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$29.00/month.
Alternatives to Maximizer CRM
Maximizer CRM Reviews
Feature rating
- Industry: Financial Services
- Company size: 2-10 Employees
- Used Daily for 2+ years
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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: Construction
- Company size: 2-10 Employees
- Used Daily for 2+ years
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Review Source
Maximizer user since the early 90's
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.
Reasons for Switching to 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.- Industry: Financial Services
- Company size: 2-10 Employees
- Used Daily for 1+ year
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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: Food & Beverages
- Company size: 2-10 Employees
- Used Weekly for 2+ years
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Review Source
Maximizer is easy to use
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 CloudReasons for Switching to Maximizer CRM
My last business partner used Maximizer and carried it over with him. I fell in love with it.- Industry: Research
- Company size: 51-200 Employees
- Used Weekly for 1+ year
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Review Source
Robust for a Call sheet
Not great. We had to navigate several levels of customer service and received really high quotes to finally figure out that our old database that lived in an old license of Maximizer wasn’t compatible or transferable to the new.
Pros
Great to manage a robust database of contacts and profiles. Customizable user defined fields are particularly useful.
Cons
Not very mobile friendly, and the current version is 100% incompatible with older licenses (such as desktop versions) which are islands. So transferring an old database to the new version was virtually impossible.
Response from Maximizer Software
Hi Sofia,
Thanks for submitting your review. I wanted to let you know that our app is under constant upgrades for improvement and we have some amazing things coming down the line!
Thanks again!
