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



259 Reviews of Maximizer CRM

Overall rating

4.0 / 5 stars

Write a review

Showing 1 - 20 of 259 reviews

Start your review of Maximizer CRM

Write a review

Scott from LifeWay

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

Ease-of-use

Functionality

November 2018

Great management tool.

It's been reliable and a useful tool for many years.

Pros

Accessibility to important data gets me up and running fast.

Cons

The earlier iterations left a little refinement to be desired. I feel like it is headed in the right direction.

Review Source: Capterra

Len from E Technologies, Inc.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Maximizer CRM

We use Maximizer as our complete contact database, as well as our data base for our equipment installed base.

Pros

The latest version of Maximizer has taken great strides in ease of use and speed.

Cons

As long as you are in the cloud you will stay signed in, if not it knocks you out too fast for inactivity.

Review Source: Capterra

John from Barclay Insurance

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Review of Maximizer CRM

Good for the calendar, keeping contacts, and sales pipeline. Hard to visualize leads in graphs and charts to see where things are at.

Pros

I like the 'Accounts' area the most as it helps me to manage my leads.

Cons

It is very difficult to make graphs and charts based on your sales results.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Number of employees:  501-1,000 employees

Ease-of-use

Functionality

November 2018

Imported data for other CRM software

Pros

The quick access buttons are a great feature and make running set searches easy.

Cons

I find the system to be quite "clunky". Pulling and filtering data is fairly challenging.

Review Source: Capterra

Samantha from HollisWealth

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Maximizer review

Overall the experience has been positive. The customer service usually replies quickly to either provide a solution to any issues or to let us know they are working on it.

Pros

I like the cloud based software, which allows me to sign in anywhere. I also like the customization features like the user defined fields.

Cons

There are some limitations in terms of sending emails, fonts, and images.

Review Source: Capterra

Sharon from The Jenkins Agency Inc.

Number of employees:  2-10 employees

Ease-of-use

Functionality

November 2018

Maximizer for Business Users

Pros

The best feature of Maximizer is the fact that I can make notes regarding a client so I am up-to-date when calling them back. I can note which of my services will help them gain more leads in their business. It's a win/win situation.

Cons

In the former Maximizer program, the name of a client you wanted to reach out to on a certain date would pop up on your screen on the date and time you planned. This software doesn't have that feature. I wish they'd bring it back because it makes life a lot easier.

Review Source: Capterra

Missy from Investors Title

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Maximizer is helpful

It allows all of our team to know the latest touches with our clients.

Pros

It allows all of our team to know the latest touches with our clients.

Cons

Unable to change date on Global edit. Unable to define note category when saving an email directly to Max. Unable to change date on mobile app as well...

Review Source: Capterra

Chandra from Financial Services

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Maximizer

In our industry, it's vital to have client notes and related documents at your fingertips; maxi allows for that. I have used many different CRMs in my career, and Maximizer is definitely the best one for our business.

Pros

I like that it has so much functionality and is fairly easy to use, once you've had sufficient training.

Cons

Some functions aren't intuitive, so it takes some learning to be able to fully utilize the product.

Review Source: Capterra

Ida from Richardson GMP

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Review

Pros

I like saving notes and emails and am still learning how to use it.

Cons

I don't find the software to be intuitive and it doesn't connect to our main systems so I have to input information manually everytime something changes.

Review Source: Capterra

Laureen from Money Syneregy

Number of employees:  2-10 employees

Ease-of-use

Customer support

Functionality

November 2018

Well rounded software

Pros

I find this software has many aspects which makes it more appealing the biggest are the ways that it integrates with Word, Outlook, Quickbooks and other apps. All the information you need is in one place - emails, tasks, communications, contact information.

Cons

The software has taken some time to learn. I don't find it so easy to modify the User defined fields. In the past I have needed to do some digging to figure out what icons meant what and also how to modify fields.

Review Source: Capterra

Scott from HollisWealth

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Maximizer Review

Overall, I think the software and customer service are great

Pros

Overall, it is a great CRM tool. It has all the basic components necessary to manage the client relationships

Cons

There are a few items that the software could have that would make it a more effective tool. In our business, a recurring task or action plan (with no end date) would be amazing. Having to go in and adjust or add a new plan on a regular basis just creates more work.

Review Source: Capterra

Tania Yanis from Regeneris Medical

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Maximizer helps us to maximize our success

Overall I have a good experience with Maximizer. Currently we are using this software for our hair restoratuon division but planning to use it for our anti-aging and aesthetics divisions as well.

Pros

Easy to navigate and operate, the system has many useful functions and can be used for many different applications.

Cons

Cannot schedule appointments from the schedule
Reporting system is not intuitive

Review Source: Capterra

Marc from Desjardins Securities

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Financial tool

Very good, every good manager should have Maximizer

Pros

Easy to change the fields to accomodate our situations

Cons

Some functions from previous version are not available anymore. Ex. Making a phone call and having the reason in the subject.

Review Source: Capterra

Cameron from HollisWealth

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Maximizer getting better

Pros

The search is fast. The ASP (internet portal) and mobile app work well together.

Cons

Not as flexible as the old desktop version

Review Source: Capterra

Ellie from Penn State College of Medicine

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Good for contact management

I've used Maximizer for many years but only surface level.

Pros

Flexibility and customization to different niche markets

Cons

I would love to see MAC integration. I cannot sync with other applications.

Review Source: Capterra

Heather from AD Barcode Inc.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Functionality

November 2018

Great For Organization

It has been a great working tool for me over the years. I have been able to manage over 500 customers with this software. I have everything I need right at my finger tips it makes the mass quantities of information managage and useful. I would highly recommend this for any business.

Pros

It really keep me organzied. I have been using Maximizer for over 20 years. It keeps contacts, notes, packing slips all together in one folder. Every thing about my customer is at my fingertips.

Cons

It was really hard to integrate on our next work.

Review Source: Capterra

Patricia from Adams Financial Group

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Too much stuff!

I wish it was less searching and more simple entering.

Pros

I like that I have a database for all my clients and all the interactions with them.

Cons

Too many fields per page, should be more customizable per client's needs. I have to search for the fields I need most they are not obvious or readily available.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Have Used For Decades - Perfect for My Needs

Have used Maximizer for decades. The reliability and constant improvement are impressive. I have called maybe 2x in 9 years and both times I was helped quickly and efficiently.

Pros

It is simple and easy to use. Search feature just improved and it is awesome. Easy to use on phone or desktop.

Cons

I am not a power user. But the features I need are there so no real cons.

Review Source: Capterra

Cheryl from Mudrack Tree Service

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Maximizer review

It can print just what notes we need to have without printing pages and pages of them.

Pros

Stores our history of clients.

Cons

very confusing to learn, has so much it can do that we don't really need. I am just using it the way I have always used the program so much of the software is wasted. Would like to have a paper copy of the manual, that I don't have to print, so I can look at it while using the software. Very hard to do going from online back to the program.

Review Source: Capterra

Kevin from KTR Video Productions, Ltd.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Maximizer

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.

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.

Review Source: Capterra

Displaying 1 - 20 of 259 reviews