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$55.00/month.
Alternatives to Maximizer CRM
Maximizer CRM Reviews
Feature rating
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Maximizer user review
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.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
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
-
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: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Maximizer CRM for Financial Advisors
Client relationships are the heart of our business. Maximizer makes the managing of these relationships easy and limits things "falling through the cracks".
Pros
Once we had imported our current clients, Maximizer was incredibly easy to use. It's well laid out, and its simplicity belies an underlying ability to do complex things. I love the fact that it integrates really well with the Microsoft Office suite of programs.
Cons
I can't think of a true "con" for Maximizer. It's always being updated and features added so it's never stale.
Response from Maximizer Software
Hi Adrian,
Thank you very much for sharing your positive Maximizer experience with us! We're so happy to hear that we've helped make managing client relationships easier for you and reduce the amount of missed opportunities.
Looking forward to helping your organization continue to thrive!
The Maximizer Team
- 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
