Maximizer CRM Software

It really is a solid CRM, and did well keeping the entire company apprised of the situation. It handles B2B and B2C with ease, and made it very easy to keep tabs on our clients. If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today.

Pros

I really liked the User definable setup, and the hierarchy between contacts and companies. I also liked how every user defined value got it's own view in SQL, so it was very easy to extract data into other systems using the database. It's very familiar to office users, and performed really well, even with 90,000 contacts/companies in it. It's a solid CRM, as long as that's all you need.

Cons

It didn't integrate well with other applications. We use Google Apps, and Quickbooks, which are pretty common. But it wouldn't integrate with either, and was going to cost $8-10k in order to write each integration. The customer service case manager was minimalist, so it was simple to use, but didn't allow for a conversation to happen (eg I couldn't tell how much back and forth happened during a customer service case, or if the customer had updated information on the case). The email generation tool was primitive, and only allowed for basic, ugly html. Any advanced formatting, or click tracking common to things like MailChimp weren't available. There wasn't any marketing automation to speak of, and there wasn't any automated lead scoring. Everything had to be done by hand, and unfortunately humans aren't reliable.

Pros

I like the way I can view and sort my contacts and have several databases for various customer types. I use it for mailings a lot and it is so easy to print one label or several hundred.

Cons

I have the last disc version that I know of that is stored on my computer, the cloud version is far out of my price range.

Was having problems while handling huge picklist in web version, but excellent customer support

Pros

Simple to use, Easy to Install, User friendly, Flexible - the user defined fields are not limited and can be easily added, modified and deleted. Has taken care of all the business process possibilities.

Cons

Slow in handling huge data, decision to stop Desktop version without replicating all the advantages specially, data entry, should be reconsidered.

I am new to any CRM software. I have found Maximizer to be powerful and intuitive to use. l love the many functions readily available, without having to purchase each function as many of the other CRM's that I've researched. The staff and training are excellent with video tutorials to supplement and refresh training.

Pros

Intuitive and easy to navigate. User defined fields are easy to set up. Training is excellent, professional and readily available via scheduled webinar or via video. Excellent value for the cost. Powerful - will do all that I need for marketing and sales, plus more.

Cons

Interface with MSOutlook on Windows10 has not allowed integration on network workstations.

Advice to Others

Try the free trial - You'll like what you see.

Maximizer CRM a great product, easy to use and functional for my business.

Pros

Ease of use.

Cons

Some tasks are a bit of a process.

Advice to Others

Maximizer is the best CRM for the money.

I have been using Maximizer for many years now. I have incorporated it in the sales and service teams several of the companies I have worked for. The program is easy to use and the fact that it easily integrates with Outlook and other e-mail programs, helps early user adoption. We actively track all our interactions with the various end-users we have as well as our reps and distributors on a worldwide basis.

Pros

Easy to use and very intuitive. Has most features/modules needed for tracking projects and the sales pipeline.

Cons

Could benefit from a integrated quoting/part configurator program.

Advice to Others

I strongly recommend Maximizer CRM. The company is continuously improving their software and is very responsive to user input and requests.

The search tools provided in Maximizer CRM are excellent: flexible and powerful. The tool has good functionality for setting reminders, sending information to customers, and maintaining an internally and externally accessible knowledge base. The tool is superior to other products I have used in the past for accomplishing the same goals.

Pros

Excellent search tools, good audit control, excellent filtering of audit events. Very customizable.

Cons

Many features require use of, or integration with Microsoft Office.

I enjoy how it is easy to use and navigate. You are able to specify and tailor everything to your customized needs. You are able to select what you want viable and what you want to be implemented. There is also easy to use the filing system that allows the reduction of paper files. There is a learning curve involved when you first start using it but once you work past that it is easy to use and figure out new features. I would recommend this product for small to medium size companies. They also have great customer support if you ever have any problems or questions, they will also assist you in tailoring the program to your company's needs. There are training videos available to assist in the learning process that I found extremely helpful when starting to use Maximizer CRM live.

Pros

Ease of use

Cons

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Maximizer is the best of class for CRMs. With a quick and clean interface to manage client info, notes, and files; along with an upgraded calendar and endless customization Maximizer can suitably fit anyone's practice. That being said - time needs to be carefully put into the program to ensure its efficiency.

Pros

The customization

Cons

Dashboards are difficult to get into.

Advice to Others

If you have the time - start your Maximizer from scratch. You will be able to build your Maximizer exactly how you want it without the hassle of deleting existing fields that you do not need. Other than that - color code!

Maximizer software is at the center of my business. It keeps us on track and ensures all deadlines are met. It allows us to track opportunities and drive sales through the CRM process.

Pros

Maximizer is easy to use. The intuitive setup makes training new employees a cinch.

Cons

We have the downloaded version of the software, and it can sometimes stall between operations.

Advice to Others

The sales team at Maximizer is very helpful at determining the version of the software that will meet your business needs. The installation process was seamless.

Great Company, software and people. Easy to use and great people support. Very customizable and being in the cloud is a big plus. Support is excellent too.

Pros

Easy to use and great people support. Very customizable and being in the cloud is a big plus. Support is excellent too. Easy to use and great people support. Very customizable and being in the cloud is a big plus. Support is excellent too.

I have been using Maximizer for over 15 years. It is a great product to keep all your client information, notes, tasks and scheduling all in one area. Maximizer keeps improving their product over the years to keeps up with changing technology. Also, their customer service is great.

Maximizer has been a wonderful experience. Maximizer keeps all of our activities with business organized and the ease of access is wonderful, along with great Tech help when we need it.

Pros

Maximizer is easy to use and easy to access on your laptop, or cell phone when out of the office.
Maximizer staff always listens to your thoughts and ideas to make their product easier for all.

Cons

There is nothing actually that I find bad about Maximizer!

Advice to Others

Give Maximizer a try, it's worth the Investment.

Our company has used Maximizer since 1998. We use it to track Trade Show Leads / Opportunities / Sales. Maximizer ease of use makes training minimal.
We use the 2016R2 Web Portal and the phone application. At this point, we have 60 users from various locations. The catalog lists make reporting simple.
In a matter of seconds, you can run a report and have it exported to excel.

Pros

Ease of use / Minimal Training

Cons

Revenue doesn't accept a negative value making it impossible to use the reports.

Advice to Others

Highly recommend Maximizer. At this point, we have about 12000 companies and 17,000 Opportunities in various stages in Maximizer.

Considering the sensitivity of our product, there should have been a one on one tutorial on how to maximize the use of your product. There are too many duplications of accounts without explanation.
It would be extremely helpful to have a live and in person formal training on all the possibilities of this program.

Pros

I don't know the full capabilities of this program. No one in the office received any formal training in order to train the new person.

Cons

No access to formal training.

We are a service company and use Maximizer to schedule to obviously track clients but also, schedule estimates and service calls. We just started using a web form that connects directly to the database from a form on our website so that information does not have to be re-entered, just confirmed. We also use our own forms made in Word and it is great to be able to easily bring client data over into these forms.

Pros

Very adaptable to suit various needs. We love being able to access from anywhere. The support staff is wonderful. Always a pleasure to work with them.

Cons

I preferred the desktop version for its speed, the Web version is slightly slower to load but we are getting used to it (on-premise installation, not hosted).

I have been using for around 25 years, that explains it.

Pros

Ease of use, the hotlist feature

Cons

24/7 support would be helpful

Maximizer is a very functional platform with customization specific to each department of our company. Contact sharing is important as many different users need access to customers.

Cons

It is not very easy to use for the average user. Must be trained for a few weeks before comfort is achieved.

The staff at Maximizer has been extremely proactive in getting us information, setting up a demo, and working with us to determine our small business needs for a CRM. They put forth additional time and effort prior to us signing up to detail the demo towards our specific business needs so that we were able to get the best idea of how the software would work for us.

Pros

The simplicity of use, clean interface, customizable per user in that you can turn features on and off as needed to reduce clutter; unwanted icons.

Cons

Nothing thus far.

Advice to Others

If you're a small business and have never used a CRM, take the extra time to filter through a few software options rather than assuming one is going to work for you; it can be overwhelming and you might wind up with more or less than you need.

I first bought this software around 1996. It's been great to keep track of companies and clients. But when my computer crashed in 2011 or so, even my PC expert was not able to re-integrate the data back into Max. It's such a complicated product that I had to pay a ridiculous amount of money to a special company that only works on Maximizer. The customer support is lousy. They want to charge you event to ask simple questions. The salesman that has been trying to get me to upgrade to the cloud was not understanding me or my needs at all. On the other hand, as I have been researching other CRM's, I am finding they are similar with being expensive and complicated.

Pros

I love how I can view all of my companies or have them in separate categories/databases to look at them separately.

Cons

Complicated! Poor customer service.

Advice to Others

Don't do it.