# Page 3 | Maximizer CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Maximizer CRM ## Showing most helpful reviews Showing 51-75 of 366 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SC Sandi C. Operations Manager Financial Services Used the software for: 2+ years ### "Using for 20+ years!" October 31, 2022 4.0 Pros The ability to see and share data is key and the live version allows it to be always up to date Cons The time zone for customer service is sometimes and issue because we are on the east coast. I also feel there is so much more we can be doing, but we don't know what we don't know. Review Source Response from Maximizer Software November 7, 2022 Hello Sandi, Thanks for sharing your feedback with us and for being a Maximizer customer for over 20 years! We're delighted to hear that our shared address book functionality allows you to see and share key data. Please reach out to our support team at support@maximizer.com. The team can help find a solution for the issues relating to time zones and ensure that you are getting the most out of Maximizer. We look forward to continuing to work with you for many more years. The Maximizer Team EH Ella H. Administrative Assistant Financial Services Used the software for: Less than 6 months ### "User-friendly" February 14, 2024 4.0 The system is great and we are excited to see how it plays a part in our daily lives, but the sales portion could be worked on. Pros I like how user-friendly the system is and that they set up team is dedicated to teaching us how to use the back side of the system so we are able to make our own customizations, imports, ect. without having to contact them. Cons During the sales portion we were not told all of the fees included in set up in a clear way, the team seemed to work very hard to to maximize what we were paying for the original set up. Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Dynamics was not user-friendly and they rolled back certain functions that we relied heavily on to a point where it was useless to us. Review Source Response from Maximizer Software February 21, 2024 Hi Ella, 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 team to address these challenges. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team JT Josh T. CEO Computer Software Used the software for: 2+ years ### "Robust, but lacking integration" July 11, 2017 4.0 It really is a solid CRM, and did well keeping the entire company apprised of the situation. It handles B2B and B2C with ease, and made it very easy to keep tabs on our clients. If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today. Pros I really liked the User definable setup, and the hierarchy between contacts and companies. I also liked how every user defined value got it's own view in SQL, so it was very easy to extract data into other systems using the database. It's very familiar to office users, and performed really well, even with 90,000 contacts/companies in it. It's a solid CRM, as long as that's all you need. Cons It didn't integrate well with other applications. We use Google Apps, and Quickbooks, which are pretty common. But it wouldn't integrate with either, and was going to cost in order to write each integration. The customer service case manager was minimalist, so it was simple to use, but didn't allow for a conversation to happen (eg I couldn't tell how much back and forth happened during a customer service case, or if the customer had updated information on the case). The email generation tool was primitive, and only allowed for basic, ugly html. Any advanced formatting, or click tracking common to things like MailChimp weren't available. There wasn't any marketing automation to speak of, and there wasn't any automated lead scoring. Everything had to be done by hand, and unfortunately humans aren't reliable. Review Source JF JOE F. FINANCIAL ADVISOR Financial Services Used the software for: 2+ years ### "Always breaking down; constant problems and issues" July 20, 2021 2.0 Really tremendously disappointing. Little problems tend to be solved within 3 days but problems come monthly and there are constant problems and issues. Bigger problems have never been solved. Functionality sounds great but doesn't work in reality. I am stuck though so I have to keep fighting with them for repairs. Pros If it worked in reality there are some great potential management features - however it constantly breaks down - something as simple as recording birthdates creates ridiculous and tremendous issues. It just doesn't work well - I don't recommend it - once you are over to it you are stuck and although I have requested constant repair to some of the bigger issues nothing has been done. Cons At this stage it is just an expensive contact manger and note taking system - not much else works... Right now the system functionality is again down for me and it won't sync with my calendars that do work correctly like Calendly... Review Source JH John H. Manager Computer Software Used the software for: 2+ years ### "CESCO MAXIMIZER REVIEW" July 7, 2021 5.0 Pros Good data base and records keeping ... allows instant recall of important information. Cons THIS IS LUDICROUS ! I really cannot believe you did this in the new version ( cloud ) vs. the old version. USER DEFINED FIELDS ... must be entered for EVERY CONTACT NAME despite the fact they generally remain the same for the ADDRESS ENTRY ! An address entry ( Company ) may have many employees and the UDF for the company remains the same IE customer / supplier / competitor etc. For every contact name you must go in and enter all of the data in UDF for each one. This is a complete time waster ! Once you make a new address entry and then enter contacts under that name, the UDF should remain there unless there is an exception. THIS IS ANNOYING TO THE ULITMATE EXTENT !!!!! Imagine entering a corporation and having to do the UDF for every person ! THE OLD VERSION DID MAINTAIN THIS INFORMATION ... This is the most disturbing time waster in the new software and I have advised our I T supplier of this many times. Review Source MC Mark C. President Real Estate Used the software for: 2+ years ### "Maximized for small companies" August 2, 2018 4.0 I use Maximizer as a contact manager with category tracking of contacts. I don’t use sales leads or opportunities as I find their use to be a little cumbersome for what we do and do see the value. I use it because it’s what I’ve used for years. It has features that are valuable to me, but it would be nice to know I could integrate a second or third user to share info. However, for an add on user to share my data, I would likely go to other products due to the challenges with implementation for less tech savvy users. Pros The things I like most about Maximizer is the customizability and user defined fields. The ability to set up my crm to look and function exactly the way I want is superior to many other products. Also, then unlimited contacts for the subscription surpasses the value vs the more main stream cloud based crm that charge per contact. Cons Integrated apps don’t function seamlessly or are limited. Additionally, the custom features can be tricky to set up if you are not super familiar with the platform. I’ve been using this for 23 years and have grown with the features, but I still have issues finding ways to accomplish setup tasks. Last, at least some monthly customer service should be included with the subscription. Most other paid services provide this. Review Source HL Haba L. Content Manager Newspapers Used the software for: 6-12 months ### "A well build CRM" March 20, 2024 5.0 Besides the high price Maximizer CRM is a great tool and really helped our business. Pros The setup was very easy and UI is very intuitive. Customer support is a 5\* team, really helpful and easy to talk to. After importing all our contacts we were ready to start working. Cons The price is high for the features it gives. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review Source Response from Maximizer Software April 3, 2024 Hi Haba, Thank you very much for sharing your positive Maximizer experience with us! We're so happy to hear that our customer support team has been helpful to you. Looking forward to helping your organization continue to thrive! The Maximizer Team Ulrich N. Doctor Medical Practice Used the software for: Less than 6 months ### "Big Maximiser CRM" November 19, 2023 4.0 Am very satisfied with this software. Its ease of access, the best and simplistic data storage method, and the very good customer support it offers make it better and satisfying. Being able to maintain good relationships with customers is magical. Pros I like this software. It allows you to organize yourself, offer good customer service, ensure the future, and therefore manage your time well. Very intuitive and practical, it is easy to use, in this case for the information necessary for communicating with a customer. Cons It works very well. Nothing to complain about so far. Review Source Response from Maximizer Software February 16, 2024 Hello Ulrich, Thanks for taking the time to leave this review! We’re delighted to hear that you've enjoyed Maximizer. Looking forward to continuing to serve you! The Maximizer Team KT Karen T. Business Development Financial Services Used the software for: 2+ years ### "Maximizer great for lead management" July 27, 2022 3.0 Overall, generally happy with the product. Service is good as well. Pros The fact that we can sort on all kinds of UDFs and export the results. Also, great for keeping track of customers and prospects. Cons We could not get the Dashboard to work as we wanted it to. Reason for choosing Maximizer CRM n/a Review Source Response from Maximizer Software July 28, 2022 Hi Karen, Thank you for taking the time to share your feedback with us. I'm sorry to hear that your experience with our dashboard tool has not been ideal. I've shared this with the team and someone will reach out to you. However, please do not hesitate to reach us at support@maximizer.com. The Maximizer Team Todd I. Manager Information Technology and Services Used the software for: 2+ years ### "My use of Maximizer" August 27, 2019 4.0 Since 2002 Maximizer has aided me in keeping in touch with my clients. The action plans I have set early in 2004 still work to this day, and are easily assigned to my new and existing clients. Pros I have used Maximizer since the early 2000's. It is my MAIN source of CRM. I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years. Cons Originally, I didn't like the cost of the product, but as it became more mainstream the price dropped. The features increased and their negatives turned into positives. SO I don't have any cons to discuss at this time. Review Source Response from Maximizer Software September 10, 2019 Hi Todd, Thank you for the wonderful review! We look forward to helping you build on your already solid client relationships. Thanks again! GE Giuseppe E. Agente Immobiliare Real Estate Used the software for: 2+ years ### "Software professionale" March 1, 2024 5.0 Pros Semplicità di utilizzo e familiarità con l'interfaccia Cons Gestione delle mail list e della loro configurazione Review Source Response from Maximizer Software March 4, 2024 Hi Giuseppe, Thank you so much for taking the time to leave us a 5-star review! We're thrilled to hear that you had a positive experience with Maximizer. Sincerely, The Maximizer Team RT Rod T. President Retail Used the software for: 2+ years ### "A Good CRM for sales and automation" November 9, 2021 5.0 I’ve been using Maximizer for almost 17 years and I like the program. It works well for our needs and it’s easy to deploy to new team members. Pros Overall, I like Maximizer. Most of the modules are easy to use but if you’re a power user, you’ll find some of the features a bit “light”. Cons I wish they would make the marketing module more robust and the referral lead management easier to use Review Source FN Frank N. Ceo Financial Services Used the software for: 2+ years ### "I’ve been using Maximizer for over six years and it’s my whole world I work on an on the daily hourl" October 25, 2022 5.0 Maximizer is a tool that can really build your business and my experience has been 10+ Pros I’ve been using Maximizer for over six years and it’s my whole world I work online on a daily hourly basis and the best tool I’ve ever use far is working with clients Cons It’s a little tough learning the program once you learned it open up the world of possibilities Review Source Response from Maximizer Software October 27, 2022 Hi Frank, Thank you very much for sharing your positive Maximizer experience with us! Looking forward to helping your organization continue to thrive! The Maximizer Team Michael B. Owner Publishing Used the software for: 2+ years ### "Liked it but switched to SalesForce" October 6, 2022 5.0 It worked and then we switched to SalesForce. Pros At the time, Maximizer was very easy to use. I downloaded updates on my phone. Cons It was limited in capacity - this was a while ago, Review Source Response from Maximizer Software October 17, 2022 Hello Michael, We're so happy to hear that overall you enjoyed your experience with Maximizer. Our product is continuously evolving and we've added many new features over the past year. If you would like we would love to demo our new product - feel free to contact support@maximizer.com. The Maximizer Team Ajbinder S. President, Chief Investment Officer Financial Services Used the software for: 2+ years ### "Making Maximizer Your Firm's Cornerstone" August 2, 2018 5.0 We are able to complete our tasks much more efficiently and able to coordinate with other members of our team. Over the years we have tried other CRM options but Maximizer has been the one we have been looking for. Extremely glad we made the switch. Pros Maximizer is very intuitive to use and the layout feels as if it has been designed with the end user in mind. The easy to navigate fields and customization allows it to be adaptable to many different practices. Our efficiency has improved significantly as a result of Maximizer. Cons Personally, I am still confused on how to best set up households and individuals within that household and it feels like I have some duplication but I have not been able to figure out how to clean it up. Review Source KF Kelly F. Executive Office Manager Staffing and Recruiting Used the software for: 2+ years ### "Max is great!" July 27, 2022 5.0 Since we have been a user of this product for MANY years, I think that speaks for itself. :) Pros Ease of morphing to our needs to keep us in the know about our daily routine, as well as the ability to source our data. Cons Inability to change color scheme, with that being such an easy remedy, wish that was a priority for Max. Reason for choosing Maximizer CRM The ability to make it work for us, and its capabilities of document and note retention, along with the database was perfect. Review Source Response from Maximizer Software July 28, 2022 Hello Kelly, We're delighted to hear that our customizable features have made it easy to adapt to your daily routine and we're also so pleased that you've been a customer for many years. We'd love to hear more about your experience and share your story with our community. Please reach out to us at marketing@maximizer.com. The Maximizer Team VR Verified Reviewer Senior Financial Advisor, CPA, CA, Hons.BBA, CFP, CIM, FCSI Financial Services Used the software for: 2+ years ### "not much guidance" August 2, 2018 3.0 not great, lots of money upfront, terrible initial integration with moving minimal data over from outlook and our HO dataphile, not customized support Pros my tech guy (that i had to pay) had more success than i did with them. Cons I am a busy professional (CPA, CA) in the business for almost 25 years and used Janna and Act in the past and found Maximizer not well suited for me to get up and running. It was not easy to train and to have the conversion do what you want, eg. mass emails, electronic birthday cards, easy team access to pdf attachments, we had to do too much customization given we bought the financial advisor version Review Source CK Cody K. Business Development Food Production Used the software for: 6-12 months ### "Easy To Customize" September 21, 2022 5.0 We didn't have any 'issues' per se, but Maximizer is just a much better platform and is way easier to manage and populate. Pros The fact that is so easy to customize and train people on, is great. Cons It could be better set up to hold sales data and display it to the user. Also the fact that the Last Name is required doesn't fit with our needs and is a bit of a pain. Switched from [Nimble](https://www.capterra.com/p/123032/Nimble/) Nimble is not at all what we needed. And not very customizable. They layout is very inefficient. I had used Maximizer 20 years ago, so it was very familiar and comfortable for me. Review Source Response from Maximizer Software October 17, 2022 Hello Cody, First of all, thank you so much for sharing your feedback with us and welcome back to Maximizer — we really value your input and flagging up areas where we can further improve. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team RC Ryan C. Financial Advisor Financial Services Used the software for: 1-2 years ### "HMECU - Maximizer CRM Review" October 14, 2022 5.0 It's been fantastic. I don't know how our department functioned without the use of a CRM system but very grateful we are able to utilize Maximizer as it makes tracking things so much easier. Pros I love the ease of use - very simple to train a new employee on how it functions in our day to day tasks. It's critical to our success that we have notes and data available quickly and Maximizer ticks all the boxes. The company is extremely pleased with the purchase thus far. Cons I feel like the Administration tab could be a bit more user friendly. Had some trouble starting out but the videos on the Youtube channel were helpful. Just time consuming to explain to another member of the team. Review Source Response from Maximizer Software October 17, 2022 Hello Ryan, Thanks for taking the time to share your feedback with us! We're delighted to hear that you and your team find Maximizer easy to use and train new team members on. Looking forward to helping your organization continue to thrive! The Maximizer Team jM john M. Cofounder Government Administration Used the software for: 2+ years ### "Veterans First" November 7, 2022 5.0 Pros It keeps everything in line for our staff so we are seeing live updates all together Cons There are too many steps to complete certain tasks. Review Source Response from Maximizer Software January 3, 2023 Hi John, Thank you very much for sharing your positive Maximizer experience with us! There are many ways to customize your process in Maximizer. Please do reach out to our support team and we will be happy to help you streamline certain tasks. Please visit https://www.maximizer.com/support/ to speak to one of our support team members. Looking forward to helping your organization continue to thrive! The Maximizer Team\\ Tammy H. Co-Owner Consumer Services Used the software for: 2+ years ### "Maximizer user review" November 3, 2018 5.0 We decided to stick with Maximizer and upgraded to the newest version mainly because it was an easier transition with the least amount of error is transferring all of our customer info. We also like the fact that it is a cloud based software so that we can access it from anywhere and no longer face the terror of losing all of our info if our computer were to crash. Pros I recently upgraded from a very old version and appreciate how easy the transition was and how similar they have kept the product. Cons There are a lot of upgraded features, which is great, but I find I definitely need to take the courses. Which is a great feature that they offer. Review Source LH Larry H. President Military Used the software for: 2+ years ### "CEO Evaluation" July 7, 2021 4.0 Maintainance of Sales contacts, history, etc. Reducing the gap between sales people. Pros Ease of use, contact detail, uploading data, notes, sending ToDo's Cons Sales Management Reporting and tracking is very weak. Review Source Kevin Q. President Marketing and Advertising Used the software for: 2+ years ### "Maximizer" November 6, 2018 5.0 I am very please with the software. I had a chance a few months back to change CRM's and I actually made that decision to change but after using the other CRM I cancel and went back to Maximizer. So much easier to use. Pros I like the interface of the Maximizer software make it very easy to sort and find specific clients. I use the Hot-list section on a daily basis and it again makes it very easy to find the clients you need to contact on a specific day.. Cons Some of there add on or third party software partner do not always work properly or I should say work without a lot of effort to get them to work. Review Source DM David M. owner Financial Services Used the software for: 2+ years ### "Highly recommend Maximizer CRM" July 7, 2021 5.0 The Maximizer platform is great but what is even more important is the customer service team is out standing. The customer service team is fast, knowledgeable and friendly. The best. Pros I'm in sales. Having a CRM is critical. Being able to track and store documents and emails to clients and prospects keeps me organized. We started scanning in 2007 and today I can see and work on any clients file from any where I have WIFI. All our scanning is in Maximizer. All important documents are in Maximizer. All important emails are attached in Maximizer. Customer service cases are attached in Maximizer with notifications. Our business depends on Maximizer and it has grown with us. Love the software. Cons I only wish I could save excel files directly to Maximizer without having to save to the desk top first. Review Source PT Pearce T. Financial Planner Financial Services Used the software for: 1-2 years ### "Maximizer Review" August 5, 2022 4.0 This is a great tool for compliance and contact management. Pros The software is user-friendly once you know how to use it. The mobile app is great for simple tasks while on the go. It is nice to see frequent updates to keep up to date, and the fact that it is web-based is always a positive. Cons It would be nice to segregate notes for contacts in a cleaner fashion. Review Source Response from Maximizer Software August 9, 2022 Hi Pearce, We're so happy to hear that you enjoy our Mobile CRM App and that it has helped you with simple tasks while on the go. We look forward to continuing to work with you to help you enhance your sales process. 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