Backed by real reviews
Maximizer is rated a leading CRM on G2, the independent software review site.
Trusted by UK financial services firms
Protect the accounts your business runs on with practical tools
Distribution runs on repeat orders and thin margins. Keep every account, agreement, and follow-up on track without anything slipping through the cracks.
Complete account records
Order history, price agreements, credit terms, and every conversation stored against the account, so whoever picks up the phone knows exactly where things stand.
Reorder and pipeline visibility
See which accounts are ordering, which are slowing down, and what revenue actually looks like this quarter, without chasing spreadsheets.
Automated follow-ups
Reminders and workflows ensure every enquiry gets answered and every account review happens on time, even when the team is stretched.
ERP and finance integration
Connect Maximizer to your ERP and finance system so sales, warehouse, and management all work from the same accurate picture.
Run a smoother, more predictable sales operation
Maximizer helps distributors protect margins, retain accounts, and make decisions on real data.
Keep every account moving
Log calls, emails, and customer visits against the account, straight from Outlook.
Set reminders for reorder dates, price reviews, and accounts that have gone quiet.
Summarize years of interaction history with AI before you pick up the phone.
See the full picture
Track order trends, pipeline health, and forecasts on real-time dashboards.
Report on repeat orders, seasonal demand, and credit risk.
Pull through ERP and finance data so reports reflect today, not last month’s export.
Make it fit your business
Customise fields, workflows, and reports without code or consultants.
Work from the Microsoft 365 tools your team already uses every day.
Give field reps full access from their phone, on the road, at the depot, or in the office.
Why distributors choose Maximizer
Built for high-volume, repeat business
Know every account cold: Purchase history, price agreements, and contacts are at hand the moment a customer rings, even when their usual rep is out.
Spot accounts going quiet: Falling order frequency shows up in the data long before the customer tells you. Catch it while there is still time to act.
Keep pricing straight: Agreed prices, discounts, and credit terms are recorded against the account, so quotes go out right the first time.
Works with what you already run
Connect your ERP and finance system: Sales and warehouse see the same data, whether you run Sage, Xero, QuickBooks, or a full ERP. No more double entry.
Live in Outlook: Tired of chasing orders across inboxes and spreadsheets? Maximizer keeps you organised without changing how you work.
One record per customer: Orders, agreements, complaints, and conversations in one place, shared across the business.
Up and running without an IT project
Simple setup: Step-by-step guidance from our support team, no lengthy training programme needed.
Configure, don’t code: Tailor the system to your sales process through an interface built for ease of use.
Local support: Implementation and ongoing help from Maximizer’s UK and Ireland business partners.
Companies choose to partner with Maximizer
Learn why people love Maximizer
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Try Maximizer Today
Losing one steady account costs more than most new business wins. See how Maximizer keeps every order, follow-up, and account review on track, without an enterprise CRM price tag or implementation project.
Frequently Asked Questions
What makes Maximizer a good CRM for distributors and wholesalers?
Distribution runs on repeat orders, tight margins, and accounts that expect you to know their history. Maximizer stores every order, price agreement, conversation, and complaint against the account, so whoever picks up the phone knows exactly where things stand. Order trends show which accounts are slowing down, and reminders keep reviews and follow-ups happening consistently. Maximizer is a practical CRM for distributors, without the complexity or cost of enterprise platforms.
How does Maximizer help us protect repeat business?
Most distribution revenue comes from accounts you already serve, and the warning signs of a customer about to leave usually sit in the order data for months. Maximizer tracks order frequency and interaction history against every account, so a customer going quiet gets flagged while there is still time to pick up the phone. Reminders for reorder dates and account reviews mean steady customers get consistent attention, not just the noisy ones.
Does Maximizer integrate with our ERP or finance system?
Yes. Maximizer connects with everyday tools such as Microsoft 365, Sage, Xero, and QuickBooks, and with ERP systems, so customer, order, and pricing data flows across the business rather than sitting in silos. Sales sees stock and order status without ringing the warehouse. Quotes reflect agreed pricing, and management reports on real numbers. Maximizer’s UK business partners can scope custom integrations where you need them.
Can field reps use Maximizer on the road?
Yes. The Maximizer mobile app gives field reps full access to accounts, contacts, order history, and pipeline from a phone or tablet. Notes from a customer visit go straight into the account record, and follow-up tasks are set before leaving the car park. Everyone back at the office sees the same up-to-date picture, so being on the road all week never means anaccount goes dark.
How quickly can our team be up and running?
Faster than you would expect from a CRM implementation. Maximizer is configured through the interface rather than code, so you can tailor fields, workflows, and reports to your sales process without hiring a consultant. Our customer support team provides step-by-step setup guidance, and UK-based business partners are available for hands-on implementation help. Teams used to Outlook and spreadsheets typically find the system familiar from day one.
