# Page 11 | Maximizer CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 11 - 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 11 - Reviews of Maximizer CRM

## Showing most helpful reviews

Showing 251-275 of 366 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

EC

Eryn C.  
Legal Assistant  
Law Practice  
Used the software for: 2+ years

### "Overview"

August 2, 2018

3.0

Pros

It keeps all the client files organized. It is easy to access notes and see what has been done on each file.

Cons

There are way too many steps for printing out of maximizer.

Review Source

GC

Gilbert C.  
Investment Advisor  
Financial Services  
Used the software for: 2+ years

### "Investment Advisor"

October 30, 2018

4.0

Pros

It helps me to keep track of my clients and the notes I need for them.

Cons

In the past it wasn't as easy to add a new prospect but the new Leads tool has fixed this problem.

Review Source

JM

Janine M.  
Recruiter  
Transportation/Trucking/Railroad  
Used the software for: 2+ years

### "Lagging"

October 30, 2018

2.0

I would not use this program if I had a choice

Pros

Easy to walk through and easy to access at times

Cons

It is always lagging and freezing up, constantly having to shut down and restart

Review Source

DH

Dave H.  
President  
Financial Services  
Used the software for: 2+ years

### "Great features, but with some lag time"

August 2, 2018

4.0

Pros

I like the cloud feature which makes our database accessible anywhere we have internet access.

Cons

The lag time when clicking on various sections of the software.

Review Source

JL

JP L.  
PM  
Investment Management  
Used the software for: 2+ years

### "poor"

August 2, 2018

1.0

trying to stay organized with all my clients, and this database is a giant black box

Pros

the possibility of what it could/should be able to do

Cons

crazy slow, clunky, difficult to navigate

Review Source

James "Roz" R.  
Creative Director, CEO  
Marketing and Advertising  
Used the software for: I used a free trial

### "Old School"

November 3, 2018

2.0

Pros

Custom fields and quickbooks integration

Cons

Old school UI - text is small and tight and makes my eyes tired quickly Doesn't seem to offer any social integration No Google or G Suite integrations not at all exciting to look at or use.

Review Source

NC

Nancy C.  
Financial Planning Assistant  
Financial Services  
Used the software for: 2+ years

### "Satisfied Customer"

August 14, 2018

4.0

Pros

The product is easy to understand and easy to use, no really need for a training session

Cons

Some limitations, for example searching for past appointments

Review Source

dY

danny Y.  
director of sales  
Building Materials  
Used the software for: 2+ years

### "Maximizer CRM"

October 30, 2018

4.0

Very good CRM, I have had it for over 10 years

Pros

Quoting functions and follow up tools on sales leads

Cons

Its sometimes a bit glitchy and needs to occasionally fixed

Review Source

RT

Robert T.  
IA  
Investment Management  
Used the software for: 2+ years

### "overview"

August 2, 2018

3.0

satisfactory

Pros

Ive been using maximizer since it started - 20 + years it gets the job done

Cons

two many quirks - I liked the old desk top version way better

Review Source

CK

Clement K.  
Associate  
Financial Services  
Used the software for: 2+ years

### "Maximiser - good for non-clients"

August 2, 2018

4.0

overall, Maximizer is a good tool that our firm uses to manage both clients and non-clients. the ability to manage the non-clients is a useful tool for potentially turning them into clients.

Pros

what Maximizer offers that our current CRM does not is notes and contact info on potential clients, whereas our other CRM products only allow storage and information for existing clients

Cons

Maximizer can sometimes get a little messy with all of functionality. Some of the features are not completely intuitive and can take some digging to access.

Review Source

JD

JOANNE D.  
ADMINISTRATOR  
Financial Services  
Used the software for: 2+ years

### "August review of Maximizer"

August 7, 2018

5.0

I have been using this services for the last 20 years.

Pros

I use the files and notes section most often.

Cons

The View could be friendlier, such as colors functions.

Review Source

OV

Oscar V.  
Vice president  
Food & Beverages  
Used the software for: 1-2 years

### "Wonderful creation! "

November 30, 2018

4.0

I love this product!

Pros

Big thanks to your customer service, They are such a big help and they have all the patients to teach you in any aspects of your needs using there product and it's one of the reason why your product is above on the other products.

Cons

This product has no negative sides and We area still waiting for more improvements and still hoping the best for this. No negative comments from me using this product.

Review Source

RN

Ron N.  
Change Management Advisor  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Maximizing Your Work"

August 2, 2018

4.0

I am able to monitor the current status, future needs and use Maximizer to plan accordingly all in one spot.

Pros

Maximizer is intuitive and makes it easy for users to find what they're looking for without sending out a search party. Creating contacts, adding notes and tasks is simple. The integration with Outlook make life even easier as the correspondence with customers is captured without any hassle.

Cons

I can't think of anything specific that I don't like about the software.

Review Source

AF

Allan F.  
Portfolio Manager  
Financial Services  
Used the software for: 2+ years

### "Cost effective CRM"

January 8, 2019

4.0

Easy to maintain client/prospect records. Easy to customize.

Pros

A fair amount of customization is available

Cons

Lack of integration with email campaign manager

Review Source

IJ

Iere J.  
Marketing Assistant  
Insurance  
Used the software for: 1-2 years

### "Lots of Features just a tad hard to figure out"

August 7, 2018

4.0

Overall its been good. I am still trying to familiarize myself with quicker ways to do things but overall its getting the job done.

Pros

I like that you can customize your user defined feels to personalize your needs.

Cons

I find it a bit hard to navigate and that the steps for setting up user defined fields are a bit lengthy

Review Source

iB

isabella B.  
Assistant  
Financial Services  
Used the software for: 2+ years

### "Maximizer Review"

August 9, 2018

5.0

good

Pros

The Microsoft office integration with internet explorer.

Cons

I wish Maxmizer had the Microsoft office integration with google chrome.

Review Source

JH

Judy H.  
Office Manager  
Financial Services  
Used the software for: 2+ years

### "Maxmizer review"

November 1, 2018

4.0

Pros

cloud accessibility, good customer support, software always uptodate

Cons

a little more color & contrast between sections may be helpful

Review Source

LA

Launa A.  
Operations Manager  
Financial Services  
Used the software for: 2+ years

### "Maximizer Review"

October 30, 2018

3.0

Pros

Integration with outlook allows for linking of emails to specific client

Cons

creating new clients is cumbersome and not user friendly

Review Source

sV

shelby V.  
Advisor  
Financial Services  
Used the software for: 2+ years

### "Review"

August 2, 2018

4.0

Pros

I love the hotlist feature is something I utilize everyday.

Cons

That certain features won't work in Chrome, but work in Explorer.

Review Source

EC

Eddy C.  
Admin Manager  
Insurance  
Used the software for: 2+ years

### "overall review"

August 7, 2018

4.0

satisfied

Pros

customed user-defined field, able to add items according to our needs

Cons

cannot drag and drop attachment to an email

Review Source

AA

Audrey A.  
.Net web developer  
Computer Software  
Used the software for: 1-2 years

### "Maximizer CRM saves the day"

November 30, 2018

5.0

Great product!

Pros

I love this product and there features that help us improve our team , this lead us to maximize our capability to serve our clients with the satisfaction that they want.

Cons

Until now We are still using this product , I don't have any negative comments on using this! I really love using it.

Review Source

KH

Keenan H.  
Associate Advisor  
  
Used the software for: 2+ years

### "Continued Adaptibility"

November 1, 2017

4.0

Required for Wealth Managers.

Pros

\- Very modular - Super customizable - Excellent outlook integration - Searches make sorting the database quite easily

Cons

\- Support team can be had to get ahold of - Certain functionalities are not available - Very difficult to get a contact back after deleting it

Review Source

KP

Keyana P.  
Assistant  
Financial Services  
Used the software for: 1-2 years

### "Maximizer"

October 30, 2018

4.0

Pros

I like how easy is it to customize all the fields. And really tailor it to fit our business needs.

Cons

I would say the look could be updated a bit, certain features look outdated. No that I am using those features but maybe I would be more inclined if they were updated,

Review Source

MC

Mark C.  
Broker  
Financial Services  
Used the software for: 2+ years

### "Maximizer rview"

November 2, 2018

5.0

Pros

Ease of use, online version allow access from many devices

Cons

Some areas require additional time to learn

Review Source

MD

Myron D.  
Financial Advisor  
  
Used the software for: 2+ years

### "Going forward with Maximizer"

February 14, 2017

5.0

Maximizer CRM a great product, easy to use and functional for my business.

Pros

Ease of use.

Cons

Some tasks are a bit of a process.

Review Source

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