Maximizer CRM software


Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud.

Maximizer CRM features sales management, marketing automation, customer service and support and business productivity tools with integration with Microsoft products such as Outlook, Word, Excel and SharePoint. The solution's marketing automation application includes integrated campaign planning, email campaigns and marketing analytics. Users can target leads and customers and use list management capabilities to search and filter customer data by pre-defined criteria.

Maximizer CRM’s sales management feature includes sales team monitoring with the help of measuring criteria such as close and abandonment rate. Customers and prospects can be categorized per region, time zone, products purchased and other measures. Maximizer CRM also includes business intelligence tools, such as built-in, customizable dashboards, and Excel, Web and SQL reports.

It is available on a monthly subscription basis that includes support via phone, email and through an online knowledge base.

Supported Operating System(s):
Windows 7 , Mac OS , Web browser (OS agnostic) , Windows 8 , Windows 10

150 Reviews of Maximizer CRM

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  • Rob from Technical Training Consultant

    Number of employees: 2-10 employees

    August 2018

    Good product, great support

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Too soon to comment yet

    Pros

    Have used it before and find it has many new features. Very good support from their team.

    Cons

    I would like to have it for free!! No cons that I've found so far.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • ginette from GoodMinds.com

    Number of employees: 11-50 employees

    August 2018

    Long time customer -Book Wholesaler-Store and Publisher (Indigenous)

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    One stop shop for sharing information in the office including an appointment calendar, notes and a company library.

    Pros

    I have been working with Maximizer for over 8 years. Since then, Maximizer has evolved and I can now update records and email from anywhere and anytime from my laptop, tablet or cell phone. Lists can be imported and exported in Excel. Maximizer offers webinar training, customer support and a user guide.
    Maximizer provides templates for building email campaigns.

    Cons

    A wish list-A more user friendly campaign builder for large communication marketing via emails which creates records of clientele who visit promotional material sent to them, unsubscribe, email bounce. Maximizer has synchronized our records with Mailchimp but there is an additional cost for Mailchimp for maintaining the list of subscribers.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Scott from AB Airbags

    Number of employees: 11-50 employees

    August 2018

    New user finds Maximizer CRM very easy to use

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    I am able to create and maintain a Favorites list to keep the hottest prospects on the same page. It was so easy, I taught myself in about 30 minutes!

    Cons

    I would like to be able to combine the company and individuals better.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 2-10 employees

    August 2018

    Maximizer Functionality

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Maximizer has lots of functionality and it can be customized.

    Cons

    Maximizer is not intuitively obvious to use. It takes training to be able to take advantage of the functionality. One big area where Maximizer can improve is formatting of e-mails. E-mails sent from Maximizer are hard to format as I want them to look. The editor needs to be improved.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • isabella from Hollis Wealth

    Number of employees: 10,000+ employees

    August 2018

    Maximizer Review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    good

    Pros

    The Microsoft office integration with internet explorer.

    Cons

    I wish Maxmizer had the Microsoft office integration with google chrome.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sarah from HollisWealth

    Number of employees: 2-10 employees

    August 2018

    Good, functional CRM system

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    It has all the basic functionalities you need in a CRM system, it's reliable, and has a good team of support staff that are available to assist you in any way they can.

    Cons

    It is definitely customizable, but it's not the most intuitive to figure out how to do it. Mobile CRM application is also not the smoothest/most seamless. It works, but not as many features as the Desktop version and again not as intuitive.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Linda from WE Benefits & Consulting Services Ltd

    Number of employees: 2-10 employees

    August 2018

    Maximizer CRM

    Ease-of-use
    Functionality
    Quality
    Support

    Insurance details and renewals are easy to find. Disability case management has everything in one place for easy access by all members of the team.

    Pros

    Easy to use once you go through the learning curve, everyone involved in a particular file can update it as needed and view the most up to date information.

    Cons

    - Household contacts should be grouped with the household.
    - when you have multiple contacts within a company, the address to be completed should show at the top instead of having to scroll down all the way to the bottom of all the addresses to add the latest one.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Glenn from The door company of Ohio

    Number of employees: 11-50 employees

    August 2018

    Not the Most user friendly software.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    training employees to input more details in notes for each opportunity created. Employees are learning to use and track a sales order from start to finish, using software designed for that purpose. My suggestion would to be to work with more service oriented companies. To design the software to track/ create in the field quotes and inventory control features so technicians can verify inventory on hand to complete service calls.

    Pros

    It does not crash daily but freezes often. Tracking progress of opportunities is easy as long as employees keep them up to date.

    Cons

    Compatibility with all the different software we use on a daily basis. Takes longer to look at documents or notes in maximize, then it does looking up an email and using a virtual drive on your server. Would benefit a start up company who are not service oriented with their sales.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Tom from Galleries West

    Number of employees: 2-10 employees

    August 2018

    Maximizer and the cloud

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    As a small magazine publisher I've used Maximizer to manage ad sales, subscriptions and distribution as well as basic contact management. I expect that Maximizer is even more powerful with a larger organization.

    Pros

    As a former ACT user, I was originally attracted to Maximizer because of it's link at the time to Quickbooks. I stuck with it when that linkage was dropped because it offered so many other features and flexibility than what I had experienced previously. When we moved from Desktop to a Server for remote connections may patience, time and financial resources were stretched to the limit. I was initially dubious about the cloud solution, particularly concerned about reliability. However that has not been an issue. Maximizer has overdelivered. Calls for technical help have been rare.

    Cons

    My learning curve was a challenge (several years ago) in part because the program was so powerful. I think a wider range of tutorials and customized templates have probably improved the startup experience. A major nuisance item is the need to use Internet Explorer in order to take advantage of the link with Word templates.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Owen from Holliswealth

    Number of employees: 1 employee

    August 2018

    Senior Advisor

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Just a good contact management system - thanks

    Pros

    Simply does what I want it to do...record notes, stores documents and provided birthday reports...don't need much more.

    Cons

    Too much to learn...haven't got time for all the applications

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lorraine from HollisWealth, a Division of Scotia Capital Inc.

    Number of employees: 2-10 employees

    August 2018

    Mostly happy

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Eddy from Integral Financial Services

    Number of employees: 2-10 employees

    August 2018

    overall review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    satisfied

    Pros

    customed user-defined field, able to add items according to our needs

    Cons

    cannot drag and drop attachment to an email

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Will from JLL

    Number of employees: 10,000+ employees

    August 2018

    2 Years with Maximizer

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It has been a great addition to our business process in Real Estate. It has also led to more deals and conversations with the robust functionality.

    Pros

    It has kept our team together based on workflow, documents, clients and ease of use.

    Cons

    Exporting reports was a little difficult.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Rob from HollisWealth

    Number of employees: 2-10 employees

    August 2018

    Maximizer Reveiw

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Daily use is straightforward. Changing columns and views relatively simple.

    Cons

    Transferring the client info from different sources was a bit difficult, more information was given than actually uploaded.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Iere from RM Insurance Services

    Number of employees: 2-10 employees

    August 2018

    Lots of Features just a tad hard to figure out

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Overall its been good. I am still trying to familiarize myself with quicker ways to do things but overall its getting the job done.

    Pros

    I like that you can customize your user defined feels to personalize your needs.

    Cons

    I find it a bit hard to navigate and that the steps for setting up user defined fields are a bit lengthy

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • JOANNE from YOUR PRIVATE CFO FAMILY OFFICE

    Number of employees: 2-10 employees

    August 2018

    August review of Maximizer

    Ease-of-use
    Functionality
    Quality
    Support

    I have been using this services for the last 20 years.

    Pros

    I use the files and notes section most often.

    Cons

    The View could be friendlier, such as colors functions.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Scott from Mackie Research Capital

    Number of employees: 201-500 employees

    August 2018

    Max review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Does what they say it is supposed to do.

    Cons

    Needs to be faster and easier to customize

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    August 2018

    Maximizer Rocks!!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    In our organizaton, Maximizer is key in tracking all aspects of our membership, such as: status, renewals, membership dues and activities, ie: when and how we connect with them either by phone or email and by attaching related docs, ie: membership forms and any correspondence with them.

    Pros

    The ability to customize fields, views and templates and the ability to attach documents to a profile. It's also very user friendly and easy to navigate.

    Cons

    Having to type in "DELETE" for every deletion. I would prefer to just "click" on a "Yes /No" to confirm or abort of a deletion.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Megan from Harvest Wealth Management

    Number of employees: 2-10 employees

    August 2018

    advisor feed back

    Ease-of-use
    Functionality
    Quality
    Support

    its has solved lots of communication errors within our firm. It is simplifying customer experience for us.

    Pros

    great place to keep notes and emails for all advisors in our firm.

    Cons

    my column set up was easy to do however it doesn't set up as my default. need to go in and change every time.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Paul from Holliswealth

    Number of employees: 1,001-5,000 employees

    August 2018

    Maximizer Survey

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Recording of information for compliance and storage of information. Information that can easily be retrieved in the cloud is extremely valuable.

    Pros

    A place to conveniently record information and retrieve it easily

    Cons

    Takes time and practice to learn all the features and use it more productively

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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