Maximizer CRM Reviews

Powerful CRM core with almost unlimited extensability

Comments: 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

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.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Choosing Maximizer CRM: Maximizer was a better fit for our size of staff.

Big Maximiser CRM

Comments: Am very satisfied with this software. Its ease of access, the best and simplistic data storage method, and the very good customer support it offers make it better and satisfying.
Being able to maintain good relationships with customers is magical.

Pros:

I like this software. It allows you to organize yourself, offer good customer service, ensure the future, and therefore manage your time well. Very intuitive and practical, it is easy to use, in this case for the information necessary for communicating with a customer.

Cons:

It works very well. Nothing to complain about so far.

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.

Alternatives Considered: Salesforce Sales Cloud, Keap and Podio

Reasons for Choosing Maximizer CRM: Thought it would be an improvement.

Switched From: HubSpot CRM

Reasons for Switching to Maximizer CRM: The sales team was consistent in keeping contact.

Avis maximiser crm

Comments: perfect software, intuitive and allows us to have access to information...but it would be better if it helped us to do better housekeeping

Pros:

super software that is very intuitive to use also makes it easy to have useful information to communicate with a client

Cons:

I have difficulty making households and people within households better.

Maximizer user since the early 90's

Comments: 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.

Alternatives Considered: Zoho Connect, Salesforce Sales Cloud and HubSpot CRM

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.

Maximizer CRM for Financial Advisors

Comments: 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.

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.

A good piece of CRM Software

Comments: Overall experience is quite positive from an administrator end, from a user perspective I have & have helped people who have had problems navigating and using Maximzier to its fullest potential when they are brand new to the platform.

Pros:

Maximizer in comparison to some of it's competitors runs a very light & simplistic method of storing data. This is mainly in respect to have to act as the admin for the data, but Maximizer exports and imports quite nicely from most data subsets which makes maintaining data on a day to day that much easier.

Cons:

The site is very dated (especially before the reskin of 2017), and this causes user intuitiveness of finding things were one expects them to be quite difficult. At this point it is a difficult process to properly bring the website into the 21st century, since a massive overhaul would leave many existing users lost.

Crm

Comments: Good

Pros:

Being able to customize my searches when looking for clients.

Cons:

Not a smooth integration with Outlook.

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.

Ray's Review

Comments: There are too many problems it solves to list, but suffice it to say, I could not run my business without a CRM and a Case Management system which Maximizer does very well!

Pros:

The best part has always been the comprehensiveness of the product, how modules fit together, combined with Mail Integration. These have always been key for me. It's easy to use for the most part if you enjoy technology and when you need them, support is very close and very good.

Cons:

The price is high in my mind. I enjoyed stand alone because I was more in control of my expenses. I could keep a version running until I had to upgrade. I don't like the never ending cost and in truth, it has caused me to begin looking for alternatives.

Maximizer and the cloud

Comments: As a small magazine publisher I've used Maximizer to manage ad sales, subscriptions and distribution as well as basic contact management. I expect that Maximizer is even more powerful with a larger organization.

Pros:

As a former ACT user, I was originally attracted to Maximizer because of it's link at the time to Quickbooks. I stuck with it when that linkage was dropped because it offered so many other features and flexibility than what I had experienced previously. When we moved from Desktop to a Server for remote connections may patience, time and financial resources were stretched to the limit. I was initially dubious about the cloud solution, particularly concerned about reliability. However that has not been an issue. Maximizer has overdelivered. Calls for technical help have been rare.

Cons:

My learning curve was a challenge (several years ago) in part because the program was so powerful. I think a wider range of tutorials and customized templates have probably improved the startup experience. A major nuisance item is the need to use Internet Explorer in order to take advantage of the link with Word templates.

Overall Poor Quality and Poor Service one set up

Comments: Overall experience was very poor. I would recommend going with a different CRM software solution.

Pros:

The software is easy to alter to fit specific processes. They have doe a good job in making the software easy to change without having to hire a tach support team to make the changes.

Cons:

The software is VERY basic and doesn't have the ability to sync with multiple email addresses, link emails to the software after they have been sent, there is no email automation to speak of, you have to click multiple times to link every single email to Maximizer. I came over from Salesforce and should have just bit the bullet and paid the extra set up costs. You better hope you don't have a technical problem as you will have to follow up with them multiple times over the course of several weeks to get the problem fixed all the while your functionality is at a stand still.

UPGRADING TO LIVE

Comments: We have been a long time Maximizer user and overall are very happy with the product and service. The live version was a good upgrade for us overall. The software provides what we need and is user friendly for non techies.

Pros:

It mostly allows us to make necessary connections between patients and recipients and to find information we need quickly.

Cons:

We use the notes for important medical details and it is a challenge to have to dig through the notes with the live version. The recently added 'search' bar in notes is much appreciated and we're hopeful there will be further improvements to scrolling through notes more efficiently. The possibility of not being able to connect due to a server glitch is very scary to us since we depend on the information relative to providing medication dosage on a daily basis for a medical business. If it goes down we are virtually out of business and unable to provide urgent medical information.

Highly recommend Maximizer CRM

Comments: The Maximizer platform is great but what is even more important is the customer service team is out standing. The customer service team is fast, knowledgeable and friendly. The best.

Pros:

I'm in sales. Having a CRM is critical. Being able to track and store documents and emails to clients and prospects keeps me organized. We started scanning in 2007 and today I can see and work on any clients file from any where I have WIFI. All our scanning is in Maximizer. All important documents are in Maximizer. All important emails are attached in Maximizer. Customer service cases are attached in Maximizer with notifications. Our business depends on Maximizer and it has grown with us. Love the software.

Cons:

I only wish I could save excel files directly to Maximizer without having to save to the desk top first.

Ease and customization for your unique business

Pros:

This software is easy to understand and become comfortable working in when it comes to contact management and email integration. Maximizer offers many tools to be able to customize your data for your specific business and to continue to build on as your business grows. The ability to set a personalized dashboard to keep targets top of mind is very helpful and is a great way to start the day.

Cons:

Having better integrations with other software would make our lives a lot easier. As well as having better duplicate checking for entries would eliminate a lot of work hours used to maintain a clean database.

Alternatives Considered: HubSpot CRM

Not the product I was looking for.

Pros:

Customer support is satisfactory. They are responsive and patient to solve your problems.

Cons:

The product did not meet my expectations. Insufficient functionality for sales management-customer acquisition that I need.

Upgrades

Pros:

After many years, we upgraded our on-premise version and the way the tech installed it, it grew out of proportion and blew up our server. After a lot of conversations with their support team, we eventually got things up and running again on a new server and this time it didn't grow so big. Then we decided to move to the cloud version. While our database wasn't that big, for some reason our files still were. But their conversion team worked wonders and brought it down to a manageable size again so we weren't paying a fortune for data size. The training was better this time as well as the support team.

Cons:

Can't sort UDFs or search for things that were easier to do with our on-premise version.

A good online CRM system with some nice features.

Comments: It's a good system. I've used Salesforce at a previous company. I prefer Maximizer.

Pros:

Sync to Outlook is very helpful to pull in emails. Sync to Word is also good for samples.

Cons:

I think I liked it better when email sync went to documents instead of "Interactions". Now I have to click on an extra tab each time to get both documents and emails.

Investor business review

Comments: Overall experience has been excellent. I can't imagine doing business without it.

Pros:

I really like the client data base features. It allows easy access to all our client information. The outlook integration is an excellent feature, and we can save all our correspondence to the data base. We send a newsletter to all our clients through maximizer which is very easy to do.

Cons:

The only struggle I've had is reading the manual when trying to trouble shoot as it doesn't always list the steps as clearly as I would like. For instance when adding a field. I do finally get there and when I've run into problems the support team have been excellent.

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.

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.

Solid CRM tool

Pros:

This is the one and only CRM tool you'll need whether you're running a public office or a private business. Even journalists will find this tool handy for finding the right contacts and quickly putting a story together.

Cons:

Canadian company but charges US dollars.

Alternatives Considered: Basecamp

Doesn't work in all settings

Comments: We use it as a CRM for clients accessing a service - so not a sales function

Pros:

Can access online (if using the right browsers) - so don't have to have it installed on your device. Fairly easy to navigate as a user.

Cons:

Doesn't work in Safari? Formatting of emails often goes wrong Very clunky looking I only have experience of it as a user though