Who Uses This Software?

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


Average Ratings

267 Reviews

  • 4 / 5
    Overall

  • 3.5 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $65.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • 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

With offices in Canada, England, and Australia, as well as business partners in the United States and around the world, Maximizer has helped over 120,000 companies increase sales, build relationships, and boost their bottom line. Maximizer CRM comes loaded with features, all at one simple price. We include modules for Sales, Marketing and Customer Support, as well as must-haves such as customization and mobile access. 30-day Free Trial, and a 60-day money back guarantee!


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.

Long time stand alone user

Nov 27, 2018
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: My favorite feature is the ease and speed of recalling a contact name and all of the past jobs history when searching a first or second name. I store all notes and contact information which is great for reviewing many years later as an anecdote reminder when my path crosses with an old contact again.

Cons: Since Version 10 which suited my needs, Maximizer has gone to the cloud which is dead slow at times and crashes 2-3 times per session requiring me to log out, then log back in. Too many feature creepers have been added that I don't need, don't want, and they have just slowed the system down at times to a crawl. Having to "renew" a license every couple of years to be able to continue using it is a pain for someone like me who has built a huge data base so am committed to have to stay.

Overall: I am a one man show and have been using several versions of Maximizer since the late 90's. For me, it was best when it was just on a local drive and did not have to be connected to the cloud. I don't need most of the latest features that keep getting added.

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.

Daily necessity of my business

Feb 13, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Customizable to your businesses needs and functions. Organization of all client data and notes. Follow up functionality, and searchable User Defined Fields a huge asset. Access from web/cloud based from anywhere.

Cons: Outlook integration compatibility does not work with MacOS which is a huge negative for me. The Windows Outlook & Word compatibility is seamless though.

Overall: I keep detailed client meeting notes, important dates and follow-ups are automatic. I don't personally utilize the email integration within Maximizer, and hope that some day soon Maximizer will release functionality with MacOS for Outlook Integration, as this would be a huge pro for my business / work-day.

Vendor Response

by Maximizer Software on March 21, 2019

Thank you for taking the time to post a review.

We're happy to hear Maximizer is having such a positive impact on your business, and want to assure you we are working on improving the Outlook MacOS integration.

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.

Maximizer CRM

Mar 18, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: - Super easy to use

- Web Access version is really light-weight and as comprehensive as the application

- Helps will efficiency across the business

Cons: - The search feature isn't as smart as you'd like it to be

Overall: Maximizer CRM really helps sort and store all our contacts in a central location, making life very easy for all users. Finding someone's details is a few clicks away.

Vendor Response

by Maximizer Software on April 01, 2019

Hello Clint, thank you for taking the time to write a review and share your thoughts.

We're happy to hear your business is benefiting from using Maximizer. I can assure you we are always working on ways to improve the functionality of the software.

I have passed your feedback regarding the search feature to our product development team to look into.

Best regards,
Michael

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.

Flexible, but can be time consuming to set up

Apr 24, 2019
4/5
Overall

2 / 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: The software allows you to build a very strong relationship management process for your clients. You can customize virtually everything, and there is very little you can't do with the software. It is unlikely you will have a need that it cannot meet.

Cons: The software does not come out of the box in a user friendly fashion. It also isn't intuitive to make changes, and in my experience it comes with too many pre-sets which feels overwhelming. It can take quite a long time to get things trimmed down to what you need, and then grow it from there. The dashboard features are also extremely ugly and I have not found much of a use for them.

Overall: My overall experience has been good with Maximizer. Now that it is set up the way I want, I have little to complain about, but I would suggest that they should have a very basic initial set up, with users adding fields as needed. What I found was that there were 1000's of fields to choose your set up from, and I ended up deleting a lot of them just to reduce clutter.

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.

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