# Page 6 | Maximizer CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Maximizer CRM ## Showing most helpful reviews Showing 126-150 of 366 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MI Massimo I. General Manager Aviation & Aerospace Used the software for: 2+ years ### "An excellent tool" July 7, 2021 4.0 Contect tracing, marketing campaigns Pros Provides a quick access to all client's essential information. Cons Certain functions are quite complex and not user friendly. Capability to track connections between clients and products (may be this is a very specific requirement in my type of business) Reason for choosing Maximizer CRM Previous knowledge of the product Review Source VR Verified Reviewer Portfolio Manager Investment Management Used the software for: 2+ years ### "Maximizer Has Lost Its Mojo" August 2, 2018 2.0 I do not like having to re-sign in several times a day because it times out. Pros They have kept the key functions that made it great years ago Cons Ever since they went to web-based the quality and functionality has deteriorated. Review Source BR Barbara R. Administrative Assistant Insurance Used the software for: 6-12 months ### "Satisfied customer" July 22, 2022 5.0 Pros Easy to use - great help when i have issues - Love i can book an appointment and have a Rep call back to help with my issues Cons The price was high but it is still a great product Reason for choosing Maximizer CRM We heard this was a great program Review Source Response from Maximizer Software July 26, 2022 Hello Barbara, We're so happy to hear that you find our product easy to use and you've had a positive experience with our customer support team. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team KB Kirsten B. Case Manager Non-Profit Organization Management Used the software for: 2+ years ### "Case Manager Review " July 28, 2022 5.0 I love Maximizer CRM for case management. It helps us stay organized and keep information all in one spot. Pros I love the ability to put in notes for clients. I also like being able to update information using the UDF's. Cons Nothing. It works really well for updating client information and keeping it secure. Review Source Response from Maximizer Software July 29, 2022 Hi Kirsten, 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 Ellie H. Dir. Marketing & Strategic Communications, Project ECHO Higher Education Used the software for: 2+ years ### "Good for contact management" November 6, 2018 4.0 I've used Maximizer for many years but only surface level. Pros Flexibility and customization to different niche markets Cons I would love to see MAC integration. I cannot sync with other applications. Review Source Mark A. Head of CRM Sales - EMEA Computer Software Used the software for: 2+ years ### "Cannot do without it!" November 3, 2017 5.0 Pros Easy to use and setup. Reliable, mobile and all in one. Manages every aspect of our customer management from day to day, service, sales and marketing. Highly recommend it. Review Source VR Verified Reviewer Sales Computer Software Used the software for: 2+ years ### "New Leads Module" October 30, 2018 4.0 Can't work without it! Pros The fact that it is separate from the opportunities Cons You are not able to sort for "all current leads" assigned and unassigned - excluding closed leads. Review Source RP Ray P. MBA/President/Sr. Mfg. Eng. Mechanical or Industrial Engineering Used the software for: 2+ years ### "Maximizer 12 Milks Your Cash Away" October 9, 2017 1.0 Don't buy Maximizer products unless you have an IT department internally that is at your beck and call. I am/was a 20 year user at multiple small companies only to be left paying fees every time a Windows operating system change or upgrade was made. Good from afar, but far from good! I will summarize my experience as a "Classic Bait & Switch" business model. Beware. Pros Good looking GUI, after you train yourself thoroughly it becomes a decent contact database, and they have a really convincing sales pitch. Cons After the sale, the glow fades quickly. Any support is costly in either your time, loss of functionality, or the fees and charges needed to solve issues. You need to expect to explain your issues repeatedly and pay out of pocket for any help. Software regularly has failures that cannot be corrected by the average user. Review Source KC Kathryn C. Senior Administrator Higher Education Used the software for: 1-2 years ### "Doesn't work in all settings" February 25, 2020 3.0 We use it as a CRM for clients accessing a service - so not a sales function Pros Can access online (if using the right browsers) - so don't have to have it installed on your device. Fairly easy to navigate as a user. Cons Doesn't work in Safari? Formatting of emails often goes wrong Very clunky looking I only have experience of it as a user though Review Source Response from Maximizer Software March 16, 2020 Hi Kathryn, Thank you for leaving a review of Maximizer! Here at Maximizer we value Customer Experience and I notice you are having issues with Safari. Please feel free to reach out to our support team: support@maximizer.com They will be able to help get you up and running or if needed, get an issue in front of our product team so we can get you using Maximizer as would work best for you! We look forward to hearing from you! Adam Wilson Head of Customer Success VR Verified Reviewer Owner Financial Services Used the software for: 2+ years ### "Maximizer" October 30, 2018 4.0 Use it for notes on all phone conversations. Pros I like the consolidation and history of information Cons Not as intuitive and easy to use as I would like. Hard to get support. Review Source Josué C. Full Service Wealth Management - Financial Advisor / Life Insurance Agent Financial Services Used the software for: 2+ years ### "Best software ever" August 2, 2018 5.0 Pros Flexibility we like the tool it helps us to enter notes in a logical way Cons Why are the clients separate when the household is together is what we wonder Review Source Derek D. Owner Security and Investigations Used the software for: 2+ years ### "Useful" October 30, 2018 5.0 I am able to keep notes on all conversations & follow up Pros I never miss anything & it is very easy to use Cons I would like to be able to change the page colors Review Source Patrick N. Investment Advisor Investment Management Used the software for: 2+ years ### "So much flexibility!" November 2, 2018 5.0 We absolutely love it and would recommend it to anyone. Pros I like that we can personalize it to our business Cons I found it hard to learn all the ins and outs Review Source VR Verified Reviewer CERTIFIED FINANCIAL PLANNER®, Portfolio Manager Financial Services Used the software for: 2+ years ### "Maximizer" November 2, 2018 3.0 Pros Record keeping, exporting to Excel, team scheduling Cons Email HTML difficulties, sharing free time in calendar with clients Review Source RN Rob N. Advisor Insurance Used the software for: 2+ years ### "Good and efficient but costly" July 13, 2022 4.0 Pros Customization for your specific needs makes it easier to work like you think Cons Monthly cost, especially for multiple users/ devices Review Source Response from Maximizer Software July 15, 2022 Hello Rob, Thanks for taking the time to share your feedback with us! We're very happy to hear that you've enjoyed our customizable features and that it's made it easier for you to work. We look forward to continuing to work with you to help you enhance your sales and customer relations process. The Maximizer Team BW Bruce W. IA Financial Services Used the software for: 2+ years ### "Maximizer snapshot" October 26, 2022 4.0 For the price it is most useful Pros CRM tracking - built in day count since last contact Cons Using email function - problems with fonts and corrections Overall not intuitive Review Source Response from Maximizer Software November 1, 2022 Hello Bruce, Thank you so much for taking the time to leave us a review. 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 VR Verified Reviewer Associate, The Pritchard Wealth Management Group Investment Management Used the software for: 1-2 years ### "Front office " August 3, 2018 4.0 Great.. Once setup property eat to use Pros Ability to save outlook emails into this system for future reference. Ability to add different fields. Ie meeting schedule preference.. Accountant info. Cons Adding fields is a bit complicated.. So many steps can't recall it. Review Source AR Alex R. Account Manager Media Production Used the software for: 2+ years ### "Solid CRM tool" November 29, 2022 5.0 Pros This is the one and only CRM tool you'll need whether you're running a public office or a private business. Even journalists will find this tool handy for finding the right contacts and quickly putting a story together. Cons Canadian company but charges US dollars. Alternatives considered [Basecamp](https://www.capterra.com/p/56808/Basecamp/) Review Source Response from Maximizer Software January 3, 2023 Hi Alex, 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 MP Marvin P. Flavorist Food & Beverages Used the software for: 1-2 years ### "metarom usa, flavorist" July 27, 2022 5.0 Pros easy to track our sample request project applications Cons need some more training to master the CRM. I think there is a lot of option really helpful that we don't know about. Review Source Response from Maximizer Software July 28, 2022 Hello Marvin, Thanks for taking the time to share your feedback with us! We're delighted to hear that Maximizer has helped simplify a portion of your process. We'd love to help you continue to optimize your process. Please feel free to reach out to support@maximizer.com. The Maximizer Team PM Penney M. Administrator Insurance Used the software for: 2+ years ### "Investor business review" November 5, 2018 4.0 Overall experience has been excellent. I can't imagine doing business without it. Pros I really like the client data base features. It allows easy access to all our client information. The outlook integration is an excellent feature, and we can save all our correspondence to the data base. We send a newsletter to all our clients through maximizer which is very easy to do. Cons The only struggle I've had is reading the manual when trying to trouble shoot as it doesn't always list the steps as clearly as I would like. For instance when adding a field. I do finally get there and when I've run into problems the support team have been excellent. Review Source hC hilary C. Loans administrator Banking Used the software for: 2+ years ### "Maximizer CRM" March 9, 2020 5.0 I believe our company has risen greatly because of Maximizer CRM, most of the clients information we use is from this software, and our marketing was taken to a better level because of this software. Pros Suitable for any business size, meaning small companies can get to grow and still be using it when they are big. Your entire business performance and history can be found on one platform. Its compatible with smartphones, meaning one is not limited to work on the computer CRM allows for sharing of data, hence promoting workplace efficiency Cons It needs to be upgraded a little to have the updated look of a current software. The data from way back is hard to track Review Source Response from Maximizer Software March 16, 2020 Hi Hilary, Thank you for the kind review. We pride ourselves on Customer Experience here at Maximizer and love to hear these amazing comments! Enjoy using Maximizer! Adam Wilson Head of Customer Success Justin H. Financial Advisor Financial Services Used the software for: Less than 6 months ### "Going to get left behind by CRMs that integrate better with Mobile Users" November 2, 2018 2.0 Not very happy with experience so far, the product is decent but missing a lot more that I would expect from a CRM company in 2018. No mobile application is the biggest thing. They will say it's not needed cause when are you without a mobile connection... but it has happened more times than they think. Also this whole issue of people not syncing their mobile applications to the server is a weak response. All you have to do is set up backup times which every mobile device does when people get home and connect to wifi. Pros Most of the backend stuff is taken care of for Financial advisors. Cons The user interface is horrible, doesn't integrate well with anything. It's not mobile friendly. They need an application that is fast and that integrates seamlessly with Google. It should not have to use trujay to link to google. Review Source BC Bill C. President Used the software for: 2+ years ### "Ease of Use" February 10, 2017 4.0 I enjoy how it is easy to use and navigate. You are able to specify and tailor everything to your customized needs. You are able to select what you want viable and what you want to be implemented. There is also easy to use the filing system that allows the reduction of paper files. There is a learning curve involved when you first start using it but once you work past that it is easy to use and figure out new features. I would recommend this product for small to medium size companies. They also have great customer support if you ever have any problems or questions, they will also assist you in tailoring the program to your company's needs. There are training videos available to assist in the learning process that I found extremely helpful when starting to use Maximizer CRM live. Pros Ease of use Cons xxxx Review Source VR Verified Reviewer Vice President, Investment Advisor Investment Management Used the software for: 1-2 years ### "My Maximizer experience" October 30, 2018 5.0 Maximizer allows my team to stay on the same page with our clients and stay organized. Pros Keeps my clients organized so that I can be a more productive Investment Advisor. Cons Nothing, keep up the great updates to this product. Review Source VR Verified Reviewer Associate Broker Real Estate Used the software for: 1-2 years ### "Troubling" November 2, 2015 2.0 Having used Maximizer for over 25 years I am always disappointed that with each new version it gets worse. Now they are trying to coral their customers into the cloud. What once was an iconic product is now unstable that will make you regret your purchase and be on the look for a replacement. Please go back to Version 3. It was the best! Pros I can't find another product that comes close to the feature set. Cons Updates lack integration. Promised features don't work properly. Failure to integrate well with Microsoft updates. Complex SQL setup. Expensive support. Users constantly on guard against the company extorting them into more expensive upgrades. 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