About Maximizer CRM
![Maximizer CRM Software - Our feature-rich mobile app allows you to manage your schedule, update your pipeline, and connect with customers while on the go!](https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/56f7bc7e-90fb-44ee-b6a9-ab8b2b1992bf.png?auto=format&q=50)
![Maximizer CRM Software - Opportunities Viewer shows all opportunities in the company funnel, dives into pipeline activity and progress for individual reps, and continually fine-tunes strategic direction based on trends.](https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/902dd84f-7191-426e-b5e8-a3c71c56f8d0.png?auto=format&q=50)
![Maximizer CRM Software - Activity Tracker enables Sales Leaders to see a real-time list of their company's communication activities.](https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/96bfc84e-ca86-49da-8157-cc56e9c41825.png?auto=format&q=50)
![Maximizer CRM Software - Sales Leading Indicators - a measure of the quantity and quality of daily activities required to bring in new opportunities, facilitate current ones to close, and affect sales outcomes before the reports come out](https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/c6de4944-69b9-4a05-85ce-0688b3724c0a.png?auto=format&q=50)
![Maximizer CRM Software - From calls made to emails sent, documents created to meetings booked, you now have a window into everything your sales reps are up to – all in one spot! interval](https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/f78017dc-db0c-4126-b1c7-94112904ed6c.png?auto=format&q=50)
![Maximizer CRM Software - Set quotas to support your financial targets and break it down by sales representative/time interval](https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/ffdea5be-f9ea-48b3-951e-2fe4dadda6c2.png?auto=format&q=50)
![Maximizer CRM video](https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/video-thumbnail-3c7216b091ac7aa26e9779cade34f28f.png?auto=format%2Cenhance%2Ccompress)
![Maximizer CRM Software - Our feature-rich mobile app allows you to manage your schedule, update your pipeline, and connect with customers while on the go! - thumbnail](https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/56f7bc7e-90fb-44ee-b6a9-ab8b2b1992bf.png?w=240&h=180&fit=fill&fill=blur&auto=format&q=50)
![Maximizer CRM Software - Opportunities Viewer shows all opportunities in the company funnel, dives into pipeline activity and progress for individual reps, and continually fine-tunes strategic direction based on trends. - thumbnail](https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/902dd84f-7191-426e-b5e8-a3c71c56f8d0.png?w=240&h=180&fit=fill&fill=blur&auto=format&q=50)
![Maximizer CRM Software - Activity Tracker enables Sales Leaders to see a real-time list of their company's communication activities. - thumbnail](https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/96bfc84e-ca86-49da-8157-cc56e9c41825.png?w=240&h=180&fit=fill&fill=blur&auto=format&q=50)
![Maximizer CRM Software - Sales Leading Indicators - a measure of the quantity and quality of daily activities required to bring in new opportunities, facilitate current ones to close, and affect sales outcomes before the reports come out - thumbnail](https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/c6de4944-69b9-4a05-85ce-0688b3724c0a.png?w=240&h=180&fit=fill&fill=blur&auto=format&q=50)
![Maximizer CRM Software - From calls made to emails sent, documents created to meetings booked, you now have a window into everything your sales reps are up to – all in one spot! interval - thumbnail](https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/f78017dc-db0c-4126-b1c7-94112904ed6c.png?w=240&h=180&fit=fill&fill=blur&auto=format&q=50)
Maximizer CRM pricing
Maximizer CRM does not have a free version but does offer a free trial. Maximizer CRM paid version starts at US$65.00/month.
Alternatives to Maximizer CRM
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![Ulrich](https://reviews.capterra.com/cdn/profile-images/linkedin/926c08d7db8da68c1841e49f8a5ac9352111e69d0252f2d549d9e55c6b43332a.jpeg)
- Industry: Medical Practice
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Big Maximiser CRM
Am very satisfied with this software. Its ease of access, the best and simplistic data storage method, and the very good customer support it offers make it better and satisfying.
Being able to maintain good relationships with customers is magical.
Pros
I like this software. It allows you to organize yourself, offer good customer service, ensure the future, and therefore manage your time well. Very intuitive and practical, it is easy to use, in this case for the information necessary for communicating with a customer.
Cons
It works very well. Nothing to complain about so far.
Response from Maximizer Software
Hello Ulrich,
Thanks for taking the time to leave this review! We’re delighted to hear that you've enjoyed Maximizer. Looking forward to continuing to serve you!
The Maximizer Team
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Maximizer is an Amazing CRM - Best in Market
I use Maximizer for all our business needs for prospects, clients & internally. It is very beneficial for a range of options including the integrations & documentation. Very easy to learn.
Pros
Very easy to use & learn. Intuitive design & process. Lots of features to use to optimize your business. Able to hide features you aren't using. Very customizable to our business. Really great overall considering the other CRM's in the market.
Cons
There is nothing I dislike about Maximizer.
- Industry: Government Administration
- Company size: 2–10 Employees
- Used Monthly for 1-5 months
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Review Source
Maximizer is useful but intimidating
I started using it for a bit, but it seems like a lot of extra work to insert contacts.
Pros
It is a useful tool, that can help offices run more smoothly. I can keep track of contacts and to do lists
Cons
it feels scary to use and it is not super straightforward.
- Industry: Graphic Design
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Maximizer CRM for Dependable Business Assistance
Maximizer CRM is the valuable and realistic choice that manages marketing.
Pros
Maximizer CRM has assisted all the customers relations through successful service delivery.
Cons
Maximizer CRM has nothing contradicting in matters CRM
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Maximizer Review, a positive overall experience.
Other that not being able to produce certain reports, Maximizer does exactly what we need it for. Keeping track of client information and interactions.
Pros
what i like most about maximizer is the ability to add custom fields and the ease of importing data once I figured it out.
Cons
What I like the least about Maximizer is that some of the field can be deleted that shouldn't. When we first got Maximizer, the amount of fields made it hard to find any one particular field. When I deleted some of them I later found out that they were needed to produce some reports and that I was unable to recreate them. As such we are unable to use maximizer to its full potential.
Alternatives Considered
Salesforce Sales CloudReasons for Switching to Maximizer CRM
Pricing was the biggest factor, but we also had limits on what CRM's we could use due to our compliance department.- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Maximizer Review
Overall positive. I like it for notes and keeping files, and tracking who has been contacted/when. Nice for sending out mass emails and keeping track of them.
Pros
The ability to save emails with it very easily for note taking
Cons
I wish the DocuSign integration was more useful
- Industry: Higher Education
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Maximizer is the GOAT
Amazing! I use Maximizer on the daily. Our office would not be able to function without it.
Pros
I love the integration with outlook and template options. This saves us so much time! I also use the statuses often to check in on our workflow and help ensure no one slips through the cracks. I also love the export/import features these save me so much time and are helpful for date reports.
Cons
No real complaints, on area that could be improved is having a client facing portion of the software.
- Industry: Hospitality
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
GOOD CRM FOR HOTEL
Maximizer CRM is a good CRM and we reconducted our contract for next year
Pros
All the possibilities there are to use data
Cons
I think it could be more intuitive and more simple
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Executive Wealth Advisors - Barrie
Our overall experience has been quite positive when it comes to daily execution of various tasks within the Maximizer CRM
Pros
The ease of executing numerous activities and the increased transparency among team members.
Cons
The failure of automatically logging client calls due to an inability to connect to our phone system.
- Industry: Mining & Metals
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Efficient tool for maintaining contact lists
Once you get the hang of the tool, it's a breeze to create and maintain distribution lists.
Pros
Easy to apply advanced filters, allowing easy maintenance of distribution lists.
Cons
Several tabs and functions that I don't use, making the website a bit cluttered and hard to navigate at first.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Good but not Great
helpful, but not a perfect solution to all our needs
Pros
organize all our data in one cohesive place
Cons
some times it is not intuitive to complete the function I wish too
- Industry: Consumer Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Longterm Maximizer Client
Started with DOS versions (1987), and have upgraded, and utilized this program every year!
Pros
I certainly can manage a few clients, however for enough suspects/customers to be successful, having a Customer Management System (Maximizer CRM) gives me a means to succeed.
Cons
Annual subscription vs previous versions (DOS and Windows) which I could purchase and use until I wanted to upgrade to the new version
Response from Maximizer Software
Hi Doug,
Thank you for leaving a 5-Star review! We're delighted to hear that Maximizer has made a positive impact on your business. We look forward to continuing to work with you to help you enhance your sales process!
The Maximizer Team
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
The Best
Excellent, I will continue to use in my next business adventures.
Pros
Over the 30+ years, I have used MaximizerThey always delivered more than I could have possibly wanted.Just excellent.
Cons
Sometimes it required, more set up than I had time to give it.But, I should have used more of what it had to give.
Response from Maximizer Software
Hello Phil,
Thank you very much for sharing your positive Maximizer experience with us and for being a Maximizer customer for over 30 years!
Looking forward to helping your next business adventure thrive!
The Maximizer Team
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Great Product to Keep Your Business Running Smoothly
Maximizer is a very important part of our day, we check it to see what tasks we have coming up, have completed, and what we are waiting for. It makes our day run smoothly and keeps everyone on track.
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.
Response from Maximizer Software
Hi Chrissy,
Thank you for leaving a 5-Stars review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you!
Maximizer Team
- Industry: Financial Services
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Perspective from an almost retired user
Pros
The support during the transition from another CRM was exceptional. The training videos and online webinar have been most helpful in the early days of being a user. Office app integration for the most part have been trouble free.
Cons
The interface with the dealer's system (IPC) was way too slow to be of any practical use. It hung up way too often and after 3 minutes of watching the circle of doom, I used to retrieve the pertinent data directly from the manufacturer's website. A highly desirable feature that motivated me to sign up in the first place ended up being a costly proposition that added no value.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Good Overall Solution
Maximizer helps me simplify organizing my calendar and appointments, makes following up on tasks almost automatic, keeps all my contact info, notes, address updates and all I need to know in one easy to get to place - regardless of where I am. I find working remotely much easier using Maximizer. My staff loves it because they have instant access to all my client notes to help them in their jobs.
Pros
Maximizer has everything I require to easily organize my client relationships without being cluttered up with features I don't need. It is simple, intuitive and easy to use from the beginning and the training modules are great.
Cons
The contact list search engine is awkward - it only flashes the list starting with the first 3 letters, then it disappears and you have to type in the whole name . . .
The embedded template feature is gone and is now attached to MSWord - which is an awkward connection.
Because I have secure/encrypted email with my company, with severe firewalls - Maximizer cannot link to my corporate outlook email - this is not a significant problem and I would rather have the added protection than the convenience. I can still easily save all email communication through Outlook to Maximizer.
- Industry: Automotive
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
"Maximizer Lite"
I think I have been using them for 25 to 30 years? Phone support was great.
Pros
I needed a simple flexible software to keep track of customers, what they bought and be able to produce letters and emails to keep in touch.
Cons
The high price with ALL these features that I didn't use, until they brought out "Maximizer Lite." They cut many of the unwanted features and the price, but no phone support. For a newbie, phone support would be good
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Robust, but lacking integration
It really is a solid CRM, and did well keeping the entire company apprised of the situation. It handles B2B and B2C with ease, and made it very easy to keep tabs on our clients. If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today.
Pros
I really liked the User definable setup, and the hierarchy between contacts and companies. I also liked how every user defined value got it's own view in SQL, so it was very easy to extract data into other systems using the database. It's very familiar to office users, and performed really well, even with 90,000 contacts/companies in it. It's a solid CRM, as long as that's all you need.
Cons
It didn't integrate well with other applications. We use Google Apps, and Quickbooks, which are pretty common. But it wouldn't integrate with either, and was going to cost in order to write each integration. The customer service case manager was minimalist, so it was simple to use, but didn't allow for a conversation to happen (eg I couldn't tell how much back and forth happened during a customer service case, or if the customer had updated information on the case). The email generation tool was primitive, and only allowed for basic, ugly html. Any advanced formatting, or click tracking common to things like MailChimp weren't available. There wasn't any marketing automation to speak of, and there wasn't any automated lead scoring. Everything had to be done by hand, and unfortunately humans aren't reliable.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
CESCO MAXIMIZER REVIEW
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.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Daily necessity of my business
I keep detailed client meeting notes, important dates and follow-ups are automatic. I don't personally utilize the email integration within Maximizer, and hope that some day soon Maximizer will release functionality with MacOS for Outlook Integration, as this would be a huge pro for my business / work-day.
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.
Response from Maximizer Software
Thank you for taking the time to post a review.
We're happy to hear Maximizer is having such a positive impact on your business, and want to assure you we are working on improving the Outlook MacOS integration.
- Industry: Education Management
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Upgrades
Pros
After many years, we upgraded our on-premise version and the way the tech installed it, it grew out of proportion and blew up our server. After a lot of conversations with their support team, we eventually got things up and running again on a new server and this time it didn't grow so big.
Then we decided to move to the cloud version. While our database wasn't that big, for some reason our files still were. But their conversion team worked wonders and brought it down to a manageable size again so we weren't paying a fortune for data size. The training was better this time as well as the support team.
Cons
Can't sort UDFs or search for things that were easier to do with our on-premise version.
![Ajbinder](https://cdn0.capterra-static.com/profile-images/linkedin/c59a4e317b543d611406f5fefc3905fb.jpeg)
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Making Maximizer Your Firm's Cornerstone
We are able to complete our tasks much more efficiently and able to coordinate with other members of our team. Over the years we have tried other CRM options but Maximizer has been the one we have been looking for. Extremely glad we made the switch.
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.
- Industry: Financial Services
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
not much guidance
not great, lots of money upfront, terrible initial integration with moving minimal data over from outlook and our HO dataphile, not customized support
Pros
my tech guy (that i had to pay) had more success than i did with them.
Cons
I am a busy professional (CPA, CA) in the business for almost 25 years and used Janna and Act in the past and found Maximizer not well suited for me to get up and running. It was not easy to train and to have the conversion do what you want, eg. mass emails, electronic birthday cards, easy team access to pdf attachments, we had to do too much customization given we bought the financial advisor version
- Industry: Staffing & Recruiting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Ease and customization for your unique business
Pros
This software is easy to understand and become comfortable working in when it comes to contact management and email integration. Maximizer offers many tools to be able to customize your data for your specific business and to continue to build on as your business grows. The ability to set a personalized dashboard to keep targets top of mind is very helpful and is a great way to start the day.
Cons
Having better integrations with other software would make our lives a lot easier. As well as having better duplicate checking for entries would eliminate a lot of work hours used to maintain a clean database.
Alternatives Considered
HubSpot CRM- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Review
Have used for over 10+ years have been very pleased no reason to change
Pros
Cloud based … confident in their security features
Cons
Price for smaller offices
Response from Maximizer Software
Hi Shelley,
Thank you very much for sharing your Maximizer experience with us! We look forward to continue to work with your organization.
The Maximizer Team
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Great System, Helpful Staff
Great option for our team. Have never had any complaints.
Pros
There are a number of great functions and very customizable. Entire team is able to access information at their finger tips.
Cons
It took a bit of time to figure out how things can be customized. There are still a number of functions I am sure I am not aware of. I have tried to register for the coursed however, the links never work for me. I am working with our IT department to get this corrected.
- Industry: Events Services
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
A Long Time Maximizer User
I have used this program for over 30 years and tried most competitors in that time frame. I have always come back to Maximizer for it's ease of use.
Pros
A simple layout that does not overcomplicate what a salesperson really needs to do. I've often thought this program was built for Salespeople and not Management
Cons
It's integration with the newest version of Outlook is still lacking
- Industry: Chemicals
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Essential tool
essential to my work. I often joke if max was no longer available I quit.
Pros
Maximizer CRM is the essential tool for organizing my customer base, activities, and communications. It allows me to keep everything in one place, streamlining my workflow and ensuring that all important information is easily accessible. One of its standout features is its ability to share this information with other team members, promoting collaboration and efficiency within the company. Additionally, Maximizer CRM offers robust access control, allowing me to determine who can view and edit specific information, thereby maintaining data security and integrity.
Cons
Maximizer offers so much but there could be more tutorials for the sales team and not just the team managers.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Great Customization with Room for Improvement
Pros
I like Maximizer for its high level of customizability, allowing me to tailor fields, dashboards, and modules to fit my specific needs. Its comprehensive contact management system is very helpful in my role, as it enables detailed tracking of customer interactions, history, and preferences. The integration with third-party applications like Outlook and Office 365 enhances workflow efficiency, making it easier to manage customer relationships and streamline day-to-day tasks. I also enjoy the addition of the Maximizer Bot "Assisto" as its a great way to ask quick questions about where to find or how to do something new.
Cons
The mass email feature in Maximizer CRM can be frustrating, as formatting often appears fine during drafting but looks misaligned or unprofessional once sent, which impacts the customer experience. The email feature on Maximizer as a whole feels quite outdated. Additionally, managing and splitting household contacts, while not a frequent task, is time-consuming and inconvenient when it does come up.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Our irreplaceable business partner
Have used for over 20 yrs. It is a great program
Pros
Ease of use. I also like how you can tailor it to fit your needs
Cons
When it goes offline. We’ve become so dependent on it that when we cannot use it, it is difficult
- Industry: Investment Management
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Good, but room for improvement.
Good, but it could be better. I would have preferred more time to use the tool with our firm's data before being asked many times how my experience has been. But once I got going using it, doing the data imports etc the use has been great!
Pros
I love the flexibility aspect that allows us to customize the tool to our unique goals.
Cons
I did not enjoy the implementation. It took a while to implement, the instructions were not always clear, and the training sessions felt rushed sometimes.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Maximizer works.
The program works well and has been relatively reliable.
Pros
Ease of use. Simple structure with ability to edit. Cloud based platform.
Cons
Customer service has been a bit off lately.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Long-term user of Maximizer CRM
Long-time user of Maximizer back in the desktop era, and then cloud-based product. Responsive service team and relevant updates for end-users.
Pros
Keeps organized and detailed client file, with good tools for efficient business use.
Cons
Inability to share certain Account features/tools with other team members
- Industry: Fine Art
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Maximizer - CRM review
Overall we are pleased with Maximizer, It appears to be a bit archaic at times.
Pros
Ability to have multi labels for our constituency.
Cons
The pulling reports is cumbersome and not intuitive.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Maximizer Review
We started using the program the beginning of 2024 and it has changed the way we do our tasks and follow up
Pros
organization of information for our clients kept in central files
Cons
It does take some time to get used to using the system
- Industry: Newspapers
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
A well build CRM
Besides the high price Maximizer CRM is a great tool and really helped our business.
Pros
The setup was very easy and UI is very intuitive. Customer support is a 5* team, really helpful and easy to talk to. After importing all our contacts we were ready to start working.
Cons
The price is high for the features it gives.
Response from Maximizer Software
Hi Haba,
Thank you very much for sharing your positive Maximizer experience with us! We're so happy to hear that our customer support team has been helpful to you. Looking forward to helping your organization continue to thrive!
The Maximizer Team
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
User-friendly
The system is great and we are excited to see how it plays a part in our daily lives, but the sales portion could be worked on.
Pros
I like how user-friendly the system is and that they set up team is dedicated to teaching us how to use the back side of the system so we are able to make our own customizations, imports, ect. without having to contact them.
Cons
During the sales portion we were not told all of the fees included in set up in a clear way, the team seemed to work very hard to to maximize what we were paying for the original set up.
Response from Maximizer Software
Hi Ella,
Thank you so much for sharing your feedback with us! We really value your input and flagging up areas where we can further improve.
I have shared your feedback directly with our team to address these challenges. We look forward to continuing to work with you to help you enhance your sales process.
The Maximizer Team
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Maximizer Review
Great pricing, ease of learning and ease of scalability.
Pros
Feature rich and ease of use and customization.
Cons
Some cloud featurs not available in mobile app.
Response from Maximizer Software
Hi Robert,
Thank you for leaving a 5-Star review. At Maximizer, we continuously strive to serve you better. We look forward to continuing to work with you to help you enhance your sales process.
The Maximizer Team
![Abel](https://cdn0.capterra-static.com/profile-images/linkedin/a28a7599d735ae15a150ead5268c474a.jpeg)
- Industry: Hospitality
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Avis maximiser crm
perfect software, intuitive and allows us to have access to information...but it would be better if it helped us to do better housekeeping
Pros
super software that is very intuitive to use also makes it easy to have useful information to communicate with a client
Cons
I have difficulty making households and people within households better.
Response from Maximizer Software
Hello Abel,
Thank you so much for sharing your feedback with us—we really value your input and flagging up areas where we can further improve. We look forward to continuing to work with you to help you enhance your sales process.
The Maximizer Team
- Industry: Security & Investigations
- Company size: 51–200 Employees
- Used Daily for Free Trial
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Review Source
Maximizer CRM a bit too pricey to compete
Pros
I liked Maximizer's customer service team and the organized flow of information that it provided.
Cons
Maximizer was moderately more expensive than its competitors, especially for implementation, which pushed it out of the competition.
Response from Maximizer Software
Hi Sandra,
Thanks for taking the time to share your feedback with us! We’re delighted to hear that you've had a positive experience with Maximizer.
The Maximizer Team
- Industry: Government Administration
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Easy User Software
This has been the best experience using a new software program that I have had in my entire career.
Pros
This software features the greatest ability to retrieve.
Cons
I have not found anything about this software that I did not like.
Response from Maximizer Software
Hi LeeAnne,
Thank you for sharing your experience! We're so happy to hear that you're enjoying Maximizer!
Maximizer Team
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Crm
Good
Pros
Being able to customize my searches when looking for clients.
Cons
Not a smooth integration with Outlook.
Response from Maximizer Software
Hi Ted,
Thank you for leaving a review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you!
Maximizer Team
- Industry: Education Management
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
WOW! Just get Maximizer! Don't wait!!!
This should say it all again. I said this earlier in the review. I have been legally blind since birth. I have used Maximizer for "30-years!" That should say it all.
Pros
I really like its easy of use. My favorite feature is the Customer Service module. I also like the "Related Entries" option very much. You can't ask for a better product. I'd also like to mention the fantastic technical support team. What a great bunch of people. Lastly, to show you how much I have liked the program, I'll pass on the following. I have used Maximizer for "30-years!" That should say it all.
Cons
Frankly, I don't have any "cons." That is the truth!!!
Response from Maximizer Software
Hello Terry,
Thank you for being a customer with us for 30 years! We take great pride in our customer service and we're delighted to hear about your positive experience with our support team.
We're constantly evolving our product to serve our customers better and we are pleased to hear that you enjoy the "Related Entries" feature.
Looking forward to continuing to serve you and you organization for many more years.
The Maximizer Team
- Industry: Food & Beverages
- Company size: 2–10 Employees
- Used Weekly for 2+ years
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Review Source
Maximizer is easy to use
Easy to use when you want to use it. Great way to create lists using filters so you can then create targeted emails.
Pros
I love that I can see the history of emails, phone calls, etc between a team member and a customer and pick up where they may have left off at in the sales funnel. I also like that I can save the details of their purchase and quickly refer to it when they call with a service issue.
Cons
The cost for this program is large for a small company of only 3 people. Some members do not feel it is worth the money and they do not use it to its full potential. They come from companies that used Sales force and want to continue with that program so trying to teach them this program has been tedious.
Alternatives Considered
Salesforce Sales CloudReasons for Switching to Maximizer CRM
My last business partner used Maximizer and carried it over with him. I fell in love with it.- Industry: Construction
- Company size: 201–500 Employees
- Used Daily for 1+ year
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Review Source
CRM - A need, not a want!
We were looking to consolidate our customers into one central location to understand our marketplace better, focus on their needs and wants, which would be accessible to the whole sales team. To turn data into high value information by tracking the opportunities the business attracts and managing prospect’s expectations to convert more opportunities into wins. We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business’s sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. We have now linked our CRM with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.
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.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Maximizer user since the early 90's
The latest feature that I love is the relation manager it could be a little easier to use. For example I refer customers to service providers that I have in our database. The feature allows me to link that customer with the service providers that we have referred. I can then follow up with the provider to see if they heard from the customer and to make them realize that I'm tracking the precious leads that I send to them.
Pros
Maximizer has been my right arm since the early 90's. Our company has grown with Maximizer and watched the software evolve into a very powerful tool. The ability to organize all your customers in one program and to have the mobile ability to bring customer files up on our smart phone is incredible. It makes the customer feel important as you have all the details at your finger tips about their likes and dislikes. Many customers will comment that they can't believe I remembered one detail or another...I don't have the heart to tell them I have it all documented in my Maximizer program.
Cons
The addition of the campaign management is a critical feature but is very difficult to use. It is fabulous to have this in Maximizer but it is not as easy to use as some of the others such as Constant Contact. The integration of and the statistics are very important to see what customers are clicking on within your email broadcast. Increasing the ability to make adding graphics and enhancing the viewing pleasure of the customer would be very helpful.
Reasons for Switching to Maximizer CRM
I had not upgraded my software with Maximizer for several years and did not realize all the fabulous new features that had been added. Probably my biggest stumbling block was at the time my company relied upon the ability to have the integration with QuickBooks. I did not want to go to the online version of QB to have this integration. Our company moved away from needing this feature but now that we are doing more online sales I think it would be instrumental. Although I have heard that the online version of QB is not a good idea. Wish there was a way to integrate the online version of Max with the desktop version of QB.- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Ray's Review
There are too many problems it solves to list, but suffice it to say, I could not run my business without a CRM and a Case Management system which Maximizer does very well!
Pros
The best part has always been the comprehensiveness of the product, how modules fit together, combined with Mail Integration. These have always been key for me. It's easy to use for the most part if you enjoy technology and when you need them, support is very close and very good.
Cons
The price is high in my mind. I enjoyed stand alone because I was more in control of my expenses. I could keep a version running until I had to upgrade. I don't like the never ending cost and in truth, it has caused me to begin looking for alternatives.
Response from Maximizer Software
Hi Ray,
Thank you very much for sharing your positive Maximizer experience. We're happy that you've found our product easy to use.
We certainly value your business and hope to retain you as a client. Still, we also believe in the value of our product and try to add the most value for our customers by reinvesting back into Maximizer and its processes. We hope you appreciate the value of our service in terms of customer experience, user interface, and product features.
We hope to continue to serve you and help your organization thrive.
The Maximizer Team
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Incredible CRM!
Over the last few decades it has help improve my career because of the tracking and flexibility of the design. I couldn't recommend a better CRM.
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!
Response from Maximizer Software
Hi Sue Lynn,
Thank you very much for sharing your positive experience with Maximizer over the past 20 years!
We're so happy that our fully customizable fields have made it easy for Maximizer to fit in with your business process.
Looking forward to helping your organization continue to thrive for many more years.
The Maximizer Team
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
nedds to brought into the 21 century
gneral very goo d dupport, but no real update or interpretation to modern communication - voip, testing,k etc
Pros
It works but has not adapted to new systems and teck
Cons
old outdated procedures and lack of fluid connection to other software - VOIP, mail chimp etc. started to integrate but long way off
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
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Review Source
Clunky, undeveloped; Not useful
It was not a good experience. Nothing was as advertised, from the user experience to the security of purchase. The address book was not able to be converted from the Leads module and the maps feature wasn’t able to connect from Leads. The mobile version has a lot of bugs and isn’t very functional. They have a tutorial, yet aren’t proactive in distributing it to new users. Their focus is on sales. And it’s not a very salable product in my opinion.
The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds. I had to initiate a chargeback with my bank after being told that “unfortunately, due to the terms and conditions...”
No customer wants to hear that. They tried to bully me into keeping their software. There are far too many options in 2021 for CRM to be forced into one, especially one so difficult to use. When I asked about a feature that I needed, I was told, “Perhaps later this year...”
Not what I need if I’m paying good money for a software. Their sales VP wouldn’t call me when I requested a call after being denied a refund.
When I went through their main website again after my experience with Maximizer, I noticed that everything they advertise is not in line with the product they put out. They say that there’s a free trial available. Not the truth. Any company who can’t be trusted to keep their word on something so simple isn’t reputable.
Pros
The sales team was excellent. Some features work well, but no better than free versions of other softwares.
Cons
This maybe would have been a good CRM in say, 1999. It’s antiquated and didn’t serve the needs of my business. I used well-known CRM previously and didn’t find Maximizer to be better than the free version of that one. There was a disconnect in usage that wasn’t able to be overcome by myself or my employees in several weeks of trials.