About Maximizer CRM

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CRM features sales management, marketing automation, customer service and support and business productivity tools with integration with Microsoft products such as Outlook, Word, Excel and SharePoint. The solution's marketing automation application includes integrated campaign planning, email campaigns and marketing analytics. Users can target leads and customers and use list management capabilities to search and filter customer data by pre-defined criteria. Maximizer CRM’s sales management feature includes sales team monitoring with the help of measuring criteria such as close and abandonment rate. Customers and prospects can be categorized per region, time zone, products purchased and other measures. Maximizer CRM also includes business intelligence tools, such as built-in, customizable dashboards, and Excel, Web and SQL reports. It is available on a monthly subscription basis that includes support via phone, email and through an online knowledge base.
Maximizer CRM Software - Address Book
Maximizer CRM Software - Calendar
Maximizer CRM Software - Contact List
Maximizer CRM Software - Hot List
Maximizer CRM Software - Opportunities
Maximizer CRM video
Maximizer CRM Software - Address Book - thumbnail
Maximizer CRM Software - Calendar - thumbnail
Maximizer CRM Software - Contact List - thumbnail
Maximizer CRM Software - Hot List - thumbnail
Maximizer CRM Software - Opportunities - thumbnail

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.

Starting Price:
US$29.00/month
Free Version:
No
Free trial:
Yes

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Maximizer CRM Reviews

Feature rating

Value for Money
3.8
Functionality
3.9
Ease of Use
3.8
Customer Support
3.9
5 reviews of 317 View all reviews
Ajbinder
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
3

5
Reviewed on 02/08/2018

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.

Adam
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 27/07/2022

Good Update from Past CRM

We switched from Goldmine because of the extreme limitations we were finding with ongoing support and updates. We have been pleasantly surprised with maximizer, but still feel as though there are opportunities for improvement.

Pros

The interface is intuitive and allows for easy access to information that is needed to confidently engage a client across all team members.

Cons

It would be nice to include some type of gant chart to help track projects that are not sales-based.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Maximizer CRM

Maximizer was a better fit for our size of staff.

Switched From

GoldMine Premium Edition

Response from Maximizer Software

Hello Adam,

Thanks for taking the time to share your feedback with us! We're delighted to hear that you Maximizer easy to use and intuitive.

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

Replied 28/07/2022
Karen
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

3
Reviewed on 27/07/2022

Maximizer great for lead management

Overall, generally happy with the product. Service is good as well.

Pros

The fact that we can sort on all kinds of UDFs and export the results. Also, great for keeping track of customers and prospects.

Cons

We could not get the Dashboard to work as we wanted it to.

Response from Maximizer Software

Hi Karen,

Thank you for taking the time to share your feedback with us. I'm sorry to hear that your experience with our dashboard tool has not been ideal. I've shared this with the team and someone will reach out to you. However, please do not hesitate to reach us at [email protected]

The Maximizer Team

Replied 28/07/2022
Chrissy
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 27/07/2022

Great Product to Keep Your Business Running Smoothly

Maximizer is a very important part of our day, we check it to see what tasks we have coming up, have completed, and what we are waiting for. It makes our day run smoothly and keeps everyone on track.

Pros

The features I like about Maximizer is that it is easy to use. There are many features that we use to keep the company running smoothly, even if someone is on holidays. You can add their tasks to yours so you know what needs to be done while they are away. The program keeps the client's files secure and easy to access when looking for a form. The customer service is wonderful and fast in helping find solutions.

Cons

There isn't much negative I can say. I don't use alot of the features, because I don't have time to just play around and see what else I could use to help with efficiency.

Response from Maximizer Software

Hi Chrissy,

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

Replied 28/07/2022
Shelley
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4

5
Reviewed on 28/07/2022

Review

Have used for over 10+ years have been very pleased no reason to change

Pros

Cloud based … confident in their security features

Cons

Price for smaller offices

Response from Maximizer Software

Hi Shelley,

Thank you very much for sharing your Maximizer experience with us! We look forward to continue to work with your organization.

The Maximizer Team

Replied 29/07/2022

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