




Address Book





Supported Operating System(s):
Windows 7, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10About Maximizer CRM
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 monitorin...
Address Book
Supported Operating System(s):
Windows 7, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10Average User Ratings
Overall
Ease-of-use
3.5
Value for money
3.5
Customer support
4.0
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
August 2018
Ajbinder from Pacifica Partners Capital Management
Company Size: 2-10 employees
Industry: Financial Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
3.0
Functionality
4.0
August 2018
Making Maximizer Your Firm's Cornerstone
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.
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.
August 2019
Sofia from Screen Engine/ASI
Company Size: 51-200 employees
Industry: Research
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
2.0
Customer support
2.0
Functionality
4.0
August 2019
Robust for a Call sheet
Not great. We had to navigate several levels of customer service and received really high quotes to finally figure out that our old database that lived in an old license of Maximizer wasn’t compatible or transferable to the new.
Pros
Great to manage a robust database of contacts and profiles. Customizable user defined fields are particularly useful.
Cons
Not very mobile friendly, and the current version is 100% incompatible with older licenses (such as desktop versions) which are islands. So transferring an old database to the new version was virtually impossible.
Reasons for Choosing Maximizer CRM
We were locked into the old system and weren’t able to export our data so had to settle with maximized again.
Response from Maximizer Software
Replied September 2019
Hi Sofia, Thanks for submitting your review. I wanted to let you know that our app is under constant upgrades for improvement and we have some amazing things coming down the line! Thanks again!
December 2020
Graham from Cookie Jar Queenz
Company Size: 2-10 employees
Industry: Food & Beverages
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
December 2020
Maximizer needs to keep up with the times
The ease of usage is great. Tracking and closing of task remains top of mind
Pros
Value for money compared to Salesforce. Ideally a step up from Microsoft Excel.
Cons
Not great. Upgrades not compatible with current data, had to reload info again. Battling with integration.
Reasons for Switching to Maximizer CRM
The added features
March 2020
Brad from Manulife
Company Size: 2-10 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
3.0
Functionality
3.0
March 2020
Max CRM Review
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.
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.
Response from Maximizer Software
Replied March 2020
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
August 2019
Todd from NetKing Solutions
Company Size: 2-10 employees
Industry: Information Technology and Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
August 2019
My use of Maximizer
Since 2002 Maximizer has aided me in keeping in touch with my clients. The action plans I have set early in 2004 still work to this day, and are easily assigned to my new and existing clients.
Pros
I have used Maximizer since the early 2000's. It is my MAIN source of CRM. I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.
Cons
Originally, I didn't like the cost of the product, but as it became more mainstream the price dropped. The features increased and their negatives turned into positives. SO I don't have any cons to discuss at this time.
Response from Maximizer Software
Replied September 2019
Hi Todd, Thank you for the wonderful review! We look forward to helping you build on your already solid client relationships. Thanks again!