At Collier Pickard, we recently attended Maximizer’s latest roadmap webinar, covering the platform’s direction for the rest of 2026 and into next year. The session set out a long list of new features across reporting, automation, artificial intelligence (AI) and third-party integrations. However, it’s not one single release that stood out to us, but the direction behind all of them.
Reporting is moving towards one unified Analytics Hub. Workflows are extending beyond contact records into leads, opportunities and cases. IQ Boost is being developed to query the wider client base rather than one record at a time. New integration controls, called API Scopes, are intended to make it easier for other technology providers to connect securely.
Together, these changes could create a more joined-up experience inside Maximizer. However. this also means that to get the most value from these updated, clients must look at the quality of their data, reporting setup and internal processes.
This article sets out what was announced, what it means in practice, and where clients should focus their attention before these features arrive. To get the most from these updates you should treat the roadmap as a reason to prepare your customer relationship management (CRM) environment, and not wait for the new functionality to appear.
One Roadmap With Four Connected Themes
Four themes ran through the webinar:
- A unified reporting and analytics environment, replacing three separate tools with one.
- Workflows extending across more record types, not just contacts.
- AI operating across the wider database, rather than one record at a time.
- A wider integration ecosystem, supported by controlled API access.
The individual releases are useful on their own. However, the bigger signal is that Maximizer is trying to reduce the separation between reporting, automation, AI and connected tools.
Clients rarely experience reporting, automation and integrations as separate business problems. They usually turn out to be different parts of the same process, whether that’s chasing a renewal, following up a lead, or reporting on pipeline health to the board. It’s worth being clear though, that the platform isn’t fully unified yet, and are planned for later in 2026.
Three Tools Becoming One Analytics Hub
Maximizer currently splits reporting across three separate products: Legacy Dashboards, Sales Intelligence and Insights. Clients familiar with the platform will know that reporting is currently spread across several modules, each with different capabilities and limitations.
The proposed replacement is a single Analytics Hub, bringing together:
- One navigation point for all reporting
- Pre-built reports for common use cases
- Custom drag-and-drop dashboards
- Shared filtering across reports
- AI-assisted dashboard creation
- Access controls and sharing options
Maximizer intends to preserve and migrate existing legacy dashboards through retro-compatibility, so clients won’t need to rebuild everything from scratch.
A more consistent reporting environment could make dashboards easier to create and maintain. Before this arrives, it’s worth asking:
- Which existing dashboards are still actively used?
- Who owns them?
- Which reports contain logic that has to be retained?
- Are there duplicate or outdated dashboards that shouldn’t be migrated at all?
- How frequently will the new dashboards refresh?
- Will the first version support every data source you currently rely on?
Some of these questions, including refresh frequency and the future handling of third-party data, weren’t fully resolved in the session. At Collier Pickard, our advice is not to migrate everything automatically. A reporting change like this is an opportunity to remove dashboards nobody uses any more and get clear on which measures the business actually manages against. Especially as we don’t yet know all of the answers to the above questions as these features are still in development. Therefore, we will have the answers for you before we recommend that you start using these solutions.
Workflows Beyond Contact Records
Maximizer’s existing workflow engine has largely been built around contact records. The roadmap extends it into leads, opportunities and cases, adds event-based triggers, more field update types, cross-module updates and automated email steps. That makes the workflow engine relevant to a wider range of operational processes, such as lead follow-up, opportunity management, service activity and renewal communications.
The value of this will depend on if your underlying processes are robust and have been worked through. Our recommendation is, before automating anything, make sure you’re clear on:
- What event should start the workflow?
- Which conditions should apply before it triggers?
- Who owns each task it creates?
- What happens when something goes wrong?
- Which emails can be sent automatically, and which need a human to send them?
- Which changes require approval before they happen?
This is where we’d push back on the assumption that more automation automatically means a better process. A poorly defined workflow just allows inconsistent activity to happen faster, and with less visibility into why it happened.
IQ Boost Across the Whole Client Base
Currently, IQ Boost is focused on value it can deliver to a single record at a time. IQ Boost 2.0 is intended to support natural-language queries across the wider database. Use cases discussed in the session included finding upcoming renewals, identifying compliance gaps, segmenting clients, finding cross-sell opportunities, reviewing relationship health, identifying referral patterns, and analysing win and loss trends.
IQ Boost 2.0 could make AI genuinely useful day to day for teams working in Maximizer, because users would be able to ask questions across the whole client base rather than opening and reviewing records one by one. However, the output will only ever be as reliable as the quality of information held in Maximizer.
For example, renewal analysis depends on renewal dates being captured consistently. Relationship-health questions depend on interactions actually being logged. Compliance queries depend on required documents and review dates being recorded in structured fields. Cross-sell suggestions depend on reliable product and client data. Ultimately, AI output from IQ Boost 2.0, or any other AI you’re using across your organisation, should be reviewed before it drives client communications, compliance activity, or changes to CRM records.
That aside, this improvement is one of the most useful parts of the roadmap for our clients. At Collier Pickard, we don’t believe AI is a substitute for reporting discipline or data management, though. AI that can see across your entire database increases the value of good CRM data, but it also makes the weaknesses in that data much more visible.
Easier Integrations Mean Better Control
Historically, providing an external tool access to Maximizer data has meant granting fairly broad access which has been difficult to make best use of. API Scopes, part of Maximizer’s Application Programming Interface (API), are designed to change that by limiting an integration to the specific records and actions it actually needs.
The best example is call-transcription tools, which will be able to sync transcripts and summaries, create notes and generate tasks, without necessarily receiving unrestricted access to the wider CRM. Some of these integrations will be built by Maximizer directly, and others by the external provider.
API Scopes are less visible than the AI and dashboard announcements, but they could have an important long-term effect as they increase the integration options available to clients, while giving hightened control over what those integrations can actually see and change.
Before enabling anything new, we recommend asking yourself:
- Which meeting and transcription tools are already in use across the team?
- Where should summaries and actions be stored?
- Who approves a new integration before it goes live?
- What data should the provider be able to read or change?
- Who checks the integration still works after Maximizer or the provider updates their platform?
- Does the supplier’s data handling meet your organisation’s requirements?
It’s important to note that the existence of an integration doesn’t mean it should be switched on without review. Clients still need to assess security, ownership, data quality and the operational process sitting around it.
What to Review Now
Rather than working through a long checklist, it’s more useful to group your preparation for these changes into four main areas.
Existing Reporting
Identify which dashboards and reports are genuinely used, which metrics actually matter to the business, and what can’t afford to be lost during migration.
Workflow Priorities
Resist the temptation to automate every process the moment the functionality arrives, and choose a small number of repeatable processes where expanded workflows could meaningfully reduce manual work.
Data Readiness
Review the fields behind the questions you want AI and reporting to answer, especially renewal dates, relationship ownership, opportunity stages, review dates and logged interactions.
Ownership and Control
Decide who can create dashboards, change workflows, enable integrations and approve AI-supported actions. Ensure these permissions are in-place and ready for the new functionality that will be available.
None of this requires a speculative redesign of your entire CRM environment. You should start by identifying the processes and information that matter most, then check whether Maximizer currently holds them in a reliable, usable form.
Our View
At Collier Pickard, we believe that Maximizer’s roadmap is pushing the product in the right direction. It will provide clients with fewer overlapping reporting tools, wider workflow coverage, more useful AI queries and more controlled integration access, which will all be genuine improvements for existing clients.
However, a roadmap isn’t the same thing as delivered functionality; especially as migration details are still being worked through and the realities of bringing this to life are identified within the system. For clients, AI accuracy and data readiness both need attention before whole-database queries can be trusted for anything customer-facing. And importantly, workflow capability doesn’t replace the work of designing the process it’s meant to automate. Therefore, we aim to support our clients in becoming AI-ready, and mapping their processes, so they are prepared for automation.
Maximizer’s roadmap suggests the product becoming more joined up as a platform. Existing clients will get the most out of this by using the next few months to clarify their reporting, clean up the data that matters, and decide which processes are genuinely worth automating first.
If you’re unsure what this roadmap means for your current Maximizer setup, we’re happy to talk through the areas worth preparing for, and the features that may be less relevant to your business.
