Maximizer CRM

RATING:

4.0

(352)

About Maximizer CRM

Maximizer CRM is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers and sales teams. That's why we provide a game-changing alternative to complex CRM solutions and cumbersome spreadsheets for efficient sales activity management. With Maximizer's robust analytics and insights, you can effortlessly monitor and achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. Forget about the hassle of scattered data. Maximizer's CRM solution consolidates all account information in a single, easily accessible location. Whether you're at your desk or on the go, our solution is available on both desktop and mobile devices, ensuring you ...

Awards and Recognition

FrontRunner 2022
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Maximizer CRM Pricing

Price starts at $65 per month Base Edition $65/per user, per month - billed annually. Min. 3 users Sales Leader Edition $79/per user, per month - billed annually. Min. 5 users

Starting price: 

$65.00 per month

Free trial: 

Available

Free version: 

Not Available

Our feature-rich mobile app allows you to manage your schedule, update your pipeline, and connect with customers while on the go!
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Maximizer CRM Reviews

Overall Rating

4.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

4

Most Helpful Reviews for Maximizer CRM

1 - 5 of 351 Reviews

Stuart

51 - 200 employees

Used more than 2 years

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

OVERALL RATING:

4

Reviewed November 2021

I have used Maximizer for 25+ years

User Profile

Tammy

Verified reviewer

Consumer Services, 2-10 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2018

Maximizer user review

We decided to stick with Maximizer and upgraded to the newest version mainly because it was an easier transition with the least amount of error is transferring all of our customer info. We also like the fact that it is a cloud based software so that we can access it from anywhere and no longer face the terror of losing all of our info if our computer were to crash.

PROS

I recently upgraded from a very old version and appreciate how easy the transition was and how similar they have kept the product.

CONS

There are a lot of upgraded features, which is great, but I find I definitely need to take the courses. Which is a great feature that they offer.

Adrian

Financial Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2022

Maximizer CRM for Financial Advisors

Client relationships are the heart of our business. Maximizer makes the managing of these relationships easy and limits things "falling through the cracks".

PROS

Once we had imported our current clients, Maximizer was incredibly easy to use. It's well laid out, and its simplicity belies an underlying ability to do complex things. I love the fact that it integrates really well with the Microsoft Office suite of programs.

CONS

I can't think of a true "con" for Maximizer. It's always being updated and features added so it's never stale.

Reasons for switching to Maximizer CRM

While Salesforce was completely competent for most of our needs, our head office had locked down features that we felt were critical.

Vendor Response

Hi Adrian, Thank you very much for sharing your positive Maximizer experience with us! We're so happy to hear that we've helped make managing client relationships easier for you and reduce the amount of missed opportunities. Looking forward to helping your organization continue to thrive! The Maximizer Team

Replied November 2022

Brad

Financial Services, 2-10 employees

Used daily for less than 2 years

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

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed 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.

Reason 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.

Vendor Response

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

Replied March 2020

Andrew

Electrical/Electronic Manufacturing, 51-200 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2022

Maximizer makes my life better

Positive, but the more I use it the more I want more custom items. Maybe they exist and I don't know about them.

PROS

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

CONS

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

Reason for choosing Maximizer CRM

Organization of our products in Database and search function.

Reasons for switching to Maximizer CRM

Because ACT was limited by how to organize our data, mainly our product organization.

Vendor Response

Hi Andrew, First of all, 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 Product Manager to address these challenges. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team

Replied February 2023