Canada Local product
Maximizer CRM

Maximizer CRM

Canada Local product

What Is Maximizer CRM?

Maximizer is a sales-focused CRM solution loaded with features, perfect for organizations of any size. Trusted for over 30 years by over 1 million users and over 120,000 companies, you'll never miss another follow-up with top-rated tools for contact management, lead management, customer service, business analytics, mobile app, and several integrations. Maximizer is the only CRM offering both a Cloud and a self-hosted, On-Premise option. Find out for yourself just how easy Maximizer is to use!

Who Uses Maximizer CRM?

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

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Reviews of Maximizer CRM

Average score

Overall
4.0
Ease of Use
3.8
Customer Service
4.0
Features
3.9
Value for Money
3.8

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Adam
Manager in Canada
Financial Services Software, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Good Update from Past CRM

4.0 4 months ago

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 Software Response

4 months ago

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

Kathy-Rae
President in US
Construction, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Alternatives Considered:

Maximizer user since the early 90's

5.0 last year

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.

Josh
CEO in
Computer Software, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Robust, but lacking integration

4.0 5 years ago

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.

Adrian
Financial Advisor in Canada
Financial Services Software, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Maximizer CRM for Financial Advisors

5.0 last month New

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.

Maximizer Software Response

last month

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

Craig
Customer Relations Manager in UK
Construction, 201-500 Employees
Used the Software for: 1+ year
Reviewer Source
Source: SoftwareAdvice

CRM - A need, not a want!

4.0 last year

Comments: We were looking to consolidate our customers into one central location to understand our marketplace better, focus on their needs and wants, which would be accessible to the whole sales team. To turn data into high value information by tracking the opportunities the business attracts and managing prospect’s expectations to convert more opportunities into wins. We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business’s sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. We have now linked our CRM with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.

Pros:

We needed a solution to move away from paper / spreadsheets for our customer database and whilst all CRM packages do this Maximizer gave us the bespoke nature to take control and not have an out of the box solution. The opportunity module is by far my favourite feature as now I can provide the Board with snapshots of our entire pipeline, weighted or not, which sector / products and track each opportunity on their own merits and assign the time and resources to achievable projects.

Cons:

Very busy main screen for some users and dashboard is a tad frustrating sometimes, Insights would be nice but that feature is too expensive.