Maximizer CRM

Maximizer CRM

by Maximizer Software

Who Uses Maximizer CRM?

Maximizer CRM is designed for small and medium sized businesses across a range of sectors.

What Is Maximizer CRM?

With offices in Canada, England, and Australia, as well as business partners in the United States and around the world, Maximizer has helped over 120,000 companies increase sales, build relationships, and boost their bottom line.

Maximizer CRM comes loaded with features, and includes modules for Sales, Marketing and Customer Support, as well as must-haves such as customization and mobile access. 30-day Free Trial and live human support!

Maximizer CRM Details

Maximizer Software

http://www.maximizer.com

Founded 1988

Maximizer CRM Pricing Overview

Maximizer CRM does not have a free version but does offer a free trial. Maximizer CRM paid version starts at US$40.00/month.

Starting Price

US$40.00/month

Pricing Details

On-Premise version. Cloud CRM starts at $65/ month, per user.

Free Version

No

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

Business Hours

Online

Maximizer CRM Features

CRM Software
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Maximizer CRM Reviews

Showing 5 of 275 reviews

Overall
4/5
Ease of Use
3.7/5
Customer Service
3.9/5
Features
3.8/5
Value for Money
3.7/5
Ajbinder S.
President, Chief Investment Officer
Financial Services, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    3/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 02/08/2018

"Making Maximizer Your Firm's Cornerstone"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 02/08/2018
Sofia G.
Manager
Research, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    3/5
  • Features & Functionality
    4/5
  • Customer Support
    2/5
  • Value for Money
    2/5
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Reviewed on 25/08/2019

"Robust for a Call sheet"

Comments: 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.

Vendor Response

by Maximizer Software on 10/09/2019

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!

  • Reviewer Source 
  • Reviewed on 25/08/2019
Brad M.
Advisor
Financial Services, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    3/5
  • Ease of Use
    3/5
  • Features & Functionality
    3/5
  • Customer Support
    3/5
  • Value for Money
    3/5
  • Likelihood to Recommend
    6/10
  • Reviewer Source 
  • Reviewed on 05/03/2020

"Max CRM Review"

Comments: 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.

Vendor Response

by Maximizer Software on 16/03/2020

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: [email protected] 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

  • Reviewer Source 
  • Reviewed on 05/03/2020
Hilary C.
Loans administrator
Banking, 10,001+ Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 09/03/2020

"Maximizer CRM"

Comments: I believe our company has risen greatly because of Maximizer CRM, most of the clients information we use is from this software, and our marketing was taken to a better level because of this software.

Pros: Suitable for any business size, meaning small companies can get to grow and still be using it when they are big.
Your entire business performance and history can be found on one platform.
Its compatible with smartphones, meaning one is not limited to work on the computer
CRM allows for sharing of data, hence promoting workplace efficiency

Cons: It needs to be upgraded a little to have the updated look of a current software.
The data from way back is hard to track

Vendor Response

by Maximizer Software on 16/03/2020

Hi Hilary,

Thank you for the kind review. We pride ourselves on Customer Experience here at Maximizer and love to hear these amazing comments!

Enjoy using Maximizer!

Adam Wilson
Head of Customer Success

  • Reviewer Source 
  • Reviewed on 09/03/2020
Todd I.
Manager
Information Technology & Services, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    4/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 27/08/2019

"My use of Maximizer"

Comments: 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.

Vendor Response

by Maximizer Software on 10/09/2019

Hi Todd,

Thank you for the wonderful review! We look forward to helping you build on your already solid client relationships.

Thanks again!

  • Reviewer Source 
  • Reviewed on 27/08/2019