Maximizer CRM vs Close CRM | CRM Systems in Canada [2025]

The difference between businesses that grow and those that stall often comes down to one thing: how well they manage client relationships. One of the most effective ways companies are addressing this is through the use of Customer Relationship Management (CRM) systems. These platforms serve as central hubs for managing client information, improving communication, and optimizing internal processes. Rather than relying on scattered tools or manual tracking, CRMs offer a cohesive solution that helps teams stay organized, proactive, and informed. Especially for smaller and mid-sized companies, a CRM isn’t just beneficial—it’s a key element in staying agile, delivering better service, and maintaining a competitive edge.

Why the right CRM choice matters in 2025

In 2025, choosing the right CRM is more critical than ever as businesses navigate heightened client expectations, tighter competition, and increasingly complex operations. Whether you’re in financial services, retail, real estate, healthcare, or B2B sectors, a CRM can centralize customer data, automate communication, and streamline workflows. Today’s consumers expect fast, personalized service, while teams are under pressure to deliver more with fewer resources and tighter margins. 

For financial services in particular, CRMs are indispensable in building and nurturing multi-generational client relationships. They help advisors track career events, preferences, and financial goals across family lines, ensuring consistent, trusted service over decades. As wealth transitions from one generation to the next, firms equipped with the right CRM can retain and deepen those relationships through proactive engagement, tailored offerings, and personalized advice. In a fast-moving digital marketplace, a well-chosen CRM is no longer optional—it’s essential for trust-building, client retention, and sustainable growth. 

Best CRM software in Canada

Maximizer CRM is a top choice for best Canadian CRM as it offers a solution to businesses looking for a reliable and secure customer relationship management solution. It offers flexible deployment options, including both cloud-based and on-premise setups, giving companies the freedom to choose what works best for their operations. Designed with small to medium-sized businesses in mind, it includes built-in tools for sales tracking, customer service, and marketing automation. Its strong focus on data security and compliance with Canadian privacy regulations makes it ideal for local organizations and financial services. With customizable features and user-friendly design, Maximizer CRM continues to stand out as one of the best Canadian CRM platforms.

Quick snapshot – Maximizer CRM vs Close CRM (at a glance): Comparison table

 

Criteria	Maximizer CRM	Close CRM
Efficiency & Performance	Strong in financial services and client management, automation for relationship-driven industries, deep reporting.	High efficiency in sales, email automation, and pipeline management.
Core Features	Contact management, client segmentation, financial compliance tools, Canadian data residency, customizable dashboards.	Built-in calling, SMS, email tracking, sales automation, pipeline visualization.
Industries Served	Financial services, mortgage brokers, accountants, wealth management, insurance, Canadian SMEs.	SaaS startups, tech sales, B2B outbound sales teams, international sales orgs.
Use Cases	Best for long-term client relationship building, compliance tracking, and financial client lifecycle management.	Best for outbound prospecting, cold calling, email outreach, fast pipeline conversion.
Integration Capabilities	Powerful Integration with Microsoft 365, also Outlook, Gmail, Teams, QuickBooks, and more.	Integrates with Gmail, Zoom, Slack, Zapier, HubSpot, limited finance tool support.
Data Residency	Offers Canadian data hosting, aligning with local financial and privacy laws.	Data hosted in U.S. servers, may raise compliance concerns in regulated Canadian industries.
Price Range	Base: CA$89/user/month with Canadian support and industry packages.	Essentials – $35 per user/month, affordable for small sales teams.
Specialization	Advanced CRM for financial services in Canada; tailored for compliance, client retention, and regulated industries.	Specializes in sales-focused CRM, optimized for SDRs and outbound-driven teams.
Best for	Canadian businesses needing compliance & client lifecycle management (Best CRM for financial advisors, insurance brokers).	Startups and outbound sales teams needing fast communication & prospecting tools.

 

Deep dive into Maximizer CRM

Maximizer CRM caters to the unique needs of financial service professionals by offering a comprehensive platform focused on client engagement and relationship management. It helps advisors organize client data, track communications, and manage compliance requirements efficiently. The platform offers customizable workflows, enabling users to align the system with their individual business needs. Features such as scheduling, follow-up reminders, and opportunity tracking support a personalized and timely client experience. Additionally, Maximizer ensures regulatory compliance through secure data handling and thorough record-keeping. This makes it a practical and scalable tool for managing complex client relationships in the financial industry.

Deep dive into Close CRM

 
Close CRM is a sales-focused platform that combines tools like calling, email, SMS, and automation in a single system, reducing reliance on external integrations. It’s designed specifically for sales teams, avoiding broader business functions to maintain simplicity. The platform includes workflow automation, built-in follow-up tools, and simplified reporting to help manage pipelines and daily tasks. Onboarding is designed to be fast, with minimal technical setup. Support is centralized, covering all core features. Over time, users may find benefits in improved team efficiency, reduced tool complexity, and more consistent lead follow-up, making it suited for sales-driven workflows. 

Comparing Maximizer CRM and Close CRM for Canadian businesses

Data security and compliance 

Maximizer:

Maximizer protects your customer data with advanced infrastructure hosted in Tier IV Canadian and UK data centres through Microsoft Azure®. Azure holds over 90 global compliance certifications and actively works with governments and regulators on evolving security standards. This partnership ensures your data remains secure, SOC 2 Type 1 compliant, and accessible whenever and wherever your business needs it. 

Close:

Close is a SOC 2 Type 2 compliant CRM that safeguards your data through advanced security measures, high system availability, and continuous performance monitoring. It ensures processing accuracy, strict confidentiality with encryption and limited access, and clear privacy practices. These standards protect your organization’s data while maintaining reliability and compliance across all aspects of customer information management. 

Sales & client management

Maximizer: 

Maximizer supports financial professionals with tools tailored for managing client relationships and supporting It centralizes client data, tracks communication history, and offers customizable workflows. Features like follow-up reminders, data householding for financial professionals, and opportunity tracking help advisors stay on top of client needs while maintaining compliance. This makes it ideal for personalized service and long-term client engagement in regulated industries. 

Close: 

Close enhances sales team productivity by unifying calling, emailing, SMS, and automation in one platform. Its built-in follow-up tools and workflow automation simplify lead management and daily tasks. Designed for fast onboarding and minimal setup, Close helps teams maintain consistent outreach, close more deals, and operate efficiently, making it a strong fit for high-velocity, sales-driven environments. 

Analytics and insights

Maximizer: 

Maximizer CRM helps businesses master their data by ensuring accuracy, consistency, and usability. Its collaborative workspace keeps information up to date, while actionable insights support smarter decision-making. Automated data management and reporting tools reduce manual work, boosting efficiency and freeing up time for strategic leadership. These features make it easier to manage pipelines and drive sales performance. 

Close:

Close CRM offers customizable reporting and analytics tools to help sales teams track KPIs, monitor sales performance, and gain insights into conversion rates and funnel health. Its intuitive interface makes it easy to manage sales processes, while integrations with third-party tools provide a unified view of data. These features support better strategy development and more informed decision-making across teams. 

Team collaboration

Maximizer:

Maximizer supports team collaboration through shared access to client records, customizable dashboards, and a centralized workspace. Users can assign tasks, track interactions, and update records in real time, ensuring everyone stays aligned. With built-in reminders and workflow tools, teams can manage responsibilities efficiently while maintaining clear communication across departments, enhancing overall coordination and client service consistency. 

Close:

Close enhances team collaboration by unifying communication tools—email, calling, and SMS—within one platform. Shared inboxes, activity tracking, and automatic syncing help sales teams stay informed and coordinated. Each team member has visibility into deal progress and interactions, reducing overlap and confusion. These features make it easier to manage shared pipelines and keep sales efforts organized and consistent. 

Pricing in 2025 – Which delivers more value? 

Maximizer CRM:

Base: CA$89/user/month (3-user minimum) – includes 100,000 contacts, 100GB database, task management, and Outlook integration.  

For Sales Leaders: CA$100/user/month (5-user minimum) – adds AI-powered sales insights, advanced pipeline management, and performance tracking.  

For Financial Services: CA$100/user/month (3-user minimum) – includes advanced account management, reporting, and goal setting, tailored for financial professionals.  

On-premise: Custom pricing – self-hosted, includes pipeline and case management, contact tracking, and basic dashboards for organizations needing local control. 
 

Close CRM:

Close CRM pricing plans (billed annually) 

Essentials – $35 per user/month
Designed for small teams, includes: 

• Unlimited contacts & leads 

• Multiple pipelines 

• Advanced lead & activity filters 

• Built-in email, calling & SMS 

• Centralized inbox & task lists 

Growth – $99 per user/month
Includes everything in Essentials plus: 

• Automated workflows 

• Power Dialer 

• AI Email Assistant 

• Custom Activities 

Scale – $139 per user/month
Includes everything in Growth plus: 

• Role-based access & permissions 

• Lead visibility rules 

• Predictive Dialer 

• Unlimited call recording 

All plans offer a free trial.

Use case scenarios – Which CRM should you choose?

If you’re a financial services firm in Canada → Choose Maximizer

Maximizer is built with compliance in mind, offering secure data handling, thorough record-keeping, and tools tailored for regulatory requirements. Its structure supports financial professionals who need to maintain detailed client histories, meet privacy laws, and demonstrate accountability—all while delivering exceptional service.

If you’re a startup scaling sales fast → Choose Maximizer

Maximizer is efficient for high-growth sales teams that need speed and efficiency.  Automation features reduce manual work, so your team can focus on closing deals and accelerating revenue without relying on external tools.

If you need built-in communication tools → Choose Close

Close comes with integrated calling—no need for third-party dialers. Everything is built-in and ready to use, so your team can communicate with leads and customers directly from the CRM.  

If you need long-term client relationships → Choose Maximizer

For businesses focused on building and maintaining deep client relationships, Maximizer offers powerful tools for tracking engagement, managing touchpoints, and generating insightful reports. Its customizable workflows and scheduling features help ensure consistent follow-ups and strategic client growth over time.

Maximizer CRM vs Close CRM: Head-to-head comparison

Key features: Centralized client data, task automation, AI-driven analytics, customizable pipelines, integrations with Microsoft 365, QuickBooks, MailChimp, built-in communication tools (calls, emails, SMS), compliance management. 
 
Pros: Scalable for small businesses to enterprises, user-friendly interface, detailed reporting with dynamic dashboards, mobile access, strong focus on regulatory compliance, excellent for long-term client relationship management. 
 
Cons: Dated interface for some users, initial setup may require customization time. 
 
Best for: Businesses in financial services, real estate, or sales needing a flexible, all-in-one CRM with advanced client management, secure data handling, and strong analytics.

Integrations: Microsoft 365, QuickBooks, MailChimp, plus native communication tools that reduce reliance on third-party dialers or SMS platforms. 
 
Sales Pipeline & Forecasting: Customizable workflows and opportunity tracking support accurate forecasting and help maintain consistent follow-ups, ensuring sales teams stay organized and aligned.

Close CRM: Best for simplicity and built-in invoicing

Key Features: Built-in calling, email, and SMS tools, customizable reporting, workflow automation, fast onboarding, centralized communication, outbound automation.

Pros: Easy to use with an intuitive interface, affordable entry plans, fast setup requiring minimal technical knowledge, strong pipeline management and sales velocity focus, all-in-one communication platform reducing need for external tools.

Cons: Limited functionality outside of sales-focused workflows, may not suit businesses needing complex client management or extensive customization.

Integrations: Integrates with popular third-party tools to enhance capabilities and provide a unified sales data view.

Best for: Startups and sales teams focused on rapid growth and high-volume outbound sales who need quick deployment and efficient communication tools.

Sales Pipeline & Forecasting: Offers detailed insights into sales velocity, conversion rates, and funnel health, helping teams optimize follow-ups and forecast revenue accurately.

Benefits of Maximizer CRM

Maximizer CRM offers a comprehensive solution designed to meet the unique needs of businesses seeking effective client management. It helps centralize customer data, automate workflows, and improve team collaboration, all while ensuring compliance with industry regulations. Its customizable features support sales tracking, marketing, and customer service, making it easier to build lasting relationships. With powerful reporting and mobile access, Maximizer boosts productivity and helps businesses make informed decisions to drive growth.

Maximizer offers the best Microsoft Outlook integration 

Maximizer CRM integrates with Microsoft Outlook, allowing users to sync emails, contacts, calendars, and tasks effortlessly. This integration ensures that all client communications and appointments are captured within the CRM, improving organization and reducing duplicate data entry. By combining familiar Outlook tools with Maximizer’s CRM capabilities, users enjoy a smoother workflow, enhanced productivity, and a unified view of customer interactions directly from their inbox.

FAQs – Maximizer CRM vs Close CRM

Is Maximizer CRM only for Canadian businesses?

No, Maximizer CRM serves businesses worldwide but offers features tailored to Canadian regulations.

Is Maximizer CRM suitable for Canadian financial institutions?

Yes, it’s designed to meet compliance and client management needs specific to Canadian financial firms.

Which CRM is easier to set up?

Both CRMs offer ease and agility in set up with minimal technical requirements.

Which CRM offers better analytics for financial advisors?

Maximizer CRM provides more advanced and tailored analytics for financial advisors.

Is Close CRM compliant with Canadian financial regulations?

Close CRM is generally compliant with Canadian financial regulations, but it is not tailored to Canadians or the Canadian financial industry.