# Page 13 | Maximizer CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 13 - 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 13 - Reviews of Maximizer CRM

## Showing most helpful reviews

Showing 301-325 of 366 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

MM

Maria M.  
Design Team Coordinator  
  
Used the software for: Less than 6 months

### "It does what is supposed to"

December 5, 2017

4.0

Pros

Being able to link appointments with clients and other people in the office is such a gift. Google Calendar does not do the same job at all. It is also great that we are able to input appointments into other peoples calendar. And the hotlist makes it helpful and easy to remember things without driving yourself insane

Cons

It is pretty costly and that makes it hard to want to upgrade to the next version even when the next version is going to make your life so much easier. For some, like us, it is just better to be frustrated than spend the money which isn't really what you want.

Review Source

SW

Sarai W.  
Executive Administrator  
Machinery  
Used the software for: 6-12 months

### "Maximizer for Small Businesses"

August 2, 2018

4.0

Pros

Maximizer is very simple. All of the details in relation to a contact are at your fingertips.

Cons

Maximizer is great for small businesses. As you grow and need an ERP solution Maximizer does not integrate with the big box ERP systems.

Review Source

PB

Paul B.  
Investment Advisor  
Investment Management  
Used the software for: 2+ years

### "Maximizer Survey"

August 7, 2018

4.0

Recording of information for compliance and storage of information. Information that can easily be retrieved in the cloud is extremely valuable.

Pros

A place to conveniently record information and retrieve it easily

Cons

Takes time and practice to learn all the features and use it more productively

Review Source

MD

Melanie D.  
Administrative Assistant  
Financial Services  
Used the software for: 6-12 months

### "Maximizer CRM"

August 9, 2018

4.0

Pros

You are able to customize your work space, makes it easy to find what items you use the most.

Cons

When you advance items in the task list, it leaves a long trail in the notes section of advanced items.

Review Source

DG

Darren G.  
Technical Solutions Specialist  
Computer Software  
Used the software for: 2+ years

### "Max is the best."

August 2, 2018

4.0

We use Maximizer for grouping all of our leads in a central location and it makes it easier to interact with the information to help keep leads at the forefront.

Pros

The ease of use is great for the interaction of the user.

Cons

I wish that they had two part authentication login.

Review Source

CL

Christina L.  
EA  
Financial Services  
Used the software for: 6-12 months

### "Great Product to manage your clients"

December 14, 2018

4.0

good, just don't like it when I call into customer service.

Pros

Awesome at managing our clients, households, and emails and tasks on hand

Cons

times out sometimes, and customer service team can be a bit more helpful

Review Source

PF

Paula F.  
Senior Business Development Manager  
Transportation/Trucking/Railroad  
Used the software for: 2+ years

### "Maximizer Review"

November 6, 2018

5.0

Excellent i have used the program for over 20 years and like the improvements during that time frame

Pros

Easy to use and organizes information nicely

Cons

Occassionally with the cloud the program runs slow, gets hung up and i have to log out and back in...

Review Source

MD

Marc D.  
Portfolio manager  
Financial Services  
Used the software for: 2+ years

### "Financial tool"

November 6, 2018

4.0

Very good, every good manager should have Maximizer

Pros

Easy to change the fields to accomodate our situations

Cons

Some functions from previous version are not available anymore. Ex. Making a phone call and having the reason in the subject.

Review Source

AB

Anne-Marie B.  
Technical Sales Manager  
Chemicals  
Used the software for: 6-12 months

### "User friendly"

August 2, 2018

5.0

Pros

It allows me to input all of my potential leads

Cons

There is no tabs for when we run trials at our customers. We need to be able to write comments and product numbers

Review Source

RM

Ryan M.  
Sales  
Music  
Used the software for: 2+ years

### "Easy to Use"

October 30, 2018

4.0

It's been a life saver in keeping me on task and organized through out the day

Pros

Maximizer is so user friendly that regardless of your experience using software like this it is very easy to master.

Cons

It would be great if it was a little more customizable

Review Source

FP

Farialle P.  
Associate Investment Advisor  
Investment Management  
Used the software for: 2+ years

### "Maximizer Review "

August 2, 2018

4.0

Generally positive - easiest system to use in comparison to other CRM tools

Pros

\- efficient client lookup - CRM tools are simple and easy interface

Cons

\- campaigns are challenging unless very skilled in the process

Review Source

CW

Cally W.  
Investment Advisor  
Financial Services  
Used the software for: Less than 6 months

### "Review for Maximizer"

July 7, 2021

5.0

Our consultant is very good and helpful.

Pros

It is flexible to customize different features

Cons

We need help to setup most of the features, cannot do it ourselves.

Review Source

SD

Scott D.  
IT  
Information Technology and Services  
Used the software for: 2+ years

### "Great management tool."

November 8, 2018

4.0

It's been reliable and a useful tool for many years.

Pros

Accessibility to important data gets me up and running fast.

Cons

The earlier iterations left a little refinement to be desired. I feel like it is headed in the right direction.

Review Source

CM

Cheryl M.  
Office Manager  
Consumer Services  
Used the software for: 6-12 months

### "Maximizer review"

November 6, 2018

4.0

It can print just what notes we need to have without printing pages and pages of them.

Pros

Stores our history of clients.

Cons

very confusing to learn, has so much it can do that we don't really need. I am just using it the way I have always used the program so much of the software is wasted. Would like to have a paper copy of the manual, that I don't have to print, so I can look at it while using the software. Very hard to do going from online back to the program.

Review Source

RC

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

### "Maximizer CRM"

August 2, 2018

4.0

Pros

How you can customize client list in a vast amount of ways

Cons

Very confusing. Hard to learn. Customer service was great but didn't explain how to do easy stuff quick enough.

Review Source

CH

Casey H.  
  
  
Used the software for:

### ""

October 15, 2013

3.5

I've used Maximizer for over a decade. The current version has "anti-piracy" measures that have cost me dozens of hours and several hundred dollars in tech support trying to "activate" the program again and again. I keep getting locked out of the system because of this bug. Whenever I call Maximizer for support, they send me to independent developers. They're good, but the security on the product makes it very frustrating. When it's running, I like it. It's not much different from previous versions, and I've learned to be very efficient with it. I bought the program 2+ years ago and still struggle just to open the program and load my data. I have a problems with it every few months. I'm thinking about switching from Maximizer CRM. Why? It has nothing to do with the program. It's because their security bug wont let me use the program.

Review Source

DW

Debbie W.  
Marketing Associate  
Insurance  
Used the software for: 6-12 months

### "Maximizer review Aug 2018"

August 9, 2018

3.0

Pros

I like having all the info on basically one page for the client.

Cons

I can only manually insert clients policy information

Review Source

LA

LAURIE A.  
Executive Administrator  
Electrical/Electronic Manufacturing  
Used the software for: Less than 6 months

### "the right choice for us"

January 18, 2017

5.0

The staff at Maximizer has been extremely proactive in getting us information, setting up a demo, and working with us to determine our small business needs for a CRM. They put forth additional time and effort prior to us signing up to detail the demo towards our specific business needs so that we were able to get the best idea of how the software would work for us.

Pros

The simplicity of use, clean interface, customizable per user in that you can turn features on and off as needed to reduce clutter; unwanted icons.

Cons

Nothing thus far.

Review Source

MC

Michael C.  
President  
Insurance  
Used the software for: 2+ years

### "Still using Maximizer 10.5"

August 4, 2016

4.0

Pros

It is good product and deserves consideration. I like the fact that support is in Vancouver.

Cons

I am going to have to adapt to it if I adopt it. It does not adopt to me.

Review Source

MA

Mabs A.  
Sales Manager  
Accounting  
Used the software for: Less than 6 months

### "Maximizer CRM"

November 3, 2016

4.0

My firm have been using Maximizer CRM for over a decade now within a small sales team of 5-6 individuals based in remote offices. It helps us to coordinate and share activities and contacts and is extremely easy to use. With great reminders and task management facilities we are able to track each and every prospect helping us to convert into valuable future business for the firm.

Pros

The ability to tailor the product to our needs and customise the settings.

Cons

Not fantastic when it come to reporting as very basic in this area.

Review Source

DW

Daniel W.  
Financial Planner  
Financial Services  
Used the software for: Less than 6 months

### "Comtomized CRM Tool"

October 30, 2018

5.0

Excellent tool.

Pros

Customization is the key feature, it allows to keep information that is relevant to your practice at your finger tips and very visible at all times. Being able to change virtually every category and heading is extremely useful.

Cons

The high level of customization seems to create a lot of interface set up work, and sometimes not as intuitive to set up as you would hope. Lack of integration with gmail and google calendar.

Review Source

SE

Steve E.  
Corp Sr account Mgr  
Electrical/Electronic Manufacturing  
Used the software for: Less than 6 months

### "we tried but need to change"

December 9, 2016

1.0

maximizer CRM is trying to be like ACT but it is not user friendly and they dont have any standard setup almost everything has to be setup and then when you are set up you have to poke around to find what your looking for i have 15 lic and i dont have 4 people that use it because it is so hard to figure out.

Pros

if you can set it up correctly it has a ok layout and good for a phone book

Cons

way to hard not user friendly and very hard to find the important things your looking for every day working with it

Review Source

ET

Erin T.  
Associate Investment Advisor  
Financial Services  
Used the software for: 2+ years

### "Maximizer for Advisors"

August 2, 2018

4.0

It's been excellent, the customer service is great and the program is overall very easy to use.

Pros

I like that I can send mass emails and print labels from here, that's a tool I don't have elsewhere. I'm hoping to begin using the meeting/contact tracking functions once I finish creating our households.

Cons

I find the household set up somewhat tedious. Also, there are many fields we don't use in our industry, though I would like to explore them more to see if I can use them in other ways.

Review Source

TR

Terry R.  
Vice President, Sales & Service Operations  
Financial Services  
Used the software for: Less than 6 months

### "Problems with Outlook Calendars"

October 30, 2018

3.0

Benefits are overshadowed completely with these technical issues

Pros

This software looks great and has all the features we have been looking for.

Cons

Any positives are completely counteracted by issues with calendar synching. Maximizer is deleting appointments randomly and ruining some of our client relationships when clients show up and we did not know. This is very serious and should be corrected immediately or we will be looking for a refund.

Review Source

CR

Carrie R.  
Claims adjuster  
Insurance  
Used the software for: I used a free trial

### "Awesome "

March 5, 2020

5.0

I haven’t really use this software a lot so I can’t really say a lot of things that I dislike about the software.

Pros

Love that this product is so easy to use. I like that it makes my days at work much easier. It has been a real game changer .

Cons

I haven’t really use this software a lot so I can’t really say a lot of things that I dislike about the software.

Review Source

Response from Maximizer Software

March 16, 2020

Hi Carrie, Thank you so much for the review! We here at Maximizer pride ourselves on Customer Experience so we love to hear these comments. Please feel free to reach out to our support team: support@maximizer.com if you have any questions or want to get some specialized training. We would love to hear from you! Adam Wilson Head of Customer Success

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