--- 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. - I have tried to register for the coursed however, the links never work for me. ## 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 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. --- ### 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 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. --- ### 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. --- ### 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 --- ### Clunky, undeveloped; Not useful - Overall rating: 1/5 - Reviewer: Javier O. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: May 2021 - Review source details: This review was submitted organically. No incentive was offered It was not a good experience. Nothing was as advertised, from the user experience to the security of purchase. The address book was not able to be converted from the Leads module and the maps feature wasn’t able to connect from Leads. The mobile version has a lot of bugs and isn’t very functional. They have a tutorial, yet aren’t proactive in distributing it to new users. Their focus is on sales. And it’s not a very salable product in my opinion. The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds. I had to initiate a chargeback with my bank after being told that “unfortunately, due to the terms and conditions...” No customer wants to hear that. They tried to bully me into keeping their software. There are far too many options in 2021 for CRM to be forced into one, especially one so difficult to use. When I asked about a feature that I needed, I was told, “Perhaps later this year...” Not what I need if I’m paying good money for a software. Their sales VP wouldn’t call me when I requested a call after being denied a refund. When I went through their main website again after my experience with Maximizer, I noticed that everything they advertise is not in line with the product they put out. They say that there’s a free trial available. Not the truth. Any company who can’t be trusted to keep their word on something so simple isn’t reputable. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros The sales team was excellent. Some features work well, but no better than free versions of other softwares. #### Cons This maybe would have been a good CRM in say, 1999. It’s antiquated and didn’t serve the needs of my business. I used well-known CRM previously and didn’t find Maximizer to be better than the free version of that one. There was a disconnect in usage that wasn’t able to be overcome by myself or my employees in several weeks of trials. #### Reasons for choosing Maximizer CRM The sales team was consistent in keeping contact. #### Reasons for switching to Maximizer CRM Thought it would be an improvement. --- ### 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. --- ### Efficient tool for maintaining contact lists - Overall rating: 5/5 - Reviewer: Danielle M. - Verified reviewer: Yes - Industry: Mining & Metals - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: December 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. Once you get the hang of the tool, it's a breeze to create and maintain distribution lists. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros Easy to apply advanced filters, allowing easy maintenance of distribution lists. #### Cons Several tabs and functions that I don't use, making the website a bit cluttered and hard to navigate at first. --- ### 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. --- ### Good, but room for improvement. - Overall rating: 4/5 - Reviewer: Dion D. - Verified reviewer: Yes - Industry: Investment Management - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - 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. Good, but it could be better. I would have preferred more time to use the tool with our firm's data before being asked many times how my experience has been. But once I got going using it, doing the data imports etc the use has been great! #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love the flexibility aspect that allows us to customize the tool to our unique goals. #### Cons I did not enjoy the implementation. It took a while to implement, the instructions were not always clear, and the training sessions felt rushed sometimes. --- ### Great System, Helpful Staff - Overall rating: 5/5 - Reviewer: Vicki H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: September 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. Great option for our team. Have never had any complaints. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros There are a number of great functions and very customizable. Entire team is able to access information at their finger tips. #### Cons It took a bit of time to figure out how things can be customized. There are still a number of functions I am sure I am not aware of. I have tried to register for the coursed however, the links never work for me. I am working with our IT department to get this corrected. --- ### 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 --- ### Perspective from an almost retired user - Overall rating: 5/5 - Reviewer: Peter S. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The support during the transition from another CRM was exceptional. The training videos and online webinar have been most helpful in the early days of being a user. Office app integration for the most part have been trouble free. #### Cons The interface with the dealer's system (IPC) was way too slow to be of any practical use. It hung up way too often and after 3 minutes of watching the circle of doom, I used to retrieve the pertinent data directly from the manufacturer's website. A highly desirable feature that motivated me to sign up in the first place ended up being a costly proposition that added no value. #### Reasons for switching to Maximizer CRM Fund dealer integration. --- ### 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. --- ### Max CRM Review - Overall rating: 3/5 - Reviewer: Brad M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros 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. #### Cons 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. #### Reasons 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 --- ### Difficult to set-up, pay as you go support, pieced together from other CRM's - Overall rating: 3/5 - Reviewer: Sam S. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2018 - Review source details: This review was submitted organically. No incentive was offered If you are not a savvy database programer or don't have a staff member that is, then you will likely find this CRM to be very difficult to use and customize to your practice. The cost keeps increasing and once you have been using the system, the company knows they have you on the hook and will keep the price increases rolling your way. Using this is like being caught between a rock and a hard place. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 3/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros Online access from anywhere. Dashboard provides a good overview of your business. Wealth edition has some customization to the financial industry. #### Cons The way it is sold and supported is not CUSTOMER friendly. The resellers charge for everything and don't want to teach you how to be independent of them. They would rather do it for you without educating you. Pretty expensive. The webinar support is inadequate, they won't answer some questions and tell you that they have people you can pay to get that done. We should be able to learn it ourselves. You will have to buy a second access for your Administrative Support person, which is not the case with all competitor products and seems like a cash grab. Subscription is paid annually not monthly, so if you don't like it you are out a big chunk of money. Will not separate out billing for multiple advisors in a firm. --- ### A well build CRM - Overall rating: 5/5 - Reviewer: Haba L. - Verified reviewer: Yes - Industry: Newspapers - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: March 2024 - Review source details: This review was submitted organically. No incentive was offered Besides the high price Maximizer CRM is a great tool and really helped our business. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The setup was very easy and UI is very intuitive. Customer support is a 5* team, really helpful and easy to talk to. After importing all our contacts we were ready to start working. #### Cons The price is high for the features it gives. #### Vendor response Hi Haba, Thank you very much for sharing your positive Maximizer experience with us! We're so happy to hear that our customer support team has been helpful to you. Looking forward to helping your organization continue to thrive! The Maximizer Team Replied April 2024 --- ### A Good CRM for sales and automation - Overall rating: 5/5 - Reviewer: Rod T. - Verified reviewer: Yes - Industry: Retail - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I’ve been using Maximizer for almost 17 years and I like the program. It works well for our needs and it’s easy to deploy to new team members. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Overall, I like Maximizer. Most of the modules are easy to use but if you’re a power user, you’ll find some of the features a bit “light”. #### Cons I wish they would make the marketing module more robust and the referral lead management easier to use --- ### Making Maximizer Your Firm's Cornerstone - Overall rating: 5/5 - Reviewer: Ajbinder S. - Verified reviewer: Yes - Industry: Financial Services - 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. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros 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. #### Cons 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. --- ### 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 --- ### CEO Evaluation - Overall rating: 4/5 - Reviewer: Larry H. - Verified reviewer: Yes - Industry: Military - Company size: 51-200 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. Maintainance of Sales contacts, history, etc. Reducing the gap between sales people. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros Ease of use, contact detail, uploading data, notes, sending ToDo's #### Cons Sales Management Reporting and tracking is very weak. --- ### Highly recommend Maximizer CRM - Overall rating: 5/5 - Reviewer: David M. - 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. The Maximizer platform is great but what is even more important is the customer service team is out standing. The customer service team is fast, knowledgeable and friendly. The best. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I'm in sales. Having a CRM is critical. Being able to track and store documents and emails to clients and prospects keeps me organized. We started scanning in 2007 and today I can see and work on any clients file from any where I have WIFI. All our scanning is in Maximizer. All important documents are in Maximizer. All important emails are attached in Maximizer. Customer service cases are attached in Maximizer with notifications. Our business depends on Maximizer and it has grown with us. Love the software. #### Cons I only wish I could save excel files directly to Maximizer without having to save to the desk top first. ## More reviews [Next reviews](https://www.softwareadvice.com/crm/maximizer-crm-profile/reviews/?page=2) --- Maximizer CRM Reviews, Pros and Cons - 2026 Software Advice