# Maximizer CRM review (2026): is it worth $65 a month per user? > Customizable CRM that works from Outlook, with a finance edition Checked Nov 12, 2026 ยท graded Nov 12, 2026 by ToolGPA. Maximizer is a CRM for sales teams and for wealth, insurance and other financial services firms. It works directly from Outlook and Microsoft 365, tracks contacts, opportunities and interactions, and has separate plan sets for general business and financial services. An on-premise edition runs on the customer's own servers, and the top plan on each cloud set adds AI features. - **Category:** CRM Software - **Made by:** Maximizer Services Inc. - **Website:** https://www.maximizer.com - **Runs on:** Web - **Who should skip it:** Pricey if you are one person: Core is $65 a user and the pipeline needs $79. - **Facts last checked:** Nov 12, 2026 ## Pricing As of Nov 12, 2026, Maximizer CRM is a paid product, starting at $65 per user / month (billing basis not stated). - **Pricing model:** Paid - **Free plan:** None. - **Free trial:** None listed. | Plan | Price | What you get | | --- | --- | --- | | Core | $65 per user / month, billing basis not stated | Contacts, tasks and reminders, interaction tracking, mobile access and working from Outlook. | | Business | $79 per user / month, billing basis not stated | Everything in Core, plus opportunities on kanban boards, pipeline and forecast views, custom dashboards and activity targets. | | Business + | $89 per user / month, billing basis not stated | Everything in Business, plus AI insights on deals, deal coaching and meeting prep, automated workflows and AI playbooks. | | Enterprise | Custom | Custom solution development, a dedicated professional services team and an enterprise SLA. Sold through sales. | | On-Premise | Custom | The same CRM deployed on the customer's own servers. Price on request; sold through sales. | Read from https://www.maximizer.com/pricing/ on Nov 12, 2026. Prices change, so confirm with Maximizer CRM before buying. ## Key features - **Work from Outlook:** Emails and appointments sync to Maximizer from the inbox, and the Core plan includes working directly from Outlook. - **Pipeline and forecasting:** Business adds opportunities on kanban boards, a pipeline and forecast view and activity targets for reps and teams. - **AI insights:** The Plus plans add AI that flags deals needing attention, coaches deals, prepares meetings and summarizes calls, emails and notes. - **Financial services edition:** A separate plan set shows a whole book of business, family connections and client investments, and states audit logs and Canadian hosting. - **Workflows and email campaigns:** Automated workflows start on the Plus plans. The plan comparison also lists email campaigns, customer service cases and action plans. - **On-premise option:** The same CRM can run on the customer's own infrastructure, with control over when updates happen. ## Good for - Teams that spend their day in Outlook and Microsoft 365 - Wealth, insurance and credit union advisers who need a client book view - Organizations that need the CRM on their own servers ## Worth knowing - The pricing page does not say whether the per-user prices are billed monthly or annually, and no trial is listed; it points to a demo. - AI insights and workflow automation start on the Plus plans; Core has neither. - Enterprise and On-Premise have no published price and are sold through sales. - Investment and insurance data beside each client is listed as coming soon on the top financial services plan. ## ToolGPA grades **GPA: 1.6 out of 4**, graded Nov 12, 2026. Maximizer is a CRM you can run from Outlook, with a financial services edition and an on-premise option. Core is $65 a user and has no workflows or AI, and the pricing page doesn't say whether that is billed monthly or annually. - **Value for money: D.** $65 a user for Core, and the pipeline views start at $79 and the workflows and AI at $89, against a category middle of $25. - **Free plan and trial: F.** No free plan and no trial; the pricing page points to a demo. - **Features: C.** Contacts, pipeline, forecasting and workflows. AI insights and automation need Business +, and investment data for advisers is still listed as coming soon. - **Ease of use: C.** No store rating on record. Adding Outlook, dashboards and workflows takes setup. - **Platforms and integrations: B.** Web, Microsoft Outlook and Microsoft 365, a mobile access feature, and an on-premise version. The list of integrations is short. These are ToolGPA's own grades. Graded from this listing, whose facts were read from Maximizer's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews. ## Where it stands among CRM tools - Maximizer CRM's GPA of 1.6 is higher than 3 of the 116 other CRM tools we grade, and level with 12. - It stands best on platforms and integrations (B, above 24 of 116) and worst on free plan and trial (F, above 0). - Its paid plans start at $65 a month for each person, against a middle price of $29 for the category: 69 of the 93 others that charge start lower. - On features, ease of use and platforms it scores 2.3 out of 4. 39 tools score higher and cost less. The category's chart of price against score: https://toolgpa.com/charts/crm ## Keep it, or make your own? **Keep it.** To replace Maximizer CRM you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one. That makes this kind of software worth paying for, not this one in particular: 101 of the 116 other CRM tools grade higher. It costs $780 a year. - You could make: Sales pipeline and reports: an app builder makes these well. - You could not: Connections to other products, each kept working as those products change. - You could not: Newsletters sent to thousands of people that still reach the inbox. - You could not: Connections that pull numbers from dozens of other services. - You could not: It is priced for each person, which means accounts and billing for a team. - You could not: AI features, unless you pay a model provider for each request yourself. - You could not: People on the other end: coaches. No app builder makes those. - You could not: What a company asks for before it lets staff use something: audit logs. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with Microsoft Outlook, Microsoft 365, Claude **Tags:** Sales pipeline, Reports, Dashboards, AI features, Workflow automation, Email campaigns, Self-hostable ## Alternatives - [Act!](https://toolgpa.com/tools/act): CRM and email marketing platform for small businesses. [Compare](https://toolgpa.com/compare/act-vs-maximizer-crm) - [Zoho CRM](https://toolgpa.com/tools/zoho-crm): Sales CRM with a free edition, process automation and Zia AI. [Compare](https://toolgpa.com/compare/maximizer-crm-vs-zoho-crm) - [Microsoft Dynamics 365 Sales](https://toolgpa.com/tools/microsoft-dynamics-365-sales): Microsoft's sales CRM with Copilot and prebuilt sales agents. [Compare](https://toolgpa.com/compare/maximizer-crm-vs-microsoft-dynamics-365-sales) - [Pipedrive](https://toolgpa.com/tools/pipedrive): Sales CRM organized around visual deal pipelines. [Compare](https://toolgpa.com/compare/maximizer-crm-vs-pipedrive) - [Insightly](https://toolgpa.com/tools/insightly): CRM with built-in project management for after the sale. [Compare](https://toolgpa.com/compare/insightly-vs-maximizer-crm) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 12, 2026: - https://www.maximizer.com/pricing/ - https://www.maximizer.com/ Page: https://toolgpa.com/tools/maximizer-crm Listed by ToolGPA (toolgpa.com).