The Maximizer CRM Insider’s Guide
Everything we know about Maximizer CRM in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Maximizer CRM
The Insider’s Guide
Customizable CRM that works from Outlook, with a finance edition
Every plan, grade, refund rule and rival among CRM tools, read from Maximizer CRM’s own pages.
Made by Maximizer Services Inc. · checked Nov 12, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Maximizer CRM’s own pages, its app-store listings and our grades. Every fact in it is on Maximizer CRM’s page too, where it is kept up to date. Checked Nov 12, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
1.6
GPA, above 0 of the 72 other CRM tools we grade
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.
To get you started, here are 8 things to know about Maximizer CRM, taken from its own pages and our grades.
Adding Outlook, dashboards and workflows takes setup.
- 1
Best for a CRM that works from inside Outlook
Maximizer is a CRM you can run from Outlook, with a financial services edition and an on-premise option.
- 2
Paid plans start at $65 a month for each person
As its pricing page puts it: $65 per user / month (billing basis not stated).
- 3
It runs on Web
Web.
- 4
Work from Outlook
Emails and appointments sync to Maximizer from the inbox, and the Core plan includes working directly from Outlook.
- 5
Pipeline and forecasting
Business adds opportunities on kanban boards, a pipeline and forecast view and activity targets for reps and teams.
- 6
AI insights
The Plus plans add AI that flags deals needing attention, coaches deals, prepares meetings and summarizes calls, emails and notes.
- 7
A 1.6 GPA, above 0 of 72
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 8
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.
Maximizer CRM at a glance
- Pricing
- Paid, from $65 per user / month (billing basis not stated)
- Free plan
- No
- Free trial
- None stated
- Runs on
- Web
- Made by
- Maximizer Services Inc.
- Category
- CRM Software
- Our grade
- 1.6 GPA, weak
The report card
Best for a CRM that works from inside Outlook
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.
| Subject | Grade | Comment |
|---|---|---|
| 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. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Maximizer CRM is for
- Fits if your team lives in Outlook and Microsoft 365
- Makes sense if you need the CRM installed on your own servers
Who it is not for
- Pricey if you are one person: Core is $65 a user and the pipeline needs $79
- Skip it if you want automation or AI, because both start on Business + at $89
- Watch out: billing basis isn't stated, and Enterprise and On-Premise have no published price
- Not for you if you want to try before talking to sales, as no trial is listed
Good to know
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.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$65
A month to start, for each person
Maximizer CRM is a paid product, starting at $65 per user / month (billing basis not stated).
No free plan and no trial; the pricing page points to a demo.
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 maximizer.com on Nov 12, 2026.
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
1
Place it runs: Web
Customizable CRM that works from Outlook, with a finance edition. Here is what it does, as its own site describes it, and what it covers: self-hostable, AI features, sales pipeline, workflow automation, reports, email campaigns, dashboards.
Contacts, pipeline, forecasting and workflows.
- 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.
Where it runs
- Web
What it works with
- Microsoft Outlook
- Microsoft 365
- Claude
Maximizer CRM is made by Maximizer Services Inc.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
0/72
Other CRM tools it is graded above
Maximizer CRM's GPA of 1.6 is higher than 0 of the 72 other CRM tools we grade, and level with 4.
It stands best on platforms and integrations (B, above 10 of 72) 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 $27.92 for the category: 54 of the 66 others that charge start lower.
On features, ease of use and platforms it scores 2.3 out of 4. 35 tools score higher and cost less.
Each grade against the category
Every bar is all 73 CRM tools we grade, cut by the letter each got. Maximizer CRM’s own letter is outlined.
- DValue for moneyAbove 0 of 72
- FFree plan and trialAbove 0 of 72
- CFeaturesAbove 1 of 72
- CEase of useAbove 1 of 72
- BPlatforms and integrationsAbove 10 of 72
Price against what you get
Each dot is one of 67 CRM tools. Further left costs less; higher up scores better on features, ease of use and platforms. Maximizer CRM is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
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: 68 of the 72 other CRM tools grade higher. It costs $780 a year.
What you could make
- Sales pipeline and reports: an app builder makes these well.
What you could not
- Connections to other products, each kept working as those products change.
- Newsletters sent to thousands of people that still reach the inbox.
- Connections that pull numbers from dozens of other services.
- It is priced for each person, which means accounts and billing for a team.
- AI features, unless you pay a model provider for each request yourself.
- People on the other end: coaches. No app builder makes those.
- What a company asks for before it lets staff use something: audit logs.
What this rests on. Maximizer CRM’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Act!, Zoho CRM, Microsoft Dynamics 365 Sales, Pipedrive and Insightly
The 5 tools Maximizer CRM is most often weighed against, with where each one differs from it.
- 2.4GPA
Act!
Free trial · from $30/mo
CRM and email marketing platform for small businesses.
- Only Act! lists iOS and Android apps.
- Maximizer CRM is self-hostable, according to its own site.
- Maximizer CRM also covers workflow automation, email campaigns and dashboards.
- 2.6GPA
Zoho CRM
Free plan · from $14/mo
Sales CRM with a free edition, process automation and Zia AI.
- Zoho CRM has a free plan. Maximizer CRM does not.
- Only Zoho CRM lists iOS and Android apps.
- Maximizer CRM is self-hostable, according to its own site.
- 2.2GPA
Microsoft Dynamics 365 Sales
Free trial · from $65/mo
Microsoft's sales CRM with Copilot and prebuilt sales agents.
- Only Microsoft Dynamics 365 Sales lists iOS and Android apps.
- Maximizer CRM is self-hostable, according to its own site.
- Maximizer CRM also covers email campaigns and dashboards.
- 2.2GPA
Pipedrive
Free trial · from $14/mo
Sales CRM organized around visual deal pipelines.
- Only Pipedrive lists iOS and Android apps.
- Maximizer CRM is self-hostable, according to its own site.
- Maximizer CRM also covers reports, email campaigns and dashboards.
- 2.2GPA
Insightly
Free trial · from $29/mo
CRM with built-in project management for after the sale.
- Only Insightly lists iOS and Android apps.
- Maximizer CRM is self-hostable, according to its own site.
- Maximizer CRM also covers email campaigns and dashboards.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
13
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Maximizer CRM free?
No. Maximizer CRM is a paid product, starting at $65 per user / month (billing basis not stated).
How much does Maximizer CRM cost?
Maximizer CRM lists 5 plans. Core: $65 per user / month, billing basis not stated.
What platforms does Maximizer CRM work on?
Maximizer CRM is available on Web.
Does Maximizer CRM have an Android app?
No Android app was listed when its pages were read on Nov 12, 2026. Maximizer CRM is listed for Web.
Does Maximizer CRM have an iPhone app?
No iPhone app was listed when its pages were read on Nov 12, 2026. Maximizer CRM is listed for Web.
Is Maximizer CRM open source?
Maximizer CRM is not described as open source on its own site, as read on Nov 12, 2026.
Can Maximizer CRM be self-hosted?
Yes. Maximizer CRM's own site says it can be run on a server of your own.
What does Maximizer CRM integrate with?
Maximizer CRM's listing names Microsoft Outlook, Microsoft 365 and Claude.
Who makes Maximizer CRM?
Maximizer CRM is made by Maximizer Services Inc.
What are the alternatives to Maximizer CRM?
The closest alternatives to Maximizer CRM in our directory are Act!, Zoho CRM, Microsoft Dynamics 365 Sales, Pipedrive and Insightly.
How does Maximizer CRM compare with other CRM tools?
Maximizer CRM's GPA of 1.6 is higher than 0 of the 72 other CRM tools we grade, and level with 4.
Is Maximizer CRM good value for money?
ToolGPA grades Maximizer CRM D for value for money. Its paid plans start at $65 a month for each person, against a middle price of $27.92 for the category: 54 of the 66 others that charge start lower.
Could I make my own version of Maximizer CRM?
To replace Maximizer CRM you would be making connections to other products, each kept working as those products change.
Where this guide comes from
The prices, plans, platforms and features were read from Maximizer CRM’s own pages on Nov 12, 2026, and the grades were given on Nov 12, 2026. 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.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Maximizer Services Inc. Prices change, so check maximizer.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
5,038
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
5,038
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Maximizer CRM, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/maximizer-crm
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Maximizer CRM: The Insider's Guide", checked Nov 12, 2026. https://toolgpa.com/tools/maximizer-crm
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/maximizer-crm/guide
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See our other guides
The best-graded CRM tools after Maximizer CRM, each with an Insider's Guide of its own.
- CRM Software Insider's GuideEvery one of the 73 CRM tools we grade, compared
- HubSpot Insider's GuideFree CRM at the center of a marketing, sales and service suite3.2 GPA
- Bigin by Zoho CRM Insider's GuidePipeline-based CRM from Zoho for small businesses2.8 GPA
- Bitrix24 Insider's GuideFlat-priced CRM with tasks, chat, video calls and a site builder2.8 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Maximizer CRM’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Maximizer CRM is a trademark of its owner, and this guide is not made, paid for or approved by Maximizer Services Inc. Prices and plans change: check maximizer.com before you buy.