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.

Address Book
Address Book
Address Book
Calendar
Calendar
Contact List
Contact List
Hot List
Hot List
Opportunities
Opportunities

Supported Operating System(s):

Windows 7, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10



167 Reviews of Maximizer CRM

Overall rating

4.0 / 5 stars

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Showing 1 - 20 of 167 reviews

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Bonny from Shaganappi GM

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Maximizer CRM Review

Pros

Easy access to different screens, easily able to find customers. Tracking customer info and notes is easy to locate. Great software for automotive industry.

Cons

There is nothing so far that I do not like about this software.

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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Maximizer CRM

Pros

We recently upgraded to maximizer 2018 from one of the really older versions and it is has so many extra features and is incredible flexible.

One of my favourite additions to the version is the dashboards and it allows for a real insight on all sales opportunities and allows you to see what has been won and abandoned etc.

Cons

Like all CRM software it takes a while to learn how to use all the features and use them efficiently. It does sometimes crash and run slow but I believe this is a server issue on our side and you can have it hosted in the cloud if you wish but this is much more expensive.

Yazir from Cochez y Cia

Specialty:  Retail

Number of employees:  1,001-5,000 employees

Ease-of-use

Functionality

August 2018

Simple and effective

It is designed as a B2B solution

Pros

Very easy to use
Lots of features this allows room for further grow of our business
Priced right from our needs

Cons

Needs better integration with other software such as ERPs
Support is pay as you go
Difficult to work directly with its database

Chris from LifeWay Christian Resources

Number of employees:  1,001-5,000 employees

Ease-of-use

Functionality

August 2018

Easy to use

Overall a great tool for organizing my contacts from a sales standpoint.

Pros

I like the integration of multiple apps like gmail and calendar functions to help organize my contacts. Also there is a very easy way to format maximizer to my use. Youtube tutorials were a major help when it came time to constructing my maximizer.

Cons

Color scheme is kind of ugly. Layout is a little fuzzy at first.

Brody from LifeWay Christian Resources

Number of employees:  1,001-5,000 employees

Ease-of-use

Functionality

August 2018

It's okay depending on what you need

Pros

There is a high level of customization if you take the time to learn how

Cons

Not the most user friendly and other options which do the same thing better

Stephen from Stephen Taylor & Associates Ltd.

Specialty:  Consulting

Number of employees:  2-10 employees

Ease-of-use

Value for money

Functionality

August 2018

Maximizer Makes a Difference

Pros

Used it for years and got great results. Particularly liked the auto-task followup. Found inputting contacts was easy and it had a great UI.

Cons

It became expensive and I switched CRMs. However, I think it's a great CRM for someone who wants a lot of features.

Nancy from Legacies Financial Group

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Satisfied Customer

Pros

The product is easy to understand and easy to use, no really need for a training session

Cons

Some limitations, for example searching for past appointments

Scott from Kewcorp Financial Inc

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Maximizer

Pros

Ease of use to save emails and integration with outlook.

Cons

Having to use Internet Explorer for things when Chrome is the recommended.

Rob from Technical Training Consultant

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Good product, great support

Too soon to comment yet

Pros

Have used it before and find it has many new features. Very good support from their team.

Cons

I would like to have it for free!! No cons that I've found so far.

ginette from GoodMinds.com

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Long time customer -Book Wholesaler-Store and Publisher (Indigenous)

One stop shop for sharing information in the office including an appointment calendar, notes and a company library.

Pros

I have been working with Maximizer for over 8 years. Since then, Maximizer has evolved and I can now update records and email from anywhere and anytime from my laptop, tablet or cell phone. Lists can be imported and exported in Excel. Maximizer offers webinar training, customer support and a user guide.
Maximizer provides templates for building email campaigns.

Cons

A wish list-A more user friendly campaign builder for large communication marketing via emails which creates records of clientele who visit promotional material sent to them, unsubscribe, email bounce. Maximizer has synchronized our records with Mailchimp but there is an additional cost for Mailchimp for maintaining the list of subscribers.

Scott from AB Airbags

Number of employees:  11-50 employees

Ease-of-use

Customer support

Functionality

August 2018

New user finds Maximizer CRM very easy to use

Pros

I am able to create and maintain a Favorites list to keep the hottest prospects on the same page. It was so easy, I taught myself in about 30 minutes!

Cons

I would like to be able to combine the company and individuals better.

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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Maximizer Functionality

Pros

Maximizer has lots of functionality and it can be customized.

Cons

Maximizer is not intuitively obvious to use. It takes training to be able to take advantage of the functionality. One big area where Maximizer can improve is formatting of e-mails. E-mails sent from Maximizer are hard to format as I want them to look. The editor needs to be improved.

isabella from Hollis Wealth

Number of employees:  10,000+ employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Maximizer Review

good

Pros

The Microsoft office integration with internet explorer.

Cons

I wish Maxmizer had the Microsoft office integration with google chrome.

Sarah from HollisWealth

Number of employees:  2-10 employees

Ease-of-use

Customer support

Functionality

August 2018

Good, functional CRM system

Pros

It has all the basic functionalities you need in a CRM system, it's reliable, and has a good team of support staff that are available to assist you in any way they can.

Cons

It is definitely customizable, but it's not the most intuitive to figure out how to do it. Mobile CRM application is also not the smoothest/most seamless. It works, but not as many features as the Desktop version and again not as intuitive.

Linda from WE Benefits & Consulting Services Ltd

Number of employees:  2-10 employees

Ease-of-use

Customer support

Functionality

August 2018

Maximizer CRM

Insurance details and renewals are easy to find. Disability case management has everything in one place for easy access by all members of the team.

Pros

Easy to use once you go through the learning curve, everyone involved in a particular file can update it as needed and view the most up to date information.

Cons

- Household contacts should be grouped with the household.
- when you have multiple contacts within a company, the address to be completed should show at the top instead of having to scroll down all the way to the bottom of all the addresses to add the latest one.

Glenn from The door company of Ohio

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Not the Most user friendly software.

training employees to input more details in notes for each opportunity created. Employees are learning to use and track a sales order from start to finish, using software designed for that purpose. My suggestion would to be to work with more service oriented companies. To design the software to track/ create in the field quotes and inventory control features so technicians can verify inventory on hand to complete service calls.

Pros

It does not crash daily but freezes often. Tracking progress of opportunities is easy as long as employees keep them up to date.

Cons

Compatibility with all the different software we use on a daily basis. Takes longer to look at documents or notes in maximize, then it does looking up an email and using a virtual drive on your server. Would benefit a start up company who are not service oriented with their sales.

Melinda from Abbott wealth

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Maximizer review

Great software. And easy to get support

Pros

Hotlist task availability- it makes it easy to delegate tasks for each individual.

Cons

Search- you need to type while name. I wish you could
Type
First few letters of name

Rosanna from HollisWealth

Number of employees:  2-10 employees

Ease-of-use

Functionality

August 2018

Maximizer CRM

Pros

The software is very user-friendly. I especially like the integration with Outlook so that we can save all in-coming and out-going emails to the client's profile. This allows us to have a permanent record of all communications in one location.

Cons

I don't have any concerns with the software.

Connie from Vanrooy Mills and Associates

Number of employees:  2-10 employees

Ease-of-use

Functionality

August 2018

Administration assistant review

Pros

Appreciate the ease of customization. Also the Outlook integration.

Cons

There is no folder filing system. Our client files are complex and it would be helpful if we could have files within folders.

Susanne from Wilmotf Financial Services Inc.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Financial Services user

Pros

The software has a lot of different options so you can customize it to suit your practice

Cons

Some features like Word integration doesn't work the best and the need for a client online scheduling integration is really important


Displaying 1 - 20 of 167 reviews