About Maximizer CRM

Maximizer CRM has offices in Canada, England, and Australia, as well as Certified Business Partners in the United States, and around the world. Maximizer is accessible and committed to helping companies grow, and has helped over 120,000 companies increase sales, build relationships, and boost their bottom line over the past 28 years.

Maximizer CRM's new tiered pricing model has allowed it to become more accessible, user friendly and versatile thereby expanding to serve a new more sophisticated market. Wether you are at the beginning of your contact management journey looking to move away from Excel spread sheets or are ready to start drilling down on your data and utilizing the incredible business intelligence capabilities of Insights, Maximizer has the tools to support you.

With both cloud based and on-premise deployment options, as well as Canadian and UK data centers, integration with Outlook, Word and Excel and hundreds of apps through its Zapier connector, Maximizer CRM has the capabilities to cater to any size business across most industries - from manufacturing and logistics, to sports, medical providers, and financial advisors.

Pricing starting from:

US$29.00/month

  • Free Trial
  • Subscription

Key benefits of Maximizer CRM

- Find the opportunities in your data using Insights faster than any other CRM.
- View and analyse sales KPI's through a graphical dashboard personalized with your chosen metrics.
- Access your data anywhere, and on almost any connected device with our Mobile CRM for Sales app.
- Create automated campaigns, and track your results and return on investment with our ROI calculator.
- Boost productivity and get deeper customer insights with Maximizer’s extensive ecosystem of 3rd party integrations.
- Master your daily influx of support and service requests. Create and manage a case with instant notifications.

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom, Australia

Supported Languages

English, French

Pricing starting from:

US$29.00/month

  • Free Trial
  • Subscription

Images

Maximizer CRM contact management
Maximizer CRM customer service
Maximizer CRM administrator preferences
Maximizer CRM dashboards
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Maximizer CRM video
Maximizer CRM screenshot: Maximizer CRM contact management Maximizer CRM screenshot: Maximizer CRM customer service Maximizer CRM screenshot: Maximizer CRM administrator preferences Maximizer CRM screenshot: Maximizer CRM dashboards

Features

Total features of Maximizer CRM: 54

  • API
  • Access Control
  • Activity Dashboard
  • Activity Tracking
  • Audit Trail
  • Automatic Notifications
  • Calendar Management
  • Campaign Analysis
  • Campaign Management
  • Campaign Segmentation
  • Case Management
  • Click Tracking
  • Client Management
  • Contact Database
  • Contact History
  • Contact Management
  • Conversion Tracking
  • Custom Forms
  • Customer Database
  • Customer Segmentation
  • Customizable Templates
  • Data Filtering
  • Data Visualization
  • Document Management
  • Document Storage
  • Document Templates
  • Email Alerts
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Email Templates
  • Email Tracking
  • Filtered Views
  • Forecasting
  • Forms Management
  • Goal Setting / Tracking
  • Knowledge Base Management
  • Lead Management
  • Multi-Campaign
  • Multi-Channel Marketing
  • Permission Management
  • Pipeline Management
  • Quote Management
  • ROI Analytics
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Reporting
  • Search Functionality
  • Task Management
  • Template Management
  • Third Party Integration
  • Web Forms

Alternatives

Zoho CRM

4.2
#1 Alternative to Maximizer CRM
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Insightly

3.9
#2 Alternative to Maximizer CRM
Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities...

Freshworks CRM

4.6
#3 Alternative to Maximizer CRM
A complete CRM for high-velocity sales teams with integrated phone and email, user behavior tracking and lead scoring

amoCRM

4.5
#4 Alternative to Maximizer CRM
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Reviews

Overall rating

4 /5
(276)
Value for Money
3.7/5
Features
3.8/5
Ease of Use
3.7/5
Customer Support
3.9/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 276
Ajbinder S.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Making Maximizer Your Firm's Cornerstone

Reviewed on 2018-08-02

We are able to complete our tasks much more efficiently and able to coordinate with other members...

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.

Sofia G.
Overall rating
  • Industry: Research
  • Company size: 51-200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Robust for a Call sheet

Reviewed on 2019-08-25

Not great. We had to navigate several levels of customer service and received really high quotes to...

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.

Response from Maximizer Software

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!

Graham J.
Overall rating
  • Industry: Food & Beverages
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Maximizer needs to keep up with the times

Reviewed on 2020-12-27

The ease of usage is great. Tracking and closing of task remains top of mind

The ease of usage is great. Tracking and closing of task remains top of mind

Pros

Value for money compared to Salesforce. Ideally a step up from Microsoft Excel.

Cons

Not great. Upgrades not compatible with current data, had to reload info again. Battling with integration.

Brad M.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Max CRM Review

Reviewed on 2020-03-05

Its ok. What really put me off is every time you need some assistance they turn it into a huge...

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.

Response from Maximizer Software

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

Todd I.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

My use of Maximizer

Reviewed on 2019-08-27

Since 2002 Maximizer has aided me in keeping in touch with my clients. The action plans I have set...

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.

Response from Maximizer Software

Hi Todd,

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

Thanks again!

Showing 5 reviews of 276 Read all reviews

Maximizer CRM FAQs

Below are some frequently asked questions for Maximizer CRM.

Maximizer CRM offers the following pricing plans:

  • Starting from: US$29.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Small Office $29 USD/mo – billed annually $39 USD/mo – billed monthly Business Plus $49 USD/mo – billed annually $59 USD/mo – billed monthly Insights $89 USD/mo – billed annually $109 USD/mo – billed monthly On Premise (Self-hosted) Business Plus: $49 USD/mo – billed annually (No User Limits) Insights: $89 USD/mo – billed annually (50 User Minimum)

Maximizer CRM offers the following features:

  • Access options: the Web and mobile devices
  • Account and contact management
  • Business Intelligence
  • Create and manage quotes and orders
  • Create powerful quota-based dashboard indicators
  • Customer service management
  • Email marketing
  • Import lead lists from virtually any file format
  • Microsoft® Office® integration – Outlook® and Word®
  • Mobile access
  • Sales force automation
  • Sales forecasting
  • Task management and automation
  • Time management
  • Track status of quotes and orders

Maximizer CRM has the following typical customers:

Small Business, Large Enterprises, Non Profit, Mid Size Business

Maximizer CRM supports the following languages:

English, French

Maximizer CRM supports the following devices:

Android, iPhone, iPad

Maximizer CRM integrates with the following applications:

BlackCurve, Constant Contact, Customer Thermometer, Mailchimp, PUBLITRAC, QuickBooks Online, QuoteWerks, SharePoint, SurveyMonkey, Twilio

Maximizer CRM offers the following support options:

Video Tutorials, Online Support, Phone Support, FAQs

Related categories

See all software categories found for Maximizer CRM.