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Maximizer

★★★★☆ 3.8 (850 reviews)
Analytics Cloud Based Self Hosted
Subscription $55-$80/user/month

Overview

A CRM platform focused on helping financial advisors and B2B sales teams manage relationships and grow revenue.

Key Features

  • Contact management
  • Sales pipelines
  • Marketing automation
  • Customer service
  • Business intelligence
  • Deployment flexibility
  • Mobile access
  • Integration hub

Pros

  • Good for financial advisors
  • On-premise option
  • Strong contact management
  • Established company

Cons

  • Dated interface
  • Limited modern integrations
  • Higher starting price
  • Smaller development team

Maximizer Pricing Plans

Base

$55/user/mo

  • ✓ contact management
  • ✓ pipeline
  • ✓ reporting
MOST POPULAR

Sales Leader

$80/user/mo

  • ✓ forecasting
  • ✓ territory management
  • ✓ advanced analytics

Company Info

Founded1987
HeadquartersVancouver, Canada

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$50/month or $350/year (save $250)

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