# Page 2 | Maximizer CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Maximizer CRM the right Sales Enablement 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 --- 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/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Maximizer CRM ## Showing most helpful reviews Showing 26-50 of 366 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AD Annie D. Accommodations Higher Education Used the software for: 1-2 years ### "Maximizer is the GOAT" December 20, 2024 5.0 Amazing! I use Maximizer on the daily. Our office would not be able to function without it. Pros I love the integration with outlook and template options. This saves us so much time! I also use the statuses often to check in on our workflow and help ensure no one slips through the cracks. I also love the export/import features these save me so much time and are helpful for date reports. Cons No real complaints, on area that could be improved is having a client facing portion of the software. Review Source DB Daphne B. SALES MANAGER Hospitality Used the software for: 2+ years ### "GOOD CRM FOR HOTEL" December 20, 2024 5.0 Maximizer CRM is a good CRM and we reconducted our contract for next year Pros All the possibilities there are to use data Cons I think it could be more intuitive and more simple Review Source DD Dion D. Associate Investment Advisor Investment Management Used the software for: Less than 6 months ### "Good, but room for improvement." October 30, 2024 4.0 Good, but it could be better. I would have preferred more time to use the tool with our firm's data before being asked many times how my experience has been. But once I got going using it, doing the data imports etc the use has been great! Pros I love the flexibility aspect that allows us to customize the tool to our unique goals. Cons I did not enjoy the implementation. It took a while to implement, the instructions were not always clear, and the training sessions felt rushed sometimes. Review Source TR Thomas R. Investment Specialist Financial Services Used the software for: 6-12 months ### "Maximizer review" January 31, 2025 5.0 Its a great CRM, less confusing the Selasforce Pros Its a fast program without many glitches. Cons Sometimes the Outlook syncing gives me errors. Review Source TP Thomas P. Administrative Assistant Financial Services Used the software for: 6-12 months ### "Executive Wealth Advisors - Barrie " November 28, 2024 5.0 Our overall experience has been quite positive when it comes to daily execution of various tasks within the Maximizer CRM Pros The ease of executing numerous activities and the increased transparency among team members. Cons The failure of automatically logging client calls due to an inability to connect to our phone system. Review Source VR Verified Reviewer Owner Insurance Used the software for: 2+ years ### "Our irreplaceable business partner " September 25, 2024 5.0 Have used for over 20 yrs. It is a great program Pros Ease of use. I also like how you can tailor it to fit your needs Cons When it goes offline. We’ve become so dependent on it that when we cannot use it, it is difficult Review Source JK John K. Financial Planner Financial Services Used the software for: 2+ years ### "Good but not Great" October 30, 2024 4.0 helpful, but not a perfect solution to all our needs Pros organize all our data in one cohesive place Cons some times it is not intuitive to complete the function I wish too Review Source MR Monica R. Investment Advisor Financial Services Used the software for: 6-12 months ### "Maximizer Review " September 27, 2024 5.0 We started using the program the beginning of 2024 and it has changed the way we do our tasks and follow up Pros organization of information for our clients kept in central files Cons It does take some time to get used to using the system Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Maximizer ease of use compared to salesforce Review Source CR Cleah R. Office Manager Government Administration Used the software for: Less than 6 months ### "Maximizer is useful but intimidating " November 7, 2024 3.0 I started using it for a bit, but it seems like a lot of extra work to insert contacts. Pros It is a useful tool, that can help offices run more smoothly. I can keep track of contacts and to do lists Cons it feels scary to use and it is not super straightforward. Review Source VW Vanessa W. Inside Sales and Marketing Food & Beverages Used the software for: 2+ years ### "Maximizer is easy to use" February 1, 2022 5.0 Easy to use when you want to use it. Great way to create lists using filters so you can then create targeted emails. Pros I love that I can see the history of emails, phone calls, etc between a team member and a customer and pick up where they may have left off at in the sales funnel. I also like that I can save the details of their purchase and quickly refer to it when they call with a service issue. Cons The cost for this program is large for a small company of only 3 people. Some members do not feel it is worth the money and they do not use it to its full potential. They come from companies that used Sales force and want to continue with that program so trying to teach them this program has been tedious. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Maximizer CRM My last business partner used Maximizer and carried it over with him. I fell in love with it. Review Source CK Chrissy K. Client Services Coordinator Financial Services Used the software for: 2+ years ### "Great Product to Keep Your Business Running Smoothly" July 27, 2022 5.0 Maximizer is a very important part of our day, we check it to see what tasks we have coming up, have completed, and what we are waiting for. It makes our day run smoothly and keeps everyone on track. Pros The features I like about Maximizer is that it is easy to use. There are many features that we use to keep the company running smoothly, even if someone is on holidays. You can add their tasks to yours so you know what needs to be done while they are away. The program keeps the client's files secure and easy to access when looking for a form. The customer service is wonderful and fast in helping find solutions. Cons There isn't much negative I can say. I don't use alot of the features, because I don't have time to just play around and see what else I could use to help with efficiency. Review Source Response from Maximizer Software July 28, 2022 Hi Chrissy, Thank you for leaving a 5-Stars review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you! Maximizer Team KE Kathy-Rae E. President Construction Used the software for: 2+ years ### "Maximizer user since the early 90's" July 7, 2021 5.0 The latest feature that I love is the relation manager it could be a little easier to use. For example I refer customers to service providers that I have in our database. The feature allows me to link that customer with the service providers that we have referred. I can then follow up with the provider to see if they heard from the customer and to make them realize that I'm tracking the precious leads that I send to them. Pros Maximizer has been my right arm since the early 90's. Our company has grown with Maximizer and watched the software evolve into a very powerful tool. The ability to organize all your customers in one program and to have the mobile ability to bring customer files up on our smart phone is incredible. It makes the customer feel important as you have all the details at your finger tips about their likes and dislikes. Many customers will comment that they can't believe I remembered one detail or another...I don't have the heart to tell them I have it all documented in my Maximizer program. Cons The addition of the campaign management is a critical feature but is very difficult to use. It is fabulous to have this in Maximizer but it is not as easy to use as some of the others such as Constant Contact. The integration of and the statistics are very important to see what customers are clicking on within your email broadcast. Increasing the ability to make adding graphics and enhancing the viewing pleasure of the customer would be very helpful. Alternatives considered [Zoho Connect](https://www.capterra.com/p/131427/Zoho-Connect/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Maximizer CRM I had not upgraded my software with Maximizer for several years and did not realize all the fabulous new features that had been added. Probably my biggest stumbling block was at the time my company relied upon the ability to have the integration with QuickBooks. I did not want to go to the online version of QB to have this integration. Our company moved away from needing this feature but now that we are doing more online sales I think it would be instrumental. Although I have heard that the online version of QB is not a good idea. Wish there was a way to integrate the online version of Max with the desktop version of QB. Review Source TM Terry M. President Education Management Used the software for: 2+ years ### "WOW! Just get Maximizer! Don't wait!!!" December 19, 2022 5.0 This should say it all again. I said this earlier in the review. I have been legally blind since birth. I have used Maximizer for "30-years!" That should say it all. Pros I really like its easy of use. My favorite feature is the Customer Service module. I also like the "Related Entries" option very much. You can't ask for a better product. I'd also like to mention the fantastic technical support team. What a great bunch of people. Lastly, to show you how much I have liked the program, I'll pass on the following. I have used Maximizer for "30-years!" That should say it all. Cons Frankly, I don't have any "cons." That is the truth!!! Reason for choosing Maximizer CRM I heard an advertisement on a popular talkshow 30 years ago. The closing line said that if I didn't close any sales within 30 days, they would refund my money. That never happened and I have been on board cents. Review Source Response from Maximizer Software January 3, 2023 Hello Terry, Thank you for being a customer with us for 30 years! We take great pride in our customer service and we're delighted to hear about your positive experience with our support team. We're constantly evolving our product to serve our customers better and we are pleased to hear that you enjoy the "Related Entries" feature. Looking forward to continuing to serve you and you organization for many more years. The Maximizer Team RK Ray K. Owner Real Estate Used the software for: 2+ years ### "Ray's Review" October 25, 2022 5.0 There are too many problems it solves to list, but suffice it to say, I could not run my business without a CRM and a Case Management system which Maximizer does very well! Pros The best part has always been the comprehensiveness of the product, how modules fit together, combined with Mail Integration. These have always been key for me. It's easy to use for the most part if you enjoy technology and when you need them, support is very close and very good. Cons The price is high in my mind. I enjoyed stand alone because I was more in control of my expenses. I could keep a version running until I had to upgrade. I don't like the never ending cost and in truth, it has caused me to begin looking for alternatives. Reason for choosing Maximizer CRM I have been a Maximizer user for over 30 years Review Source Response from Maximizer Software October 27, 2022 Hi Ray, Thank you very much for sharing your positive Maximizer experience. We're happy that you've found our product easy to use. We certainly value your business and hope to retain you as a client. Still, we also believe in the value of our product and try to add the most value for our customers by reinvesting back into Maximizer and its processes. We hope you appreciate the value of our service in terms of customer experience, user interface, and product features. We hope to continue to serve you and help your organization thrive. The Maximizer Team PS Peter S. Owner Financial Services Used the software for: 2+ years ### "Perspective from an almost retired user" July 13, 2021 5.0 Pros The support during the transition from another CRM was exceptional. The training videos and online webinar have been most helpful in the early days of being a user. Office app integration for the most part have been trouble free. Cons The interface with the dealer's system (IPC) was way too slow to be of any practical use. It hung up way too often and after 3 minutes of watching the circle of doom, I used to retrieve the pertinent data directly from the manufacturer's website. A highly desirable feature that motivated me to sign up in the first place ended up being a costly proposition that added no value. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Fund dealer integration. Review Source SLT Sue Lynn T. Pension Consultant Accounting Used the software for: 2+ years ### "Incredible CRM!" October 31, 2022 5.0 Over the last few decades it has help improve my career because of the tracking and flexibility of the design. I couldn't recommend a better CRM. Pros The best feature is that you can design it to work best for your field, the user defined fields are very important in a specialty or unique business. Cons I don't have anything bad to say, I've been using this software for over 20 years! it's awesome! Switched from [Microsoft Access](https://www.capterra.com/p/233275/Microsoft-Access/) You could not make them as flexible and easy to use compared to Maximizer! Review Source Response from Maximizer Software November 7, 2022 Hi Sue Lynn, Thank you very much for sharing your positive experience with Maximizer over the past 20 years! We're so happy that our fully customizable fields have made it easy for Maximizer to fit in with your business process. Looking forward to helping your organization continue to thrive for many more years. The Maximizer Team JR John R. CEO Real Estate Used the software for: 2+ years ### "nedds to brought into the 21 century" July 13, 2021 1.0 gneral very goo d dupport, but no real update or interpretation to modern communication - voip, testing,k etc Pros It works but has not adapted to new systems and teck Cons old outdated procedures and lack of fluid connection to other software - VOIP, mail chimp etc. started to integrate but long way off Reason for choosing Maximizer CRM I have used max since 3.1 and was happy it kept uptodate but that has no happened and max is being overtaken by other that have added value. Review Source JO Javier O. Development Director Financial Services Used the software for: Less than 6 months ### "Clunky, undeveloped; Not useful " May 21, 2021 1.0 It was not a good experience. Nothing was as advertised, from the user experience to the security of purchase. The address book was not able to be converted from the Leads module and the maps feature wasn’t able to connect from Leads. The mobile version has a lot of bugs and isn’t very functional. They have a tutorial, yet aren’t proactive in distributing it to new users. Their focus is on sales. And it’s not a very salable product in my opinion. The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds. I had to initiate a chargeback with my bank after being told that “unfortunately, due to the terms and conditions...” No customer wants to hear that. They tried to bully me into keeping their software. There are far too many options in 2021 for CRM to be forced into one, especially one so difficult to use. When I asked about a feature that I needed, I was told, “Perhaps later this year...” Not what I need if I’m paying good money for a software. Their sales VP wouldn’t call me when I requested a call after being denied a refund. When I went through their main website again after my experience with Maximizer, I noticed that everything they advertise is not in line with the product they put out. They say that there’s a free trial available. Not the truth. Any company who can’t be trusted to keep their word on something so simple isn’t reputable. Pros The sales team was excellent. Some features work well, but no better than free versions of other softwares. Cons This maybe would have been a good CRM in say, 1999. It’s antiquated and didn’t serve the needs of my business. I used well-known CRM previously and didn’t find Maximizer to be better than the free version of that one. There was a disconnect in usage that wasn’t able to be overcome by myself or my employees in several weeks of trials. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Keap](https://www.capterra.com/p/76390/Infusionsoft/)[Podio](https://www.capterra.com/p/128631/Podio/) Reason for choosing Maximizer CRM The sales team was consistent in keeping contact. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Thought it would be an improvement. Review Source AN Adam N. Manager Financial Services Used the software for: 2+ years ### "Good Update from Past CRM" July 27, 2022 4.0 We switched from Goldmine because of the extreme limitations we were finding with ongoing support and updates. We have been pleasantly surprised with maximizer, but still feel as though there are opportunities for improvement. Pros The interface is intuitive and allows for easy access to information that is needed to confidently engage a client across all team members. Cons It would be nice to include some type of gant chart to help track projects that are not sales-based. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review Source Response from Maximizer Software July 28, 2022 Hello Adam, Thanks for taking the time to share your feedback with us! We're delighted to hear that you Maximizer easy to use and intuitive. I have shared your feedback directly with our Product Manager to address these challenges. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team AG Adrian G. Financial Advisor Financial Services Used the software for: 2+ years ### "Maximizer CRM for Financial Advisors" October 28, 2022 5.0 Client relationships are the heart of our business. Maximizer makes the managing of these relationships easy and limits things "falling through the cracks". Pros Once we had imported our current clients, Maximizer was incredibly easy to use. It's well laid out, and its simplicity belies an underlying ability to do complex things. I love the fact that it integrates really well with the Microsoft Office suite of programs. Cons I can't think of a true "con" for Maximizer. It's always being updated and features added so it's never stale. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) While Salesforce was completely competent for most of our needs, our head office had locked down features that we felt were critical. Review Source Response from Maximizer Software November 1, 2022 Hi Adrian, Thank you very much for sharing your positive Maximizer experience with us! We're so happy to hear that we've helped make managing client relationships easier for you and reduce the amount of missed opportunities. Looking forward to helping your organization continue to thrive! The Maximizer Team VR Verified Reviewer Financial Advisor - CFP Financial Services Used the software for: 2+ years ### "Good Overall Solution" November 2, 2018 4.0 Maximizer helps me simplify organizing my calendar and appointments, makes following up on tasks almost automatic, keeps all my contact info, notes, address updates and all I need to know in one easy to get to place - regardless of where I am. I find working remotely much easier using Maximizer. My staff loves it because they have instant access to all my client notes to help them in their jobs. Pros Maximizer has everything I require to easily organize my client relationships without being cluttered up with features I don't need. It is simple, intuitive and easy to use from the beginning and the training modules are great. Cons The contact list search engine is awkward - it only flashes the list starting with the first 3 letters, then it disappears and you have to type in the whole name . . . The embedded template feature is gone and is now attached to MSWord - which is an awkward connection. Because I have secure/encrypted email with my company, with severe firewalls - Maximizer cannot link to my corporate outlook email - this is not a significant problem and I would rather have the added protection than the convenience. I can still easily save all email communication through Outlook to Maximizer. Review Source AM Andrew M. Engineer Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Maximizer makes my life better" December 19, 2022 5.0 Positive, but the more I use it the more I want more custom items. Maybe they exist and I don't know about them. Pros Search function and auto formatting of phone numbers etc. Keeps our contacts organized. Cons Lack of customization. Would like to add if else statements to enable/disable options based on earlier options. Would like more flexibility to create rules. I have to search for contacts with incorrect information on the regular Reason for choosing Maximizer CRM Organization of our products in Database and search function. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Because ACT was limited by how to organize our data, mainly our product organization. Review Source Response from Maximizer Software February 15, 2023 Hi Andrew, First of all, thank you so much for sharing your feedback with us—we really value your input and flagging up areas where we can further improve. I have shared your feedback directly with our Product Manager to address these challenges. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team DP Doug P. Sales and Marketing Specialist Consumer Services Used the software for: 2+ years ### "Longterm Maximizer Client" May 29, 2023 5.0 Started with DOS versions (1987), and have upgraded, and utilized this program every year! Pros I certainly can manage a few clients, however for enough suspects/customers to be successful, having a Customer Management System (Maximizer CRM) gives me a means to succeed. Cons Annual subscription vs previous versions (DOS and Windows) which I could purchase and use until I wanted to upgrade to the new version Review Source Response from Maximizer Software July 13, 2023 Hi Doug, Thank you for leaving a 5-Star review! We're delighted to hear that Maximizer has made a positive impact on your business. We look forward to continuing to work with you to help you enhance your sales process! The Maximizer Team WL Wendy L. Office Manager Financial Services Used the software for: 2+ years ### "Maximizer is a great CRM and helps to pay for itself in time management and efficiency" September 27, 2022 5.0 VERY robust program with great capabilities. Maximizes efficiency in the office allowing the whole team to stay up to date on all clients, no matter who deals with them each interaction. Pros Activities tracker as well as being able to create customizable Activity plans for each client Cons There can be issues when importing data from other sources and the client information gets mixed up Reason for choosing Maximizer CRM Best program for the money and allowed the most customization and flexibility for individual users Review Source Response from Maximizer Software October 17, 2022 Hi Wendy, Thank you for leaving a 5-Stars review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you! Maximizer Team ME Mark E. Salesperson Automotive Used the software for: 6-12 months ### ""Maximizer Lite"" July 23, 2021 5.0 I think I have been using them for 25 to 30 years? Phone support was great. Pros I needed a simple flexible software to keep track of customers, what they bought and be able to produce letters and emails to keep in touch. Cons The high price with ALL these features that I didn't use, until they brought out "Maximizer Lite." They cut many of the unwanted features and the price, but no phone support. For a newbie, phone support would be good Reason for choosing Maximizer CRM More flexilibilty with the columns. You can set them up any way you like. Mine has been set for years. I add some new models ever so often and I am done. Great for a Car Salesman of 6 decades ! Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.