Maximizer CRM
About Maximizer CRM
Awards and Recognition
Maximizer CRM Pricing
Price starts at $55 per month Base Edition $55/per user, per month - billed annually. Min. 3 users Sales Leader Edition $75/per user, per month - billed annually. Min. 5 users
Starting price:
$55.00 per month
Free trial:
Available
Free version:
Not Available

Other Top Recommended CRM Software
Most Helpful Reviews for Maximizer CRM
1 - 5 of 346 Reviews
Stuart
51 - 200 employees
Used more than 2 years
OVERALL RATING:
4
Reviewed November 2021
I have used Maximizer for 25+ years
Tammy
Verified reviewer
Consumer Services, 2-10 employees
Used daily for more than 2 years
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.
PROSI recently upgraded from a very old version and appreciate how easy the transition was and how similar they have kept the product.
CONSThere 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.
Kathy-Rae
Construction, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2021
Maximizer user since the early 90's
The latest feature that I love is the relation manager it could be a little easier to use. For example I refer customers to service providers that I have in our database. The feature allows me to link that customer with the service providers that we have referred. I can then follow up with the provider to see if they heard from the customer and to make them realize that I'm tracking the precious leads that I send to them.
PROSMaximizer has been my right arm since the early 90's. Our company has grown with Maximizer and watched the software evolve into a very powerful tool. The ability to organize all your customers in one program and to have the mobile ability to bring customer files up on our smart phone is incredible. It makes the customer feel important as you have all the details at your finger tips about their likes and dislikes. Many customers will comment that they can't believe I remembered one detail or another...I don't have the heart to tell them I have it all documented in my Maximizer program.
CONSThe addition of the campaign management is a critical feature but is very difficult to use. It is fabulous to have this in Maximizer but it is not as easy to use as some of the others such as Constant Contact. The integration of and the statistics are very important to see what customers are clicking on within your email broadcast. Increasing the ability to make adding graphics and enhancing the viewing pleasure of the customer would be very helpful.
Reason for choosing Maximizer CRM
I had not upgraded my software with Maximizer for several years and did not realize all the fabulous new features that had been added. Probably my biggest stumbling block was at the time my company relied upon the ability to have the integration with QuickBooks. I did not want to go to the online version of QB to have this integration. Our company moved away from needing this feature but now that we are doing more online sales I think it would be instrumental. Although I have heard that the online version of QB is not a good idea. Wish there was a way to integrate the online version of Max with the desktop version of QB.
Brad
Financial Services, 2-10 employees
Used daily for less than 2 years
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.
PROSThe 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.
CONSIt 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
Adrian
Financial Services, 2-10 employees
Used daily for more than 2 years
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".
PROSOnce 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.
CONSI 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