Maximizer CRM Reviews

Making Maximizer Your Firm's Cornerstone

Comments: 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.

Good Update from Past CRM

Comments: 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.

Maximizer CRM: The Solution Your Business Needs"

Comments: Overall, Maximizer CRM is generally well-regarded by users. It offers a wide range of features, including customizability, integration capabilities, robust reporting, and mobility. The software is also known for its user-friendly interface and excellent I have found that challenges with the learning curve, pricing, limited automation, limited integrations, and the lack of a free trial. Nevertheless, for many businesses, the benefits of using Maximizer CRM outweigh these drawbacks, and the software is seen as a valuable tool for managing customer relationships, increasing efficiency, and driving business growth.

Pros:

Customizability: Maximizer CRM is highly customizable, allowing users to tailor the software to their specific business needs and workflows.User-friendly interface: The software's interface is intuitive and easy to use, even for those who may not be technically savvy.Integration capabilities: Maximizer CRM integrates with a wide range of other business tools, such as Microsoft Outlook, which makes it a seamless addition to many existing workflows

Cons:

Pricing: I have found that Maximizer CRM to be on the expensive side, especially compared to other CRM software options.Limited automation: I have noted that the automation capabilities of Maximizer CRM are not as robust as they would like, making it less efficient for certain tasks.Limited integrations: While Maximizer CRM does offer a variety of integrations, I have found that it doesn't integrate with certain tools that they use regularly.

Clunky, undeveloped; Not useful

Comments: 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.

Maximizer makes my life better

Comments: Positive, but the more I use it the more I want more custom items. Maybe they exist and I don't know about them.

Pros:

Search function and auto formatting of phone numbers etc. Keeps our contacts organized.

Cons:

Lack of customization. Would like to add if else statements to enable/disable options based on earlier options. Would like more flexibility to create rules. I have to search for contacts with incorrect information on the regular

My use of Maximizer

Comments: Since 2002 Maximizer has aided me in keeping in touch with my clients. The action plans I have set early in 2004 still work to this day, and are easily assigned to my new and existing clients.

Pros:

I have used Maximizer since the early 2000's. It is my MAIN source of CRM. I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.

Cons:

Originally, I didn't like the cost of the product, but as it became more mainstream the price dropped. The features increased and their negatives turned into positives. SO I don't have any cons to discuss at this time.

Using for 20+ years!

Pros:

The ability to see and share data is key and the live version allows it to be always up to date

Cons:

The time zone for customer service is sometimes and issue because we are on the east coast. I also feel there is so much more we can be doing, but we don't know what we don't know.

The Best

Comments: Excellent, I will continue to use in my next business adventures.

Pros:

Over the 30+ years, I have used MaximizerThey always delivered more than I could have possibly wanted.Just excellent.

Cons:

Sometimes it required, more set up than I had time to give it.But, I should have used more of what it had to give.

Crm

Comments: Good

Pros:

Being able to customize my searches when looking for clients.

Cons:

Not a smooth integration with Outlook.

Easy User Software

Comments: This has been the best experience using a new software program that I have had in my entire career.

Pros:

This software features the greatest ability to retrieve.

Cons:

I have not found anything about this software that I did not like.

Robust, but lacking integration

Comments: It really is a solid CRM, and did well keeping the entire company apprised of the situation. It handles B2B and B2C with ease, and made it very easy to keep tabs on our clients. If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today.

Pros:

I really liked the User definable setup, and the hierarchy between contacts and companies. I also liked how every user defined value got it's own view in SQL, so it was very easy to extract data into other systems using the database. It's very familiar to office users, and performed really well, even with 90,000 contacts/companies in it. It's a solid CRM, as long as that's all you need.

Cons:

It didn't integrate well with other applications. We use Google Apps, and Quickbooks, which are pretty common. But it wouldn't integrate with either, and was going to cost in order to write each integration. The customer service case manager was minimalist, so it was simple to use, but didn't allow for a conversation to happen (eg I couldn't tell how much back and forth happened during a customer service case, or if the customer had updated information on the case). The email generation tool was primitive, and only allowed for basic, ugly html. Any advanced formatting, or click tracking common to things like MailChimp weren't available. There wasn't any marketing automation to speak of, and there wasn't any automated lead scoring. Everything had to be done by hand, and unfortunately humans aren't reliable.

Wouldn't Have A Growing Business Without It

Comments: I believe the business is better protected. We are more effecient. We have a small team and any one of us can take a phone call from a client and within seconds understand any history to do with a client issue. It might be something very simple or complex but because I can call up notes from others on the team and access all emails between us and the client and our back office it saves a tremendous amount of time. I think it also gives the client confidence that we know what we are doing because they don't have to explain an issue all over again

Pros:

It is incredibly flexible. Basic programming that comes out of the box is more than what you need because it anticipates that not all advisors operate the same way. We have used it to save ourselves hours of work and redesigned how it works with us rather than us redesigning how we work. Saving of all emails under client file along with relevant notes. Easy tracking of client service work as well as understanding staff workload issues.

Cons:

Like any CRM it takes time to learn and create new work habits yes you should throw away the paper notes. Regulators expectations are moving the bar upwards. Love to see a system map starting with a contact. How do each of the tabs relate to different functions. Because of its rich customizable capabilities it can be overwhelming even for your help desk.

Good Overall Solution

Comments: Maximizer helps me simplify organizing my calendar and appointments, makes following up on tasks almost automatic, keeps all my contact info, notes, address updates and all I need to know in one easy to get to place - regardless of where I am. I find working remotely much easier using Maximizer. My staff loves it because they have instant access to all my client notes to help them in their jobs.

Pros:

Maximizer has everything I require to easily organize my client relationships without being cluttered up with features I don't need. It is simple, intuitive and easy to use from the beginning and the training modules are great.

Cons:

The contact list search engine is awkward - it only flashes the list starting with the first 3 letters, then it disappears and you have to type in the whole name . . . The embedded template feature is gone and is now attached to MSWord - which is an awkward connection. Because I have secure/encrypted email with my company, with severe firewalls - Maximizer cannot link to my corporate outlook email - this is not a significant problem and I would rather have the added protection than the convenience. I can still easily save all email communication through Outlook to Maximizer.

Long time stand alone user

Comments: I am a one man show and have been using several versions of Maximizer since the late 90's. For me, it was best when it was just on a local drive and did not have to be connected to the cloud. I don't need most of the latest features that keep getting added.

Pros:

My favorite feature is the ease and speed of recalling a contact name and all of the past jobs history when searching a first or second name. I store all notes and contact information which is great for reviewing many years later as an anecdote reminder when my path crosses with an old contact again.

Cons:

Since Version 10 which suited my needs, Maximizer has gone to the cloud which is dead slow at times and crashes 2-3 times per session requiring me to log out, then log back in. Too many feature creepers have been added that I don't need, don't want, and they have just slowed the system down at times to a crawl. Having to "renew" a license every couple of years to be able to continue using it is a pain for someone like me who has built a huge data base so am committed to have to stay.

Maximizer Review

Comments: We are able to identify opportunities and keep it at the forefront with this software. All the information we need is at our fingertips on the go.

Pros:

This software is user friendly and easy to use. We have been using this software since the 1990s. We left for a short period to try something new and quickly realized that Maximizer was better than any other product out there, so we switched back. We don't use all the feature however we learn new ones all the time and try to adopt them one by one. We are able to store all information for each every client, make notes, create documents, send email and assign tasks so our service does not fall through any cracks. It real is a great CRM tool

Cons:

The only thing I don't like is that if I am at a computer that is not used by me. I can't find what web address I need to login. I have to remember to email the website to myself before I leave the office

Maximizer review

Comments: Maximizer really helps me to keep track of all the important personal and relevant business information for my clients and I can easily reference this information when I am talking with my clients. It's a great place to store my notes and I always quickly look over my client information on Maximizer before any client meeting to refresh my memory on everything I know about them.

Pros:

I like how I can quickly access all of the information I have gathered on my clients and that it is categorized in easy to see areas.

Cons:

I find the software a little clunky to use and I often have difficulty editing things how I would like it. For example, I would like to be able to edit some of the drop-down box options to delete options I never use and add things that I would. For example, in the notes section, I would like to have a category in the drop-down box for "withdrawal" but there is no such option and I cannot edit it to add something myself.

Review

Comments: 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

Max is great!

Comments: Since we have been a user of this product for MANY years, I think that speaks for itself. :)

Pros:

Ease of morphing to our needs to keep us in the know about our daily routine, as well as the ability to source our data.

Cons:

Inability to change color scheme, with that being such an easy remedy, wish that was a priority for Max.

Maximizer 12 Milks Your Cash Away

Comments: Don't buy Maximizer products unless you have an IT department internally that is at your beck and call. I am/was a 20 year user at multiple small companies only to be left paying fees every time a Windows operating system change or upgrade was made. Good from afar, but far from good! I will summarize my experience as a "Classic Bait & Switch" business model. Beware.

Pros:

Good looking GUI, after you train yourself thoroughly it becomes a decent contact database, and they have a really convincing sales pitch.

Cons:

After the sale, the glow fades quickly. Any support is costly in either your time, loss of functionality, or the fees and charges needed to solve issues. You need to expect to explain your issues repeatedly and pay out of pocket for any help. Software regularly has failures that cannot be corrected by the average user.

Flexible, but can be time consuming to set up

Comments: My overall experience has been good with Maximizer. Now that it is set up the way I want, I have little to complain about, but I would suggest that they should have a very basic initial set up, with users adding fields as needed. What I found was that there were 1000's of fields to choose your set up from, and I ended up deleting a lot of them just to reduce clutter.

Pros:

The software allows you to build a very strong relationship management process for your clients. You can customize virtually everything, and there is very little you can't do with the software. It is unlikely you will have a need that it cannot meet.

Cons:

The software does not come out of the box in a user friendly fashion. It also isn't intuitive to make changes, and in my experience it comes with too many pre-sets which feels overwhelming. It can take quite a long time to get things trimmed down to what you need, and then grow it from there. The dashboard features are also extremely ugly and I have not found much of a use for them.

One of the best technical support in the industry

Comments: I have been using Maximizer , on & off, since its inception in the 90's. The off period was mainly due to its lack of affordable & efficient technical support. This year I have been blown away by the dedication, expertise, follow-up and care of the technical support agents. Truly some of the best I have even experienced.

Pros:

Integration with Outlook. Absolutely the best feature of maximizer.

Cons:

Mobile version is quite weak. I am unable to save any contact or communication such as emails from the mobile version so I just gave up.

Maximizer Review

Comments: I ended up going back to my old version of Maximizer as I found it a lot more effective and user friendly. I informed Maximizer that I was dong this and asked for someone to provide me with a copy of my information from the latest Maximizer system. This they would only do if I paid them additional money to do this. I also contacted technical support to explain my annoyance. No-one responded. So I sent an e-mail to the supervisor as shown below. I did not get any response back from them on that. I would not consider using Maximizer again. I had been a loyal customer for over 20 years.
Hello Supervisor, Just wanted to pass on my comment. Your team are not responding to my last 2 e-mails. I do find that disappointing.
I have been a customer upgrading my programs as they came available for over 20 years.
I chose not to upgrade as I am not as happy with the latest cloud version of Maximizer.
I have gone back to using my older Maximizer CRM 12 that I found was better and easier to use for my needs.
Should I be forced to upgrade when my computer will need to be upgraded then your service response makes me question whether I will consider Maximizer.

Pros:

I found it took too much time to get training on this system.

Cons:

It was not an easy transition from my previous Maximizer. I found it difficult to use and even the technical support people could not always answer questions that I had.

Review

Pros:

Integration with Outlook for saving e-mails.

Cons:

After a recent update, the system seems much slower and the reporting function does not always work correctly when I try to run reports on the entries of my direst reports.

Maximizer makes data handy.

Comments: Maximizer has helped me maintain regular contact with quality customers and recognize opportunity with new potential clients.

Pros:

Our database of customer information does not translate well to laptop and mobile device use, so Maximizer is the best way to keep up to date. Finding customer listings and adding notes, leads and details specific to each is easy and thorough. The process also prompts the user to follow up and make use of the wealth of capability in the software.

Cons:

Manipulating the various types of lists and producing reports is sometimes not as intuitive as one would like.

I’ve been using Maximizer for over six years and it’s my whole world I work on an on the daily hourl

Comments: Maximizer is a tool that can really build your business and my experience has been 10+

Pros:

I’ve been using Maximizer for over six years and it’s my whole world I work online on a daily hourly basis and the best tool I’ve ever use far is working with clients

Cons:

It’s a little tough learning the program once you learned it open up the world of possibilities