Maximizer CRM software


166 reviews(4.0/5)
166 reviews(4.0/5)

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.

Supported Operating System(s):
Windows 7 , Mac OS , Web browser (OS agnostic) , Windows 8 , Windows 10

166 Reviews of Maximizer CRM

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  • Yazir from Cochez y Cia

    Specialty: Retail

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

    August 2018

    Simple and effective

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    It is designed as a B2B solution

    Pros

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

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Chris from LifeWay Christian Resources

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

    August 2018

    Easy to use

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

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

    Pros

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

    Cons

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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Brody from LifeWay Christian Resources

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

    August 2018

    It's okay depending on what you need

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

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

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Stephen from Stephen Taylor & Associates Ltd.

    Specialty: Consulting

    Number of employees: 2-10 employees

    August 2018

    Maximizer Makes a Difference

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

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

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Nancy from Legacies Financial Group

    Number of employees: 2-10 employees

    August 2018

    Satisfied Customer

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

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

    Cons

    Some limitations, for example searching for past appointments

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Scott from Kewcorp Financial Inc

    Number of employees: 2-10 employees

    August 2018

    Maximizer

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Ease of use to save emails and integration with outlook.

    Cons

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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Rob from Technical Training Consultant

    Number of employees: 2-10 employees

    August 2018

    Good product, great support

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Too soon to comment yet

    Pros

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

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • ginette from GoodMinds.com

    Number of employees: 11-50 employees

    August 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

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

    Pros

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

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Scott from AB Airbags

    Number of employees: 11-50 employees

    August 2018

    New user finds Maximizer CRM very easy to use

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

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

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 2-10 employees

    August 2018

    Maximizer Functionality

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Maximizer has lots of functionality and it can be customized.

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • isabella from Hollis Wealth

    Number of employees: 10,000+ employees

    August 2018

    Maximizer Review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    good

    Pros

    The Microsoft office integration with internet explorer.

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sarah from HollisWealth

    Number of employees: 2-10 employees

    August 2018

    Good, functional CRM system

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

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

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Linda from WE Benefits & Consulting Services Ltd

    Number of employees: 2-10 employees

    August 2018

    Maximizer CRM

    Ease-of-use
    Functionality
    Quality
    Support

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

    Pros

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

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Glenn from The door company of Ohio

    Number of employees: 11-50 employees

    August 2018

    Not the Most user friendly software.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

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

    Pros

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

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Melinda from Abbott wealth

    Number of employees: 2-10 employees

    August 2018

    Maximizer review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Great software. And easy to get support

    Pros

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

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Rosanna from HollisWealth

    Number of employees: 2-10 employees

    August 2018

    Maximizer CRM

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

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

    Cons

    I don't have any concerns with the software.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Connie from Vanrooy Mills and Associates

    Number of employees: 2-10 employees

    August 2018

    Administration assistant review

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Appreciate the ease of customization. Also the Outlook integration.

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Susanne from Wilmotf Financial Services Inc.

    Number of employees: 2-10 employees

    August 2018

    Financial Services user

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

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

    Cons

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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Debbie from Harvest Wealth Management

    Number of employees: 2-10 employees

    August 2018

    Maximizer review Aug 2018

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    I like having all the info on basically one page for the client.

    Cons

    I can only manually insert clients policy information

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Benjamin from Webconvert Ltd.

    Number of employees: 2-10 employees

    August 2018

    MAX works!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Sales Opportunities and leading tracking. Year over year dashboards and trending.

    Pros

    Ease of use and configurable to my needs.

    Cons

    Their standard forms are not applicable to my business.
    Customer support needs to have greater urgency solving technical issues.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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