Maximizer CRM Reviews

Pros

Maximizer is very intuitive to use and the layout feels as if it has been designed with the end user in mind. The easy to navigate fields and customization allows it to be adaptable to many different practices. Our efficiency has improved significantly as a result of Maximizer.

Cons

Personally, I am still confused on how to best set up households and individuals within that household and it feels like I have some duplication but I have not been able to figure out how to clean it up.

Pros

Search function and auto formatting of phone numbers etc. Keeps our contacts organized.

Cons

Lack of customization. Would like to add if else statements to enable/disable options based on earlier options. Would like more flexibility to create rules. I have to search for contacts with incorrect information on the regular

Pros

The product out of the box works for what we need, I have the advisor template on mine and it still has the design on selling, and the sales process. This inst the focus of the average advisor. This does the basic features required. however it certainly isn't what it could be.

Cons

It doesn't have the ability to track products well. It took leads tab and renamed it opportunities and felt that was a improvement. it wasn't. We end up using a global note to record and track all items a client has with us.

Pros

The best feature is that you can design it to work best for your field, the user defined fields are very important in a specialty or unique business.

Cons

I don't have anything bad to say, I've been using this software for over 20 years! it's awesome!

Pros

The easy interface is very intuitive and the integration with Microsoft Word and Outlookis flawless.

Cons

I wish that Maximizer had a better interface to use Outlook directly from the program

Alternatives Considered

Dynamics 365

Reasons for Switching to Maximizer CRM

Maximizer is way easier to integrate into a daily routine. It does everything I need to keep up to date information on my clients.

Pros

- Super easy to use
- Web Access version is really light-weight and as comprehensive as the application
- Helps will efficiency across the business

Cons

- The search feature isn't as smart as you'd like it to be

Pros

Its pretty easy to get the basic to work and it's response times are greatly improved. Service is much much better than a few years ago.

Cons

templates for notes and sending e-mail confirmations is limited to what you can include. Can't use snipit type programs to copy info to Max files. Organizing notes and files is very awkward so we have resorted to keeping then in client files in BOx.com

Pros

- Maximizer has been in business for 25+ years.
- Compare with other newer CRMs these days, the learning curve to this product is lower.
- Email integration is great and speedy.
- nice to see they have tried to upgrade their interface with a more modern looking
- being a smaller CRM player, they are more willing to work with the clients closely.

Cons

- lack of language supported (only English)
- Support on Apple is not as good (some features not working)
- Support from Maximizer is good, but it might come with a charge

Pros

I like how easy it is to organize different groups of contacts and export information

Cons

I do not like how there is a maximum number of characters for an action, and I also don't like how there isn't an easy way to make a recurring action.

Pros

Action plans, team calendar management, UDFs, dashboards.

Cons

It feels like there is a lot of functionality available that we have not yet tapped, it would be nice if there was more sophisticated support available to us.

Pros

We needed a solution to move away from paper / spreadsheets for our customer database and whilst all CRM packages do this Maximizer gave us the bespoke nature to take control and not have an out of the box solution. The opportunity module is by far my favourite feature as now I can provide the Board with snapshots of our entire pipeline, weighted or not, which sector / products and track each opportunity on their own merits and assign the time and resources to achievable projects.

Cons

Very busy main screen for some users and dashboard is a tad frustrating sometimes, Insights would be nice but that feature is too expensive.

Pros

The things I like most about Maximizer is the customizability and user defined fields. The ability to set up my crm to look and function exactly the way I want is superior to many other products. Also, then unlimited contacts for the subscription surpasses the value vs the more main stream cloud based crm that charge per contact.

Cons

Integrated apps don’t function seamlessly or are limited. Additionally, the custom features can be tricky to set up if you are not super familiar with the platform. I’ve been using this for 23 years and have grown with the features, but I still have issues finding ways to accomplish setup tasks. Last, at least some monthly customer service should be included with the subscription. Most other paid services provide this.

Pros

Good data base and records keeping ... allows instant recall of important information.

Cons

THIS IS LUDICROUS ! I really cannot believe you did this in the new version ( cloud ) vs. the old version. USER DEFINED FIELDS ... must be entered for EVERY CONTACT NAME despite the fact they generally remain the same for the ADDRESS ENTRY ! An address entry ( Company ) may have many employees and the UDF for the company remains the same IE customer / supplier / competitor etc. For every contact name you must go in and enter all of the data in UDF for each one. This is a complete time waster ! Once you make a new address entry and then enter contacts under that name, the UDF should remain there unless there is an exception. THIS IS ANNOYING TO THE ULITMATE EXTENT !!!!! Imagine entering a corporation and having to do the UDF for every person ! THE OLD VERSION DID MAINTAIN THIS INFORMATION ... This is the most disturbing time waster in the new software and I have advised our I T supplier of this many times.

Pros

The features I like about Maximizer is that it is easy to use. There are many features that we use to keep the company running smoothly, even if someone is on holidays. You can add their tasks to yours so you know what needs to be done while they are away. The program keeps the client's files secure and easy to access when looking for a form. The customer service is wonderful and fast in helping find solutions.

Cons

There isn't much negative I can say. I don't use alot of the features, because I don't have time to just play around and see what else I could use to help with efficiency.

Pros

I like how I can quickly access all of the information I have gathered on my clients and that it is categorized in easy to see areas.

Cons

I find the software a little clunky to use and I often have difficulty editing things how I would like it. For example, I would like to be able to edit some of the drop-down box options to delete options I never use and add things that I would. For example, in the notes section, I would like to have a category in the drop-down box for "withdrawal" but there is no such option and I cannot edit it to add something myself.

Pros

Cloud based … confident in their security features

Cons

Price for smaller offices

Pros

Customizable to your businesses needs and functions. Organization of all client data and notes. Follow up functionality, and searchable User Defined Fields a huge asset. Access from web/cloud based from anywhere.

Cons

Outlook integration compatibility does not work with MacOS which is a huge negative for me. The Windows Outlook & Word compatibility is seamless though.

Pros

I love the ease of use - very simple to train a new employee on how it functions in our day to day tasks. It's critical to our success that we have notes and data available quickly and Maximizer ticks all the boxes. The company is extremely pleased with the purchase thus far.

Cons

I feel like the Administration tab could be a bit more user friendly. Had some trouble starting out but the videos on the Youtube channel were helpful. Just time consuming to explain to another member of the team.

Pros

Good looking GUI, after you train yourself thoroughly it becomes a decent contact database, and they have a really convincing sales pitch.

Cons

After the sale, the glow fades quickly. Any support is costly in either your time, loss of functionality, or the fees and charges needed to solve issues. You need to expect to explain your issues repeatedly and pay out of pocket for any help. Software regularly has failures that cannot be corrected by the average user.

Pros

Activities tracker as well as being able to create customizable Activity plans for each client

Cons

There can be issues when importing data from other sources and the client information gets mixed up

Pros

It's great! It's always easy to log in, simple to navigate, customizable... Love it!

Cons

We had an old license prior to cloud computing, with a previous version of Maximizer that was installed into a PC. When we had to migrate to the could version, we were frequently told by Maximizer customer service that migration wouldn't work and we would need to be charged $500+ for migration services (manual entry). Eventually they figured out a way to do it for us, but it took around 6-8 months of insisting. Once on the new cloud portal, everything works great.

Pros

Ease of use

Cons

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Pros

It keeps everything in line for our staff so we are seeing live updates all together

Cons

There are too many steps to complete certain tasks.

Pros

Our database of customer information does not translate well to laptop and mobile device use, so Maximizer is the best way to keep up to date. Finding customer listings and adding notes, leads and details specific to each is easy and thorough.
The process also prompts the user to follow up and make use of the wealth of capability in the software.

Cons

Manipulating the various types of lists and producing reports is sometimes not as intuitive as one would like.

Pros

I’ve been using Maximizer for over six years and it’s my whole world I work online on a daily hourly basis and the best tool I’ve ever use far is working with clients

Cons

It’s a little tough learning the program once you learned it open up the world of possibilities