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
Tanner H.
TH
Tanner H.
Investment Representative / Financial PlannerSmall-Business (50 or fewer emp.)
08/26/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Maximizer Review

It does a great job allowing everyone on the team to share calendars and book joint meetings, helps assign tasks to associates, and makes it easy to file paperwork / take notes.
Verified User in Financial Services
AF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
08/26/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Good CRM

I haven't experienced many new things, but I know that they are coming up which I am excited for. It is a better CRM than most that are out there, keeps client data and information well organized.
Briana D.
BD
Briana D.
Principal - Certified Financial PlannerSmall-Business (50 or fewer emp.)
08/26/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Reliable

They have integrated a new way to track renewals on dashboards which is helpful and have integrated AI to give you information on your contacts which saves time.

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