Maximizer

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Julia Kagan
Julia Kagan
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Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia.

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Updated March 03, 2021
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Ebony Howard
Ebony Howard
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Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a variety of companies in the health care, banking, and accounting industries.
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Ariel Courage
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Fact checked by Ariel Courage
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Ariel Courage is an experienced editor, researcher, and former fact-checker. She has performed editing and fact-checking work for several leading finance publications, including The Motley Fool and Passport to Wall Street.

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Maximizer

Investopedia / NoNo Flores

What Is Maximizer

Maximizer is a brand of customer relationship management (CRM) software popularly used by brokers and investment advisors for tracking clients and leads. The software provides contact management solutions for entrepreneurs, small and medium businesses, and large corporations.

The Canadian company was founded in 1987 and is headquartered in Vancouver, British Columbia.

BREAKING DOWN Maximizer

Brokers and investment dealers often use Maximizer software to make cold calls to client leads. The software offers sales management, marketing services, wealth management, customer service, intelligence, and professional training services.

The services may be provided with two different deployment options that can grow with your business — either through the cloud or stored on your company's servers. Maximizer software is designed to match your business processes, workflow and requirements.

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Investopedia requires writers to use primary sources to support their work. These include white papers, government data, original reporting, and interviews with industry experts. We also reference original research from other reputable publishers where appropriate. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.

  1. Maximizer. "18 Reasons to Connect With Maximizer CRM," Page 2. Accessed March 3, 2021.

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