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What Is Maximizer CRM?

Maximizer CRM for Financial Advisors comes loaded with tools to keep your practice organized, simplify compliance, and help you prepare for future growth. Deliver exceptional client service with a CRM solution designed with your entire practice in mind.

Who Uses Maximizer CRM?

Maximizer is the ultimate CRM for Sales Leaders. With a centralized view of all data and sales rep activity, you can better monitor your team, analyze metrics, predict outcomes, & influence results.

Where can Maximizer CRM be deployed?

Cloud-based
On-premise

About the vendor

  • Maximizer Software
  • Located in Vancouver, Canada
  • Founded in 1988

Maximizer CRM support

  • Phone Support
  • Chat

Countries available

Australia, Brazil, Canada, Italy, New Zealand and 5 others

Languages

English

Maximizer CRM pricing

Starting Price:

US$65.00/month
  • Yes, has free trial
  • No free version

Maximizer CRM does not have a free version but does offer a free trial. Maximizer CRM paid version starts at US$65.00/month.

Pricing plans

About the vendor

  • Maximizer Software
  • Located in Vancouver, Canada
  • Founded in 1988

Maximizer CRM support

  • Phone Support
  • Chat

Countries available

Australia, Brazil, Canada, Italy, New Zealand and 5 others

Languages

English

Maximizer CRM videos and images

Maximizer CRM Software - Activity Tracker enables Sales Leaders to see a real-time list of their company's communication activities.
Maximizer CRM Software - Our feature-rich mobile app allows you to manage your schedule, update your pipeline, and connect with customers while on the go!
Maximizer CRM Software - Opportunities Viewer shows all opportunities in the company funnel, dives into pipeline activity and progress for individual reps, and continually fine-tunes strategic direction based on trends.
Maximizer CRM Software - Set quotas to support your financial targets and break it down by sales representative/time interval
Maximizer CRM Software - The value of Leading Indicators is that Sales Leaders can use these metrics to not only better predict outcomes but also take advanced action toward better outcomes.
View 6 more
Maximizer CRM video
Maximizer CRM Software - Activity Tracker enables Sales Leaders to see a real-time list of their company's communication activities.
Maximizer CRM Software - Our feature-rich mobile app allows you to manage your schedule, update your pipeline, and connect with customers while on the go!
Maximizer CRM Software - Opportunities Viewer shows all opportunities in the company funnel, dives into pipeline activity and progress for individual reps, and continually fine-tunes strategic direction based on trends.
Maximizer CRM Software - Set quotas to support your financial targets and break it down by sales representative/time interval
Maximizer CRM Software - The value of Leading Indicators is that Sales Leaders can use these metrics to not only better predict outcomes but also take advanced action toward better outcomes.

Features of Maximizer CRM

  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Batch Processing
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management Software
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Email Management Software
  • Email Marketing Software
  • For Financial Institutions
  • For Insurance Industry
  • Forecasting
  • Interaction Tracking
  • Knowledge Management Software
  • Lead Capture Software
  • Lead Distribution
  • Lead Management Software
  • Lead Qualification
  • Lead Segmentation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Quotes/Estimates
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Task Management Software
  • Third-Party Integrations
  • Workflow Management Software

Alternatives to Maximizer CRM

Zoho CRM is an online management platform for financial service firms of all sizes to centralize functions & accelerate efficiency. Learn more about Zoho CRM
Database management system that allows users to store and manage data and create database-powered apps.
NetHunt CRM helps you manage leads, monitor sales pipeline, track team performance, and automate sales processes to close more deals.
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Learn more about HubSpot CRM
Cloud-based board management tool that helps businesses manage documents, risk assessments, meetings, and more.
Avidian transforms Microsoft Outlook into a Sales Pipeline Management and Customer Relationship Management tool for sales teams.
Basecamp is a team collaboration system designed to be straightforward, easy for teams to adopt, and perfect for team managers.
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Sales Hub provides email tracking, prospect database searching, presentation sharing, auto dialer with call recording and logging. Learn more about HubSpot Sales Hub

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
Ajbinder
Ajbinder
President, Chief Investment Officer in Canada
Verified LinkedIn User
Financial Services Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Making Maximizer Your Firm's Cornerstone

5.0 6 years ago

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.

Adam
Manager in Canada
Financial Services Software, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Good Update from Past CRM

4.0 2 years 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.

Alternatives Considered: Salesforce Sales Cloud

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

Maximizer Software Response

2 years 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

Javier
Development Director in US
Financial Services Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Clunky, undeveloped; Not useful

1.0 3 years ago

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.

Haba
Content Manager in Romania
Newspapers, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

A well build CRM

5.0 3 months ago

Comments: Besides the high price Maximizer CRM is a great tool and really helped our business.

Pros:

The setup was very easy and UI is very intuitive. Customer support is a 5* team, really helpful and easy to talk to. After importing all our contacts we were ready to start working.

Cons:

The price is high for the features it gives.

Alternatives Considered: Zoho CRM and HubSpot CRM

Switched From: Prophet CRM and NetHunt CRM

Maximizer Software Response

3 months ago

Hi Haba, Thank you very much for sharing your positive Maximizer experience with us! We're so happy to hear that our customer support team has been helpful to you. Looking forward to helping your organization continue to thrive! The Maximizer Team

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

Maximizer user since the early 90's

5.0 3 years ago

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.