Who Uses This Software?

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


Average Ratings

259 Reviews

  • 4 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $60.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Maximizer Software
  • www.maximizer.com/your-industry/wealth-manager-crm/
  • Founded 1988
  • Canada

About Maximizer CRM

Maximizer is designed to give businesses the power to #GrowWithConfidence. From our personalized CRM and in-house experts to unlimited customer support with our team in Vancouver, BC and flexible deployment options, we promise your business can achieve predictable growth. For extra peace of mind we also offer a 60 day money back guarantee. In the unlikely event you're not happy in the first 60 days of using Maximizer we'll give you a free refund.


Maximizer CRM Features

  • 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 Recently Reviewed!


Robust, but lacking integration

Jul 11, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
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Comments: 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.

Wouldn't Have A Growing Business Without It

Aug 06, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is incredibly flexible. Basic programming that comes out of the box is more than what you need because it anticipates that not all advisors operate the same way. We have used it to save ourselves hours of work and redesigned how it works with us rather than us redesigning how we work. Saving of all emails under client file along with relevant notes. Easy tracking of client service work as well as understanding staff workload issues.

Cons: Like any CRM it takes time to learn and create new work habits yes you should throw away the paper notes. Regulators expectations are moving the bar upwards. Love to see a system map starting with a contact. How do each of the tabs relate to different functions. Because of its rich customizable capabilities it can be overwhelming even for your help desk.

Overall: I believe the business is better protected. We are more effecient. We have a small team and any one of us can take a phone call from a client and within seconds understand any history to do with a client issue. It might be something very simple or complex but because I can call up notes from others on the team and access all emails between us and the client and our back office it saves a tremendous amount of time. I think it also gives the client confidence that we know what we are doing because they don't have to explain an issue all over again

Maximized for small companies

Aug 02, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: The things I like most about Maximizer is the customizability and user defined fields. The ability to set up my crm to look and function exactly the way I want is superior to many other products. Also, then unlimited contacts for the subscription surpasses the value vs the more main stream cloud based crm that charge per contact.

Cons: Integrated apps don't function seamlessly or are limited. Additionally, the custom features can be tricky to set up if you are not super familiar with the platform. I've been using this for 23 years and have grown with the features, but I still have issues finding ways to accomplish setup tasks. Last, at least some monthly customer service should be included with the subscription. Most other paid services provide this.

Overall: I use Maximizer as a contact manager with category tracking of contacts. I don't use sales leads or opportunities as I find their use to be a little cumbersome for what we do and do see the value. I use it because it's what I've used for years. It has features that are valuable to me, but it would be nice to know I could integrate a second or third user to share info. However, for an add on user to share my data, I would likely go to other products due to the challenges with implementation for less tech savvy users.

Difficult to set-up, pay as you go support, pieced together from other CRM's

Jul 31, 2018
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Comments: 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.

Good Overall Solution

Nov 02, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Maximizer has everything I require to easily organize my client relationships without being cluttered up with features I don't need. It is simple, intuitive and easy to use from the beginning and the training modules are great.

Cons: The contact list search engine is awkward - it only flashes the list starting with the first 3 letters, then it disappears and you have to type in the whole name . . .

The embedded template feature is gone and is now attached to MSWord - which is an awkward connection.

Because I have secure/encrypted email with my company, with severe firewalls - Maximizer cannot link to my corporate outlook email - this is not a significant problem and I would rather have the added protection than the convenience. I can still easily save all email communication through Outlook to Maximizer.

Overall: Maximizer helps me simplify organizing my calendar and appointments, makes following up on tasks almost automatic, keeps all my contact info, notes, address updates and all I need to know in one easy to get to place - regardless of where I am. I find working remotely much easier using Maximizer. My staff loves it because they have instant access to all my client notes to help them in their jobs.

Maximizer and the cloud

Aug 08, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: As a former ACT user, I was originally attracted to Maximizer because of it's link at the time to Quickbooks. I stuck with it when that linkage was dropped because it offered so many other features and flexibility than what I had experienced previously. When we moved from Desktop to a Server for remote connections may patience, time and financial resources were stretched to the limit. I was initially dubious about the cloud solution, particularly concerned about reliability. However that has not been an issue. Maximizer has overdelivered. Calls for technical help have been rare.

Cons: My learning curve was a challenge (several years ago) in part because the program was so powerful. I think a wider range of tutorials and customized templates have probably improved the startup experience. A major nuisance item is the need to use Internet Explorer in order to take advantage of the link with Word templates.

Overall: As a small magazine publisher I've used Maximizer to manage ad sales, subscriptions and distribution as well as basic contact management. I expect that Maximizer is even more powerful with a larger organization.

Maximizer Review

Nov 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software is user friendly and easy to use. We have been using this software since the 1990s. We left for a short period to try something new and quickly realized that Maximizer was better than any other product out there, so we switched back. We don't use all the feature however we learn new ones all the time and try to adopt them one by one. We are able to store all information for each every client, make notes, create documents, send email and assign tasks so our service does not fall through any cracks. It real is a great CRM tool

Cons: The only thing I don't like is that if I am at a computer that is not used by me. I can't find what web address I need to login. I have to remember to email the website to myself before I leave the office

Overall: We are able to identify opportunities and keep it at the forefront with this software. All the information we need is at our fingertips on the go.

UPGRADING TO LIVE

Oct 30, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It mostly allows us to make necessary connections between patients and recipients and to find information we need quickly.

Cons: We use the notes for important medical details and it is a challenge to have to dig through the notes with the live version. The recently added 'search' bar in notes is much appreciated and we're hopeful there will be further improvements to scrolling through notes more efficiently.

The possibility of not being able to connect due to a server glitch is very scary to us since we depend on the information relative to providing medication dosage on a daily basis for a medical business. If it goes down we are virtually out of business and unable to provide urgent medical information.

Overall: We have been a long time Maximizer user and overall are very happy with the product and service. The live version was a good upgrade for us overall. The software provides what we need and is user friendly for non techies.

Maximizer review

Oct 30, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I like how I can quickly access all of the information I have gathered on my clients and that it is categorized in easy to see areas.

Cons: I find the software a little clunky to use and I often have difficulty editing things how I would like it. For example, I would like to be able to edit some of the drop-down box options to delete options I never use and add things that I would. For example, in the notes section, I would like to have a category in the drop-down box for "withdrawal" but there is no such option and I cannot edit it to add something myself.

Overall: Maximizer really helps me to keep track of all the important personal and relevant business information for my clients and I can easily reference this information when I am talking with my clients. It's a great place to store my notes and I always quickly look over my client information on Maximizer before any client meeting to refresh my memory on everything I know about them.

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

Aug 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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

Maximizer 12 Milks Your Cash Away

Oct 09, 2017
1/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Comments: 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.

Upgrades

Aug 02, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: After many years, we upgraded our on-premise version and the way the tech installed it, it grew out of proportion and blew up our server. After a lot of conversations with their support team, we eventually got things up and running again on a new server and this time it didn't grow so big.

Then we decided to move to the cloud version. While our database wasn't that big, for some reason our files still were. But their conversion team worked wonders and brought it down to a manageable size again so we weren't paying a fortune for data size. The training was better this time as well as the support team.

Cons: Can't sort UDFs or search for things that were easier to do with our on-premise version.

Capterra loader

Making Maximizer Your Firm's Cornerstone

Aug 02, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

Capterra loader

A good piece of CRM Software

Aug 02, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Maximizer in comparison to some of it's competitors runs a very light & simplistic method of storing data. This is mainly in respect to have to act as the admin for the data, but Maximizer exports and imports quite nicely from most data subsets which makes maintaining data on a day to day that much easier.

Cons: The site is very dated (especially before the reskin of 2017), and this causes user intuitiveness of finding things were one expects them to be quite difficult. At this point it is a difficult process to properly bring the website into the 21st century, since a massive overhaul would leave many existing users lost.

Overall: Overall experience is quite positive from an administrator end, from a user perspective I have & have helped people who have had problems navigating and using Maximzier to its fullest potential when they are brand new to the platform.

Investor business review

Nov 05, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I really like the client data base features. It allows easy access to all our client information. The outlook integration is an excellent feature, and we can save all our correspondence to the data base. We send a newsletter to all our clients through maximizer which is very easy to do.

Cons: The only struggle I've had is reading the manual when trying to trouble shoot as it doesn't always list the steps as clearly as I would like. For instance when adding a field. I do finally get there and when I've run into problems the support team have been excellent.

Overall: Overall experience has been excellent. I can't imagine doing business without it.

Problematic for old licenses, but the new portal is great

Oct 30, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: It's great! It's always easy to log in, simple to navigate, customizable... Love it!

Cons: We had an old license prior to cloud computing, with a previous version of Maximizer that was installed into a PC. When we had to migrate to the could version, we were frequently told by Maximizer customer service that migration wouldn't work and we would need to be charged $500+ for migration services (manual entry). Eventually they figured out a way to do it for us, but it took around 6-8 months of insisting. Once on the new cloud portal, everything works great.

Overall: It's great. We have a lot of information to track and maintain, many many contacts, and we love using Maximizer.

Ease of Use

Feb 10, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Comments: I enjoy how it is easy to use and navigate. You are able to specify and tailor everything to your customized needs. You are able to select what you want viable and what you want to be implemented. There is also easy to use the filing system that allows the reduction of paper files. There is a learning curve involved when you first start using it but once you work past that it is easy to use and figure out new features. I would recommend this product for small to medium size companies. They also have great customer support if you ever have any problems or questions, they will also assist you in tailoring the program to your company's needs. There are training videos available to assist in the learning process that I found extremely helpful when starting to use Maximizer CRM live.

Pros: Ease of use

Cons: xxxx

Maximizer Review

Oct 30, 2018
3/5
Overall

1 / 5
Ease of Use

2 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money

Pros: I found it took too much time to get training on this system.

Cons: It was not an easy transition from my previous Maximizer. I found it difficult to use and even the technical support people could not always answer questions that I had.

Overall: I ended up going back to my old version of Maximizer as I found it a lot more effective and user friendly. I informed Maximizer that I was dong this and asked for someone to provide me with a copy of my information from the latest Maximizer system. This they would only do if I paid them additional money to do this. I also contacted technical support to explain my annoyance. No-one responded. So I sent an e-mail to the supervisor as shown below. I did not get any response back from them on that. I would not consider using Maximizer again. I had been a loyal customer for over 20 years.

Hello Supervisor,

Just wanted to pass on my comment. Your team are not responding to my last 2 e-mails. I do find that disappointing.

I have been a customer upgrading my programs as they came available for over 20 years.

I chose not to upgrade as I am not as happy with the latest cloud version of Maximizer.

I have gone back to using my older Maximizer CRM 12 that I found was better and easier to use for my needs.

Should I be forced to upgrade when my computer will need to be upgraded then your service response makes me question whether I will consider Maximizer.

Maximizer CRM used in manufacturing is a great tool.

Feb 12, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

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

not much guidance

Aug 02, 2018
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: my tech guy (that i had to pay) had more success than i did with them.

Cons: I am a busy professional (CPA, CA) in the business for almost 25 years and used Janna and Act in the past and found Maximizer not well suited for me to get up and running. It was not easy to train and to have the conversion do what you want, eg. mass emails, electronic birthday cards, easy team access to pdf attachments, we had to do too much customization given we bought the financial advisor version

Overall: not great, lots of money upfront, terrible initial integration with moving minimal data over from outlook and our HO dataphile, not customized support

Maximizer makes data handy.

Oct 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Our database of customer information does not translate well to laptop and mobile device use, so Maximizer is the best way to keep up to date. Finding customer listings and adding notes, leads and details specific to each is easy and thorough.

The process also prompts the user to follow up and make use of the wealth of capability in the software.

Cons: Manipulating the various types of lists and producing reports is sometimes not as intuitive as one would like.

Overall: Maximizer has helped me maintain regular contact with quality customers and recognize opportunity with new potential clients.

Capterra loader

Maximizer user review

Nov 03, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I recently upgraded from a very old version and appreciate how easy the transition was and how similar they have kept the product.

Cons: There are a lot of upgraded features, which is great, but I find I definitely need to take the courses. Which is a great feature that they offer.

Overall: We decided to stick with Maximizer and upgraded to the newest version mainly because it was an easier transition with the least amount of error is transferring all of our customer info. We also like the fact that it is a cloud based software so that we can access it from anywhere and no longer face the terror of losing all of our info if our computer were to crash.

Maximizer Overview

Aug 02, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Navigation through the database is simple and easy. It has a lot of features that do not exist in CRM that are beneficial for advisors and their support staff. I really like the "Schedule an Action Plan". I have an appreciation for the online courses and webinars that Maximizer holds. I find something new about the system anytime I participate.

Cons: Sometimes it is very slow when I track any emails and update my contacts. It will freeze up and boot me out so I have to sig back in. Not too sure if this may be a connection problem or a problem with the system itself.

Overall: My overall experience has been amazing. If I have any problems your website is easy to navigate through to find help or even contacting maximize support has done wonders for me.

Capterra loader

Maximizer

Nov 06, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the interface of the Maximizer software make it very easy to sort and find specific clients. I use the Hot-list section on a daily basis and it again makes it very easy to find the clients you need to contact on a specific day..

Cons: Some of there add on or third party software partner do not always work properly or I should say work without a lot of effort to get them to work.

Overall: I am very please with the software. I had a chance a few months back to change CRM's and I actually made that decision to change but after using the other CRM I cancel and went back to Maximizer. So much easier to use.

Great Potential

Aug 02, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support
Likelihood to Recommend: 6.0/10 Not
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Pros: I see the potential in Maximizer. It has many features that can make your job easier. In the best case scenario, it becomes your go to platform for organizing your priorities, activities and goal setting.

Cons: The biggest obstacle for me is the mount of data entry and customization to make it flow for our company. It is labour intensive. Permissions restrict customization which I understand but it can become frustrating customizing it to meet our needs. Two main departments use Maximizer and the logistics of making it work seamlessly for both is challenging. I spend a lot of time documenting my concerns in very clear terms in order to work with Maximizer specialists to address our issues. This interferes with my priorities and results in me abandoning my efforts.

Overall: I've been working with Maximizer for over a year and still have a long way to go to maximize the benefits of Maximizer.

Capterra loader

Every business needs a CRM

Aug 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Maximizer provides the focus of our business. Including a segmented contact list, a dash board with details about the services customers have with us, all paper relating to customers scanned into maximizer (no longer using files) and marketing tools. Maximizer is no longer optional for our business. Great software.

Cons: The parts we liked least really had to do with our knowleadge. As our knowleadge about the software grows the less we dislike.

Overall: Great product, out standing service. The service maximizer provides is second to none, the best I've seen.

Maximizer Rocks!!

Aug 07, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: The ability to customize fields, views and templates and the ability to attach documents to a profile. It's also very user friendly and easy to navigate.

Cons: Having to type in "DELETE" for every deletion. I would prefer to just "click" on a "Yes /No" to confirm or abort of a deletion.

Overall: In our organizaton, Maximizer is key in tracking all aspects of our membership, such as: status, renewals, membership dues and activities, ie: when and how we connect with them either by phone or email and by attaching related docs, ie: membership forms and any correspondence with them.

max review

Aug 02, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: The software has very many features - the majority of which we do not use or have any use for

Cons: sometimes the software is much too complex with an overload of features.

Overall: We are a small user and have used the software for a very long time. We enjoyed the on line feature of accessing info but were ill informed when we realized we have no control over our backups. We would ilke to subscribe to a much scaled down version of the software and have control over our backups but were told this is not available. We want our data and notes back in our own backup system and a version that costs much less .

Review

Aug 02, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: It does exactly what we need it to. Sync emails, have a good calendar, allows for lots of contacts, set tasks.

Cons: It can be confusing to use. The layout isn't the easiest to find out where things are and what they do. Like gmail contacts and tracking. It is also a pretty basic looking program, could use an update to make it look more modern and contemporary.

Overall: My experience with maximizer is good. We dont need it for a lot of things so it does what we want and thats good enough for us. I do think it could get upgraded to looking a bit nicer.

Maximizer CRM

Aug 06, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Very easy to use & can do basic customization for companies needs. Takes very little training to get new employees to be able to use the database.

Cons: The inability to do multiple search functions (and, if, or, = etc). Have had a lot of error problems with our CRM since last upgrade. Would be great to be able to customize the database through the back end ourselves rather than having to pay Maximizer to create add-ons

Overall: We've had Maximizer for about 11 years now & for the most part it fits our company needs very well.

Really great product

Aug 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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).

Well rounded software

Nov 06, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: I find this software has many aspects which makes it more appealing the biggest are the ways that it integrates with Word, Outlook, Quickbooks and other apps. All the information you need is in one place - emails, tasks, communications, contact information.

Cons: The software has taken some time to learn. I don't find it so easy to modify the User defined fields. In the past I have needed to do some digging to figure out what icons meant what and also how to modify fields.

Versatile CRM for complex or simple needs

Oct 30, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that we can customize how we want to use it depending on our sophistication and our needs. The Add In with Outlook works really well and is a crucial part of user compliance with saving data.

Cons: There are, as with all software, glitches. It's hard for us to know if that's Maximizer or our firm's interfacing with Maximizer, but we have had a couple of problems that we just have to "live with". Still, we love Maximizer and couldn't function without it on our team of 8!

Great For Organization

Nov 06, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It really keep me organzied. I have been using Maximizer for over 20 years. It keeps contacts, notes, packing slips all together in one folder. Every thing about my customer is at my fingertips.

Cons: It was really hard to integrate on our next work.

Overall: It has been a great working tool for me over the years. I have been able to manage over 500 customers with this software. I have everything I need right at my finger tips it makes the mass quantities of information managage and useful. I would highly recommend this for any business.

Good CRM

Aug 02, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like the ease of use and I like the help buttoms throughout the program for issues you may have with a specific area. I feel it's pretty user friendly.

Cons: The customer support for more in-depth issues. I feel like if the customer support that assists you when you call cant help you and they have to escalate your issues it takes a long time to get resolved. Or gets passed around from dept to dept without much of a resolution sometimes. Especially when they launch new updates.

Could be using more of the features

Aug 02, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: There are a multitude of features through the program which is able to be fully customized to your program.

Lots of ways to save client details.

Email integration.

Cons: When updates are done the Outlook integration goes away and we need to call to have help getting it back into the program properly.

Takes longer to set up programs for clients than expected.

Overall: Good. They have solid customer service. Just have to remember there is a time change between Ontario and the West Coast.

Maximizer CRM

Sep 25, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We recently upgraded to maximizer 2018 from one of the really older versions and it is has so many extra features and is incredible flexible.

One of my favourite additions to the version is the dashboards and it allows for a real insight on all sales opportunities and allows you to see what has been won and abandoned etc.

Cons: Like all CRM software it takes a while to learn how to use all the features and use them efficiently. It does sometimes crash and run slow but I believe this is a server issue on our side and you can have it hosted in the cloud if you wish but this is much more expensive.

Couldn't live without it!

Feb 09, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Maximizer software is at the center of my business. It keeps us on track and ensures all deadlines are met. It allows us to track opportunities and drive sales through the CRM process.

Pros: Maximizer is easy to use. The intuitive setup makes training new employees a cinch.

Cons: We have the downloaded version of the software, and it can sometimes stall between operations.

Recommendations to other buyers: The sales team at Maximizer is very helpful at determining the version of the software that will meet your business needs. The installation process was seamless.

Maximizer Review

Nov 06, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Overall, it is a great CRM tool. It has all the basic components necessary to manage the client relationships

Cons: There are a few items that the software could have that would make it a more effective tool. In our business, a recurring task or action plan (with no end date) would be amazing. Having to go in and adjust or add a new plan on a regular basis just creates more work.

Overall: Overall, I think the software and customer service are great

Easy to use, good search tools

Feb 10, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: 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.

Simple but powerful CRM for Small-to-Medium business

Apr 20, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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.

Good on the right device

Oct 30, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Being able to look up contacts on the go is helpful, and having it syncable with Microsoft Word and QuickBooks makes it convenient.

Cons: Not all features are available on all devices/browsers. It's designed to be used on Internet Explorer (who still uses that?) and there are features such as the Word plugin that do not work on Firefox or Chrome. That makes working from an Apple computer really inconvenient.

Maximizer CRM woks well.

Aug 02, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Maximizer CRM's self hosted option is easy to install and maintain.

Cons: The most recent iteration does not allow the use of MS SQL express which adds unnecessary expense to hosting the software ourselves. I understand it allows for faster search, however, I'd like the ability to use Maximizer with MySQL.

Overall: Maximizer CRM has enabled our company to maintain a grasp of our install base and keep accurate call logs keeping everyone on the same page.

Efficient and user friendly

Dec 06, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ease of learning, ability to store documents, and ability to keep track of customer issues / set a follow up date.

Overall: Loved maximizer as a CRM system. Worked in software for several years and we used Maximizer to not only keep track of our customers and leads, but to maintain a follow up system on customer issues and schedule service follow ups. Definitely a great all around software for small businesses to keep track of their customers and ensure efficient communication among the team and between customers.

What I like most

Oct 30, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Most important to me is the security of the confidential information that is entrusted to my business by my clients. It is MOST important that Maximizer continue to ensure that with all the negatives we hear about hacking, etc., that Maximizer is on top of this risk.

Cons: I like most everything about Maximizer - I have used the product for many years prior to the current CRM Live.

Capterra loader

Maximizer

Oct 30, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: creating accounts and tasks, sorting what's 'in the mill' currently.

Cons: very slow, despite being connected to wifi via cord, not wireless. Slow moving between screens.

Overall: Overall it is a good program, however it could benefit from some speed and sometimes there's too many steps to get where you need to go to. However, when I have called customer service, the rep has very much wanted personally to assist me in every possible way, great customer service.

Maximizer CRM, just what you need without over complicating

Aug 02, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Has everything you've need to keep contacts and opportunities in order. Great to be able to have multiple locations per single customer account.

Great to be able to add customized fields and follow the opportunity process.

Cons: Better interface for creating searches and reports would help.

Also integrated customizable proposals solution is missing.

Overall: I left Microsoft Dynamics and never looked back

Capterra loader

Mostly happy

Aug 08, 2018
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Its pretty easy to get the basic to work and it's response times are greatly improved. Service is much much better than a few years ago.

Cons: templates for notes and sending e-mail confirmations is limited to what you can include. Can't use snipit type programs to copy info to Max files. Organizing notes and files is very awkward so we have resorted to keeping then in client files in BOx.com

Super easy to use

Aug 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the fact that I can easily sync my emails to the contacts and view the notes/history with a click of a button.

Cons: I get double the reminders from my outlook and from maximizer. I need to clear both in order to remove them. The syncing and merging of clients still very glitchy. I've been in contact with several ITs to fix the problem but still sometimes works and sometime doesn't work.

great program with plenty of features

Sep 19, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: plenty of features that captures alot of CRM required functions. Has mobile and web versions for mobile sales team.

Cons: customer support limited. The program is outdated, maybe more newer versions available that sync better with other software.

Overall: The more information you put in, the more information you can get out. Got a heap of benefits including excellent reporting but took alot of work to get business to change processes to input more data.

Maximizer

Nov 06, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that it has so much functionality and is fairly easy to use, once you've had sufficient training.

Cons: Some functions aren't intuitive, so it takes some learning to be able to fully utilize the product.

Overall: In our industry, it's vital to have client notes and related documents at your fingertips; maxi allows for that. I have used many different CRMs in my career, and Maximizer is definitely the best one for our business.

Administrator review

Nov 02, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to customize defined fields to better organize your client base for specific search functions helping to keep up to date with compliance and customer service.

Cons: Moving through the Address Book from client to client. It's not always "friendly". There have been times when there has been no option but to use the search function in the Address Book which is not always ideal.

I love it.

Aug 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: There are many ways to find help. I really like the Notes section, I can keep track of all sorts of contact with each of our clients. I just have to remember to make notes each phone call. I like being able to see what was the last service provided to the client was, whether it was by email, phone call or the client walked into the office.

Cons: At the moment, there is a lot of information that I am not using, that is not needed for me in my position. From what I have noticed, the financial information is not being used, YET.

Overall: When there are several staff members dealing with a client, but not able to communicate with each other, using the Maximizer software makes it easier to see what each member has done for the client.

For Maximizer!

Aug 02, 2018
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: Huge learning curve and there is plenty of untapped value in the software. Need to unleash the beast...so to speak...

Cons: IPC getting involved...as it worked better as stand alone software. Need to speak with somebody "in the know" regarding all the benefits we are currently not using.

Overall: Frustrating...until we get things figured out. Tech support has been there...but don't assist with the finer points.

PRODUCTIVE

Aug 02, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Keeps clients and info organized

Easy to work on road or office

Cons: Clients have multiple files and documents

Maximizer does not allow us folders of documents like Life insurance and sub folders of each policy and the documentation for each

Forced us to use separate software cloud - Drop box pro

2- should be an easier solution to synchronize Max Calendar with Google Calendar

Overall: Good

Maximizer

Feb 09, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Great Company, software and people. Easy to use and great people support. Very customizable and being in the cloud is a big plus. Support is excellent too.

Pros: Easy to use and great people support. Very customizable and being in the cloud is a big plus. Support is excellent too. Easy to use and great people support. Very customizable and being in the cloud is a big plus. Support is excellent too.

Maximizer review

Nov 06, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like the cloud based software, which allows me to sign in anywhere. I also like the customization features like the user defined fields.

Cons: There are some limitations in terms of sending emails, fonts, and images.

Overall: Overall the experience has been positive. The customer service usually replies quickly to either provide a solution to any issues or to let us know they are working on it.

Maximizer for Business Users

Nov 06, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: The best feature of Maximizer is the fact that I can make notes regarding a client so I am up-to-date when calling them back. I can note which of my services will help them gain more leads in their business. It's a win/win situation.

Cons: In the former Maximizer program, the name of a client you wanted to reach out to on a certain date would pop up on your screen on the date and time you planned. This software doesn't have that feature. I wish they'd bring it back because it makes life a lot easier.

Maximizer CRM user review

Aug 06, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: - very easy to get started

- search function is very robust

- Outlook and Word importing is incredibly valuable

Cons: - sort of a pro/con - there is so much available as far as functions it takes a while to use it fully

Overall: - I have it open and available through out the working day - everything goes into it and is easy - especially if you are disciplined in how you enter your data - to access

Maximizer

Aug 09, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: The east of entering notes and looking up contacts. Also it has great tools for setting up reminders.

Cons: I am not sure it it's a con, but it allows for duplicate entries so sometimes you have multiple companies with the same name. Also sometimes we want to switch a contact from one company to another and I believe you can do it, but it is not simple

Buyer

Aug 02, 2018
4/5
Overall

4 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Simple contact Phone directory. allow billing attachment to Maximizer

Cons: Need Quote Werks type Billings information. - but Quote Werks is too much typing & expensive in the long run

Should have some billing info automatic store in Maximizer.

A good database IT people can create a data base for less than 5 thousands

Overall: good, too simple to store info see above...

Long time Maximizer users

Oct 30, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Allowed us to be more streamlined as far as having the right information that everyone can access.

Cons: I do not like the Opportunities tab, way too much work for something that may not close.

Overall: Even though there are some features that we miss from the old Maximizer, we do really like this Maximizer as well. It has allowed us to have a more streamlined way of organizing our database.

Maximizer Functionality

Aug 10, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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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.

Maximizer CRM

Oct 30, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that it is colorful and I can track things easily.

I like that I can find our clients easily and my tasks are on a "HOTLIST" that I work from Everyday.

Cons: I don't like that there is no proper way to track insurance. I would like a feature that tracks renewals, beneficiaries and type of policies clients have.

Overall: its been pretty good.

Have Used For Decades - Perfect for My Needs

Nov 06, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is simple and easy to use. Search feature just improved and it is awesome. Easy to use on phone or desktop.

Cons: I am not a power user. But the features I need are there so no real cons.

Overall: Have used Maximizer for decades. The reliability and constant improvement are impressive. I have called maybe 2x in 9 years and both times I was helped quickly and efficiently.

Easy to use very comprehensive

Jan 24, 2018
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
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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.

Maximizer CRM Excellent

Feb 21, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Recommendations to other buyers: Try the free trial - You'll like what you see.

Maximizer

Oct 30, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: The ability to keep my clients and prospects organized, not allowing an opportunity or touch point to pass me by.

Cons: Like everything sometimes there are glitches and I have to exit Maximizer and log back in.

Overall: I would say it is positive something my firm supports and uses due to its functionality and comprehensive nature to track clients and prospects.

Ease of use

Nov 02, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Software allows me to customize to my specific needs.

Easy to run searches

Cons: sometimes when I type a name in the address book it won't display in the main window but will display down below in the details tab.

Not being able to synchronize with outlook on all computers.

Overall: capturing opportunities to be reviewed by other users.

Maximizer CRM Review

Aug 02, 2018
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
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Pros: Very Powerful software and great if you are programmer.

Cons: Hard to learn how to use quickly. Too many quirky rules. Having to upload and download to update new entries to link to your Outlook or anywhere else. It should do this automatically without having to be a programmer to do it with each new entry.

Overall: One consolidated place for all my contacts that I have control over and goes with me where ever I am and accessible from anywhere.

Could be more user friendly to use, keep updated and should be more intuitive.

Headed in the right direction but still work to do

Aug 02, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The interface is aesthetic and easy to navigate, lots of different features to make use of. I like being able to have client lists, contact info, reminders and calendar all in one program.

Cons: The system honestly seems to be pretty glitchy. Lots of things just randomly disappear which can cause some stress and anxiety. Integrating Maximizer and Outlook together was also an absolute nightmare, so many things went wrong in the process. Lots of little things to smooth out and work on.

Overall: The program is definitely headed in the right direction, there just need to be some minor/moderate changes to take place to make it more user friendly and efficient.

I have used Maximizer for 0ver 24 years and wouldn't use any other CRM

Jun 09, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Maximizer CRM

Aug 09, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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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.

Ted's Review

Oct 30, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: - The ease of access in which it is to keep all client-related scheduling/to-dos in one place

Cons: - A little difficult to navigate between tabs

Overall: It's great. Allows me to keep track of when I've last met with clients, their financial aspirations. Great for notes on disclosing information between myself and the client for compliance purposes.

Maximizer crm

Oct 30, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Good integration with Outlook, relatively easy to move around, good preset fields and activities for wealth management

Cons: No direct integration with investment or insurance backend for asset allocation so rekey necessary

Overall: We are not using the capabilities to the full extent but robust platform and fairly easy to use

Maximizer is the Best CRM Out There

Feb 09, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Maximizer is the best of class for CRMs. With a quick and clean interface to manage client info, notes, and files; along with an upgraded calendar and endless customization Maximizer can suitably fit anyone's practice. That being said - time needs to be carefully put into the program to ensure its efficiency.

Pros: The customization

Cons: Dashboards are difficult to get into.

Recommendations to other buyers: If you have the time - start your Maximizer from scratch. You will be able to build your Maximizer exactly how you want it without the hassle of deleting existing fields that you do not need. Other than that - color code!

Easy to use

Feb 08, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: 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.

Capterra loader

Organized!!

Nov 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: The interface of the software is easy to use and categorizing and organizing data is much more efficient and to the point versus other software ive used - Salesforce - too many pages for one client!

Cons: Wish there was an Outlook interface for email

Overall: Positive...been using it for over 15 years

Sturdy, Intuitive Software with Poor Support and Admin Features

Aug 02, 2018
3/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Easy to import/export data. Straightforward interface. Nothing too complex.

Cons: Customer support isn't the greatest, long response times, only open 8-5 Pacific time (we're in Midwest). Also, as an admin for the account there's bugs/problems EVERY time I try to change a password for my users.

Maximizer is helpful

Nov 06, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It allows all of our team to know the latest touches with our clients.

Cons: Unable to change date on Global edit. Unable to define note category when saving an email directly to Max. Unable to change date on mobile app as well...

Overall: It allows all of our team to know the latest touches with our clients.

Capterra loader

Maximizer CRM

Nov 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The latest version of Maximizer has taken great strides in ease of use and speed.

Cons: As long as you are in the cloud you will stay signed in, if not it knocks you out too fast for inactivity.

Overall: We use Maximizer as our complete contact database, as well as our data base for our equipment installed base.

Small or large

Oct 30, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We build what's important to me.

Searchable Details, Personal Details, Track History, Details, Details, Details

Cons: My lack of technical / Computer skills

The Mobile app has limitations

Overall: I have used Maximizer since 1993 DOS days. It's allowed a one man show to be effective in a larger business world.

Not bad, not great

Nov 02, 2018
4/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: Easy to send emails straight to contacts

Cons: Search function is almost useless - can't search within History. Just added search within notes which was a long time coming but need that for History as well.

Overall: Overall it's good but due to the lousy search function, it makes it useless in some applications

Continued Adaptibility

Nov 01, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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

Maximizer Makes a Difference

Aug 15, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Maximizer comments

Aug 06, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: the company has oriented its application to the wealth mgmt industry which fits well with our firm

Cons: the company goes out of its way to NOT provide one-to-one in person support. You can never reach a person directly

Overall: enables us to capture a true CRM 360 view of our clients

Great Database

Aug 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is easy to work with, very versitile and love the customer service.

Cons: The green color, although not important.

Overall: Maximizer has helped with organizing our data and keeping it up-to-date. We don't use the sales portion but it's a great data tool. We also are very happy with the mobile access now.

Overall pretty good

Aug 02, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of navigation, full of features (many of which I don't use mind you)

Cons: not the fault of the software, but the price for what I use it for currently is somewhat expensive in my opinion

Overall: generally been a positive experience with Maximizer and think their support staff are good

Good, functional CRM system

Aug 09, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
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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.

Amazing Maximiser

Aug 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: friendly GUI, Administrator functions, amazing support through YouTube videos, self explanatory fields and ease of use

Cons: Sometimes hangs a bit otherwise perfect.

Overall: Managing staffing requirements, tracking sales, grading applications etc... All of these features makes the job easy

2 Years with Maximizer

Aug 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It has kept our team together based on workflow, documents, clients and ease of use.

Cons: Exporting reports was a little difficult.

Overall: It has been a great addition to our business process in Real Estate. It has also led to more deals and conversations with the robust functionality.

Maximizer CRM for Financial Advisors

Aug 02, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The ability to create and organize user defined fields is a powerful tool. Global edits and importing tools are easy to use and help make initial set up less painful. The search function is powerful once you get the hang of it.

Cons: There is a steep learning curve with this software. It takes a long time to get it working the way you want it for your business (as is the case with most CRM's). The webinars and online support videos are a great feature, although most of them deal with the core version of Maximizer and not the Financial Advisor version so it can be incredibly frustrating trying to find help on a topic when some things are called by different names in different versions of the software.

Overall: It's allowed us to manage our database of prospects more effectively and capture the important information we want about people we interact with. The software has been frustrating at times but is definitely a powerful tool once you get the hang of it.

Capterra loader

Review

Aug 02, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: I like how easy it is to organize different groups of contacts and export information

Cons: I do not like how there is a maximum number of characters for an action, and I also don't like how there isn't an easy way to make a recurring action.

MAX works!

Aug 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

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

Capterra loader

Maximizer CRM

Aug 09, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Maximizer CRM 2019

Nov 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use and value for the money.

Web interface works flawlessly.

Cons: Less than expected app integrations.

Project management integration is a must.

Overall: We manage leads, opportunities and support tickets.

We also use campaigns and web-to-lead forms.

Maximizer Review

Oct 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I can use at work and from home on different computers. I also have the phone AP.

Cons: For a single user it is expensive to keep paying every year

Overall: It is exceptional for me to stay in front of my daily tasks. Creating user defined fields is simple

Easy to use

Aug 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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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.

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

Maximizer will not reinstall after support uninstalled my system now i have lost over 10 years of data

Jun 18, 2018
1/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

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

Maximizer CRM

Oct 30, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Overall ability to organize clients, follow up, mail merge, and mobile access

Cons: Yearly subscription cost for individual user, with smaller database

Overall: I've been using Maximizer for over 25 years, and watched the

software continue to improve