration, and in-house support. Upgrading to the Financial Advisor Edition or Sales Leader Edition at $79.00 per year unlocks specialized capabilities such as advanced pipeline management, sales intelligence reports, activity tracking, revenue targets, and reporting and analytics. All Maximizer tiers require annual billing with a minimum of three users and 10,000 contacts. Enterprise buyers can request custom quotes for larger-scale needs beyond standard tier limits. Is Maximizer considered good value for its pricing? G2 reviews of Maximizer present a mixed but generally positive value picture. With an average rating around 4.0 to 4.5 out of 5, many G2 reviewers in financial services and small business segments praise Maximizer's AI features, action plans, compliance tools, and Outlook integration as strong justifications for the cost. However, cost concerns are among the most frequently cited drawbacks, with multiple G2 users flagging the annual billing requirement as a cash flow burden and the per-user pricing as high for small teams. Some G2 reviewers mention switching to alternatives like Nutshell CRM for more affordable licensing. Overall, Maximizer's pricing delivers solid value for compliance-driven or relationship-intensive businesses but may feel steep for budget-constrained small teams. ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,865) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,891) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ ![Pipedrive](https://images.g2crowd.com/uploads/product/hd_favicon/4012f2359ca0b1f88b2455f83adaa4ef/pipedrive.svg "Pipedrive") Pipedrive 4.3/5(3,103) ](https://www.g2.com/products/pipedrive/reviews) [ View All Alternatives ](https://www.g2.com/products/maximizer/competitors/alternatives) ## Maximizer Pricing Reviews (2) TI Talha I. IT & Network Specialist Mid-Market (51-1000 emp.) 8/28/2025 More Options - - [Respond as Maximizer](https://www.g2.com/survey_responses/maximizer-review-11607112/official_response/new) "Excellent platform to marketing automation and campaign management" 5/5 What do you like best about Maximizer? Maximizer is so unique for sales pipeline customization to create pipeline that follow our unique sales processes, we can add different rules, fields or price calculation easily. Simple workflow process builder to create series of steps that sales agent need to follow to recreate sales pipeline success, easy to implement it with our current HRIS system and don't need to switch to other system because they can customized the API token to work with almost every marketing software. Review collected by and hosted on G2.com. What do you dislike about Maximizer? Try to use it everyday as a remote marketing agent is not easy, they have no mobile application that I can use on the go, I have to always bring my laptop to access the platform, which is not flexible for me to bring it for on-field marketing work. Customer support is quite helpful in solving connectivity issues with the platform, they have solve the issues just in one day, very effective. Review collected by and hosted on G2.com. What problems is Maximizer solving and how is that benefiting you? What has Maximizer help solving are with tracking functionality to track customer communication and interaction. It is all saved on the platform, my team can pickup the lead and learn about our discussion by referring to the logs. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite IH Izfar H. Marketing Executive Mid-Market (51-1000 emp.) 3/12/2026 More Options - - [Respond as Maximizer](https://www.g2.com/survey_responses/maximizer-review-12473388/official_response/new) "Maximizer Streamlines CRM, Quotes, and Outlook Sync for Faster Sales" 4/5 What do you like best about Maximizer? Maximizer simplified customer contact management for our legal and sales teams, it also allow us to negotiate terms, amendments, and ensure compliance within the CRM. When a deal is ready to close, the quote and order managements tools let us to generate custom quotes instantly, it has shortening our sales cycle. Another highlight is with their seamless integration with Outlook, we can log an interaction or attach a signed contract to a client's record directly from our email inbox, which has keeps our document management is perfectly synced without manual upload. I also use the cloud version of Maximizer apps daily, and having all this information accessible via mobile apps means I can pull up all document and analytic report in real-time, whether they are in the office or on a tablet at a client site. Implementation wise, it is easy to setup when migrating our legacy data and setting up our custom templates in less than two weeks with proactive customer support assistant. Review collected by and hosted on G2.com. What do you dislike about Maximizer? Most of my experience is positive, but has some issue with role permission. Maximizer make it difficult to change user permission levels for accessing sensitive document, I can't restrict individual files without changing a user's entire role. I wasn't a major turndown for the software, but would be very helpful if I can set the permission easier and straightforward. Review collected by and hosted on G2.com. What problems is Maximizer solving and how is that benefiting you? Things that Maximizer has simplify for us is for managing customer contract and quotation in a single cloud environment, it has eliminate the risk of using outdated term and pricing. This benefits us by protecting our margins and ensuring our sales team stay compliant with legal standard. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite Maximizer Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,865) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-maximizer) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d9d3ff178178a1f790a9d6114e104471/zoho-crm.png "Product Avatar Image") Zoho 4.1/5(2,945) [ Compare Now ](https://www.g2.com/compare/maximizer-vs-zoho-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9a4b1c59a10899f84ef2b2071e2037ce/dynamics-365-sales.png "Product Avatar Image") Microsoft Dynamics 365 Sales 3.8/5(1,622) [ Compare Now ](https://www.g2.com/compare/dynamics-365-sales-vs-maximizer) ##### Categories on G2 [ CRM ](https://www.g2.com/categories/crm)[ Financial Services CRM ](https://www.g2.com/categories/financial-services-crm) ##### Explore More [ What legal billing software supports multiple currencies and rates? ](https://www.g2.com/discussions/what-legal-billing-software-supports-multiple-currencies-and-rates)[ What's the best web client accelerator for e-commerce platforms and SaaS applications? ](https://www.g2.com/discussions/what-s-the-best-web-client-accelerator-for-e-commerce-platforms-and-saas-applications)[ Top tools for organizing product data ](https://www.g2.com/discussions/top-tools-for-organizing-product-data) [ Which file recovery software has proven security compliance and data protection features without disrupting existing workflows? ](https://www.g2.com/discussions/which-file-recovery-software-has-proven-security-compliance-and-data-protection-features-without-disrupting-existing-workflows)[ What content curation tools integrate with team messaging platforms, LinkedIn, and employee advocacy tools without feature inconsistencies? ](https://www.g2.com/discussions/what-content-curation-tools-integrate-with-team-messaging-platforms-linkedin-and-employee-advocacy-tools-without-feature-inconsistencies)[ Pros and Cons Details ](https://www.g2.com/products/maximizer/reviews?qs=pros-and-cons) Show More [ What legal billing software supports multiple currencies and rates? ](https://www.g2.com/discussions/what-legal-billing-software-supports-multiple-currencies-and-rates)[ What's the best web client accelerator for e-commerce platforms and SaaS applications? ](https://www.g2.com/discussions/what-s-the-best-web-client-accelerator-for-e-commerce-platforms-and-saas-applications)[ Top tools for organizing product data ](https://www.g2.com/discussions/top-tools-for-organizing-product-data) [ Which file recovery software has proven security compliance and data protection features without disrupting existing workflows? ](https://www.g2.com/discussions/which-file-recovery-software-has-proven-security-compliance-and-data-protection-features-without-disrupting-existing-workflows)[ What content curation tools integrate with team messaging platforms, LinkedIn, and employee advocacy tools without feature inconsistencies? ](https://www.g2.com/discussions/what-content-curation-tools-integrate-with-team-messaging-platforms-linkedin-and-employee-advocacy-tools-without-feature-inconsistencies)[ Pros and Cons Details ](https://www.g2.com/products/maximizer/reviews?qs=pros-and-cons)