# Maximizer CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Maximizer CRM the right Online CRM solution for you? Explore 366 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/154610/Maximizer-CRM/reviews --- 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 March 13th, 2026 # Reviews of Maximizer CRM Ease of use 3.9 Customer Service 4.0 ## Pros and Cons in Reviews 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. ## 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 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 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 is the valuable and realistic choice that manages marketing. Pros has assisted all the customers relations through successful service delivery. Cons 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 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 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 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 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 TP Thomas P. Administrative Assistant Financial Services Used the software for: 6-12 months ### "Executive Wealth Advisors - Barrie " November 28, 2024 5.0 Our overall experience has been quite positive when it comes to daily execution of various tasks within the 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 AA Amanda A. Financial Planner Financial Services Used the software for: 2+ years ### "Long-term user of Maximizer CRM" October 30, 2024 4.0 Long-time user of Maximizer back in the desktop era, and then cloud-based product. Responsive service team and relevant updates for end-users. Pros Keeps organized and detailed client file, with good tools for efficient business use. Cons Inability to share certain Account features/tools with other team members 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 Financial Advisor - CFP Financial Services Used the software for: 2+ years ### "Good Overall Solution" November 2, 2018 4.0 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. 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. 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 SC Sandi C. Operations Manager Financial Services Used the software for: 2+ years ### "Using for 20+ years!" October 31, 2022 4.0 Pros The ability to see and share data is key and the live version allows it to be always up to date Cons The time zone for customer service is sometimes and issue because we are on the east coast. I also feel there is so much more we can be doing, but we don't know what we don't know. Review Source Response from Maximizer Software November 7, 2022 Hello Sandi, Thanks for sharing your feedback with us and for being a Maximizer customer for over 20 years! We're delighted to hear that our shared address book functionality allows you to see and share key data. Please reach out to our support team at support@maximizer.com. The team can help find a solution for the issues relating to time zones and ensure that you are getting the most out of Maximizer. We look forward to continuing to work with you for many more years. The Maximizer Team JF JOE F. FINANCIAL ADVISOR Financial Services Used the software for: 2+ years ### "Always breaking down; constant problems and issues" July 20, 2021 2.0 Really tremendously disappointing. Little problems tend to be solved within 3 days but problems come monthly and there are constant problems and issues. Bigger problems have never been solved. Functionality sounds great but doesn't work in reality. I am stuck though so I have to keep fighting with them for repairs. Pros If it worked in reality there are some great potential management features - however it constantly breaks down - something as simple as recording birthdates creates ridiculous and tremendous issues. It just doesn't work well - I don't recommend it - once you are over to it you are stuck and although I have requested constant repair to some of the bigger issues nothing has been done. Cons At this stage it is just an expensive contact manger and note taking system - not much else works... Right now the system functionality is again down for me and it won't sync with my calendars that do work correctly like Calendly... Review Source MC Mark C. President Real Estate Used the software for: 2+ years ### "Maximized for small companies" August 2, 2018 4.0 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. 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. Review Source KT Karen T. Business Development Financial Services Used the software for: 2+ years ### "Maximizer great for lead management" July 27, 2022 3.0 Overall, generally happy with the product. Service is good as well. Pros The fact that we can sort on all kinds of UDFs and export the results. Also, great for keeping track of customers and prospects. Cons We could not get the Dashboard to work as we wanted it to. Reason for choosing Maximizer CRM n/a Review Source Response from Maximizer Software July 28, 2022 Hi Karen, Thank you for taking the time to share your feedback with us. I'm sorry to hear that your experience with our dashboard tool has not been ideal. I've shared this with the team and someone will reach out to you. However, please do not hesitate to reach us at support@maximizer.com. The Maximizer Team FN Frank N. Ceo Financial Services Used the software for: 2+ years ### "I’ve been using Maximizer for over six years and it’s my whole world I work on an on the daily hourl" October 25, 2022 5.0 Maximizer is a tool that can really build your business and my experience has been 10+ Pros I’ve been using Maximizer for over six years and it’s my whole world I work online on a daily hourly basis and the best tool I’ve ever use far is working with clients Cons It’s a little tough learning the program once you learned it open up the world of possibilities Review Source Response from Maximizer Software October 27, 2022 Hi Frank, Thank you very much for sharing your positive Maximizer experience with us! Looking forward to helping your organization continue to thrive! The Maximizer Team Jacob B. Associate Investment Management Used the software for: 1-2 years ### "A good piece of CRM Software" August 2, 2018 4.0 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. 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. 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 SJ Shelley J. Owner Financial Services Used the software for: 2+ years ### "Review " July 28, 2022 5.0 Have used for over 10+ years have been very pleased no reason to change Pros Cloud based … confident in their security features Cons Price for smaller offices Switched from [Act!](https://www.capterra.com/p/175860/Act/) Functionality Review Source Response from Maximizer Software July 29, 2022 Hi Shelley, Thank you very much for sharing your Maximizer experience with us! We look forward to continue to work with your organization. The Maximizer Team RR Robert R. President Information Technology and Services Used the software for: 2+ years ### "Maximizer Review" January 22, 2024 5.0 Great pricing, ease of learning and ease of scalability. Pros Feature rich and ease of use and customization. Cons Some cloud featurs not available in mobile app. Review Source Response from Maximizer Software February 16, 2024 Hi Robert, Thank you for leaving a 5-Star review. At Maximizer, we continuously strive to serve you better. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team ## 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.