--- title: "Maximizer CRM Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Maximizer CRM. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Maximizer CRM is a good fit for you!" source_url: "https://www.softwareadvice.com/crm/maximizer-crm-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / [Maximizer CRM](https://www.softwareadvice.com/crm/maximizer-crm-profile/) / Maximizer CRM Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/crm/maximizer-crm-profile/) Reviews [Alternatives](https://www.softwareadvice.com/crm/maximizer-crm-profile/alternatives/) # Maximizer CRM User Reviews ## Reviews summary - Overall rating: 4.1/5 - Total reviews: 366 ### Secondary ratings - Ease of use: 3.9/5 - Customer support: 4.0/5 - Value for money: 3.8/5 - Functionality: 3.9/5 ### Rating distribution - 5 stars: 132 reviews (36%) - 4 stars: 161 reviews (44%) - 3 stars: 48 reviews (13%) - 2 stars: 14 reviews (4%) - 1 star: 11 reviews (3%) ### Most mentioned pros - Additionally, Maximizer CRM offers robust access control, allowing me to determine who can view and edit specific information, thereby maintaining data security and integrity. - One of its standout features is its ability to share this information with other team members, promoting collaboration and efficiency within the company. - It allows me to keep everything in one place, streamlining my workflow and ensuring that all important information is easily accessible. ### Most mentioned cons - The mass email feature in Maximizer CRM can be frustrating, as formatting often appears fine during drafting but looks misaligned or unprofessional once sent, which impacts the customer experience. - Additionally, managing and splitting household contacts, while not a frequent task, is time-consuming and inconvenient when it does come up. - Sometimes the Outlook syncing gives me errors. ## Maximizer CRM customer reviews Showing reviews 1-25 of 366 (page 1). ### Big Maximiser CRM - Overall rating: 4/5 - Reviewer: Ulrich N. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2023 - Review source details: This review was submitted organically. No incentive was offered Am very satisfied with this software. Its ease of access, the best and simplistic data storage method, and the very good customer support it offers make it better and satisfying. Being able to maintain good relationships with customers is magical. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I like this software. It allows you to organize yourself, offer good customer service, ensure the future, and therefore manage your time well. Very intuitive and practical, it is easy to use, in this case for the information necessary for communicating with a customer. #### Cons It works very well. Nothing to complain about so far. #### Vendor response Hello Ulrich, Thanks for taking the time to leave this review! We’re delighted to hear that you've enjoyed Maximizer. Looking forward to continuing to serve you! The Maximizer Team Replied February 2024 --- ### Maximizer is easy to use - Overall rating: 5/5 - Reviewer: Vanessa W. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 2-10 employees - Product usage: Used weekly for more than 2 years - Reviewed: February 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Easy to use when you want to use it. Great way to create lists using filters so you can then create targeted emails. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros I love that I can see the history of emails, phone calls, etc between a team member and a customer and pick up where they may have left off at in the sales funnel. I also like that I can save the details of their purchase and quickly refer to it when they call with a service issue. #### Cons The cost for this program is large for a small company of only 3 people. Some members do not feel it is worth the money and they do not use it to its full potential. They come from companies that used Sales force and want to continue with that program so trying to teach them this program has been tedious. #### Reasons for choosing Maximizer CRM My last business partner used Maximizer and carried it over with him. I fell in love with it. --- ### Busy - Overall rating: 3/5 - Reviewer: Mike s. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: September 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It's too much information, the ability is strong for capturing information #### Ratings breakdown - Ease of use: 2/5 - Value for money: 2/5 - Customer support: 3/5 - Functionality: 2/5 #### Pros ability to capture lots of information is there but it overwhelming to find all the places to input. #### Cons it is SO busy that it is difficult to use the tab after tab function leaves lots of sub levels un informed. --- ### Maximizer user since the early 90's - Overall rating: 5/5 - Reviewer: Kathy-Rae E. - Verified reviewer: Yes - Industry: Construction - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Maximizer 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. #### Cons The 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. #### Reasons 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. --- ### Maximizer works. - Overall rating: 4/5 - Reviewer: James D. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. The program works well and has been relatively reliable. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 2/5 - Functionality: 5/5 #### Pros Ease of use. Simple structure with ability to edit. Cloud based platform. #### Cons Customer service has been a bit off lately. #### Reasons for switching to Maximizer CRM Platform was dated and needed to be replaced. --- ### Incredible CRM! - Overall rating: 5/5 - Reviewer: Sue Lynn T. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons I don't have anything bad to say, I've been using this software for over 20 years! it's awesome! #### Reasons for switching to Maximizer CRM You could not make them as flexible and easy to use compared to Maximizer! #### Vendor response Hi Sue Lynn, Thank you very much for sharing your positive experience with Maximizer over the past 20 years! We're so happy that our fully customizable fields have made it easy for Maximizer to fit in with your business process. Looking forward to helping your organization continue to thrive for many more years. The Maximizer Team Replied November 2022 --- ### Good Update from Past CRM - Overall rating: 4/5 - Reviewer: Adam N. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We switched from Goldmine because of the extreme limitations we were finding with ongoing support and updates. We have been pleasantly surprised with maximizer, but still feel as though there are opportunities for improvement. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The interface is intuitive and allows for easy access to information that is needed to confidently engage a client across all team members. #### Cons It would be nice to include some type of gant chart to help track projects that are not sales-based. #### Reasons for switching to Maximizer CRM Maximizer was a better fit for our size of staff. #### Vendor response Hello Adam, Thanks for taking the time to share your feedback with us! We're delighted to hear that you Maximizer easy to use and intuitive. I have shared your feedback directly with our Product Manager to address these challenges. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team Replied July 2022 --- ### Maximizer CRM for Financial Advisors - Overall rating: 5/5 - Reviewer: Adrian G. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Client relationships are the heart of our business. Maximizer makes the managing of these relationships easy and limits things "falling through the cracks". #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Once 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. #### Cons I 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 --- ### Maximizer makes my life better - Overall rating: 5/5 - Reviewer: Andrew M. - Verified reviewer: Yes - Industry: Electrical/ Electronic Manufacturing - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Positive, but the more I use it the more I want more custom items. Maybe they exist and I don't know about them. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Search function and auto formatting of phone numbers etc. Keeps our contacts organized. #### Cons 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 #### Reasons for choosing Maximizer CRM Organization of our products in Database and search function. #### Reasons for switching to Maximizer CRM Because ACT was limited by how to organize our data, mainly our product organization. #### Vendor response Hi Andrew, First of all, thank you so much for sharing your feedback with us—we really value your input and flagging up areas where we can further improve. I have shared your feedback directly with our Product Manager to address these challenges. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team Replied February 2023 --- ### Executive Wealth Advisors - Barrie - Overall rating: 5/5 - Reviewer: Thomas P. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Our overall experience has been quite positive when it comes to daily execution of various tasks within the Maximizer CRM #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The ease of executing numerous activities and the increased transparency among team members. #### Cons The failure of automatically logging client calls due to an inability to connect to our phone system. --- ### Essential tool - Overall rating: 5/5 - Reviewer: Eugene W. - Verified reviewer: Yes - Industry: Chemicals - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. essential to my work. I often joke if max was no longer available I quit. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros Maximizer CRM is the essential tool for organizing my customer base, activities, and communications. It allows me to keep everything in one place, streamlining my workflow and ensuring that all important information is easily accessible. One of its standout features is its ability to share this information with other team members, promoting collaboration and efficiency within the company. Additionally, Maximizer CRM offers robust access control, allowing me to determine who can view and edit specific information, thereby maintaining data security and integrity. #### Cons Maximizer offers so much but there could be more tutorials for the sales team and not just the team managers. --- ### WOW! Just get Maximizer! Don't wait!!! - Overall rating: 5/5 - Reviewer: Terry M. - Verified reviewer: Yes - Industry: Education Management - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: December 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. This should say it all again. I said this earlier in the review. I have been legally blind since birth. I have used Maximizer for "30-years!" That should say it all. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I really like its easy of use. My favorite feature is the Customer Service module. I also like the "Related Entries" option very much. You can't ask for a better product. I'd also like to mention the fantastic technical support team. What a great bunch of people. Lastly, to show you how much I have liked the program, I'll pass on the following. I have used Maximizer for "30-years!" That should say it all. #### Cons Frankly, I don't have any "cons." That is the truth!!! #### Reasons for choosing Maximizer CRM I heard an advertisement on a popular talkshow 30 years ago. The closing line said that if I didn't close any sales within 30 days, they would refund my money. That never happened and I have been on board cents. #### Vendor response Hello Terry, Thank you for being a customer with us for 30 years! We take great pride in our customer service and we're delighted to hear about your positive experience with our support team. We're constantly evolving our product to serve our customers better and we are pleased to hear that you enjoy the "Related Entries" feature. Looking forward to continuing to serve you and you organization for many more years. The Maximizer Team Replied January 2023 --- ### Ray's Review - Overall rating: 5/5 - Reviewer: Ray K. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. There are too many problems it solves to list, but suffice it to say, I could not run my business without a CRM and a Case Management system which Maximizer does very well! #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The best part has always been the comprehensiveness of the product, how modules fit together, combined with Mail Integration. These have always been key for me. It's easy to use for the most part if you enjoy technology and when you need them, support is very close and very good. #### Cons The price is high in my mind. I enjoyed stand alone because I was more in control of my expenses. I could keep a version running until I had to upgrade. I don't like the never ending cost and in truth, it has caused me to begin looking for alternatives. #### Reasons for choosing Maximizer CRM I have been a Maximizer user for over 30 years #### Vendor response Hi Ray, Thank you very much for sharing your positive Maximizer experience. We're happy that you've found our product easy to use. We certainly value your business and hope to retain you as a client. Still, we also believe in the value of our product and try to add the most value for our customers by reinvesting back into Maximizer and its processes. We hope you appreciate the value of our service in terms of customer experience, user interface, and product features. We hope to continue to serve you and help your organization thrive. The Maximizer Team Replied October 2022 --- ### Wouldn't Have A Growing Business Without It - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Investment Management - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I believe the business is better protected. We are more effecient. We have a small team and any one of us can take a phone call from a client and within seconds understand any history to do with a client issue. It might be something very simple or complex but because I can call up notes from others on the team and access all emails between us and the client and our back office it saves a tremendous amount of time. I think it also gives the client confidence that we know what we are doing because they don't have to explain an issue all over again #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros It is incredibly flexible. Basic programming that comes out of the box is more than what you need because it anticipates that not all advisors operate the same way. We have used it to save ourselves hours of work and redesigned how it works with us rather than us redesigning how we work. Saving of all emails under client file along with relevant notes. Easy tracking of client service work as well as understanding staff workload issues. #### Cons Like any CRM it takes time to learn and create new work habits yes you should throw away the paper notes. Regulators expectations are moving the bar upwards. Love to see a system map starting with a contact. How do each of the tabs relate to different functions. Because of its rich customizable capabilities it can be overwhelming even for your help desk. --- ### Longterm Maximizer Client - Overall rating: 5/5 - Reviewer: Doug P. - Verified reviewer: Yes - Industry: Consumer Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered Started with DOS versions (1987), and have upgraded, and utilized this program every year! #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I certainly can manage a few clients, however for enough suspects/customers to be successful, having a Customer Management System (Maximizer CRM) gives me a means to succeed. #### Cons Annual subscription vs previous versions (DOS and Windows) which I could purchase and use until I wanted to upgrade to the new version #### Vendor response Hi Doug, Thank you for leaving a 5-Star review! We're delighted to hear that Maximizer has made a positive impact on your business. We look forward to continuing to work with you to help you enhance your sales process! The Maximizer Team Replied July 2023 --- ### Maximzer - Overall rating: 4/5 - Reviewer: Pamela G. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Overall, it works for what we use. I have been with Maximizer for over 25 years. The cost continues to increase and of course that is a factor. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Functionality: 3/5 #### Pros I like that we have one place to look for information on our clients. We have saved a lot of trees because of this feature. I don't use a lot of the features available through Maximizer, but this one is critical. #### Cons I would like to be able to send out appointment invites. I really would like a search option so we can find files saved under each client easier. This one would save us a lot of time. --- ### Using for 20+ years! - Overall rating: 4/5 - Reviewer: Sandi C. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The ability to see and share data is key and the live version allows it to be always up to date #### Cons The time zone for customer service is sometimes and issue because we are on the east coast. I also feel there is so much more we can be doing, but we don't know what we don't know. #### Vendor response Hello Sandi, Thanks for sharing your feedback with us and for being a Maximizer customer for over 20 years! We're delighted to hear that our shared address book functionality allows you to see and share key data. Please reach out to our support team at support@maximizer.com. The team can help find a solution for the issues relating to time zones and ensure that you are getting the most out of Maximizer. We look forward to continuing to work with you for many more years. The Maximizer Team Replied November 2022 --- ### Always breaking down; constant problems and issues - Overall rating: 2/5 - Reviewer: JOE F. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Really tremendously disappointing. Little problems tend to be solved within 3 days but problems come monthly and there are constant problems and issues. Bigger problems have never been solved. Functionality sounds great but doesn't work in reality. I am stuck though so I have to keep fighting with them for repairs. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 2/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros If it worked in reality there are some great potential management features - however it constantly breaks down - something as simple as recording birthdates creates ridiculous and tremendous issues. It just doesn't work well - I don't recommend it - once you are over to it you are stuck and although I have requested constant repair to some of the bigger issues nothing has been done. #### Cons At this stage it is just an expensive contact manger and note taking system - not much else works... Right now the system functionality is again down for me and it won't sync with my calendars that do work correctly like Calendly... #### Reasons for switching to Maximizer CRM thought Maximizer had fixed all the bugs - I was wrong --- ### Maximized for small companies - Overall rating: 4/5 - Reviewer: Mark C. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 2/5 - Functionality: 4/5 #### Pros 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. #### Cons 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. --- ### Maximizer great for lead management - Overall rating: 3/5 - Reviewer: Karen T. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, generally happy with the product. Service is good as well. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The fact that we can sort on all kinds of UDFs and export the results. Also, great for keeping track of customers and prospects. #### Cons We could not get the Dashboard to work as we wanted it to. #### Reasons for choosing Maximizer CRM n/a #### Vendor response Hi Karen, Thank you for taking the time to share your feedback with us. I'm sorry to hear that your experience with our dashboard tool has not been ideal. I've shared this with the team and someone will reach out to you. However, please do not hesitate to reach us at support@maximizer.com. The Maximizer Team Replied July 2022 --- ### I’ve been using Maximizer for over six years and it’s my whole world I work on an on the daily hourl - Overall rating: 5/5 - Reviewer: Frank N. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: October 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Maximizer is a tool that can really build your business and my experience has been 10+ #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I’ve been using Maximizer for over six years and it’s my whole world I work online on a daily hourly basis and the best tool I’ve ever use far is working with clients #### Cons It’s a little tough learning the program once you learned it open up the world of possibilities #### Reasons for switching to Maximizer CRM Financial service addition #### Vendor response Hi Frank, Thank you very much for sharing your positive Maximizer experience with us! Looking forward to helping your organization continue to thrive! The Maximizer Team Replied October 2022 --- ### not much guidance - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. not great, lots of money upfront, terrible initial integration with moving minimal data over from outlook and our HO dataphile, not customized support #### Ratings breakdown - Ease of use: 2/5 - Value for money: 2/5 - Customer support: 3/5 - Functionality: 2/5 #### Pros my tech guy (that i had to pay) had more success than i did with them. #### Cons I am a busy professional (CPA, CA) in the business for almost 25 years and used Janna and Act in the past and found Maximizer not well suited for me to get up and running. It was not easy to train and to have the conversion do what you want, eg. mass emails, electronic birthday cards, easy team access to pdf attachments, we had to do too much customization given we bought the financial advisor version --- ### Veterans First - Overall rating: 5/5 - Reviewer: john M. - Verified reviewer: Yes - Industry: Government Administration - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 2/5 - Functionality: 4/5 #### Pros It keeps everything in line for our staff so we are seeing live updates all together #### Cons There are too many steps to complete certain tasks. #### Reasons for switching to Maximizer CRM HHA was not large enough to handle our case load #### Vendor response Hi John, Thank you very much for sharing your positive Maximizer experience with us! There are many ways to customize your process in Maximizer. Please do reach out to our support team and we will be happy to help you streamline certain tasks. Please visit https://www.maximizer.com/support/ to speak to one of our support team members. Looking forward to helping your organization continue to thrive! The Maximizer Team\ Replied January 2023 --- ### Maximizer - Overall rating: 5/5 - Reviewer: Kevin Q. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I am very please with the software. I had a chance a few months back to change CRM's and I actually made that decision to change but after using the other CRM I cancel and went back to Maximizer. So much easier to use. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros I like the interface of the Maximizer software make it very easy to sort and find specific clients. I use the Hot-list section on a daily basis and it again makes it very easy to find the clients you need to contact on a specific day.. #### Cons Some of there add on or third party software partner do not always work properly or I should say work without a lot of effort to get them to work. --- ### Maximizer Review - Overall rating: 4/5 - Reviewer: Pearce T. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. This is a great tool for compliance and contact management. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The software is user-friendly once you know how to use it. The mobile app is great for simple tasks while on the go. It is nice to see frequent updates to keep up to date, and the fact that it is web-based is always a positive. #### Cons It would be nice to segregate notes for contacts in a cleaner fashion. #### Vendor response Hi Pearce, We're so happy to hear that you enjoy our Mobile CRM App and that it has helped you with simple tasks while on the go. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team Replied August 2022 ## More reviews [Next reviews](https://www.softwareadvice.com/crm/maximizer-crm-profile/reviews/?page=2) --- Maximizer CRM Reviews, Pros and Cons - 2026 Software Advice