Best in class CRM software
Over 35 years of delivering exceptional results.
Trusted by UK financial services firms
A complete solution for sales-led businesses
Explore the modules that power better performance across your team.
Sales Intelligence
Out-of-the-box dashboards built for the sales leader’s workflow.
Track rep activity vs. targets to understand productivity and capacity.
Analyse your pipeline by stage, territory, rep, or product mix.
Surface upcoming renewals, stalled deals, and accounts going quiet.
Result: leaders gain visibility, reps gain focus.
Insights Module
Turn customer and pipeline data into actionable intelligence.
View growth trends, customer segments, and relationship depth at a glance.
Identify cross-sell and expansion opportunities in existing accounts.
Spot at-risk deals and renewals before they become losses.
Result: data you can trust, insights you can act on.
Advanced Reporting & Analytics
Create meaningful reports without manual work.
Build customised dashboards for executives, managers, or reps.
Track revenue drivers, win rates, and pipeline progress.
Export board-ready data instantly. No spreadsheets required.
Result: transparency across every level of your organisation.
Activity Tracker
A unified view of every interaction.
Log calls, meetings, and follow-ups from Outlook or mobile.
Filter by rep, team, or activity type.
Receive alerts for overdue tasks and upcoming renewals.
Result: complete records and reliable follow-through team wide.
A platform that works the way sales teams do
See your funnel from first enquiry to renewal.
Spot what is working, fix what is not, and drive measurable growth across your team.
Consistent Customer Journeys
Track milestones and renewal dates to reach out at the right moment.
Automate follow-ups based on interaction history and deal stage.
Anticipate needs before customers ask, from reorders to contract renewals.
Real-Time Performance Tracking
Forecast revenue and monitor activity in configurable dashboards.
Set and track the KPIs that matter: appointments, pipeline coverage, win rate.
Spot emerging trends early enough to act on them.
Simplified Security & Administration
Role-based access means sensitive account data is seen by the right people.
Documents are stored securely against every account and deal.
Audit logs and field-level change tracking show you what happened, whenever you need it.
Built for the way growing businesses work
Customisation without Complexity
Easily configure fields, workflows, and dashboards for your sales process. No code. No IT team. Save and send emails from Outlook to Maximizer.
Works Where Your Team Works
Tired of chasing deals across inboxes and spreadsheets? Maximizer lives in the Microsoft 365 tools your team already uses, so records build automatically, instead of depending on someone logging them separately.
Centralised Task Management & Customer Service
Coordinate tasks, customer requests, and service cases across reps and account managers to keep every promise tracked and fulfilled.
Companies choose to partner with Maximizer
Learn why people love Maximizer
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Proven partner for sales leaders
Trusted by sales-led businesses to deliver visibility, reliable follow-through, and growth, for over 35 years.
