Maximizer CRM
The facts below are what the maker publishes about Maximizer CRM, checked and dated. Our editors have not written about it yet.
Plans and prices
From Maximizer CRM's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Core | $65 a month | contacts · tasks/reminders · interaction tracking · mobile access · Outlook integration · per user, per month |
| Business | $79 a month | Core features · Kanban opportunities · pipeline forecasting · custom dashboards · activity targets · per user, per month |
| Business + | $89 a month | AI insights · Deal coaching and meeting preparation · Workflow automation · AI-powered playbooks · Related account entries · billed annually |
| Financial Services | $79 a month | Core features · Kanban opportunities · whole-book view · custom dashboards · real-time reporting · per user, per month |
| Financial Services+ | $89 a month | AI insights · deal coaching/meeting preparation · automated workflows · family connections · per user, per month |
| Business+ | $89 a month | AI deal insights · deal coaching · workflow automation · AI playbooks · related-account entries · per user, per month |
| On-Premise | Priced on request | customer infrastructure · customer-controlled data location and updates · compliance support · implementation assistance · price on request |
| Enterprise | Priced on request | custom development · dedicated services · data-lake integrations · consulting · enterprise SLA/support · contact sales |
The facts
Each one read from Maximizer CRM's own pages, with the date it was checked.
What it does
- AI
- IQ Boost supplies client and household summaries, meeting preparation, opportunity prompts and AI-generated insights inside the CRM.checked 21 Oct 2026
- AI features
- Yeschecked 20 Sep 2026
- API
- The public Octopus API provides read and write access to Maximizer data; Webhooks deliver real-time notifications and an MCP server is available.checked 21 Oct 2026
- API limits
- Core accounts are limited to 30 requests per minute with 10-second duration, while Business and Financial Services accounts allow 90 requests per minute with 30-second duration.checked 21 Oct 2026
- Contact management
- The product stores contacts, supports multiple contact-entry types, interaction history and customizable fields and lists.checked 21 Oct 2026
- Customization
- Administrators can create no-code custom fields, workflows, reports, dashboards and granular permissions.checked 21 Oct 2026
- Developer access
- Integrators need a test instance, VendorId, AppKey and OAuth client credentials, and must know the Octopus API; no official SDK is listed.checked 21 Oct 2026
- Documentation
- The developer portal provides API reference, guides, forums, GitHub resources and Postman collections.checked 21 Oct 2026
- Email sync
- Yeschecked 20 Sep 2026
- Integrations
- The integration directory lists Microsoft 365, Outlook, Teams, Word, SharePoint, OneDrive, Power BI, Google Workspace, QuickBooks, Shopify, DocuSign, Mailchimp, Twilio, SendGrid and Zapier.checked 21 Oct 2026
- Licence
- The on-premise agreement reserves ownership of the software and documentation to Maximizer and grants customers limited use rights, indicating proprietary licensing.checked 21 Oct 2026
- Limit: technical reliability
- Capterra reviewers report recurring bugs, crashes, connectivity problems and slow support during disruptions.checked 21 Oct 2026
- Limit: usability
- Independent reviews frequently describe navigation and the feature-rich interface as complex or unintuitive for new users.checked 21 Oct 2026
- Marketing automation
- Yeschecked 20 Sep 2026
- Mobile
- The mobile app supports contacts, schedules, pipelines, calls, texts, email, WhatsApp, leads and opportunities on iOS and Android.checked 21 Oct 2026
- Notable news
- On April 14, 2026, Maximizer announced Mike Curliss as president, replacing Iain Black, who became vice chair.checked 21 Oct 2026
- Open source
- Nochecked 20 Sep 2026
The company
- Company facts
- Maximizer is privately held, headquartered in Vancouver, founded in 1987 and listed on LinkedIn in the 51-200 employee range.checked 21 Oct 2026
- Founded
- 1987checked 28 Sep 2026
- Headquarters
- Vancouver, British Columbia, Canadachecked 28 Sep 2026
Money
- Free plan
- Nochecked 20 Sep 2026
- Free trial
- Nochecked 20 Sep 2026
Where it runs
- Limit: mobile app
- Google Play reviewers report missing reminders and alerts, weak search and filtering, and alarms that may not ring.checked 21 Oct 2026
- Mobile app
- Yeschecked 20 Sep 2026
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