Maximizer CRM Software

I love this product!

Pros

Big thanks to your customer service, They are such a big help and they have all the patients to teach you in any aspects of your needs using there product and it's one of the reason why your product is above on the other products.

Cons

This product has no negative sides and We area still waiting for more improvements and still hoping the best for this. No negative comments from me using this product.

Such a Great product!

Pros

This product help us to easily navigates the documents that we needed, Maximizer allows us to update and access our records anywhere and anytime We want. This product is so Great!

Cons

This product have all the things we needs in our company, that's why I don't have any negative on this such a Great product!

Great product!

Pros

I love this product and there features that help us improve our team , this lead us to maximize our capability to serve our clients with the satisfaction that they want.

Cons

Until now We are still using this product , I don't have any negative comments on using this! I really love using it.

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

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.

Pros

I love the integration with Office (Outlook, Word, Excel) and the workflows are really easy to use and customize to your organization's needs.

Cons

They need to document their Office integration much better. For example if you don't use Internet Explorer then you basically can't edit any documents, but they aren't clear on this up-front. Also they say they support 32 and 64 bit versions of Office, but this is not true for the Excel quote plugin (which is not documented anywhere I could find).

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.

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.

Pros

Liked it years ago after updating to the last desk top version it never worked right I really cant think why i liked it

Cons

support has failed me local service sql will not start I have had to start it manually for over a year

Unfortunately we moved to a different system right when I had it customized to what I wanted so did not get to experience the full potential.

Pros

I worked with Maximizer for 6 months and found I was able to customize it to what I wanted fairly easily and the cost was on point.

Cons

We ended up moving to a different CRM due to lack of integration with other apps and a partnership with a company that used a different CRM.

Would be great if we could link to linked in , PNet , Facebook. Etc.

Pros

Email integration. Simple and easy to use. Can catomise search criteria.
A number of businesses can be recorded

Cons

Not linked to recruitment platforms - would like links to other job portals and platforms and search within attached emails.

Pros

Loaded with features. Relatively easy to use. Online and android version works and looks the same as desktop.

Cons

You will continuously lose entire companies from the database, contacts, notes, tickets, etc all randomly disappear at random times. Maximizer support will make the claim you must have inadvertently deleted everything yourself.

Required for Wealth Managers.

Pros

- Very modular
- Super customizable
- Excellent outlook integration
- Searches make sorting the database quite easily

Cons

- Support team can be had to get ahold of
- Certain functionalities are not available
- Very difficult to get a contact back after deleting it

Don't buy Maximizer products unless you have an IT department internally that is at your beck and call. I am/was a 20 year user at multiple small companies only to be left paying fees every time a Windows operating system change or upgrade was made. Good from afar, but far from good! I will summarize my experience as a "Classic Bait & Switch" business model. Beware.

Pros

Good looking GUI, after you train yourself thoroughly it becomes a decent contact database, and they have a really convincing sales pitch.

Cons

After the sale, the glow fades quickly. Any support is costly in either your time, loss of functionality, or the fees and charges needed to solve issues. You need to expect to explain your issues repeatedly and pay out of pocket for any help. Software regularly has failures that cannot be corrected by the average user.

It really is a solid CRM, and did well keeping the entire company apprised of the situation. It handles B2B and B2C with ease, and made it very easy to keep tabs on our clients. If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today.

Pros

I really liked the User definable setup, and the hierarchy between contacts and companies. I also liked how every user defined value got it's own view in SQL, so it was very easy to extract data into other systems using the database. It's very familiar to office users, and performed really well, even with 90,000 contacts/companies in it. It's a solid CRM, as long as that's all you need.

Cons

It didn't integrate well with other applications. We use Google Apps, and Quickbooks, which are pretty common. But it wouldn't integrate with either, and was going to cost in order to write each integration. The customer service case manager was minimalist, so it was simple to use, but didn't allow for a conversation to happen (eg I couldn't tell how much back and forth happened during a customer service case, or if the customer had updated information on the case). The email generation tool was primitive, and only allowed for basic, ugly html. Any advanced formatting, or click tracking common to things like MailChimp weren't available. There wasn't any marketing automation to speak of, and there wasn't any automated lead scoring. Everything had to be done by hand, and unfortunately humans aren't reliable.

Pros

I like the way I can view and sort my contacts and have several databases for various customer types. I use it for mailings a lot and it is so easy to print one label or several hundred.

Cons

I have the last disc version that I know of that is stored on my computer, the cloud version is far out of my price range.

Was having problems while handling huge picklist in web version, but excellent customer support

Pros

Simple to use, Easy to Install, User friendly, Flexible - the user defined fields are not limited and can be easily added, modified and deleted. Has taken care of all the business process possibilities.

Cons

Slow in handling huge data, decision to stop Desktop version without replicating all the advantages specially, data entry, should be reconsidered.

I am new to any CRM software. I have found Maximizer to be powerful and intuitive to use. l love the many functions readily available, without having to purchase each function as many of the other CRM's that I've researched. The staff and training are excellent with video tutorials to supplement and refresh training.

Pros

Intuitive and easy to navigate. User defined fields are easy to set up. Training is excellent, professional and readily available via scheduled webinar or via video. Excellent value for the cost. Powerful - will do all that I need for marketing and sales, plus more.

Cons

Interface with MSOutlook on Windows10 has not allowed integration on network workstations.

Advice to Others

Try the free trial - You'll like what you see.

Maximizer CRM a great product, easy to use and functional for my business.

Pros

Ease of use.

Cons

Some tasks are a bit of a process.

Advice to Others

Maximizer is the best CRM for the money.

I have been using Maximizer for many years now. I have incorporated it in the sales and service teams several of the companies I have worked for. The program is easy to use and the fact that it easily integrates with Outlook and other e-mail programs, helps early user adoption. We actively track all our interactions with the various end-users we have as well as our reps and distributors on a worldwide basis.

Pros

Easy to use and very intuitive. Has most features/modules needed for tracking projects and the sales pipeline.

Cons

Could benefit from a integrated quoting/part configurator program.

Advice to Others

I strongly recommend Maximizer CRM. The company is continuously improving their software and is very responsive to user input and requests.

The search tools provided in Maximizer CRM are excellent: flexible and powerful. The tool has good functionality for setting reminders, sending information to customers, and maintaining an internally and externally accessible knowledge base. The tool is superior to other products I have used in the past for accomplishing the same goals.

Pros

Excellent search tools, good audit control, excellent filtering of audit events. Very customizable.

Cons

Many features require use of, or integration with Microsoft Office.