Maximizer

What is Maximizer?

Maximizer is a CRM that tracks contacts, tasks, appointments and interactions, with an activity timeline that uses AI to summarize calls, emails, appointments and notes. Leads are kept apart from deals, and pipelines can follow a set sales method or one you define. Email and calendar sync run from Outlook, and a mobile app covers work on the road.

Who is it for?

Core fits sales and service teams that need contacts, tasks and appointments. The Financial Services editions target wealth, insurance and financial services teams that want a view of their whole book of business. Teams without a financial-services use case get little from the upper two editions. Teams that live in Gmail rather than Outlook should check sync support first.

Pricing

Prices are per user per month in USD. The page does not state the billing period.

• Core: $65, includes contacts, tasks and reminders, interaction tracking, mobile access and Outlook.
• Financial Services: $79, adds a whole-book view, Kanban opportunity boards, custom dashboards and real-time reporting.
• Financial Services+: $89, adds AI insights across the book of business, workflow automation and family-connection views.
• Enterprise: custom price, includes custom solution development, a dedicated professional services team, custodial and back-office data connections and an enterprise SLA.

Prices checked on 6 October 2026.

Strengths

• AI activity timeline: summarizes calls, emails, appointments and notes on each contact.
• Lead handling: keeps leads separate from deals, so the pipeline holds only qualified opportunities.
• Outlook integration: manage tasks and sync email and appointments without leaving the inbox.
• Kanban opportunity boards (Financial Services and up): drag deals between stages.
• Enterprise data connections: custodial and back-office data can feed client records.

What to consider

• AI insights across the book, workflow automation and family connections need the $89 tier.
• Investment and insurance data beside each client is marked "Coming soon" on the pricing page.
• The pricing page does not say whether prices are billed monthly or annually.
• The page names Outlook as the only email integration. Check Gmail support before buying.
• Enterprise pricing is not public.

Bottom line

Shortlist Maximizer if you run a wealth, insurance or advisory firm and work in Outlook. Before buying, confirm the billing period and whether the coming-soon investment data feature is live.