# Maximizer CRM Software Reviews, Demo & Pricing - 2026 > Review of Maximizer CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/maximizer-wealth-management-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Maximizer CRM 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 [Reviews](https://www.softwareadvice.com/crm/maximizer-crm-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/maximizer-crm-profile/alternatives/) # Maximizer CRM 2026: Benefits, Features & Pricing Wondering if Maximizer CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Maximizer CRM 4.1 [(366)](https://www.softwareadvice.com/crm/maximizer-crm-profile/reviews/) Pricing Starting at $65.00 per month ### About Maximizer CRM Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analytics and insights, teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. Maximizer's CRM solution consolidates all account information in a single, easily accessible location. Experience the seamless integration capabilities and complete customization options that Maximizer offers, guaranteeing a smooth transition without disrupting your workflow. Wondering if Maximizer CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Maximizer CRM User Interface ## Popular Maximizer CRM Alternatives Main Product Maximizer CRM 4.1 [(366)](https://www.softwareadvice.com/crm/maximizer-crm-profile/reviews/) Ratings Breakdown - 3.86Ease of use - 3.83Value for money - 3.98Customer support - 3.93Functionality Pricing Starting at $65.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4463)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6977)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(731)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.73Value for money - 4.49Customer support - 4.50Functionality Pricing Starting at $7.00 per year Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(596)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.79Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price ## Maximizer CRM Pricing and Plans Starting price: $65.00 per month Free Trial Free Version Base Edition $65.00 per user, per month Plan includes: - 1 GB Storage Limit - Pipeline Management - Seamlessly Convert Leads to Contact - Search + Filters - Soc2 - Standard Built-in Reports - Task Management - Unlimited Record Limit - Web Form to Lead Sales Leader Edition $79.00 per user, per month Plan includes: - 10 GB Storage Limit - Bulk Email- 50/Month - CASL/PIPEDA Compliant - Data Import + Export (Add-on) - Field Requirements - Role Based Security - SAML SSO Financial Advisor Edition $79.00 flat rate, per month Plan includes: - Contacts Management Reporting - Accounts Management Reporting - Upcoming Reviews Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Maximizer CRM Features - Popular features found in CRM Calendar Management Customer Journey Mapping Email Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management - More features of Maximizer CRM Access Controls/Permissions Activity Dashboard Activity Tracking Alerts/Notifications API Asset Lifecycle Management Automated Routing Batch Processing Calendar/Reminder System Calendar Sync Campaign Management Client Management Collaboration Tools Contact Database Contact Management CRM CRM Integration Customer Database Customer Segmentation Customizable Fields Customizable Forms Customizable Reports Customizable Templates Data Import/Export Data Security Data Visualization Document Management Document Storage Drag & Drop Email Alerts Email Marketing Email Templates Email Tracking Forecasting For Financial Institutions For Insurance Industry For iPad Devices For Sales Teams/Organizations For Small Businesses For Startups Goal Management Goal Setting/Tracking Interaction Tracking Knowledge Base Management Knowledge Management Lead Capture Lead Distribution Lead Management Lead Qualification Lead Segmentation Mobile Access Mobile App Monitoring Multi-Channel Communication Opportunity Management Performance Metrics Pipeline Management Pipeline Reports Real-Time Data Real-Time Notifications Real-Time Reporting Referral Tracking Relationship Tracking Reminders Reporting & Statistics Role-Based Permissions Sales Activity Management Sales Forecasting Sales Reports Sales Trend Analysis Search Search/Filter Self Service Portal Shared Contacts Source Tracking Support Ticket Management Tagging Task Scheduling Team Assignments Template Management Templates Third-Party Integrations Web Forms ## Maximizer CRM Integrations Microsoft Outlook Integration rated 4.4 from 12 reviews Constant Contact Integration rated undefined from -1 review Mailchimp Integration rated undefined from -1 review Eventbrite Integration rated undefined from -1 review HubSpot CRM Integration rated undefined from -1 review Typeform Integration rated undefined from -1 review See all 16 integrations ## Maximizer CRM User Reviews Overall Rating 4.1 Ratings Breakdown 5 36% 4 44% 3 13% 2 4% 1 3% Secondary Ratings Ease of Use 3.9 Value for money 3.8 Customer support 4.0 Functionality 3.9 Ulrich N. Verified reviewer Medical Practice 2-10 employees Used daily for less than 6 months Review source Reviewed November 2023 Big Maximiser CRM 4 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 5 Ease of use 5 Customer support 4 Functionality 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 Read More JD James D. Verified reviewer Financial Services 2-10 employees Used daily for more than 2 years Reviewed October 2024 Maximizer works. 4 The program works well and has been relatively reliable. Ratings Breakdown 5 Ease of use 3 Value for money 2 Customer support 5 Functionality 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. Read More Ms Mike s. Verified reviewer Financial Services 2-10 employees Used daily for less than 6 months Review source Reviewed September 2019 Busy 3 It's too much information, the ability is strong for capturing information Ratings Breakdown 2 Ease of use Previously 3 2 Value for money Previously 3 3 Customer support 2 Functionality Previously 3 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. Read More MR Monica R. Verified reviewer Financial Services 2-10 employees Used daily for less than 12 months Reviewed September 2024 Maximizer Review 5 We started using the program the beginning of 2024 and it has changed the way we do our tasks and follow up Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: organization of information for our clients kept in central files Cons: It does take some time to get used to using the system Reasons for switching to Maximizer CRM Maximizer ease of use compared to salesforce Read More VW Vanessa W. Verified reviewer Food & Beverages 2-10 employees Used weekly for more than 2 years Review source Reviewed February 2022 Maximizer is easy to use 5 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 4 Ease of use 4 Value for money 4 Customer support 5 Functionality 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. Read More KE Kathy-Rae E. Verified reviewer Construction 2-10 employees Used daily for more than 2 years Review source Reviewed July 2021 Maximizer user since the early 90's 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More ST Sue Lynn T. Verified reviewer Accounting 11-50 employees Used daily for more than 2 years Review source Reviewed October 2022 Incredible CRM! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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 Read More MM Maggie M. Verified reviewer Financial Services 2-10 employees Used daily for less than 12 months Reviewed October 2024 Great Customization with Room for Improvement 5 Ratings Breakdown 5 Ease of use 4 Value for money 3 Customer support 4 Functionality Pros: I like Maximizer for its high level of customizability, allowing me to tailor fields, dashboards, and modules to fit my specific needs. Its comprehensive contact management system is very helpful in my role, as it enables detailed tracking of customer interactions, history, and preferences. The integration with third-party applications like Outlook and Office 365 enhances workflow efficiency, making it easier to manage customer relationships and streamline day-to-day tasks. I also enjoy the addition of the Maximizer Bot "Assisto" as its a great way to ask quick questions about where to find or how to do something new. 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. The email feature on Maximizer as a whole feels quite outdated. Additionally, managing and splitting household contacts, while not a frequent task, is time-consuming and inconvenient when it does come up. Read More TR Thomas R. Verified reviewer Financial Services 11-50 employees Used daily for less than 12 months Reviewed January 2025 Maximizer review 5 Its a great CRM, less confusing the Selasforce Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Its a fast program without many glitches. Cons: Sometimes the Outlook syncing gives me errors. Read More DD Dion D. Verified reviewer Investment Management 2-10 employees Used daily for less than 6 months Reviewed October 2024 Good, but room for improvement. 4 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 3 Ease of use 4 Value for money 5 Customer support 5 Functionality 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. Read More Showing 1 - 10 of 366 Reviews [See All Reviews](https://www.softwareadvice.com/crm/maximizer-crm-profile/reviews/) ## Maximizer CRM Popular Comparisons [Salesforce Sales Cloud vs Maximizer CRM](https://www.softwareadvice.com/compare/2764-Salesforce/vs/24987-maximizer-crm/)[HubSpot CRM vs Maximizer CRM](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/24987-maximizer-crm/)[Zoho CRM vs Maximizer CRM](https://www.softwareadvice.com/crm/maximizer-crm-profile/vs/zoho-crm/)[Bigin by Zoho CRM vs Maximizer CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/maximizer-crm/)[Kylas Sales CRM vs Maximizer CRM](https://www.softwareadvice.com/marketing/kylas-profile/vs/maximizer-crm/)[Ploomes CRM vs Maximizer CRM](https://www.softwareadvice.com/compare/24987-maximizer-crm/vs/449937-Ploomes/)[Dynamics 365 vs Maximizer CRM](https://www.softwareadvice.com/compare/24987-maximizer-crm/vs/106335-Dynamics-365/)[Pipedrive vs Maximizer CRM](https://www.softwareadvice.com/crm/maximizer-crm-profile/vs/pipedrive/)[Act! vs Maximizer CRM](https://www.softwareadvice.com/crm/act-crm-profile/vs/maximizer-crm/) [Compare All Alternatives](https://www.softwareadvice.com/crm/maximizer-crm-profile/alternatives/) ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (245) Recently recommended **121** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **116** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **77** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **67** times Stuck Between Options? 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