OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Maximizer CRM review: 54 specs compared

Starting price:65 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Maximizer CRM Review: Compare 54 technical specifications and 3 expert and video reviews to see how this product ranks in the CRM Software category and whether it is worth buying.

Maximizer CRM
8.0/10

Overall score

Score
8.0/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 69% of models
Score components

40%

8.2

Technical score

30%

8.1

Reviews score

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 69% of CRM software
8.2

Technical score

Technical score
8.2/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 66% of models
Score components

25%

6.9

Product & Pricing

25%

8.6

Core CRM

20%

8.6

Sales & Automation

15%

8.4

Integrations & Access

15%

9.1

Security & Deployment

â–²Better than 66%
8.1

Reviews score

Reviews score
8.1/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 55% of models

80%

8.2

Average grade

20%

8.0

Popularity

Grades by review (3)
3 videos, average 8.3/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
â–²Better than 55%
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access

*Lowest paid plan per month, as listed on the vendor's website.

Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.
Loading category ranking...

Technical Specifications of CRM platform Maximizer CRM

Technical score
Technical score
8.2/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 66% of models
Score components:

25%

6.9

Product & Pricing

25%

8.6

Core CRM

20%

8.6

Sales & Automation

15%

8.4

Integrations & Access

15%

9.1

Security & Deployment

8.2
Reviews score
8.1
List score
?
Starting price
65 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 65 USD/user/mo, which is higher than that of 74.3% of CRM platforms and equal to that of 0.9% of CRM platforms.
Small Office Cloud plan is $29 per user/month.
Billing period
Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
Minimum seats
3 seats
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 3 seats, which is higher than that of 98.3% of CRM platforms and equal to that of 1.2% of CRM platforms.
On the Financial Services Edition.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Centralized documentation and Key Fields lists.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Custom scoring, automated follow-ups, and pipeline reporting.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Provides customizable sales processes, pipeline dashboard tracking, and AI playbooks.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Maximizer AI provides sales summaries and pipeline intelligence.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Via Maximizer Workflows.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Rules-based scoring systems with custom tracking.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Native pipeline forecasting and milestone tracking with weighted opportunity values.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Yes.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Supports CSV and Excel formats.
Show more
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Available for Enterprise 2021 and later via Microsoft Azure AD.
Security certifications
SOC 2, ISO 27001
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Comprehensive role-based permissions and audit logs.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Via Auditing administration tool.
Supported operating systems
Windows, macOS, iOS, Android
Show more

Maximizer CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Available for Enterprise 2021 and later via Microsoft Azure AD.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Maximizer AI provides sales summaries and pipeline intelligence.
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Native pipeline forecasting and milestone tracking with weighted opportunity values.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Rules-based scoring systems with custom tracking.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Customizable workflows and email drip campaigns.
  • 2.5% higher review score
    Reviews score
    8.1/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10
    â–² Better than 55% of models

    80%

    8.2

    Average grade

    20%

    8.0

    Popularity

    Grades by review (3)
    3 videos, average 8.3/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.1 vs 7.9
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Maximizer AI provides sales summaries and pipeline intelligence.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Native pipeline forecasting and milestone tracking with weighted opportunity values.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Rules-based scoring systems with custom tracking.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Customizable workflows and email drip campaigns.
  • Wider interface language choice
    This CRM platform offers a wider choice of interface languages than the average CRM platform (2-4 languages vs English only).
    2-4 languages vs English only
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Available for Enterprise 2021 and later via Microsoft Azure AD.
  • Supports self-hosting
    This CRM platform supports self-hosting, while the average CRM platform does not. 6.7% of CRM platforms support self-hosting.
    On-Premise Edition.
  • Supports offline use with local storage
    This CRM platform supports offline use with local data storage, while the average CRM platform does not. 7.4% of CRM platforms support this.
    Supports offline capabilities via Remote Synchronization / MaxExchange.
  • Lower contact limit
    This CRM platform includes fewer contacts than the average CRM platform (10,000 contacts vs unlimited contacts).
    Included on Base Edition; up to 100,0 contacts max on higher tiers.
    10,000 contacts vs unlimited contacts
  • 26 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Maximizer CRM
    the average CRM platform
    Maximizer CRM has a higher starting price than the average CRM platform (65 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    65 USD/user/mo vs 39 USD/user/mo
  • 2 seats higher minimum requirement
    This CRM platform requires more seats than the average CRM platform (3 seats vs 1 seats). The average CRM platform requires a minimum of 1 seats.
    On the Financial Services Edition.
    3 seats vs 1 seats
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4
  • 6.4% worse value for money
    Maximizer CRM offers worse value for money than the average CRM platform (7.84 vs 8.3).
    7.84 vs 8.34
  • 6.4% worse value for money
    Maximizer CRM offers worse value for money than the average CRM platform (7.84 vs 8.3).
    7.84 vs 8.34
  • Lower contact limit
    This CRM platform includes fewer contacts than the average CRM platform (10,000 contacts vs unlimited contacts).
    Included on Base Edition; up to 100,0 contacts max on higher tiers.
    10,000 contacts vs unlimited contacts
  • 26 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Maximizer CRM
    the average CRM platform
    Maximizer CRM has a higher starting price than the average CRM platform (65 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    65 USD/user/mo vs 39 USD/user/mo
  • 2 seats higher minimum requirement
    This CRM platform requires more seats than the average CRM platform (3 seats vs 1 seats). The average CRM platform requires a minimum of 1 seats.
    On the Financial Services Edition.
    3 seats vs 1 seats
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4

Video reviews

Hands-on testing and real-world video evaluations

8.0
Simple Answers
≈ estimated
24/03/2025
Review and feature overview · desk research, no hands-on use
Verdict
Maximizer CRM is a solid, easy-to-use choice for small and midsize businesses, but less suited to advanced automation.
7.0
Wise Explainer
≈ estimated
28/08/2024
Feature overview · no hands-on testing
Verdict
Maximizer CRM fits customizable, feature-rich sales and service work, but its dated look and complex initial setup hold it back.
10
Capterra
✓ explicit
29/04/2022
User testimonial · short interview about own use
Verdict
Maximizer CRM is highly recommended for a financial advisor who moved over from Salesforce.
Hands-on video, no verdict
Brand video

Third-party reviews

What we like about Maximizer CRM

  • Deep account management capabilities designed for complex relationship-focused sales.
  • Sales leader coaching modules providing visibility into rep activities and deal momentum.
  • Flexible deployment choices supporting both secure cloud and on-premise installation.
  • Strong fit for financial advisors, wealth managers, and insurance brokerages.

What we don't like about Maximizer CRM

  • Higher subscription cost per user compared to entry-level SMB CRM platforms.
  • Smaller third-party marketplace with fewer pre-built integration options.
  • Certain sections of the user interface require modernization and visual polish.

Verdict

Maximizer CRM is an all-in-one customer relationship management software designed primarily for small-to-medium enterprises (SMEs) that unifies sales pipeline tracking, marketing automation, contact management, and AI-driven business intelligence into a single platform. Available via cloud-based deployment or secure on-premise installation (supporting Windows and Linux), it requires a minimum of 3 to 5 users depending on the edition (Base or Sales Leader), provides native mobile applications for iOS and Android, and integrates seamlessly with Microsoft 365, Outlook, QuickBooks, and Mailchimp. Its main pros include highly flexible no-code customization of data fields and workflows, a strong emphasis on regulatory compliance (including UK GDPR and data residency), and robust forecasting tools with custom dashboards out of the box. However, its notable cons include a user interface that some users describe as dated, initial setup complexity that requires a significant time investment for tailoring, and limited native marketing automation capabilities compared to its comprehensive sales features.

Compare Maximizer CRM with other CRM platforms

1Product to compare no. 1
VS
2Product to compare no. 2
VS
3Product to compare no. 3 (optional)

Graphic comparison of Maximizer CRM and other CRM platforms

No results found