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
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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: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
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 CloudReasons for Choosing Maximizer CRM
Maximizer was a better fit for our size of staff.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
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
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Review Source
Clunky, undeveloped; Not useful
It was not a good experience. Nothing was as advertised, from the user experience to the security of purchase. The address book was not able to be converted from the Leads module and the maps feature wasn’t able to connect from Leads. The mobile version has a lot of bugs and isn’t very functional. They have a tutorial, yet aren’t proactive in distributing it to new users. Their focus is on sales. And it’s not a very salable product in my opinion.
The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds. I had to initiate a chargeback with my bank after being told that “unfortunately, due to the terms and conditions...”
No customer wants to hear that. They tried to bully me into keeping their software. There are far too many options in 2021 for CRM to be forced into one, especially one so difficult to use. When I asked about a feature that I needed, I was told, “Perhaps later this year...”
Not what I need if I’m paying good money for a software. Their sales VP wouldn’t call me when I requested a call after being denied a refund.
When I went through their main website again after my experience with Maximizer, I noticed that everything they advertise is not in line with the product they put out. They say that there’s a free trial available. Not the truth. Any company who can’t be trusted to keep their word on something so simple isn’t reputable.
Pros
The sales team was excellent. Some features work well, but no better than free versions of other softwares.
Cons
This maybe would have been a good CRM in say, 1999. It’s antiquated and didn’t serve the needs of my business. I used well-known CRM previously and didn’t find Maximizer to be better than the free version of that one. There was a disconnect in usage that wasn’t able to be overcome by myself or my employees in several weeks of trials.
Reasons for Choosing Maximizer CRM
Thought it would be an improvement.Switched From
HubSpot CRMReasons for Switching to Maximizer CRM
The sales team was consistent in keeping contact.- 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 2+ years
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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