Backed by real reviews
Maximizer is rated a leading CRM on G2, the independent software review site.
Trusted by businesses across the UK
Keep business development moving between projects
When everyone is billable, business development can slip. Maximizer keeps proposals, relationships, and follow-ups on track without anything falling through the cracks.
Complete client and engagement records
Every conversation, proposal, and past engagement is stored against the client, so you are ready the moment they call, even years later.
Proposal and pipeline visibility
See every open proposal, who is sitting on a decision, and what revenue actually looks like next quarter, without chasing spreadsheets.
Automated follow-ups
Reminders and workflows do the chasing, so proposals move forward and past clients hear from you, even when the whole team is billable.
Microsoft 365 integration
Work from Outlook and the tools your consultants already use, so logging a call or proposal fits seamlessly into your routine.
Run a smoother, more predictable practice
Maximizer helps consultancies keep pipelines full, relationships warm, and decisions grounded in real data.
Keep every relationship warm
Log calls, emails, and meetings against the client, straight from Outlook.
Set reminders to check in once an engagement ends, so you are first in line for the next project.
Summarize years of interaction history with AI before you pick up the phone.
See the full picture
Track proposals, win rates, and revenue forecasts on real-time dashboards.
Report on where work actually comes from: referrals, repeat clients, and new business.
Pull through finance data so forecasts reflect today, not last month’s export.
Make it fit your practice
Customise fields, workflows, and reports without code or consultants of your own.
Work from the Microsoft 365 tools your team already uses every day.
Get full access from a phone between client meetings, on site, or on the train.
Why consultancies choose Maximizer
Built for relationship-led selling
Track every stakeholder: Record sponsors, budget holders, and champions across each client, so relationships survive reorganisations on either side.
Win the next engagement: Past project records and check-in reminders mean former clients hear from you before they hear from a competitor.
Know where work comes from: Track referral sources and repeat business, so you invest development time where it actually pays.
Works with what you already run
Live in Outlook: Tired of chasing opportunities across inboxes and spreadsheets? Maximizer keeps you organised without changing how you work.
Connect your finance tools: See pipeline and revenue in one view, whether you run Sage, Xero, or QuickBooks. No more double entry.
One record per client: Proposals, engagements, contacts, and conversations stay in one place, shared across the practice.
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 how your practice sells 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
![Maximizer CRM vs Zoho CRM | CRM System & Pricing Comparison [2026]](https://uk.maximizer.com/wp-content/uploads/2025/07/Maximizer-CRM-vs-Zoho-1-400x250.jpg)
Maximizer CRM vs Zoho CRM | CRM System & Pricing Comparison [2026]
Scattered customer information and lack of automation lead to inefficiencies, lost sales, and inconsistent service. Both Maximizer CRM and Zoho CRM systems can help mitigate these problems and...
Maximizer CRM vs HubSpot CRM – Choosing the right CRM for your business in 2026
When evaluating CRM platforms, Maximizer CRM and HubSpot CRM cater to different business needs. Maximizer CRM offers significant contact management, sales tracking, and customer service tools, with...
Best CRM for Sales 2026: CRM & sales relation explained
Best Sales CRM in 2026: Elevate your sales performance What is the Best CRM for Sales? Choosing the best CRM for sales is crucial for maximising the efficiency of your sales team. The best sales CRM...
Try Maximizer Today
The next engagement usually comes from a past client, if someone remembers to stay in touch. See how Maximizer keeps every proposal and relationship on track, without an enterprise CRM price tag or implementation project.
Frequently Asked Questions
What makes Maximizer a good CRM for consultancies?
Consultancy work is won on relationships and lost when business development stops because everyone is billable. Maximizer stores every proposal, engagement, and conversation against the client, keeps a pipeline view of open opportunities, and reminds you to keep in touch with clients so you stay top-of-mind. Maximizer is a practical CRM for consultancies, without the complexity or cost of enterprise platforms.
Can Maximizer track proposals and bids?
Yes. Every proposal sits in a pipeline view showing its stage, value, and how long it has been waiting on a decision, so nothing gets lost in someone’s sent folder. Follow-up reminders trigger automatically, and win-rate reporting shows which types of work, sectors, and referral sources convert. Win or lose, that history stays with the client for next time.
How does Maximizer help us win repeat work from past clients?
Most consultancy revenue comes from clients you have already served, but staying in touch is the first thing dropped when delivery gets busy. Maximizer sets check-in reminders after engagements end, keeps full project and relationship history at hand, and flags when a key contact has gone quiet or moved roles. The result is that former clients hear from you at the right moment, not eighteen months too late.
Does Maximizer work with Microsoft 365?
Yes. Most consultancy work happens in Outlook and Teams, so Maximizer logs emails and meetings against the client record straight from the inbox. Business development gets tracked automatically, instead of depending on someone updating the CRM after hours. Finance tools such as Sage, Xero, and QuickBooks connect too, so pipeline and revenue sit in one view.
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 how your practice sells without hiring consultants of your own. 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.
