We are able to complete our tasks much more efficiently and able to coordinate with other members of our team. Over the years we have tried other CRM options but Maximizer has been the one we have been looking for. Extremely glad we made the switch.

Maximizer is very intuitive to use and the layout feels as if it has been designed with the end user in mind. The easy to navigate fields and customization allows it to be adaptable to many different practices. Our efficiency has improved significantly as a result of Maximizer.

Personally, I am still confused on how to best set up households and individuals within that household and it feels like I have some duplication but I have not been able to figure out how to clean it up.

Positive, but the more I use it the more I want more custom items. Maybe they exist and I don't know about them.

Search function and auto formatting of phone numbers etc. Keeps our contacts organized.

Lack of customization. Would like to add if else statements to enable/disable options based on earlier options. Would like more flexibility to create rules. I have to search for contacts with incorrect information on the regular

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.

The 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.

It 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.

Over the last few decades it has help improve my career because of the tracking and flexibility of the design. I couldn't recommend a better CRM.

The best feature is that you can design it to work best for your field, the user defined fields are very important in a specialty or unique business.

I don't have anything bad to say, I've been using this software for over 20 years! it's awesome!

I have looked at many different programs but Maximizer keeps winning the discussion for continued use. I have been using the program for 30 years now.

The easy interface is very intuitive and the integration with Microsoft Word and Outlookis flawless.

I wish that Maximizer had a better interface to use Outlook directly from the program

Maximizer CRM really helps sort and store all our contacts in a central location, making life very easy for all users. Finding someone's details is a few clicks away.

- Super easy to use - Web Access version is really light-weight and as comprehensive as the application - Helps will efficiency across the business

- The search feature isn't as smart as you'd like it to be

Its pretty easy to get the basic to work and it's response times are greatly improved. Service is much much better than a few years ago.

templates for notes and sending e-mail confirmations is limited to what you can include. Can't use snipit type programs to copy info to Max files. Organizing notes and files is very awkward so we have resorted to keeping then in client files in BOx.com

I think this product is more suited for small to medium size businesses. They have been in the CRM business for 25+ years, they know their product well. But also because of this, their interfaces are less modern compare with other bigger players like Salesforce (although they are improving it slowly)

- Maximizer has been in business for 25+ years. - Compare with other newer CRMs these days, the learning curve to this product is lower. - Email integration is great and speedy. - nice to see they have tried to upgrade their interface with a more modern looking - being a smaller CRM player, they are more willing to work with the clients closely.

- lack of language supported (only English) - Support on Apple is not as good (some features not working) - Support from Maximizer is good, but it might come with a charge

I like how easy it is to organize different groups of contacts and export information

I do not like how there is a maximum number of characters for an action, and I also don't like how there isn't an easy way to make a recurring action.

Action plans, team calendar management, UDFs, dashboards.

It feels like there is a lot of functionality available that we have not yet tapped, it would be nice if there was more sophisticated support available to us.

We were looking to consolidate our customers into one central location to understand our marketplace better, focus on their needs and wants, which would be accessible to the whole sales team. To turn data into high value information by tracking the opportunities the business attracts and managing prospect’s expectations to convert more opportunities into wins. We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business’s sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. We have now linked our CRM with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.

We needed a solution to move away from paper / spreadsheets for our customer database and whilst all CRM packages do this Maximizer gave us the bespoke nature to take control and not have an out of the box solution. The opportunity module is by far my favourite feature as now I can provide the Board with snapshots of our entire pipeline, weighted or not, which sector / products and track each opportunity on their own merits and assign the time and resources to achievable projects.

Very busy main screen for some users and dashboard is a tad frustrating sometimes, Insights would be nice but that feature is too expensive.

I use Maximizer as a contact manager with category tracking of contacts. I don’t use sales leads or opportunities as I find their use to be a little cumbersome for what we do and do see the value. I use it because it’s what I’ve used for years. It has features that are valuable to me, but it would be nice to know I could integrate a second or third user to share info. However, for an add on user to share my data, I would likely go to other products due to the challenges with implementation for less tech savvy users.

The things I like most about Maximizer is the customizability and user defined fields. The ability to set up my crm to look and function exactly the way I want is superior to many other products. Also, then unlimited contacts for the subscription surpasses the value vs the more main stream cloud based crm that charge per contact.

Integrated apps don’t function seamlessly or are limited. Additionally, the custom features can be tricky to set up if you are not super familiar with the platform. I’ve been using this for 23 years and have grown with the features, but I still have issues finding ways to accomplish setup tasks. Last, at least some monthly customer service should be included with the subscription. Most other paid services provide this.

Good data base and records keeping ... allows instant recall of important information.

THIS IS LUDICROUS ! I really cannot believe you did this in the new version ( cloud ) vs. the old version. USER DEFINED FIELDS ... must be entered for EVERY CONTACT NAME despite the fact they generally remain the same for the ADDRESS ENTRY ! An address entry ( Company ) may have many employees and the UDF for the company remains the same IE customer / supplier / competitor etc. For every contact name you must go in and enter all of the data in UDF for each one. This is a complete time waster ! Once you make a new address entry and then enter contacts under that name, the UDF should remain there unless there is an exception. THIS IS ANNOYING TO THE ULITMATE EXTENT !!!!! Imagine entering a corporation and having to do the UDF for every person ! THE OLD VERSION DID MAINTAIN THIS INFORMATION ... This is the most disturbing time waster in the new software and I have advised our I T supplier of this many times.

Maximizer is a very important part of our day, we check it to see what tasks we have coming up, have completed, and what we are waiting for. It makes our day run smoothly and keeps everyone on track.

The features I like about Maximizer is that it is easy to use. There are many features that we use to keep the company running smoothly, even if someone is on holidays. You can add their tasks to yours so you know what needs to be done while they are away. The program keeps the client's files secure and easy to access when looking for a form. The customer service is wonderful and fast in helping find solutions.

There isn't much negative I can say. I don't use alot of the features, because I don't have time to just play around and see what else I could use to help with efficiency.

Maximizer really helps me to keep track of all the important personal and relevant business information for my clients and I can easily reference this information when I am talking with my clients. It's a great place to store my notes and I always quickly look over my client information on Maximizer before any client meeting to refresh my memory on everything I know about them.

I like how I can quickly access all of the information I have gathered on my clients and that it is categorized in easy to see areas.

I find the software a little clunky to use and I often have difficulty editing things how I would like it. For example, I would like to be able to edit some of the drop-down box options to delete options I never use and add things that I would. For example, in the notes section, I would like to have a category in the drop-down box for "withdrawal" but there is no such option and I cannot edit it to add something myself.

Have used for over 10+ years have been very pleased no reason to change

Cloud based … confident in their security features

Price for smaller offices

I keep detailed client meeting notes, important dates and follow-ups are automatic. I don't personally utilize the email integration within Maximizer, and hope that some day soon Maximizer will release functionality with MacOS for Outlook Integration, as this would be a huge pro for my business / work-day.

Customizable to your businesses needs and functions. Organization of all client data and notes. Follow up functionality, and searchable User Defined Fields a huge asset. Access from web/cloud based from anywhere.

Outlook integration compatibility does not work with MacOS which is a huge negative for me. The Windows Outlook & Word compatibility is seamless though.