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.



264 Reviews of Maximizer CRM

Overall rating

4.0 / 5 stars

Showing 1 - 20 of 264 reviews

November 2018

Oscar from Robina Corporation

Company Size: 10,000+ employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

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.

November 2018

Lyndon from Jollibee Foods Corporation

Company Size: 10,000+ employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

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!

November 2018

Audrey from Accenture

Company Size: 10,000+ employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

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.

November 2018

Ralph from DSM

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

November 2018

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.

November 2018

Maria from Pinnacle Wealth Brokers EMD

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

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.

November 2018

Scott from LifeWay

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

5 of 5

November 2018

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.

November 2018

Len from E Technologies, Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

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.

November 2018

John from Barclay Insurance

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

November 2018

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.

November 2018

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

1 of 5

Functionality

2 of 5

November 2018

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.

November 2018

Samantha from HollisWealth

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2018

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.

November 2018

Sharon from The Jenkins Agency Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

4 of 5

November 2018

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.

November 2018

Missy from Investors Title

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

1 of 5

Functionality

3 of 5

November 2018

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...

November 2018

Chandra from Financial Services

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

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.

November 2018

Ida from Richardson GMP

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

2 of 5

Customer support

3 of 5

Functionality

2 of 5

November 2018

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.

November 2018

Laureen from Money Syneregy

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

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.

November 2018

Scott from HollisWealth

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

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.

November 2018

Tania Yanis from Regeneris Medical

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

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

November 2018

Marc from Desjardins Securities

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Financial tool

Very good, every good manager should have Maximizer

Pros

Easy to change the fields to accomodate our situations

Cons

Some functions from previous version are not available anymore. Ex. Making a phone call and having the reason in the subject.

November 2018

Cameron from HollisWealth

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Maximizer getting better

Pros

The search is fast. The ASP (internet portal) and mobile app work well together.

Cons

Not as flexible as the old desktop version

November 2018

Ellie from Penn State College of Medicine

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

3 of 5

November 2018

Good for contact management

I've used Maximizer for many years but only surface level.

Pros

Flexibility and customization to different niche markets

Cons

I would love to see MAC integration. I cannot sync with other applications.