---
title: "Maximizer CRM Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Maximizer CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more."
source_url: "https://www.capterra.com/p/154610/Maximizer-CRM/"
page_type: "product"
language: "en"
---

# 

 Maximizer CRM Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 10, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Maximizer CRM

## What is Maximizer CRM?

Maximizer is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers & sales teams. That's why we provide a game-changing alternative to complex CRM solutions for efficient sales activity management. With Maximizer's robust analytics and insights, you can effortlessly monitor & achieve your revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center. Try Maximizer today!

## What is Maximizer CRM used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)

Overall rating

Based on 366 user reviews

Reviews sentiment

Positive

80%

Neutral

13%

Negative

7%

Pros & cons

Flexible platform personalization

Adaptable for growing businesses

Complex and unintuitive navigation

Frequent technical disruptions

Starting price

$65

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Maximizer CRM alternatives

Highest Rated

[4.7 (742)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.4 (18,803)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.5 (4,480)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.3 (6,992)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/154610/Maximizer-CRM/alternatives/)

## FAQs about Maximizer CRM

Overview

### What problems does Maximizer CRM solve?

Maximizer CRM solves scattered client information, missed follow-ups, and poor visibility into pipelines by centralizing contacts, notes, emails, tasks, calendars, and opportunity tracking. Small business sales teams, advisors, service staff, and account managers benefit most, especially when multiple team members need shared client history, customizable workflows, and clearer next actions.

Answer based on 215 reviews

Overview

### Which roles and teams benefit most from Maximizer CRM?

Maximizer CRM benefits financial advisory teams, business owners, executives, and office administrators who need centralized client records and consistent follow-up. Advisors and portfolio managers use it to manage relationships and track opportunities, while assistants, office managers, and sales teams rely on it to coordinate tasks, scheduling, and day-to-day client communications.

Answer based on 356 reviews

Talk to an expert

### More questions?

Ask our experts

Overview

### What company size and industries is Maximizer CRM built for?

Maximizer CRM is built for sales leaders at small businesses, which make up 79% of reviewers, especially in Financial Services at 35%. It also serves midsize businesses at 12% and enterprises at 9%, with additional adoption in Investment Management and Insurance, each representing 7% of reviewers.

Answer based on 366 reviews

Features and Usability

### What are the key features of Maximizer CRM?

Maximizer CRM includes core CRM features like contact management, notes management, task and calendar management, document management, and email integration. Its differentiators are customizable fields, dashboards, and user-defined layouts, plus role-based permissions and mobile access for shared client records, follow-ups, and team visibility.

Answer based on 93 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Maximizer CRM starts at $65/user/month for the Base Edition, with Sales Leader at 79/user/month and Financial Advisor at 79/month flat rate, all billed annually with a 30-day free trial. Reviewers describe mixed value: some call pricing reasonable or lower than Salesforce, while others cite setup, support, and customization costs.

Answer based on 57 reviews

Integrations

### Which third-party tools and platforms does Maximizer CRM integrate with?

Maximizer CRM connects to 17 third-party tools, with reviewer-confirmed integrations for Microsoft Outlook, Microsoft Excel, Microsoft Word, and Mailchimp. Official integrations also include Contacts+, Gmail, QuickBooks Online, Microsoft SharePoint, Constant Contact, Eventbrite, SurveyMonkey, Twilio, Typeform, QuoteWerks, HubSpot CRM, and Zapier.

Answer based on 82 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Maximizer CRM?

Maximizer CRM offers in-person training, live online sessions, webinars, documentation, and videos. Many frontline users learn basic navigation quickly, and some teams train new employees with minimal effort. Admins and teams handling setup, customization, or migrations often need more time, with reviewers noting a clear learning curve and occasional gaps in formal support.

Answer based on 56 reviews

Getting Started and Support

### What customer support options does Maximizer CRM offer, and how do users rate the experience?

Maximizer CRM offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users often describe support as friendly, knowledgeable, and quick to respond, especially through chat and phone. Some report inconsistent follow-up, long resolution times for escalations, limited training depth, and frustration with support costs.

Answer based on 145 reviews

Security

### How does Maximizer CRM handle data security and access control?

Maximizer CRM uses access controls that let teams decide who can view and edit specific information, while making records, notes, and documents shareable and accessible from anywhere. Reviewers value the visibility and remote access, but some want two-factor authentication, more private division-level access, and fewer security-related lockouts.

Answer based on 29 reviews

## Who uses Maximizer CRM?

Based on Capterra reviews from the past 6 years

Talk to a software expert

to get a free software list  
tailored to your business needs

## Pros and Cons

Flexible platform personalization

88% positive reviews out of 33

Most reviewers find customization options extensive, allowing tailored fields, workflows, and interfaces for unique business requirements.

Complex and unintuitive navigation

42% negative reviews out of 60

Some reviewers indicate the user interface feels cluttered, difficult to navigate, and requires extra effort for basic tasks.

Danielle M.

Director, Regulatory Affairs, 11 - 50 employees.

"Several tabs and functions that I don't use, making the website a bit cluttered and hard to navigate at first."

Adaptable for growing businesses

88% positive reviews out of 25

Most users report small business use is effective, supporting team collaboration and evolving needs as companies expand.

Frequent technical disruptions

82% negative reviews out of 34

Most users comment bugs and issues cause system slowdowns, crashes, and require lengthy support interactions to resolve problems.

Comprehensive client management tools

92% positive reviews out of 24

Most reviewers describe customer tracking as thorough, enabling organized records, reminders, and improved client communication.

## Features

AI summary

Based on 14,670 CRM reviews

Capterra data shows that buyers of CRM software rank the following features as their top priorities:

-   **Contact Management** (**44%** of reviewers rated this feature as critical)
-   **Sales Pipeline Management** (**43%**)
-   **Lead Management** (**44%**)

Maximizer CRM supports all three features that reviewers identify as most important: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales process, and manage new opportunities more effectively, allowing teams to build stronger relationships and close sales with better visibility.

Contact Management

4.5 (56)

67.86% of 56 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Sales Pipeline Management

3.6 (21)

23.81% of 21 reviewers that rated this feature as important or highly important

Pipeline view and tracking lead status

Lead Management

3.7 (27)

51.85% of 27 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Task Management

4.0 (28)

46.43% of 28 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Data Import/Export

4.3 (21)

57.14% of 21 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Contact Database

4.6 (54)

66.67% of 54 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Maximizer CRM 89 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit
- Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules
- Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
- Calendar/Reminder System: Notifications/alerts for upcoming events or tasks
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Client Management: Manage contact details and communication with clients
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- CRM Integration: Integration with third-party CRM systems
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer Segmentation: Process of dividing customers into groups based on common characteristics
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Data Security: Protect sensitive data for digital privacy
- Data Visualization: Graphical representation of data
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Templates: Pre-made examples and templates for emails
- Email Tracking: Track delivered, received, and opened emails
- For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.
- For Insurance Industry: Intended to be used by insurers
- For iPad Devices: Operate/access software on iPad Devices
- For Sales Teams/Organizations: Caters to sales teams
- For Small Businesses: Designed for small businesses
- For Startups: Primarily serving startup companies
- Forecasting: Form predictions based on past and present data/trends
- Goal Management: Allows employees to set and manage work or career related goals
- Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
- Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Distribution: Route and distribute your leads to third party buyers
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
- Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Data: Receive data and information in real time
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Referral Tracking: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Sales Activity Management: Define, track, and/or automate sales activities and sales processes
- Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
- Sales Pipeline Management: Pipeline view and tracking lead status
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
- Search: Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Segmentation: Group leads or contacts based on their specific characteristics
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Shared Contacts: Share contacts with other applications like Gmail and CRM
- Support Ticket Management: Allow customers/users to submit support queries and service requests
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Management: Create, manage and track all task activities and progression
- Task Scheduling: Track and manage the scheduling of tasks
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Templates: Sample files or documents that could be customized as needed or used as is
- Territory Management: Organize customer data and accounts by user or geography
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Web Forms: Web form that allows users to enter data that is sent and processed for different reasons
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

3.9 (361)

3.9

Based on 361 reviews

## Pricing

Value for money

3.8 (298)

Free Trial

[View pricing plan details](https://www.capterra.com/p/154610/Maximizer-CRM/pricing/)

Base Edition

$65.00

Per User,Per Month

It includes:

-   1 GB Storage Limit
-   Pipeline Management
-   Seamlessly Convert Leads to Contact
-   Search + Filters
-   Soc2
-   Standard Built-in Reports
-   Task Management
-   Unlimited Record Limit
-   Web Form to Lead

Sales Leader Edition

$79.00

Per User,Per Month

It includes:

-   10 GB Storage Limit
-   Bulk Email- 50/Month
-   CASL/PIPEDA Compliant
-   Data Import + Export (Add-on)
-   Field Requirements
-   Role Based Security
-   SAML SSO

Financial Advisor Edition

$79.00

Flat Rate,Per Month

It includes:

-   Contacts Management Reporting
-   Accounts Management Reporting
-   Upcoming Reviews

Value for money

3.8 (298)

3.8

Based on 298 reviews

## Integrations

[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Eventbrite](https://www.capterra.com/p/114949/Eventbrite/)[

Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.0 (316)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.0 (316)

4.0

Based on 316 reviews

## User reviews

Overall rating

4.1

Based on 366 reviews

Filter by rating

5(131)

4(161)

3(49)

2(13)

1(12)

Mentioned topic

Sorted by most recent

TR

Thomas R.

Investment Specialist

Financial Services

### "Maximizer review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 31, 2025

Its a great CRM, less confusing the Selasforce

Pros

Its a fast program without many glitches.

Cons

Sometimes the Outlook syncing gives me errors.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

TH

Tanner H.

Financial Planner

Financial Services

### "Maximizer Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

December 20, 2024

Overall positive. I like it for notes and keeping files, and tracking who has been contacted/when. Nice for sending out mass emails and keeping track of them.

Pros

The ability to save emails with it very easily for note taking

Cons

I wish the DocuSign integration was more useful

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

AD

Annie D.

Accommodations

Higher Education

### "Maximizer is the GOAT"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

December 20, 2024

Amazing! I use Maximizer on the daily. Our office would not be able to function without it.

Pros

I love the integration with outlook and template options. This saves us so much time! I also use the statuses often to check in on our workflow and help ensure no one slips through the cracks. I also love the export/import features these save me so much time and are helpful for date reports.

Cons

No real complaints, on area that could be improved is having a client facing portion of the software.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

DB

Daphne B.

SALES MANAGER

Hospitality

### "GOOD CRM FOR HOTEL"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

December 20, 2024

Maximizer CRM is a good CRM and we reconducted our contract for next year

Pros

All the possibilities there are to use data

Cons

I think it could be more intuitive and more simple

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

DM

Danielle M.

Director, Regulatory Affairs

Mining & Metals

### "Efficient tool for maintaining contact lists"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

9/10

December 19, 2024

Once you get the hang of the tool, it's a breeze to create and maintain distribution lists.

Pros

Easy to apply advanced filters, allowing easy maintenance of distribution lists.

Cons

Several tabs and functions that I don't use, making the website a bit cluttered and hard to navigate at first.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

TP

Thomas P.

Administrative Assistant

Financial Services

### "Executive Wealth Advisors - Barrie "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

November 28, 2024

Our overall experience has been quite positive when it comes to daily execution of various tasks within the Maximizer CRM

Pros

The ease of executing numerous activities and the increased transparency among team members.

Cons

The failure of automatically logging client calls due to an inability to connect to our phone system.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

MB

Morgan B.

Administrative Assistant

Financial Services

### "Maximizer Review, a positive overall experience. "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

November 28, 2024

Other that not being able to produce certain reports, Maximizer does exactly what we need it for. Keeping track of client information and interactions.

Pros

what i like most about maximizer is the ability to add custom fields and the ease of importing data once I figured it out.

Cons

What I like the least about Maximizer is that some of the field can be deleted that shouldn't. When we first got Maximizer, the amount of fields made it hard to find any one particular field. When I deleted some of them I later found out that they were needed to produce some reports and that I was unable to recreate them. As such we are unable to use maximizer to its full potential.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reasons for choosing Maximizer CRM

Pricing was the biggest factor, but we also had limits on what CRM's we could use due to our compliance department.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

JM

Jessica M.

Operations Associate

Graphic Design

### "Maximizer CRM for Dependable Business Assistance "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 24, 2024

Maximizer CRM is the valuable and realistic choice that manages marketing.

Pros

Maximizer CRM has assisted all the customers relations through successful service delivery.

Cons

Maximizer CRM has nothing contradicting in matters CRM

Switched from

[SuperOffice CRM](https://www.capterra.com/p/39294/SuperOffice-CRM/)

[Cloud ERP](https://www.capterra.com/p/127733/BizAutomation/)

[ePROMIS ERP](https://www.capterra.com/p/146029/ePROMIS-ERP/)

[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)

The diversity in every CRM solution is something well articulated.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CR

Cleah R.

Office Manager

Government Administration

### "Maximizer is useful but intimidating "

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

6/10

November 7, 2024

I started using it for a bit, but it seems like a lot of extra work to insert contacts.

Pros

It is a useful tool, that can help offices run more smoothly. I can keep track of contacts and to do lists

Cons

it feels scary to use and it is not super straightforward.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

IW

Ian W.

Manager, Client Operations

Financial Services

### "Maximizer is an Amazing CRM - Best in Market"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 5, 2024

I use Maximizer for all our business needs for prospects, clients & internally. It is very beneficial for a range of options including the integrations & documentation. Very easy to learn.

Pros

Very easy to use & learn. Intuitive design & process. Lots of features to use to optimize your business. Able to hide features you aren't using. Very customizable to our business. Really great overall considering the other CRM's in the market.

Cons

There is nothing I dislike about Maximizer.

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Cheaper & more customizable. More appropriate for our business.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

[View all Reviews](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

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