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
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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: 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
- 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: Information Technology & Services
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Powerful CRM core with almost unlimited extensability
It allowed me to get on top of over 1,200 tasks in the early days, & since then to function stress free
Pros
When my old PIM (Personal Information Manager called Infocentral) stopped being developed & became well nigh impossible to install on newer Windows versions, I looked around at many products, then found Maximizer in which I could track everything as I was use to, with relationships between anyone/anything, plus brilliant time/task management that kept me sane being on the boards of 2 not for profits, having 2 businesses, & raising 2 young kids after the death of my wife
Cons
Although it works perfectly well, the code behind the marketing campaign module hasn't been altered since the mid 1990's, so looks & feels dated compared to more modern dedicated options, so I'm looking forward to a rewrite of that one day
Response from Maximizer Software
Hello John,
Thank you for taking the time to write a review of Maximizer. We are thrilled to hear that you found our CRM solution to be a suitable replacement for your previous PIM, and that our time and task management features have helped keep you organized amidst your busy schedule.
We appreciate your feedback regarding the marketing campaign module. Please be assured that we are continuously evaluating and updating our software to meet the evolving needs of our customers, and we will take your feedback into consideration as we move forward.
Thank you again for choosing Maximizer as your CRM, and we look forward to continuing to support your organization.
The Maximizer Team
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 2+ years
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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
