--- title: "Maximizer CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Maximizer CRM the right Lead Management solution for you? Explore 366 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/154610/Maximizer-CRM/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-28" --- Maximizer CRM 4.1 (366) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 28th, 2026 # Reviews of Maximizer CRM Ease of use 3.9 Customer Service 4.0 ## Pros and Cons in Reviews MM Maggie M Administrative AssistantFinancial Services, 2 - 10 employeesUsed the software for: 6-12 months. “The integration with third-party applications like Outlook and Office 365 enhances workflow efficiency, making it easier to manage customer relationships and streamline day-to-day tasks.“ October 30, 2024 MB Morgan B Administrative AssistantFinancial Services, 2 - 10 employeesUsed the software for: Less than 6 months. “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.“ November 28, 2024 MB Morgan B Administrative AssistantFinancial Services, 2 - 10 employeesUsed the software for: Less than 6 months. “what i like most about maximizer is the ability to add custom fields and the ease of importing data once I figured it out.“ November 28, 2024 DM Danielle M Director, Regulatory AffairsMining & Metals, 11 - 50 employeesUsed the software for: 1-2 years. “Several tabs and functions that I don't use, making the website a bit cluttered and hard to navigate at first.“ December 19, 2024 TH Tanner H Financial PlannerFinancial Services, 11 - 50 employeesUsed the software for: 1-2 years. “I like it for notes and keeping files, and tracking who has been contacted/when.“ December 20, 2024 BK Brian K Tradeshow ExpertEvents Services, 201 - 500 employeesUsed the software for: More than 2 years. “It's integration with the newest version of Outlook is still lacking“ November 1, 2024 DD Dion D Associate Investment AdvisorInvestment Management, 2 - 10 employeesUsed the software for: Less than 6 months. “I would have preferred more time to use the tool with our firm's data before being asked many times how my experience has been. But once I got going using it, doing the data imports etc the use has been great!“ October 30, 2024 KD Kate D Executive DirectorFine Art, 2 - 10 employeesUsed the software for: 1-2 years. “The pulling reports is cumbersome and not intuitive.“ September 30, 2024 ## Showing most helpful reviews Showing 1-25 of 366 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Abel A. Agent Hospitality Used the software for: Less than 6 months ### "Avis maximiser crm " September 28, 2023 4.0 perfect software, intuitive and allows us to have access to information...but it would be better if it helped us to do better housekeeping Pros super software that is very intuitive to use also makes it easy to have useful information to communicate with a client Cons I have difficulty making households and people within households better. Review Source Response from Maximizer Software February 16, 2024 Hello Abel, Thank you so much for sharing your feedback with us—we really value your input and flagging up areas where we can further improve. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team MB Morgan B. Administrative Assistant Financial Services Used the software for: Less than 6 months ### "Maximizer Review, a positive overall experience. " November 28, 2024 4.0 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/) Reason 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 JR John R. CEO Real Estate Used the software for: 2+ years ### "nedds to brought into the 21 century" July 13, 2021 1.0 gneral very goo d dupport, but no real update or interpretation to modern communication - voip, testing,k etc Pros It works but has not adapted to new systems and teck Cons old outdated procedures and lack of fluid connection to other software - VOIP, mail chimp etc. started to integrate but long way off Reason for choosing Maximizer CRM I have used max since 3.1 and was happy it kept uptodate but that has no happened and max is being overtaken by other that have added value. Review Source JM Jessica M. Operations Associate Graphic Design Used the software for: 1-2 years ### "Maximizer CRM for Dependable Business Assistance " November 24, 2024 5.0 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 IW Ian W. Manager, Client Operations Financial Services Used the software for: 2+ years ### "Maximizer is an Amazing CRM - Best in Market" November 5, 2024 5.0 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 TR Thomas R. Investment Specialist Financial Services Used the software for: 6-12 months ### "Maximizer review" January 31, 2025 5.0 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 TH Tanner H. Financial Planner Financial Services Used the software for: 1-2 years ### "Maximizer Review" December 20, 2024 4.0 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 AD Annie D. Accommodations Higher Education Used the software for: 1-2 years ### "Maximizer is the GOAT" December 20, 2024 5.0 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 DB Daphne B. SALES MANAGER Hospitality Used the software for: 2+ years ### "GOOD CRM FOR HOTEL" December 20, 2024 5.0 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 DM Danielle M. Director, Regulatory Affairs Mining & Metals Used the software for: 1-2 years ### "Efficient tool for maintaining contact lists" December 19, 2024 5.0 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 BK Brian K. Tradeshow Expert Events Services Used the software for: 2+ years ### "A Long Time Maximizer User" November 1, 2024 5.0 I have used this program for over 30 years and tried most competitors in that time frame. I have always come back to Maximizer for it's ease of use. Pros A simple layout that does not overcomplicate what a salesperson really needs to do. I've often thought this program was built for Salespeople and not Management Cons It's integration with the newest version of Outlook is still lacking Review Source DD Dion D. Associate Investment Advisor Investment Management Used the software for: Less than 6 months ### "Good, but room for improvement." October 30, 2024 4.0 Good, but it could be better. I would have preferred more time to use the tool with our firm's data before being asked many times how my experience has been. But once I got going using it, doing the data imports etc the use has been great! Pros I love the flexibility aspect that allows us to customize the tool to our unique goals. Cons I did not enjoy the implementation. It took a while to implement, the instructions were not always clear, and the training sessions felt rushed sometimes. Review Source CK Chrissy K. Client Services Coordinator Financial Services Used the software for: 2+ years ### "Great Product to Keep Your Business Running Smoothly" July 27, 2022 5.0 Maximizer is a very important part of our day, we check it to see what tasks we have coming up, have completed, and what we are waiting for. It makes our day run smoothly and keeps everyone on track. Pros The features I like about Maximizer is that it is easy to use. There are many features that we use to keep the company running smoothly, even if someone is on holidays. You can add their tasks to yours so you know what needs to be done while they are away. The program keeps the client's files secure and easy to access when looking for a form. The customer service is wonderful and fast in helping find solutions. Cons There isn't much negative I can say. I don't use alot of the features, because I don't have time to just play around and see what else I could use to help with efficiency. Review Source Response from Maximizer Software July 28, 2022 Hi Chrissy, Thank you for leaving a 5-Stars review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you! Maximizer Team RK Ray K. Owner Real Estate Used the software for: 2+ years ### "Ray's Review" October 25, 2022 5.0 There are too many problems it solves to list, but suffice it to say, I could not run my business without a CRM and a Case Management system which Maximizer does very well! Pros The best part has always been the comprehensiveness of the product, how modules fit together, combined with Mail Integration. These have always been key for me. It's easy to use for the most part if you enjoy technology and when you need them, support is very close and very good. Cons The price is high in my mind. I enjoyed stand alone because I was more in control of my expenses. I could keep a version running until I had to upgrade. I don't like the never ending cost and in truth, it has caused me to begin looking for alternatives. Reason for choosing Maximizer CRM I have been a Maximizer user for over 30 years Review Source Response from Maximizer Software October 27, 2022 Hi Ray, Thank you very much for sharing your positive Maximizer experience. We're happy that you've found our product easy to use. We certainly value your business and hope to retain you as a client. Still, we also believe in the value of our product and try to add the most value for our customers by reinvesting back into Maximizer and its processes. We hope you appreciate the value of our service in terms of customer experience, user interface, and product features. We hope to continue to serve you and help your organization thrive. The Maximizer Team VR Verified Reviewer Managing Director Investment Management Used the software for: 2+ years ### "Wouldn't Have A Growing Business Without It" August 6, 2018 4.0 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 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. Review Source WL Wendy L. Office Manager Financial Services Used the software for: 2+ years ### "Maximizer is a great CRM and helps to pay for itself in time management and efficiency" September 27, 2022 5.0 VERY robust program with great capabilities. Maximizes efficiency in the office allowing the whole team to stay up to date on all clients, no matter who deals with them each interaction. Pros Activities tracker as well as being able to create customizable Activity plans for each client Cons There can be issues when importing data from other sources and the client information gets mixed up Reason for choosing Maximizer CRM Best program for the money and allowed the most customization and flexibility for individual users Review Source Response from Maximizer Software October 17, 2022 Hi Wendy, Thank you for leaving a 5-Stars review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you! Maximizer Team VR Verified Reviewer Owner Insurance Used the software for: 2+ years ### "Our irreplaceable business partner " September 25, 2024 5.0 Have used for over 20 yrs. It is a great program Pros Ease of use. I also like how you can tailor it to fit your needs Cons When it goes offline. We’ve become so dependent on it that when we cannot use it, it is difficult Review Source BM Brad M. Advisor Financial Services Used the software for: 1-2 years ### "Max CRM Review" March 5, 2020 3.0 Its ok. What really put me off is every time you need some assistance they turn it into a huge billable hour exercise. Talk about ripping off your customers. Pros The product out of the box works for what we need, I have the advisor template on mine and it still has the design on selling, and the sales process. This inst the focus of the average advisor. This does the basic features required. however it certainly isn't what it could be. Cons It doesn't have the ability to track products well. It took leads tab and renamed it opportunities and felt that was a improvement. it wasn't. We end up using a global note to record and track all items a client has with us. Reason for choosing Maximizer CRM This did the basics and got us going. Review Source Response from Maximizer Software March 16, 2020 Hi Brad, Thank you for leaving a review of Maximizer. It's always great to hear feedback from our customers and gauge where we can improve. If there is something we aren't doing well to fit into your workflow I would love to discuss. I feel that you have had somewhat of an off-putting experience due to particular charges, perhaps changes in your software? I would love to discuss and help design a workflow that benefits you. Please reach out to: support@maximizer.com and let them know you would like to discuss the set-up of your Maximizer CRM and we will get a Customer Success Manager on a call to discuss and plan a path forward. We look forward to hearing from you! Best regards, Adam Wilson Head of Customer Success SS Sam S. Director Insurance Used the software for: 2+ years ### "Difficult to set-up, pay as you go support, pieced together from other CRM's" July 31, 2018 3.0 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. Review Source VR Verified Reviewer Financial Advisor Financial Services Used the software for: 2+ years ### "Daily necessity of my business" February 13, 2019 5.0 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. 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. Review Source Response from Maximizer Software 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. VR Verified Reviewer Network Administrator Education Management Used the software for: 2+ years ### "Upgrades" August 2, 2018 5.0 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. Review Source KD Kate D. Executive Director Fine Art Used the software for: 1-2 years ### "Maximizer - CRM review" September 30, 2024 3.0 Overall we are pleased with Maximizer, It appears to be a bit archaic at times. Pros Ability to have multi labels for our constituency. Cons The pulling reports is cumbersome and not intuitive. Review Source MD Megan D. Consultant Staffing and Recruiting Used the software for: 6-12 months ### "Ease and customization for your unique business" July 16, 2021 4.0 Pros This software is easy to understand and become comfortable working in when it comes to contact management and email integration. Maximizer offers many tools to be able to customize your data for your specific business and to continue to build on as your business grows. The ability to set a personalized dashboard to keep targets top of mind is very helpful and is a great way to start the day. Cons Having better integrations with other software would make our lives a lot easier. As well as having better duplicate checking for entries would eliminate a lot of work hours used to maintain a clean database. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review Source LH Larry H. President Military Used the software for: 2+ years ### "CEO Evaluation" July 7, 2021 4.0 Maintainance of Sales contacts, history, etc. Reducing the gap between sales people. Pros Ease of use, contact detail, uploading data, notes, sending ToDo's Cons Sales Management Reporting and tracking is very weak. Review Source DM David M. owner Financial Services Used the software for: 2+ years ### "Highly recommend Maximizer CRM" July 7, 2021 5.0 The Maximizer platform is great but what is even more important is the customer service team is out standing. The customer service team is fast, knowledgeable and friendly. The best. Pros I'm in sales. Having a CRM is critical. Being able to track and store documents and emails to clients and prospects keeps me organized. We started scanning in 2007 and today I can see and work on any clients file from any where I have WIFI. All our scanning is in Maximizer. All important documents are in Maximizer. All important emails are attached in Maximizer. Customer service cases are attached in Maximizer with notifications. Our business depends on Maximizer and it has grown with us. Love the software. Cons I only wish I could save excel files directly to Maximizer without having to save to the desk top first. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.