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.


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.