Maximizer CRM Software

Cost effective CRM

Easy to maintain client/prospect records. Easy to customize.

Pros

A fair amount of customization is available

Cons

Lack of integration with email campaign manager

Decent, but the older version is better

Maximizer CRM is overall a solid solution for sales and customer service teams that want a single system to do it all. It's easy to set up, plus it's easy to search and filter for data.

Pros

Great for customer service and sales team alike
Comprehensive features for communicating with clients
User defined fields make it easy to customize it to the way I work and create my own "filters"

Cons

Tends to be a bit buggy: notes don't always save, some things take too long to load
Emails don't look attractive and aren't easy to customize the way I want
The previous version of Maximizer that used windows instead of tabs was better. I could see more information at once rather than clicking around. I think the Tabs layout takes longer to find what I'm looking for.

Great Product to manage your clients

good, just don't like it when I call into customer service.

Pros

Awesome at managing our clients, households, and emails and tasks on hand

Cons

times out sometimes, and customer service team can be a bit more helpful

Wonderful creation!

I love this product!

Pros

Big thanks to your customer service, They are such a big help and they have all the patients to teach you in any aspects of your needs using there product and it's one of the reason why your product is above on the other products.

Cons

This product has no negative sides and We area still waiting for more improvements and still hoping the best for this. No negative comments from me using this product.

Innovative product!

Such a Great product!

Pros

This product help us to easily navigates the documents that we needed, Maximizer allows us to update and access our records anywhere and anytime We want. This product is so Great!

Cons

This product have all the things we needs in our company, that's why I don't have any negative on this such a Great product!

Maximizer CRM saves the day

Great product!

Pros

I love this product and there features that help us improve our team , this lead us to maximize our capability to serve our clients with the satisfaction that they want.

Cons

Until now We are still using this product , I don't have any negative comments on using this! I really love using it.

Long time stand alone user

I am a one man show and have been using several versions of Maximizer since the late 90's. For me, it was best when it was just on a local drive and did not have to be connected to the cloud. I don't need most of the latest features that keep getting added.

Pros

My favorite feature is the ease and speed of recalling a contact name and all of the past jobs history when searching a first or second name. I store all notes and contact information which is great for reviewing many years later as an anecdote reminder when my path crosses with an old contact again.

Cons

Since Version 10 which suited my needs, Maximizer has gone to the cloud which is dead slow at times and crashes 2-3 times per session requiring me to log out, then log back in. Too many feature creepers have been added that I don't need, don't want, and they have just slowed the system down at times to a crawl. Having to "renew" a license every couple of years to be able to continue using it is a pain for someone like me who has built a huge data base so am committed to have to stay.

Organize, Automate, Delegate! with Maximizer

Overall, my experience with Maximizer has been a very good one. The training provided is very good and Maximizer staff are very helpful in customizing the program to suit our needs. I appreciate the live chat feature.

Pros

I appreciate the ability to use Maximizer as a system to keep track of my business pipeline, strengthen my compliance adherence and provide better ongoing customer service.

Cons

Because of it's robust nature, it takes a few training sessions to fully understand all that is possible with Maximizer.

Great management tool.

It's been reliable and a useful tool for many years.

Pros

Accessibility to important data gets me up and running fast.

Cons

The earlier iterations left a little refinement to be desired. I feel like it is headed in the right direction.

Maximizer CRM

We use Maximizer as our complete contact database, as well as our data base for our equipment installed base.

Pros

The latest version of Maximizer has taken great strides in ease of use and speed.

Cons

As long as you are in the cloud you will stay signed in, if not it knocks you out too fast for inactivity.

Review of Maximizer CRM

Good for the calendar, keeping contacts, and sales pipeline. Hard to visualize leads in graphs and charts to see where things are at.

Pros

I like the 'Accounts' area the most as it helps me to manage my leads.

Cons

It is very difficult to make graphs and charts based on your sales results.

Imported data for other CRM software

Pros

The quick access buttons are a great feature and make running set searches easy.

Cons

I find the system to be quite "clunky". Pulling and filtering data is fairly challenging.

Maximizer review

Overall the experience has been positive. The customer service usually replies quickly to either provide a solution to any issues or to let us know they are working on it.

Pros

I like the cloud based software, which allows me to sign in anywhere. I also like the customization features like the user defined fields.

Cons

There are some limitations in terms of sending emails, fonts, and images.

Maximizer for Business Users

Pros

The best feature of Maximizer is the fact that I can make notes regarding a client so I am up-to-date when calling them back. I can note which of my services will help them gain more leads in their business. It's a win/win situation.

Cons

In the former Maximizer program, the name of a client you wanted to reach out to on a certain date would pop up on your screen on the date and time you planned. This software doesn't have that feature. I wish they'd bring it back because it makes life a lot easier.

Maximizer is helpful

It allows all of our team to know the latest touches with our clients.

Pros

It allows all of our team to know the latest touches with our clients.

Cons

Unable to change date on Global edit. Unable to define note category when saving an email directly to Max. Unable to change date on mobile app as well...

Maximizer

In our industry, it's vital to have client notes and related documents at your fingertips; maxi allows for that. I have used many different CRMs in my career, and Maximizer is definitely the best one for our business.

Pros

I like that it has so much functionality and is fairly easy to use, once you've had sufficient training.

Cons

Some functions aren't intuitive, so it takes some learning to be able to fully utilize the product.

Review

Pros

I like saving notes and emails and am still learning how to use it.

Cons

I don't find the software to be intuitive and it doesn't connect to our main systems so I have to input information manually everytime something changes.

Well rounded software

Pros

I find this software has many aspects which makes it more appealing the biggest are the ways that it integrates with Word, Outlook, Quickbooks and other apps. All the information you need is in one place - emails, tasks, communications, contact information.

Cons

The software has taken some time to learn. I don't find it so easy to modify the User defined fields. In the past I have needed to do some digging to figure out what icons meant what and also how to modify fields.

Maximizer Review

Overall, I think the software and customer service are great

Pros

Overall, it is a great CRM tool. It has all the basic components necessary to manage the client relationships

Cons

There are a few items that the software could have that would make it a more effective tool. In our business, a recurring task or action plan (with no end date) would be amazing. Having to go in and adjust or add a new plan on a regular basis just creates more work.

Maximizer helps us to maximize our success

Overall I have a good experience with Maximizer. Currently we are using this software for our hair restoratuon division but planning to use it for our anti-aging and aesthetics divisions as well.

Pros

Easy to navigate and operate, the system has many useful functions and can be used for many different applications.

Cons

Cannot schedule appointments from the schedule
Reporting system is not intuitive