Who Uses Maximizer CRM?

Maximizer has the capabilities to serve clients looking to get started, get growing or get strategic. Wether you're looking to move away from Excel spread sheets or drill down on data, we can help.

What Is Maximizer CRM?

With offices in Canada, England, and Australia, as well as business partners in the United States and around the world, Maximizer has helped over 120,000 companies increase sales, build relationships, and boost their bottom line.

Maximizer CRM comes loaded with features, and includes modules for Sales, Marketing and Customer Support, as well as must-haves such as customization and mobile access. 30-day Free Trial and live human support!

Maximizer CRM Details

Maximizer Software

http://www.maximizer.com

Founded 1988

Maximizer CRM Software - Access From Anywhere
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Maximizer CRM pricing overview

See pricing plans

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 See pricing details

Free Version

No

Free Trial

Maximizer CRM deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Windows (On-Premise)
  • Linux (On-Premise)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training Software

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Maximizer CRM Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management Software
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Qualification
  • Marketing Automation Software
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

View full list of CRM Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Batch Processing
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management Software
  • Collaboration Tools
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Interaction Tracking
  • Interaction Tracking
  • Lead Capture Software
  • Lead Distribution
  • Lead Management Software
  • Lead Nurturing Software
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Tagging
  • Task Management Software
  • Template Management
  • Third Party Integrations
  • Workflow Management Software

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  • Access Controls/Permissions
  • Account Alerts
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  • Alerts/Notifications
  • Asset Management
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  • Client Management
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
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  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Email Management Software
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  • Email Templates
  • Expense Tracking
  • Forecasting
  • Household Tracking
  • Influence Tracking
  • Interaction Tracking
  • Lead Capture Software
  • Lead Management Software
  • Marketing Automation Software
  • Mobile Access
  • Pipeline Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Sales Reports
  • Search/Filter
  • Task Management Software
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

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  • Activity Dashboard
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  • Alerts/Notifications
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  • Campaign Analytics
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  • Contact Database
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  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Document Storage
  • Drag & Drop
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  • Email Templates
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  • Forecasting
  • Interaction Tracking
  • Interaction Tracking
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  • Lead Distribution
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  • Lead Qualification
  • Lead Segmentation
  • Monitoring
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting Software
  • Sales Reports
  • Sales Trend Analysis
  • Social Media Integration
  • Source Tracking
  • Task Management Software
  • Template Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management Software

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  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
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  • Calendar Management
  • Call Management
  • Campaign Management Software
  • Channel Management Software
  • Commission Management
  • Contact Database
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  • Contract/License Management
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  • Customizable Fields
  • Customizable Reports
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  • Data Import/Export
  • Document Storage
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  • Email Management Software
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  • Email Templates
  • Email Tracking Software
  • Field Sales Management
  • Forecasting
  • Lead Capture Software
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  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Proposal Generation
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  • Reminders
  • Reporting & Statistics
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  • Sales Trend Analysis
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  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

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Maximizer CRM Alternatives

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Maximizer CRM Reviews

Read all reviews

Overall rating

4/5

Average score

Ease of Use 3.7
Customer Service Software 3.9
Features 3.8
Value for Money 3.7

Review software

Share your experiences with other software buyers.

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Ajbinder S.
President, Chief Investment Officer
Financial Services Software, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    3 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2018-08-02

"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.

  • Reviewer Source 
  • Reviewed on 2018-08-02
Sofia G.
Manager
Research, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    2 /5
  • Value for Money
    2 /5
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Reviewed on 2019-08-25

"Robust for a Call sheet"

Comments: Not great. We had to navigate several levels of customer service and received really high quotes to finally figure out that our old database that lived in an old license of Maximizer wasn’t compatible or transferable to the new.

Pros: Great to manage a robust database of contacts and profiles. Customizable user defined fields are particularly useful.

Cons: Not very mobile friendly, and the current version is 100% incompatible with older licenses (such as desktop versions) which are islands. So transferring an old database to the new version was virtually impossible.

Vendor Response

by Maximizer Software on 2019-09-10

Hi Sofia,

Thanks for submitting your review. I wanted to let you know that our app is under constant upgrades for improvement and we have some amazing things coming down the line!

Thanks again!

  • Reviewer Source 
  • Reviewed on 2019-08-25
Brad M.
Advisor
Financial Services Software, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    3 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    3 /5
  • Customer Support Software
    3 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    6/10
  • Reviewer Source 
  • Reviewed on 2020-03-05

"Max CRM Review"

Comments: 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.

Vendor Response

by Maximizer Software on 2020-03-16

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

  • Reviewer Source 
  • Reviewed on 2020-03-05
Verified Reviewer
President & Founder
Publishing, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    4 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2021-02-19

"I have used Maximizer for 25+ years"

Comments: I have used it personally for 25 years. I saw them migrate to the cloud and enjoy using at home, office and from my phone.

Pros: It is a nice software solution with typical contact management features. Add contacts, set follow-ups, track opportunities, send e-mails.

Cons: It does what I need it to do. The license fee is much lower than Salesforce, which we also use for other groups in the company.

  • Reviewer Source 
  • Reviewed on 2021-02-19
Todd I.
Manager
Information Technology & Services, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    4 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2019-08-27

"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.

Vendor Response

by Maximizer Software on 2019-09-10

Hi Todd,

Thank you for the wonderful review! We look forward to helping you build on your already solid client relationships.

Thanks again!

  • Reviewer Source 
  • Reviewed on 2019-08-27