Maximizer CRM

Plans and prices

Every plan, in full

On the record

AI

IQ Boost supplies client and household summaries, meeting preparation, opportunity prompts and AI-generated insights inside the CRM.maximizer.com · read 21 Oct 2026

AI features

Yesmaximizer.com · read 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.developer.maximizer.com · read 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.developer.maximizer.com · read 21 Oct 2026

Company facts

Maximizer is privately held, headquartered in Vancouver, founded in 1987 and listed on LinkedIn in the 51-200 employee range.ca.linkedin.com · read 21 Oct 2026

Contact management

The product stores contacts, supports multiple contact-entry types, interaction history and customizable fields and lists.maximizer.com · read 21 Oct 2026

Customization

Administrators can create no-code custom fields, workflows, reports, dashboards and granular permissions.maximizer.com · read 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.developer.maximizer.com · read 21 Oct 2026

Documentation

The developer portal provides API reference, guides, forums, GitHub resources and Postman collections.developer.maximizer.com · read 21 Oct 2026

Email sync

Yesmaximizer.com · read 20 Sep 2026

Free trial

Nomaximizer.com · read 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.maximizer.com · read 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.stg2-van.maximizer.com · read 21 Oct 2026

Limit: mobile app

Google Play reviewers report missing reminders and alerts, weak search and filtering, and alarms that may not ring.play.google.com · read 21 Oct 2026

Limit: technical reliability

Capterra reviewers report recurring bugs, crashes, connectivity problems and slow support during disruptions.capterra.com · read 21 Oct 2026

Limit: usability

Independent reviews frequently describe navigation and the feature-rich interface as complex or unintuitive for new users.capterra.com · read 21 Oct 2026

Marketing automation

Yesmaximizer.com · read 20 Sep 2026

Mobile

The mobile app supports contacts, schedules, pipelines, calls, texts, email, WhatsApp, leads and opportunities on iOS and Android.apps.apple.com · read 21 Oct 2026

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