Maximizer Software

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671 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.0
Serving customers since
1987
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Maximizer Software Reviews

Review Filters
Profile Name
Star Rating
283
296
65
13
14
Verified User
U
Student
Small-Business (50 or fewer emp.)
4.5/5

Maximizer excels in managing customer relationships and organizing daily tasks, making it easier to track activities and interactions. The platform enhances productivity by keeping business tasks structured and manageable.

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Summarized using AI
Megan W.
MW
Megan W.
Financial Security AdvisorSmall-Business (50 or fewer emp.)
09/28/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Maximizer: Excellent CRM for Advisor Offices

I like the newer CRM task tracking features in Maximizer because they really help our admin team work together efficiently, especially since we work remotely across 2 offices.
Barry B.
BB
Barry B.
President/OwnerSmall-Business (50 or fewer emp.)
08/27/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

I have been using Maximizer since it was a DOS product, and I would be lost without it; however, I am not using it to its maximum potential.

I appreciate that Maximizer CRM is cloud-based and I don't have to worry about many of the things that could be problems with an off-the-shelf version. I see that there are many apps available to me that will improve my productivity, particularly in an AI-based work environment.

About

Contact

Phone:
+1 (800) 804-6299
HQ Location:
Vancouver, Canada

Social

What is Maximizer Software?

Founded in 1987 and a pioneer in CRM technology, Maximizer offers an AI-driven CRM platform designed for fast deployment. More than just a tool for sales teams, it empowers sales leaders overseeing teams to drive growth and retention through actionable intelligence. AI-assisted summaries and exception alerts provide real-time insights that surpass traditional forecasting, enabling timely, impactful decisions. Over the years, Maximizer has helped over 1 0,000 global customers and 1 million users. 

Details

Year Founded
1987