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.


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.

Article Sources
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.

Take the Next Step to Invest
The offers that appear in this table are from partnerships from which Investopedia receives compensation. This compensation may impact how and where listings appear. Investopedia does not include all offers available in the marketplace.