# Page 14 | Maximizer CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 14 - 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 14 - Reviews of Maximizer CRM

## Showing most helpful reviews

Showing 326-350 of 366 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

CM

Carolina M.  
Administration  
  
Used the software for: Less than 6 months

### "Functionality and User Friendliness"

February 6, 2017

2.0

Considering the sensitivity of our product, there should have been a one on one tutorial on how to maximize the use of your product. There are too many duplications of accounts without explanation. It would be extremely helpful to have a live and in person formal training on all the possibilities of this program.

Pros

I don't know the full capabilities of this program. No one in the office received any formal training in order to train the new person.

Cons

No access to formal training.

Review Source

KD

Kathy D.  
Excecutive Assistant / Sales Assistant / Maximizer Administrator  
Electrical/Electronic Manufacturing  
Used the software for: Less than 6 months

### "Maximizer "

February 6, 2017

5.0

Our company has used Maximizer since 1998. We use it to track Trade Show Leads / Opportunities / Sales. Maximizer ease of use makes training minimal. We use the 2016R2 Web Portal and the phone application. At this point, we have 60 users from various locations. The catalog lists make reporting simple. In a matter of seconds, you can run a report and have it exported to excel.

Pros

Ease of use / Minimal Training

Cons

Revenue doesn't accept a negative value making it impossible to use the reports.

Review Source

LF

Lizz F.  
Sales Support Specialist ADMIN  
Mechanical or Industrial Engineering  
Used the software for: Less than 6 months

### "AGM Technical Solutions LLC"

February 6, 2017

5.0

Maximizer has been a wonderful experience. Maximizer keeps all of our activities with business organized and the ease of access is wonderful, along with great Tech help when we need it.

Pros

Maximizer is easy to use and easy to access on your laptop, or cell phone when out of the office. Maximizer staff always listens to your thoughts and ideas to make their product easier for all.

Cons

There is nothing actually that I find bad about Maximizer!

Review Source

VR

Verified Reviewer  
Assistant  
Investment Management  
Used the software for: Less than 6 months

### "Imported data for other CRM software"

November 6, 2018

2.0

Pros

The quick access buttons are a great feature and make running set searches easy.

Cons

I find the system to be quite "clunky". Pulling and filtering data is fairly challenging.

Review Source

AB

Anup B.  
IT Director  
  
Used the software for: 1-2 years

### "Great product"

August 16, 2016

4.5

Pros

it knows the business, hands down the best product in the field. The feature set is amazing and you can track yours customer very easily.

Cons

Nothing that really bothered me about the product as I enjoyed using most of the features.

Review Source

KW

Kelly W.  
Branch principal  
Financial Services  
Used the software for: Less than 6 months

### "First 90 day User"

October 30, 2018

4.0

Start up has been painful. It seems this is mostly due to exit from previous data extraction from custom (salesforce) Maximizer effort has been excellent but still very large task and interuption to business.

Pros

Flexibility of individual user setup to reflect different team user needs.

Cons

our team wanted to set some universal parameters that seem to have to be done 1 at a time for each user.

Review Source

NB

Nicola B.  
Sales/Marketing  
Construction  
Used the software for: Less than 6 months

### "Everything you need in one program"

August 2, 2018

5.0

It has helped me to keep track of customers and possible clients much more effectively.

Pros

I like that I have access to everything I need in one program. I can see customer information, service calls, opportunities and emails all at once.

Cons

The time it takes to input everything to get it going - but that really isn't a program fault - it has to be done

Review Source

W

Warren  
  
  
Used the software for:

### "no thought for small companies"

April 16, 2013

1.0

Maximizer is built for large companies, they give little or no support, they don't back their resellers. You pay for a maintenance service in Australia and they don't bother to contact you back even after many phone calls, but if you ring head office in Canada, amazing they ring you within hours

Pros

Had program since 1994 original Tracker, has some good features

Cons

Product support non existence, no thought for small companies, too complicated for mobile use, offer add ons then you change one program and they drop it, use to connect to palm device real easy

Review Source

PS

Patricia S.  
Administrator  
Financial Services  
Used the software for: Less than 6 months

### "Too much stuff!"

November 6, 2018

3.0

I wish it was less searching and more simple entering.

Pros

I like that I have a database for all my clients and all the interactions with them.

Cons

Too many fields per page, should be more customizable per client's needs. I have to search for the fields I need most they are not obvious or readily available.

Review Source

LL

Lisa L.  
Administrative Assistant  
Investment Management  
Used the software for: Less than 6 months

### "Maximizer CRM"

November 5, 2018

4.0

Overall it's a good program. We mainly use it for tasking and following up etc. Again the 255 words in Task notes is frustrating.

Pros

I liked how easy it is to schedule tasks, the icons are also nice.

Cons

Don't like the fact that tasks only have 255 word capability. This is very frustrating as we use it often

Review Source

YP

Yazir P.  
Marketing  
Retail  
Used the software for: Less than 6 months

### "Simple and effective"

August 21, 2018

4.0

It is designed as a B2B solution

Pros

Very easy to use Lots of features this allows room for further grow of our business Priced right from our needs

Cons

Needs better integration with other software such as ERPs Support is pay as you go Difficult to work directly with its database

Review Source

JR

Jackie R.  
President  
Construction  
Used the software for: Less than 6 months

### "WENT BACK TO MAXIMIZER AFTER TRYING OTHERS!"

August 3, 2018

5.0

OUTSTANDING!!! I used Maximizer years ago and wouldn't go back because of the long telephone hold times, and expensive customer service billing process. They have gone above and beyond in providing OUTSTANDING CUSTOMER SERVICE that is QUICK and EASY TO ACCESS.

Pros

I like the fact that it is FULLY OUTLOOK INTEGRATED! ...And integrated to MAIL CHIMP! They have taken the time to solve problems and SERVE THEIR CUSTOMERS though it's multi-functional additions.

Cons

It is a lot to learn and I am no where near where I want to be or should be, but the CUSTOMER SERVICE ASSISTANCE IS AMAZING!! As well as the COMPLIMENTARY TRAINING SESSIONS!! SO HELPFUL!!!

Review Source

SH

Scott H.  
Investment Advisor  
Investment Management  
Used the software for: 1-2 years

### "Max review"

August 7, 2018

4.0

Pros

Does what they say it is supposed to do.

Cons

Needs to be faster and easier to customize

Review Source

SW

Susanne W.  
Owner/Admin  
Financial Services  
Used the software for: Less than 6 months

### "Financial Services user"

August 9, 2018

4.0

Pros

The software has a lot of different options so you can customize it to suit your practice

Cons

Some features like Word integration doesn't work the best and the need for a client online scheduling integration is really important

Review Source

SR

Scott R.  
Sales Rep  
Package/Freight Delivery  
Used the software for: Less than 6 months

### "New user finds Maximizer CRM very easy to use"

August 10, 2018

5.0

Pros

I am able to create and maintain a Favorites list to keep the hottest prospects on the same page. It was so easy, I taught myself in about 30 minutes!

Cons

I would like to be able to combine the company and individuals better.

Review Source

IK

Ida K.  
Portfolio Manager  
Financial Services  
Used the software for: 6-12 months

### "Review"

November 6, 2018

3.0

Pros

I like saving notes and emails and am still learning how to use it.

Cons

I don't find the software to be intuitive and it doesn't connect to our main systems so I have to input information manually everytime something changes.

Review Source

JP

Jim P.  
  
  
Used the software for:

### ""

September 13, 2013

4.0

I have been using Maximizer for many years. Above and beyond the cost effectiveness of a sales automation system, the ease of use and ability to map my organization into the system has made user acceptance very high. Maximizer gives my organization all the functionality and capability of a more complicated system without all the headaches that come with it. If you are considering a sales automation system or a lead manager, Maximizer should be on your list as a strong consideration.

Review Source

PB

Pat B.  
Assistant  
Financial Services  
Used the software for: Less than 6 months

### "Easy to use"

February 9, 2017

5.0

I am using it now with very little training most is common sense. I will be doing some additional training to see how much it can do. Looking forward to it.

Pros

easy to use day to day

Cons

still have more to learn

Review Source

BA

Biann A.  
Managing Director  
  
Used the software for:

### "Easy to use"

October 19, 2015

4.0

Pros Excellent Dashboard wizard, easy to interpret statistics and very easy to make graphs/charts/visual aids for the data you want to present Simple User interface Customiseable to your business needs Pricing is responsible once you figure out your needs Cons we had some difficulty implementing on our network so I would suggest hiring a consultant to install or go with their hosted package which totally eliminates any software install on your network.

Review Source

jB

jonathan B.  
sales manager  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Review after one week of use"

October 30, 2018

4.0

Pros

\- fairly easy to find what you want based on the layout of options

Cons

\- i'm missing customer my coworker are not - cant find and exclusion search option

Review Source

AN

Andrew N.  
Associate Advisor  
Financial Services  
Used the software for: Less than 6 months

### "Still New"

November 6, 2018

3.0

Pros

Still new to the software, ability to input, share and view colleagues schedule

Cons

Currently exploring the software, nothing worth mentioning.

Review Source

CC

Christine C.  
Client Care Manager  
Real Estate  
Used the software for: Less than 6 months

### "Great Program"

October 30, 2018

5.0

Excellent

Pros

I love how it organizes not only you but your entire team!

Cons

My least favourite thing is the fact that I'm not yet proficient in it!!

Review Source

DP

Dan P.  
Real Estate Associate  
Real Estate  
Used the software for: Less than 6 months

### "Great product!"

November 3, 2018

5.0

Pros

Usability and functionality is superior to other products I have used.

Cons

The fact that there is no app for mobile devices at this time.

Review Source

SK

Scott K.  
Financial Planner  
Financial Services  
Used the software for: Less than 6 months

### "Maximizer"

August 14, 2018

4.0

Pros

Ease of use to save emails and integration with outlook.

Cons

Having to use Internet Explorer for things when Chrome is the recommended.

Review Source

u

ultimopro  
  
  
Used the software for:

### "Good product but the support could be better"

December 15, 2011

3.0

I've been a maximizer customer for about 8 years. Good product but the service, even for paid maintenance contract subscribers, could be better. The training resources are a bit weak. Its suited for larger companies with tech staff who can implement and maintain this database. I love the product.....but the service is a work in progress.

Pros

suited for larger companies

Cons

Support services

Review Source

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