About Maximizer CRM

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 inclu...


Read More

Supported Operating System(s):

Windows 7, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

276 Reviews of Maximizer CRM

Average User Ratings

Overall

3.97 / 5 stars

Ease-of-use

3.5

Value for money

3.5

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(80)

80

4 stars

(133)

133

3 stars

(44)

44

2 stars

(11)

11

1 stars

(8)

8

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 276 results

August 2018

User Profile Picture

Ajbinder from Pacifica Partners Capital Management

Verified Reviewer

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

August 2018

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.

August 2019

Sofia from Screen Engine/ASI

Company Size: 51-200 employees

Industry: Research

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

2.0

Functionality

4.0

August 2019

Robust for a Call sheet

Not great. We had to navigate several levels of customer service and received really high quotes to finally figure out that our old database that lived in an old license of Maximizer wasn’t compatible or transferable to the new.

Pros

Great to manage a robust database of contacts and profiles. Customizable user defined fields are particularly useful.

Cons

Not very mobile friendly, and the current version is 100% incompatible with older licenses (such as desktop versions) which are islands. So transferring an old database to the new version was virtually impossible.

Reasons for Choosing Maximizer CRM

We were locked into the old system and weren’t able to export our data so had to settle with maximized again.

Response from Maximizer Software

Replied September 2019

Hi Sofia, Thanks for submitting your review. I wanted to let you know that our app is under constant upgrades for improvement and we have some amazing things coming down the line! Thanks again!

February 2021

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

February 2021

I have used Maximizer for 25+ years

I have used it personally for 25 years. I saw them migrate to the cloud and enjoy using at home, office and from my phone.

Pros

It is a nice software solution with typical contact management features. Add contacts, set follow-ups, track opportunities, send e-mails.

Cons

It does what I need it to do. The license fee is much lower than Salesforce, which we also use for other groups in the company.

March 2020

Brad from Manulife

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

March 2020

Max CRM Review

Its ok. What really put me off is every time you need some assistance they turn it into a huge billable hour exercise. Talk about ripping off your customers.

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.

Reasons for Choosing Maximizer CRM

This did the basics and got us going.

Reasons for Switching to Maximizer CRM

To get the customization to the level I wanted it was turning into a full time job. This did the basics and got us going.

Response from Maximizer Software

Replied March 2020

Hi Brad, Thank you for leaving a review of Maximizer. It's always great to hear feedback from our customers and gauge where we can improve. If there is something we aren't doing well to fit into your workflow I would love to discuss. I feel that you have had somewhat of an off-putting experience due to particular charges, perhaps changes in your software? I would love to discuss and help design a workflow that benefits you. Please reach out to: support@maximizer.com and let them know you would like to discuss the set-up of your Maximizer CRM and we will get a Customer Success Manager on a call to discuss and plan a path forward. We look forward to hearing from you! Best regards, Adam Wilson Head of Customer Success

December 2020

Graham from Cookie Jar Queenz

Company Size: 2-10 employees

Industry: Food & Beverages

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

December 2020

Maximizer needs to keep up with the times

The ease of usage is great. Tracking and closing of task remains top of mind

Pros

Value for money compared to Salesforce. Ideally a step up from Microsoft Excel.

Cons

Not great. Upgrades not compatible with current data, had to reload info again. Battling with integration.

Reasons for Switching to Maximizer CRM

The added features