# Page 4 | Maximizer CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 --- 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 4 - Reviews of Maximizer CRM ## Showing most helpful reviews Showing 76-100 of 366 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use David M. Digital Marketing Consultant, Franchise Owner Financial Services Used the software for: 2+ years ### "Every business needs a CRM" August 2, 2018 5.0 Great product, out standing service. The service maximizer provides is second to none, the best I’ve seen. Pros Maximizer provides the focus of our business. Including a segmented contact list, a dash board with details about the services customers have with us, all paper relating to customers scanned into maximizer (no longer using files) and marketing tools. Maximizer is no longer optional for our business. Great software. Cons The parts we liked least really had to do with our knowleadge. As our knowleadge about the software grows the less we dislike. Review Source AH Adam H. Regional Sales Manager Chemicals Used the software for: 2+ years ### "A good online CRM system with some nice features." August 5, 2022 4.0 It's a good system. I've used Salesforce at a previous company. I prefer Maximizer. Pros Sync to Outlook is very helpful to pull in emails. Sync to Word is also good for samples. Cons I think I liked it better when email sync went to documents instead of "Interactions". Now I have to click on an extra tab each time to get both documents and emails. Review Source Response from Maximizer Software August 9, 2022 Hello Adam, Thank you so much for sharing your feedback with uswe really value your input and flagging up areas where we can further improve. I have shared your feedback re: your preference for email sync directly with our Product Manager. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team ND Neil D. Financial Planner Financial Services Used the software for: 2+ years ### "Maximizer Finance" September 12, 2022 4.0 Has met all our needs and easy to work with. Pros The ease of ,customizing the product to meet your needs - adaptable. Cons The odd way of creating reports. Not always easy for the user. Review Source Response from Maximizer Software September 13, 2022 Hello Neil, First of all, thank you so much for sharing your feedback with uswe 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 VR Verified Reviewer Executive Assistant Biotechnology Used the software for: 2+ years ### "Maximizer Rocks!!" August 7, 2018 4.0 In our organizaton, Maximizer is key in tracking all aspects of our membership, such as: status, renewals, membership dues and activities, ie: when and how we connect with them either by phone or email and by attaching related docs, ie: membership forms and any correspondence with them. Pros The ability to customize fields, views and templates and the ability to attach documents to a profile. It's also very user friendly and easy to navigate. Cons Having to type in "DELETE" for every deletion. I would prefer to just "click" on a "Yes /No" to confirm or abort of a deletion. Review Source PAH Phil A H. Financial Planner \[retired\] Financial Services Used the software for: 2+ years ### "The Best" February 6, 2023 5.0 Excellent, I will continue to use in my next business adventures. Pros Over the 30+ years, I have used MaximizerThey always delivered more than I could have possibly wanted.Just excellent. Cons Sometimes it required, more set up than I had time to give it.But, I should have used more of what it had to give. Reason for choosing Maximizer CRM Best I saw. Review Source Response from Maximizer Software July 13, 2023 Hello Phil, Thank you very much for sharing your positive Maximizer experience with us and for being a Maximizer customer for over 30 years! Looking forward to helping your next business adventure thrive! The Maximizer Team TT Tom T. Publisher Publishing Used the software for: 2+ years ### "Maximizer and the cloud" August 9, 2018 4.0 As a small magazine publisher I've used Maximizer to manage ad sales, subscriptions and distribution as well as basic contact management. I expect that Maximizer is even more powerful with a larger organization. Pros As a former ACT user, I was originally attracted to Maximizer because of it's link at the time to Quickbooks. I stuck with it when that linkage was dropped because it offered so many other features and flexibility than what I had experienced previously. When we moved from Desktop to a Server for remote connections may patience, time and financial resources were stretched to the limit. I was initially dubious about the cloud solution, particularly concerned about reliability. However that has not been an issue. Maximizer has overdelivered. Calls for technical help have been rare. Cons My learning curve was a challenge (several years ago) in part because the program was so powerful. I think a wider range of tutorials and customized templates have probably improved the startup experience. A major nuisance item is the need to use Internet Explorer in order to take advantage of the link with Word templates. Review Source VR Verified Reviewer Tradeshow Coordinator/Database Management Design Used the software for: 2+ years ### "Maximizer CRM" August 6, 2018 4.0 We've had Maximizer for about 11 years now & for the most part it fits our company needs very well. Pros Very easy to use & can do basic customization for companies needs. Takes very little training to get new employees to be able to use the database. Cons The inability to do multiple search functions (and, if, or, = etc). Have had a lot of error problems with our CRM since last upgrade. Would be great to be able to customize the database through the back end ourselves rather than having to pay Maximizer to create add-ons Review Source LM Lisa M. Owner Insurance Used the software for: 6-12 months ### "Broken Promises" July 20, 2021 2.0 I spent a lot of time last year vetting CRMs for my company. I needed a product that myself and my account managers could use for both sales and client management. I was very very specific with Maximizer in what I needed from them. One MAJOR component was that I needed to have my client invoicing automated, and gave the Sales Rep from Maximizer the criteria for the development of the invoices. He said that he would take it to the development team and see if it was possible. He then emailed me and assured me that it would be no problem at all. Between the product initiation costs, training costs, and costs for 15 seats, I spent almost $12,000 to implement this software program. I'm locked in to a one year agreement. The purchase took place in December 2020 and almost 9 months later I still have not been able to do any client invoicing. They have my money but no support or follow up whatsoever. If I need something I need to initiate the call. This is no way to do business. As an example, three weeks ago we did a call with one of the trainers. He had absolutely no idea that Maximizer had agreed to create the invoice templates for us and was trying to train us on how to create the templates ourselves. When we explained this to him he said he'd get with the developers and get back to us. It's been 3 weeks and we've heard absolutely nothing from them. Beyond frustrating, and at this point I want my money back. Pros After using it for a while, I cannot find anything I like about it. Cons Finding data, TMI, too cluttered, company did not deliver the product they promised Review Source SL Shaun L. Financial Planner Investment Management Used the software for: 6-12 months ### "Crm" October 31, 2022 5.0 It's suitable for my needs. I use other programs for scheduling Pros Easy for CRM for notes/tracking appointments Cons Not as user friendly as anticipated. only use it for a select number of items Review Source Response from Maximizer Software November 7, 2022 Hi Shaun, Thank you for leaving us a review. We're happy that you find it easy to leave notes and track appointments using our tools. We'd love to help you get more use out of Maximizer. You can contact us directly at support@maximizer.com. One of our reps would be happy to walk you through our Financial Advisor CRM so you can learn how to build your book with ready-made or custom workflows, dashboards and reports. Alternatively, you can also watch our training webinars here: https://maximizer.helpdocs.io/article/77uiej4pzv-maximizer-crm-training-webinars-financial-advisors. We look forward to continuing to work with you and to help you grow your book. The Maximizer Team VR Verified Reviewer Associate Investment Management Used the software for: 2+ years ### "Versatile CRM for complex or simple needs" October 30, 2018 5.0 Pros I like that we can customize how we want to use it depending on our sophistication and our needs. The Add In with Outlook works really well and is a crucial part of user compliance with saving data. Cons There are, as with all software, glitches. It's hard for us to know if that's Maximizer or our firm's interfacing with Maximizer, but we have had a couple of problems that we just have to "live with". Still, we love Maximizer and couldn't function without it on our team of 8! Review Source VR Verified Reviewer IT Technical Support Information Technology and Services Used the software for: 1-2 years ### "Maximizer CRM " September 25, 2018 4.0 Pros We recently upgraded to maximizer 2018 from one of the really older versions and it is has so many extra features and is incredible flexible. One of my favourite additions to the version is the dashboards and it allows for a real insight on all sales opportunities and allows you to see what has been won and abandoned etc. Cons Like all CRM software it takes a while to learn how to use all the features and use them efficiently. It does sometimes crash and run slow but I believe this is a server issue on our side and you can have it hosted in the cloud if you wish but this is much more expensive. Review Source NB Nadia B. Owner Wine and Spirits Used the software for: 2+ years ### "One of the best technical support in the industry" July 22, 2022 4.0 I have been using Maximizer , on & off, since its inception in the 90's. The off period was mainly due to its lack of affordable & efficient technical support. This year I have been blown away by the dedication, expertise, follow-up and care of the technical support agents. Truly some of the best I have even experienced. Pros Integration with Outlook. Absolutely the best feature of maximizer. Cons Mobile version is quite weak. I am unable to save any contact or communication such as emails from the mobile version so I just gave up. Review Source Response from Maximizer Software July 26, 2022 Hello Nadia, First of all, thank you so much for sharing your feedback with us. We're delighted to hear about your positive experiences with our customer support team. 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. In the meantime, please feel free to contact support@maximizer.com and our team will find a solution that will best fit your needs. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team VR Verified Reviewer President & Founder Publishing Used the software for: 2+ years ### "I have used Maximizer for 25+ years" February 19, 2021 4.0 I have used it personally for 25 years. I saw them migrate to the cloud and enjoy using at home, office and from my phone. Pros It is a nice software solution with typical contact management features. Add contacts, set follow-ups, track opportunities, send e-mails. Cons It does what I need it to do. The license fee is much lower than Salesforce, which we also use for other groups in the company. Review Source KM Kimberley M. CEO Marketing and Advertising Used the software for: 1-2 years ### "I would not use Maximizer in the future" August 30, 2022 1.0 Extremely disappointing and would not recommend Maximizer. Pros I wouldn't use this product again. Unfortunately, I don't have anything positive to say about this product or my experience. Cons They lack customer service and support. Reason for choosing Maximizer CRM I made the mistake with choosing Maximizer and in the process of switching. Review Source Response from Maximizer Software September 13, 2022 Hello Kimberly, I'm sorry to hear about your experience with us. It's always our intention to provide great customer service. Please accept our sincerest apologies that we didn't live up to your expectations. The Maximizer Team RG Ralph G. Business Development Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Long time stand alone user" November 27, 2018 3.0 I am a one man show and have been using several versions of Maximizer since the late 90's. For me, it was best when it was just on a local drive and did not have to be connected to the cloud. I don't need most of the latest features that keep getting added. Pros My favorite feature is the ease and speed of recalling a contact name and all of the past jobs history when searching a first or second name. I store all notes and contact information which is great for reviewing many years later as an anecdote reminder when my path crosses with an old contact again. Cons Since Version 10 which suited my needs, Maximizer has gone to the cloud which is dead slow at times and crashes 2-3 times per session requiring me to log out, then log back in. Too many feature creepers have been added that I don't need, don't want, and they have just slowed the system down at times to a crawl. Having to "renew" a license every couple of years to be able to continue using it is a pain for someone like me who has built a huge data base so am committed to have to stay. Review Source VR Verified Reviewer IT Systems Administrator Information Technology and Services Used the software for: 2+ years ### "Maximizer CRM woks well." August 2, 2018 4.0 Maximizer CRM has enabled our company to maintain a grasp of our install base and keep accurate call logs keeping everyone on the same page. Pros Maximizer CRM's self hosted option is easy to install and maintain. Cons The most recent iteration does not allow the use of MS SQL express which adds unnecessary expense to hosting the software ourselves. I understand it allows for faster search, however, I'd like the ability to use Maximizer with MySQL. Review Source RK Rita K. Office Manager Financial Services Used the software for: 2+ years ### "Simple CRM" November 3, 2022 5.0 Product support is excellent. Online Chat is knowledgeable and efficient. They drill down to the bottom of the issue and listen to my suggestions. Pros This product is easy to maintain and share within our company. Cons Sometimes doing an advanced search is a little complicated. Review Source Response from Maximizer Software November 7, 2022 Hello Rita, Thanks for taking the time to share your feedback with us! We're delighted to hear that you've found Maximizer easy to use! The Maximizer Team LL LeeAnne L. Constituent Assistant Government Administration Used the software for: 6-12 months ### "Easy User Software" March 2, 2023 4.0 This has been the best experience using a new software program that I have had in my entire career. Pros This software features the greatest ability to retrieve. Cons I have not found anything about this software that I did not like. Review Source Response from Maximizer Software July 13, 2023 Hi LeeAnne, Thank you for sharing your experience! We're so happy to hear that you're enjoying Maximizer! Maximizer Team VR Verified Reviewer Assistant Investment Management Used the software for: 2+ years ### "Super easy to use" August 9, 2018 5.0 Pros I love the fact that I can easily sync my emails to the contacts and view the notes/history with a click of a button. Cons I get double the reminders from my outlook and from maximizer. I need to clear both in order to remove them. The syncing and merging of clients still very glitchy. I've been in contact with several ITs to fix the problem but still sometimes works and sometime doesn't work. Review Source PD Pierre D. Director/Owner Import and Export Used the software for: 2+ years ### "Very Good Product for support sale and Marketing" July 15, 2021 4.0 Pros Very easy to use and user friendly. We do not use Maximizer with others application. Cons The possibility to attach document and quote to the dedicated customer and the possibility to extract selected groupe of customer on an Excell list for our promotion and Marketing program. Review Source Lorraine J. Investment Advisor, CFP® Financial Services Used the software for: 2+ years ### "Mostly happy" August 8, 2018 3.0 Pros Its pretty easy to get the basic to work and it's response times are greatly improved. Service is much much better than a few years ago. Cons templates for notes and sending e-mail confirmations is limited to what you can include. Can't use snipit type programs to copy info to Max files. Organizing notes and files is very awkward so we have resorted to keeping then in client files in BOx.com Review Source VR Verified Reviewer it support Information Technology and Services Used the software for: 1-2 years ### "crm review" August 10, 2021 3.0 6 Pros the way data mangement done and searching of data,plugin usage Cons pricing and the way we see updates worki Review Source VR Verified Reviewer Senior Analyst Financial Services Used the software for: 2+ years ### "Maximizer Functionality" August 10, 2018 4.0 Pros Maximizer has lots of functionality and it can be customized. Cons Maximizer is not intuitively obvious to use. It takes training to be able to take advantage of the functionality. One big area where Maximizer can improve is formatting of e-mails. E-mails sent from Maximizer are hard to format as I want them to look. The editor needs to be improved. Review Source VR Verified Reviewer Associate Investment Advisor, Richardson GMP Investment Management Used the software for: 2+ years ### "Maximizer " October 30, 2018 5.0 I would say it is positive something my firm supports and uses due to its functionality and comprehensive nature to track clients and prospects. Pros The ability to keep my clients and prospects organized, not allowing an opportunity or touch point to pass me by. Cons Like everything sometimes there are glitches and I have to exit Maximizer and log back in. Review Source JC Judi C. Owner Medical Practice Used the software for: 2+ years ### "UPGRADING TO LIVE " October 30, 2018 5.0 We have been a long time Maximizer user and overall are very happy with the product and service. The live version was a good upgrade for us overall. The software provides what we need and is user friendly for non techies. Pros It mostly allows us to make necessary connections between patients and recipients and to find information we need quickly. Cons We use the notes for important medical details and it is a challenge to have to dig through the notes with the live version. The recently added 'search' bar in notes is much appreciated and we're hopeful there will be further improvements to scrolling through notes more efficiently. The possibility of not being able to connect due to a server glitch is very scary to us since we depend on the information relative to providing medication dosage on a daily basis for a medical business. If it goes down we are virtually out of business and unable to provide urgent medical information. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.