# Page 10 | Maximizer CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 10 - Is Maximizer CRM the right Financial 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

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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/)

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Last updated March 13th, 2026

# Page 10 - Reviews of Maximizer CRM

## Showing most helpful reviews

Showing 226-250 of 366 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

RC

Roger C.  
Investment Advsior  
Financial Services  
Used the software for: 2+ years

### "Overall pretty good"

August 2, 2018

4.0

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

Pros

Ease of navigation, full of features (many of which I don't use mind you)

Cons

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

Review Source

JU

Joan U.  
Executive Director  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Great Database"

August 2, 2018

5.0

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

Pros

It is easy to work with, very versitile and love the customer service.

Cons

The green color, although not important.

Review Source

JM

James M.  
Financial Advisor  
Financial Services  
Used the software for: 6-12 months

### "Maximizer CRM for Financial Advisors"

August 2, 2018

4.0

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

Pros

The ability to create and organize user defined fields is a powerful tool. Global edits and importing tools are easy to use and help make initial set up less painful. The search function is powerful once you get the hang of it.

Cons

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

Review Source

VR

Verified Reviewer  
Applications Engineer Team Leader | Robotmater  
Machinery  
Used the software for: 1-2 years

### "Maximizer CRM online"

October 30, 2018

3.0

Pros

User interface has good colors. Their help center has video tutorials!

Cons

Sometimes the options are a bit overcrowded and the search is not very good or user friendly.

Review Source

BP

Benjamin P.  
Sales  
Printing  
Used the software for: 2+ years

### "MAX works!"

August 9, 2018

5.0

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

Pros

Ease of use and configurable to my needs.

Cons

Their standard forms are not applicable to my business. Customer support needs to have greater urgency solving technical issues.

Review Source

LA

Linwood A.  
outside sales  
Management Consulting  
Used the software for: 2+ years

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

June 18, 2018

1.0

Pros

Liked it years ago after updating to the last desk top version it never worked right I really cant think why i liked it

Cons

support has failed me local service sql will not start I have had to start it manually for over a year

Review Source

AK

Artemy K.  
Manager  
Computer Software  
Used the software for: 2+ years

### "Maximizer CRM 2019 "

November 2, 2018

5.0

We manage leads, opportunities and support tickets. We also use campaigns and web-to-lead forms.

Pros

Ease of use and value for the money. Web interface works flawlessly.

Cons

Less than expected app integrations. Project management integration is a must.

Review Source

VR

Verified Reviewer  
Founder  
Financial Services  
Used the software for: 1-2 years

### "Review"

August 9, 2018

5.0

Pros

I liked that it is web-based and we can view it from anywhere.

Cons

I had a lot of trouble creating contacts under a household. Got it fixed but it took a while. That was discouraging.

Review Source

LM

Lisa M.  
Executive Assistant  
Management Consulting  
Used the software for: 2+ years

### "Maximizer CRM Review "

February 9, 2017

4.0

I have been using Maximizer for over 15 years. It is a great product to keep all your client information, notes, tasks and scheduling all in one area. Maximizer keeps improving their product over the years to keeps up with changing technology. Also, their customer service is great.

Review Source

OS

Owen S.  
Senior Investment Advisor  
Financial Services  
Used the software for: 2+ years

### "Senior Advisor"

August 8, 2018

4.0

Just a good contact management system - thanks

Pros

Simply does what I want it to do...record notes, stores documents and provided birthday reports...don't need much more.

Cons

Too much to learn...haven't got time for all the applications

Review Source

PB

Paul B.  
Real Esate agent  
Real Estate  
Used the software for: 2+ years

### "Maximizer CRM"

October 30, 2018

5.0

I've been using Maximizer for over 25 years, and watched the software continue to improve

Pros

Overall ability to organize clients, follow up, mail merge, and mobile access

Cons

Yearly subscription cost for individual user, with smaller database

Review Source

CU

Chris U.  
Inside Sales Rep  
Publishing  
Used the software for: 1-2 years

### "Easy to use"

August 21, 2018

5.0

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

Pros

I like the integration of multiple apps like gmail and calendar functions to help organize my contacts. Also there is a very easy way to format maximizer to my use. Youtube tutorials were a major help when it came time to constructing my maximizer.

Cons

Color scheme is kind of ugly. Layout is a little fuzzy at first.

Review Source

AT

Amy T.  
Assistant  
Financial Services  
Used the software for: 6-12 months

### "Great place to keep all of your client information"

August 2, 2018

5.0

Overall Maximizer has been a good program for our firm. We've been keeping track of all our clients and emails using the platform.

Pros

This software was easy to use and adding extra fields were fairly simple.

Cons

There is no "reoccurring task" option for the action plans. When you want to set action plans every other month, you have to manually do it each time.

Review Source

MH

Melinda H.  
Associate  
Financial Services  
Used the software for: 2+ years

### "Maximizer review"

August 9, 2018

4.0

Great software. And easy to get support

Pros

Hotlist task availability- it makes it easy to delegate tasks for each individual.

Cons

Search- you need to type while name. I wish you could Type First few letters of name

Review Source

CH

Carolyn H.  
Exec Assistant  
Financial Services  
Used the software for: 1-2 years

### "Easy to use, and consistent"

August 2, 2018

4.0

Max is great for organizing our clients and being able to find client related answers quickly.

Pros

I transitioned to this web version from a desktop version, and I found the transition very easy. Max is user friendly, and has good support when you have a question.

Cons

The only things I don't like are web related really. So any web based software would have the same issues for me.

Review Source

RR

Rob R.  
Office Manager  
Financial Services  
Used the software for: 2+ years

### "Maximizer Reveiw"

August 7, 2018

4.0

Pros

Daily use is straightforward. Changing columns and views relatively simple.

Cons

Transferring the client info from different sources was a bit difficult, more information was given than actually uploaded.

Review Source

CK

Connie K.  
Administrative Assistant  
Financial Services  
Used the software for: 2+ years

### "Administration assistant review"

August 9, 2018

4.0

Pros

Appreciate the ease of customization. Also the Outlook integration.

Cons

There is no folder filing system. Our client files are complex and it would be helpful if we could have files within folders.

Review Source

JC

Justin C.  
Operations Manager  
Biotechnology  
Used the software for: 2+ years

### "Maximizer review"

August 2, 2018

3.0

It's been fine, but I know there are better options out there

Pros

It's very easy to use. The cloud version works well and it's never down

Cons

You can't easily see attachments to emails, and you can't track quotes

Review Source

SS

Stephanie S.  
Trade sales rep  
Publishing  
Used the software for: 1-2 years

### "Maximizer "

August 2, 2018

4.0

Pros

It is a great way to share info about customers with in-house and field sales reps. Give you detailed info that you need when you need it.

Cons

It is very difficult to customize for my needs. Theoretically it should accommodate what we need but it really doesn’t. That makes it hard to navigate and you have to go through a ton of work arounds.

Review Source

CS

Charlie S.  
Financial Security Advisor  
Financial Services  
Used the software for: 2+ years

### "Maximizer"

November 2, 2018

4.0

I have my client data stored in the cloud.

Pros

A good way to keep track of client information

Cons

The Maximizer Co. Assumes that users know what all the functions are and how to use them. We don't.

Review Source

JW

Jackie W.  
Office Manager  
Insurance  
Used the software for: 2+ years

### "Maximizer Review"

August 2, 2018

5.0

It meets all our requirements in terms of a an excellent data base.

Pros

The flexibility that allows you to do customize it to your specific requirements.

Cons

There is nothing specific that I dislike.

Review Source

lB

lynn B.  
office manager  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "not sure"

November 2, 2018

3.0

Pros

not sure, still adapting I will get back to you after I have had a chance to properly evaluate

Cons

don't like it being in the cloud having some trouble with layout and functions

Review Source

RV

Rita V.  
Sr Robotics Customer Specialist  
Computer Software  
Used the software for: 2+ years

### "Review"

October 30, 2018

4.0

Pros

It is easy to use. The CRM Live makes it easier to have access to on the go.

Cons

There are some limitations to what I want to do when it comes to managing web to form leads.

Review Source

JB

Jeff B.  
President  
Construction  
Used the software for: Less than 6 months

### "Used it for 6 years now and we love it!"

February 6, 2017

5.0

We are a service company and use Maximizer to schedule to obviously track clients but also, schedule estimates and service calls. We just started using a web form that connects directly to the database from a form on our website so that information does not have to be re-entered, just confirmed. We also use our own forms made in Word and it is great to be able to easily bring client data over into these forms.

Pros

Very adaptable to suit various needs. We love being able to access from anywhere. The support staff is wonderful. Always a pleasure to work with them.

Cons

I preferred the desktop version for its speed, the Web version is slightly slower to load but we are getting used to it (on-premise installation, not hosted).

Review Source

Scott P.  
Partner  
Management Consulting  
Used the software for: 2+ years

### "Great"

November 2, 2018

3.0

Maximizer has been a big part of my business for a long time. Since 2000 actually. Now with the subscription based software I'm looking at other options but do continue to use Maximizer at this point.

Pros

it is nice to have access from any system.

Cons

access from mobile is not that great last time i tried. product maybe improved now.

Review Source

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