Maximizer CRM Software


 

Maximizer CRM Wealth Manager is software that helps Financial Advisors, Insurance Agents, Mortgage and Securities Brokers and other financial services planners streamline their sales, marketing, and management challenges. The system works with both B2C and B2B companies.

Maximizer CRM Wealth Manager offers sales automation, customer service and support, knowledge management, call center functionality, and more. The system allows users to keep all client data in one place including client investment objectives, financial history, risk tolerance level, communication and documentation. The system’s other functionalities include web self-service, help desk, channel management, email marketing, and more.

Maximizer CRM Wealth Manager can deployed on the web so client data can be accessed from anywhere at anytime on any device. It can also be deployed on-premise for clients that want a system that is available offline.

The software is compatible with Mac and Windows operating systems and works on tablets or mobile devices.

 

Maximizer CRM - Accounts Module
 
  • Maximizer CRM - Accounts Module
    Accounts Module
  • Maximizer CRM - Action Plans
    Action Plans
  • Maximizer CRM - Household View
    Household View
  • Maximizer CRM - Key Fields
    Key Fields
  • Maximizer CRM - iPad Screen
    iPad Screen
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

38 Reviews of Maximizer CRM

 

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Software Advice Reviews (27)
More Reviews (11)

Showing 1-20 of 27

AROOP from Central Equity Ltd
Specialty: Other services
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

Simple but powerful CRM for Small-to-Medium business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Was having problems while handling huge picklist in web version, but excellent customer support

Pros

Simple to use, Easy to Install, User friendly, Flexible - the user defined fields are not limited and can be easily added, modified and deleted. Has taken care of all the business process possibilities.

Cons

Slow in handling huge data, decision to stop Desktop version without replicating all the advantages specially, data entry, should be reconsidered.

 
 

Doris from PressureWasher.net
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Maximizer CRM Excellent

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I am new to any CRM software. I have found Maximizer to be powerful and intuitive to use. l love the many functions readily available, without having to purchase each function as many of the other CRM's that I've researched. The staff and training are excellent with video tutorials to supplement and refresh training.

Pros

Intuitive and easy to navigate. User defined fields are easy to set up. Training is excellent, professional and readily available via scheduled webinar or via video. Excellent value for the cost. Powerful - will do all that I need for marketing and sales, plus more.

Cons

Interface with MSOutlook on Windows10 has not allowed integration on network workstations.

Advice to Others

Try the free trial - You'll like what you see.

 
 

Myron from Manulife Securities
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Going forward with Maximizer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Maximizer CRM a great product, easy to use and functional for my business.

Pros

Ease of use.

Cons

Some tasks are a bit of a process.

Advice to Others

Maximizer is the best CRM for the money.

 
 

Eric from Enertechnix Process Sensors Inc.
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Maximizer CRM used in manufacturing is a great tool.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have been using Maximizer for many years now. I have incorporated it in the sales and service teams several of the companies I have worked for. The program is easy to use and the fact that it easily integrates with Outlook and other e-mail programs, helps early user adoption. We actively track all our interactions with the various end-users we have as well as our reps and distributors on a worldwide basis.

Pros

Easy to use and very intuitive. Has most features/modules needed for tracking projects and the sales pipeline.

Cons

Could benefit from a integrated quoting/part configurator program.

Advice to Others

I strongly recommend Maximizer CRM. The company is continuously improving their software and is very responsive to user input and requests.

 
 

Tyla from BDM IT Solutions
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Easy to use, good search tools

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

The search tools provided in Maximizer CRM are excellent: flexible and powerful. The tool has good functionality for setting reminders, sending information to customers, and maintaining an internally and externally accessible knowledge base. The tool is superior to other products I have used in the past for accomplishing the same goals.

Pros

Excellent search tools, good audit control, excellent filtering of audit events. Very customizable.

Cons

Many features require use of, or integration with Microsoft Office.

 
 

Bill from Bill Clarke Insurance and Financial Services Inc.
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Ease of Use

Ease-of-use

Functionality

Product Quality

Customer Support

I enjoy how it is easy to use and navigate. You are able to specify and tailor everything to your customized needs. You are able to select what you want viable and what you want to be implemented. There is also easy to use the filing system that allows the reduction of paper files. There is a learning curve involved when you first start using it but once you work past that it is easy to use and figure out new features. I would recommend this product for small to medium size companies. They also have great customer support if you ever have any problems or questions, they will also assist you in tailoring the program to your company's needs. There are training videos available to assist in the learning process that I found extremely helpful when starting to use Maximizer CRM live.

Pros

Ease of use

Cons

xxxx

 
 

Keenan from HollisWealth
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Maximizer is the Best CRM Out There

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Maximizer is the best of class for CRMs. With a quick and clean interface to manage client info, notes, and files; along with an upgraded calendar and endless customization Maximizer can suitably fit anyone's practice. That being said - time needs to be carefully put into the program to ensure its efficiency.

Pros

The customization

Cons

Dashboards are difficult to get into.

Advice to Others

If you have the time - start your Maximizer from scratch. You will be able to build your Maximizer exactly how you want it without the hassle of deleting existing fields that you do not need. Other than that - color code!

 
 

Angela from The Mortgage Centre - Your Island Mortgage Team
Specialty: Banking
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Couldn't live without it!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Maximizer software is at the center of my business. It keeps us on track and ensures all deadlines are met. It allows us to track opportunities and drive sales through the CRM process.

Pros

Maximizer is easy to use. The intuitive setup makes training new employees a cinch.

Cons

We have the downloaded version of the software, and it can sometimes stall between operations.

Advice to Others

The sales team at Maximizer is very helpful at determining the version of the software that will meet your business needs. The installation process was seamless.

 
 

AJ from HollisWealth
Specialty: Banking
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Maximizer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great Company, software and people. Easy to use and great people support. Very customizable and being in the cloud is a big plus. Support is excellent too.

 
 

Lisa from HollisWealth
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Maximizer CRM Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have been using Maximizer for over 15 years. It is a great product to keep all your client information, notes, tasks and scheduling all in one area. Maximizer keeps improving their product over the years to keeps up with changing technology. Also, their customer service is great.

 
 

Lizz from AGM Technical Solutions LLC
Specialty: Engineering
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

AGM Technical Solutions LLC

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Maximizer has been a wonderful experience. Maximizer keeps all of our activities with business organized and the ease of access is wonderful, along with great Tech help when we need it.

Pros

Maximizer is easy to use and easy to access on your laptop, or cell phone when out of the office.
Maximizer staff always listens to your thoughts and ideas to make their product easier for all.

Cons

There is nothing actually that I find bad about Maximizer!

Advice to Others

Give Maximizer a try, it's worth the Investment.

 
 

Kathy from The Bradbury Co., Inc.
Specialty: Manufacturing
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2017

February 2017

Maximizer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Our company has used Maximizer since 1998. We use it to track Trade Show Leads / Opportunities / Sales. Maximizer ease of use makes training minimal.
We use the 2016R2 Web Portal and the phone application. At this point, we have 60 users from various locations. The catalog lists make reporting simple.
In a matter of seconds, you can run a report and have it exported to excel.

Pros

Ease of use / Minimal Training

Cons

Revenue doesn't accept a negative value making it impossible to use the reports.

Advice to Others

Highly recommend Maximizer. At this point, we have about 12000 companies and 17,000 Opportunities in various stages in Maximizer.

 
 

Carolina from Rose & Associates
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Functionality and User Friendliness

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Considering the sensitivity of our product, there should have been a one on one tutorial on how to maximize the use of your product. There are too many duplications of accounts without explanation.
It would be extremely helpful to have a live and in person formal training on all the possibilities of this program.

Pros

I don't know the full capabilities of this program. No one in the office received any formal training in order to train the new person.

Cons

No access to formal training.

 
 

Jeff from DryBasements.com Ltd
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Used it for 6 years now and we love it!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We are a service company and use Maximizer to schedule to obviously track clients but also, schedule estimates and service calls. We just started using a web form that connects directly to the database from a form on our website so that information does not have to be re-entered, just confirmed. We also use our own forms made in Word and it is great to be able to easily bring client data over into these forms.


Pros

Very adaptable to suit various needs. We love being able to access from anywhere. The support staff is wonderful. Always a pleasure to work with them.

Cons

I preferred the desktop version for its speed, the Web version is slightly slower to load but we are getting used to it (on-premise installation, not hosted).

 
 

Roger from JR Engineered Polymers Pty Ltd
Specialty: Manufacturing
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Maximizer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have been using for around 25 years, that explains it.

Pros

Ease of use, the hotlist feature

Cons

24/7 support would be helpful

 
 

Brian from Midwest Foods
Specialty: Food / Beverage
Number of employees: 201-500 employees Employees number: 201-500 employees

January 2017

January 2017

Maximizer CRM Review

Ease-of-use

Functionality

Product Quality

Customer Support

Maximizer is a very functional platform with customization specific to each department of our company. Contact sharing is important as many different users need access to customers.

 
 

LAURIE from FIREFX, LLC
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

the right choice for us

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The staff at Maximizer has been extremely proactive in getting us information, setting up a demo, and working with us to determine our small business needs for a CRM. They put forth additional time and effort prior to us signing up to detail the demo towards our specific business needs so that we were able to get the best idea of how the software would work for us.

Pros

The simplicity of use, clean interface, customizable per user in that you can turn features on and off as needed to reduce clutter; unwanted icons.

Cons

Nothing thus far.

Advice to Others

If you're a small business and have never used a CRM, take the extra time to filter through a few software options rather than assuming one is going to work for you; it can be overwhelming and you might wind up with more or less than you need.

 
 

Laurie from Windchime Productions
Specialty: Other
Number of employees: 1 employee Employees number: 1 employee

January 2017

January 2017

Experience with Maximizer CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I first bought this software around 1996. It's been great to keep track of companies and clients. But when my computer crashed in 2011 or so, even my PC expert was not able to re-integrate the data back into Max. It's such a complicated product that I had to pay a ridiculous amount of money to a special company that only works on Maximizer. The customer support is lousy. They want to charge you event to ask simple questions. The salesman that has been trying to get me to upgrade to the cloud was not understanding me or my needs at all. On the other hand, as I have been researching other CRM's, I am finding they are similar with being expensive and complicated.

Pros

I love how I can view all of my companies or have them in separate categories/databases to look at them separately.

Cons

Complicated! Poor customer service.

Advice to Others

Don't do it.

 
 

Steve from Filmquest Group
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

we tried but need to change

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

maximizer CRM is trying to be like ACT but it is not user friendly and they dont have any standard setup almost everything has to be setup and then when you are set up you have to poke around to find what your looking for i have 15 lic and i dont have 4 people that use it because it is so hard to figure out.

Pros

if you can set it up correctly it has a ok layout and good for a phone book

Cons

way to hard not user friendly and very hard to find the important things your looking for every day working with it

Advice to Others

dont buy this product

 
 

Melissa from CEPE
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

It could be done more than that

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Maximizer CRM provides our company with a big picture of software. It enhances the capacity of our data and it is very functional. It is not a typical software for university management, however, it is very suitable for clients management for small-median business. You can create whatever you want for fields(information) and there are many customized bars that you could easily get access to.

Pros

.Clear function bar
.easy to customized
.superior customer services
.add on functions for Word

Cons

. Sometimes confused with Applications and Clients
.some functions are barely used
. Email template is easy to get confused when saving them
.Override data should be able to differentiate date for each time

Advice to Others

Read instructions and watch videos, take their tutorial because it is very helpful
if you have more questions, you can also call customer services
people are very professional and nice!

 
 
 
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Showing 1-11 of 11

Pat from HollisWealth Scotia Capital Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I am using it now with very little training most is common sense. I will be doing some additional training to see how much it can do. Looking forward to it.

Pros

easy to use day to day

Cons

still have more to learn

Advice to Others

no

Source: Capterra
 

Cindy from Brannan Wealth Management

January 2017

January 2017

Goodbye Goldmine

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are in the process of transitioning from Goldmine to Maximizer. We look forward to having a truly cloud based CRM that we can view from any device. We also really like all of the built in fields specifically for Wealth Management.

Source: Capterra
 

Brent from Fraser Fianacial

January 2017

January 2017

Maximizer CRM Wealth

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great support follow up is quick and responsive, new update is clean and clear, like the new features and the screen and font used

Source: Capterra
 

Katrina from Harvest Financial & Insurance

December 2016

December 2016

Great dynamic tool for advisors

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Easy to navigate, very helpful to keep track of our clients. So many different search options and input options make it such a great tool!!

Source: Capterra
 

Joshua from Predator Software Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Efficient and user friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Loved maximizer as a CRM system. Worked in software for several years and we used Maximizer to not only keep track of our customers and leads, but to maintain a follow up system on customer issues and schedule service follow ups. Definitely a great all around software for small businesses to keep track of their customers and ensure efficient communication among the team and between customers.

Source: Capterra
 

Serge from IMS
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

Great CRM with many great features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have used Maximizer for many years and just recently moved to a different product for our ERP integration. Maximizer is, however, a great CRM with out of the box very complete offering.
We did have some issues with remote users synchronization but support has been great resolving those issues. Otherwise, it's been great for us.

Pros

Complete feature set out of the box. Easy to deploy (we did on our own)

Cons

Complex synchronization for remote users. But that's typical as it is complex!

Advice to Others

Although pretty simple and well supported, I recommend a partner if you have data migration, remote users or other complex features, or of course if no IT staff.

Source: Capterra
 

Afif from HollisWealth

October 2016

October 2016

Great Robust CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Maximizer has been a journey for me. For the past 16 years I have being using it and watching it's evolution. As a Financial Advisor today, the demand for my time and focus in running my practice, Maximizer provide me with the peace of mind that I am able to create a CRM environment that helps me manages anywhere between my office process, navigating through all the rules and regulations at ease. Why, because it allows me to get organized in the way I run my business.

Source: Capterra
 


November 2015

November 2015

Troubling

Product Quality

Product Quality
Quality

Having used Maximizer for over 25 years I am always disappointed that with each new version it gets worse. Now they are trying to coral their customers into the cloud. What once was an iconic product is now unstable that will make you regret your purchase and be on the look for a replacement. Please go back to Version 3. It was the best!

Pros

I can't find another product that comes close to the feature set.

Cons

Updates lack integration. Promised features don't work properly. Failure to integrate well with Microsoft updates. Complex SQL setup. Expensive support. Users constantly on guard against the company extorting them into more expensive upgrades.

Source: GetApp
 

Biann from Carpet Plus

October 2015

October 2015

Easy to use

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Pros
Excellent Dashboard wizard, easy to interpret statistics and very easy to make graphs/charts/visual aids for the data you want to present
Simple User interface
Customiseable to your business needs
Pricing is responsible once you figure out your needs

Cons
we had some difficulty implementing on our network so I would suggest hiring a consultant to install or go with their hosted package which totally eliminates any software install on your network.

Source: Capterra
 

Warren

April 2013

April 2013

no thought for small companies

Product Quality

Product Quality
Quality

Maximizer is built for large companies, they give little or no support, they don't back their resellers. You pay for a maintenance service in Australia and they don't bother to contact you back even after many phone calls, but if you ring head office in Canada, amazing they ring you within hours

Pros

Had program since 1994 original Tracker, has some good features

Cons

Product support non existence, no thought for small companies, too complicated for mobile use, offer add ons then you change one program and they drop it, use to connect to palm device real easy

Source: GetApp
 

ultimopro

December 2011

December 2011

Good product but the support could be better

Product Quality

Product Quality
Quality

I've been a maximizer customer for about 8 years. Good product but the service, even for paid maintenance contract subscribers, could be better. The training resources are a bit weak. Its suited for larger companies with tech staff who can implement and maintain this database. I love the product.....but the service is a work in progress.

Pros

suited for larger companies

Cons

Support services

Source: GetApp