About Maximizer CRM
Maximizer CRM pricing
Maximizer CRM does not have a free version but does offer a free trial. Maximizer CRM paid version starts at US$65.00/month.
Alternatives to Maximizer CRM
Maximizer CRM Reviews
Feature rating
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Making Maximizer Your Firm's Cornerstone
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.
- Industry: Electrical/Electronic Manufacturing
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Maximizer makes my life better
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
Response from Maximizer Software
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
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Max CRM Review
Its ok. What really put me off is every time you need some assistance they turn it into a huge billable hour exercise. Talk about ripping off your customers.
Pros
The product out of the box works for what we need, I have the advisor template on mine and it still has the design on selling, and the sales process. This inst the focus of the average advisor. This does the basic features required. however it certainly isn't what it could be.
Cons
It doesn't have the ability to track products well. It took leads tab and renamed it opportunities and felt that was a improvement. it wasn't. We end up using a global note to record and track all items a client has with us.
Response from Maximizer Software
Hi Brad,
Thank you for leaving a review of Maximizer. It's always great to hear feedback from our customers and gauge where we can improve.
If there is something we aren't doing well to fit into your workflow I would love to discuss.
I feel that you have had somewhat of an off-putting experience due to particular charges, perhaps changes in your software?
I would love to discuss and help design a workflow that benefits you.
Please reach out to: [email protected] and let them know you would like to discuss the set-up of your Maximizer CRM and we will get a Customer Success Manager on a call to discuss and plan a path forward.
We look forward to hearing from you!
Best regards,
Adam Wilson
Head of Customer Success
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Incredible CRM!
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!
Response from Maximizer Software
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
- Industry: Marketing & Advertising
- Company size: 201–500 Employees
- Used Daily for 2+ years
-
Review Source
Long Time Maximizer User
I have looked at many different programs but Maximizer keeps winning the discussion for continued use. I have been using the program for 30 years now.
Pros
The easy interface is very intuitive and the integration with Microsoft Word and Outlookis flawless.
Cons
I wish that Maximizer had a better interface to use Outlook directly from the program
Alternatives Considered
Dynamics 365Reasons for Switching to Maximizer CRM
Maximizer is way easier to integrate into a daily routine. It does everything I need to keep up to date information on my clients.Response from Maximizer Software
Hi Brian,
Thank you for leaving a 5-Stars review and being a Maximizer customer for the last 30 years.
At Maximizer, we continuously strive to serve you better, and we have several new updates and features coming up soon.
Looking forward to continuing to work with you for many more years!
Maximizer Team
