# Page 12 | Maximizer CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 12 - 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 12 - Reviews of Maximizer CRM

## Showing most helpful reviews

Showing 276-300 of 366 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Rob D.  
Technical Training Specialist  
Education Management  
Used the software for: Less than 6 months

### "Good product, great support"

August 13, 2018

4.0

Too soon to comment yet

Pros

Have used it before and find it has many new features. Very good support from their team.

Cons

I would like to have it for free!! No cons that I've found so far.

Review Source

JG

John G.  
Advisor  
Insurance  
Used the software for: 1-2 years

### "Review of Maximizer CRM"

November 6, 2018

4.0

Good for the calendar, keeping contacts, and sales pipeline. Hard to visualize leads in graphs and charts to see where things are at.

Pros

I like the 'Accounts' area the most as it helps me to manage my leads.

Cons

It is very difficult to make graphs and charts based on your sales results.

Review Source

VR

Verified Reviewer  
Music Account Representative  
Publishing  
Used the software for: Less than 6 months

### "Quality Product"

August 2, 2018

4.0

Pros

The accessibility and user-friendly software.

Cons

The navigation throughout the software was great for the most part, maybe cut down on some keystrokes to make it more fluid.

Review Source

BB

Brandon B.  
Financial Advisor  
Financial Services  
Used the software for: 6-12 months

### "Easy to use and clear, but needs better automation and apps"

October 30, 2018

4.0

Pros

Maximizer is very clear to use for the basics. Lots of basic customizations can be made to the layout of contact entries and user-defined fields. Integrates well with Outlook. Very quick customer support.

Cons

Email writer is too basic, only HTML, and cannot automate sending out to lists of contacts, no tracking. Searching the database is very clunky to use. Hard to learn and get the results we want.

Review Source

ML

Mike L.  
Director of sales  
Hospitality  
Used the software for: 2+ years

### "Basic CRM system"

August 2, 2018

3.0

Pros

General Ease of use throughout the program.

Cons

Limited functionality cumbersome in loading

Review Source

GC

Glenn C.  
Security Door Sales  
Construction  
Used the software for: Less than 6 months

### "Not the Most user friendly software."

August 9, 2018

1.0

training employees to input more details in notes for each opportunity created. Employees are learning to use and track a sales order from start to finish, using software designed for that purpose. My suggestion would to be to work with more service oriented companies. To design the software to track/ create in the field quotes and inventory control features so technicians can verify inventory on hand to complete service calls.

Pros

It does not crash daily but freezes often. Tracking progress of opportunities is easy as long as employees keep them up to date.

Cons

Compatibility with all the different software we use on a daily basis. Takes longer to look at documents or notes in maximize, then it does looking up an email and using a virtual drive on your server. Would benefit a start up company who are not service oriented with their sales.

Review Source

MW

Megan W.  
Financial Security Advisor  
Financial Services  
Used the software for: 6-12 months

### "advisor feed back "

October 30, 2018

5.0

with 11 staff potentially 3-4 people dealing with 1 client. It is much easier to track who has seen or chatted to them recently.

Pros

ease of use and great customer service.

Cons

too many training emails spit out to me.

Review Source

AM

Austin M.  
Assistant  
Financial Services  
Used the software for: 6-12 months

### "A strong tool that is a bit clunky."

August 2, 2018

4.0

Pros

The ability to track very specific and customizeable data sets and turn this into actionable information that has improved client service using Dashboards.

Cons

Poor customer support experiences, never getting responses on queries I've submitted for assistance. The software is a bit slow and sometimes crashes. Could be more responsive to save time and frustration.

Review Source

VR

Verified Reviewer  
Administrative Assistant  
Financial Services  
Used the software for: Less than 6 months

### "An Organizer's Dream"

October 31, 2018

4.0

Pros

I love how organized it keeps our office, and manages all client info

Cons

not quite as customizable as we would have liked.

Review Source

DD

Darren D.  
Investment Associate  
Investment Management  
Used the software for: 1-2 years

### "Maximizer makes it easy"

August 2, 2018

5.0

Pros

ease of use, communication with email, migration of scheduling, note taking

Cons

Sometimes hard to create relationship with new individuals. For instance just sales leads or different connections.

Review Source

RC

Roberto C.  
Financial Advisor  
Insurance  
Used the software for: Less than 6 months

### "Great for client management"

October 31, 2018

4.0

The Maximizer customer service is great which is so needed with their system. Still getting used to the program with all its complexities. Would recommend it but be prepared to spend lots of time learning and going through tutorials.

Pros

Great for keeping & updating client management files. Creating to do lists and having a tracking system is key for my business. There are so many creative ways to store and keep information at your finger tips.

Cons

Not so user friendly. I wish it was much easier to use and manipulate the formats to what my needs are. Very time consuming to learn and adapt to but you will eventually learn it and get used to it. It's a very complex system with many advantages but you need time to learn and adjust to it.

Review Source

GA

Gar A.  
Tax Specialist  
Financial Services  
Used the software for: 6-12 months

### "Software "filing cabinet""

August 2, 2018

4.0

Pros

I like the ability to save files, documents, notes and emails all in one location.

Cons

I don't like that files and notes can't be combined into one location. Essentially, you have to look through notes to find what you are looking for and then go to files to see the attachments. Would be more helpful if this was only 1 spot

Review Source

RS

RESHMA S.  
Admin and Marketing Coordinator  
Shipbuilding  
Used the software for: 1-2 years

### "Maximizer CRM"

October 31, 2018

5.0

Good to keep data and details for long run and unlimited capacity

Pros

Colour and Features are very visible and easy to handle

Cons

opportunity, address book and we can keep client logo as image

Review Source

LD

Laurie D.  
musician, composer  
  
Used the software for: Less than 6 months

### "Experience with Maximizer CRM"

January 14, 2017

3.0

I first bought this software around 1996. It's been great to keep track of companies and clients. But when my computer crashed in 2011 or so, even my PC expert was not able to re-integrate the data back into Max. It's such a complicated product that I had to pay a ridiculous amount of money to a special company that only works on Maximizer. The customer support is lousy. They want to charge you event to ask simple questions. The salesman that has been trying to get me to upgrade to the cloud was not understanding me or my needs at all. On the other hand, as I have been researching other CRM's, I am finding they are similar with being expensive and complicated.

Pros

I love how I can view all of my companies or have them in separate categories/databases to look at them separately.

Cons

Complicated! Poor customer service.

Review Source

LF

Larry F.  
Sales Manager  
Leisure, Travel & Tourism  
Used the software for: 6-12 months

### "Every Day Use"

August 2, 2018

4.0

Still a lot to learn

Pros

I really like the advanced search capability. I also like the features of how it ties into Outlook, Excel. I have used the Tutorials and they are most helpful.

Cons

I would appreciate follow up from my sales person. There is still a lot to learn. I need help with oportunities function & setting up a pipeline

Review Source

AC

Ashley C.  
Associate Investment Advisor  
Investment Banking  
Used the software for: 6-12 months

### "Lacking some key functions"

August 2, 2018

4.0

Some key features have fallen short in comparison to other CRM software, unfortunately.

Pros

Customizations can be made in-office to suit your needs

Cons

Character cap on to-do function, inability to customize main details page, inability to link notes to multiple contacts/events, incoming client emails not automatically attaching to file.

Review Source

CO

Cherie O.  
Leadership Team (Australia)  
Financial Services  
Used the software for: 6-12 months

### "Poor Excuse for a CRM"

October 30, 2018

2.0

I have used Salesforce, ZoHo & Microsoft Dynamics in the past and Maximizer is by far an inferior CRM by comparison.

Pros

I am unsure of the cost but can hope it's cheap and you get what you pay for.

Cons

No lead management Dreadful navigation Time consuming search and view functionality Counter intuitive in every aspect of the software

Review Source

JG

John G.  
  
  
Used the software for:

### ""

July 8, 2013

1.5

As a small organization with only a 2 seat requirement, I updated from Max 6. I was shown a new 12 version at a local business exhibition and told about all the wonderful additions - which as I pointed out existed in Max 6 apart, from a few items of tidying up. I only really felt the need to upgrade because my Max 6 would not work with windows 7 64 bit. The supposed seamless integration came apart, support was lacking. Having been a Maximizer user for some years, I already knew that most faults would be with the installation bugs which Maximizer is reluctant to assist with, and so I started to work through them. Some are now fixed, but the forums are sometimes helpful. Having got it working, you find that there is pretty much the same background as there was in Max 6; it is now harder to do simple searches as most shortcuts have either been changed or are a lot harder to get to. The new "office style ribbons" at the top are just as lacking as the ones in most office products, in terms of relativity. Other than the issue with 64 bit I would not have bothered upgrading.

Review Source

JV

Jamie V.  
Administrative Assistant  
Financial Services  
Used the software for: 1-2 years

### "It's Great!"

August 2, 2018

4.0

Pros

I like the depth of this software, makes reports much easier to analyze.

Cons

Initially I found this program very frustrating to use.

Review Source

CF

Cameron F.  
IA  
Financial Services  
Used the software for: 1-2 years

### "Maximizer getting better "

November 6, 2018

4.0

Pros

The search is fast. The ASP (internet portal) and mobile app work well together.

Cons

Not as flexible as the old desktop version

Review Source

AK

Alexander K.  
Investment Advisor  
Financial Services  
Used the software for: 1-2 years

### "Maximizer review"

August 2, 2018

4.0

Pros

Lots of features and easy to use, intuitive interface

Cons

Little customization options, and sometimes I had issues logging in

Review Source

ML

Melissa L.  
Co-ordinator  
Primary/Secondary Education  
Used the software for: Less than 6 months

### "It could be done more than that "

November 10, 2016

4.0

Maximizer CRM provides our company with a big picture of software. It enhances the capacity of our data and it is very functional. It is not a typical software for university management, however, it is very suitable for clients management for small-median business. You can create whatever you want for fields(information) and there are many customized bars that you could easily get access to.

Pros

.Clear function bar .easy to customized .superior customer services .add on functions for Word

Cons

. Sometimes confused with Applications and Clients .some functions are barely used . Email template is easy to get confused when saving them .Override data should be able to differentiate date for each time

Review Source

LL

Lyndon L.  
Supply planning specialist  
Food & Beverages  
Used the software for: 1-2 years

### "Innovative product!"

November 30, 2018

5.0

Such a Great product!

Pros

This product help us to easily navigates the documents that we needed, Maximizer allows us to update and access our records anywhere and anytime We want. This product is so Great!

Cons

This product have all the things we needs in our company, that's why I don't have any negative on this such a Great product!

Review Source

CB

Cynthia B.  
Owner  
Accounting  
Used the software for: 6-12 months

### "Maximizer"

October 31, 2019

4.0

Offers visibility to many on the membership status and programs that the members are enrolled in.

Pros

I love that is a customizable database with lots of functionality and custom reporting opportunitites

Cons

It was a bit confusing to set up but all done now and working awesome now. once we got past the learning curve all was great

Switched from

[Excel-to-Word Document Automation](https://www.capterra.com/p/167680/Excel-to-Word-Document-Automation/)

too large to manage on excel and no visibility

Review Source

Response from Maximizer Software

November 14, 2019

Thanks for the great review Cynthia! If you ever need any more help with set up feel free to take advantage of our Service and Success teams to get you from A to B faster and more efficiently. Thanks again! Adam Manager of Customer Success

RS

Rebecca S.  
Assistant  
Financial Services  
Used the software for: 6-12 months

### "Review"

August 9, 2018

3.0

Pros

lots of list generating options.

Cons

no place to add information about clients contracts and policies. Not compatible with other programs so information needs to be updated multiple times on all systems (time consuming)

Review Source

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