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 Version
  • 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

Australia, Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Maximizer CRM Software - Maximizer CRM contact management
Maximizer CRM Software - Maximizer CRM customer service
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Maximizer CRM Software - Maximizer CRM contact management Maximizer CRM Software - Maximizer CRM customer service Maximizer CRM Software - Maximizer CRM administrator preferences Maximizer CRM Software - Maximizer CRM dashboards

Features

Total features of Maximizer CRM: 56

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Automated Routing
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management Software
  • Client Management
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customer Segmentation
  • Customizable Forms
  • Customizable Templates
  • Data Visualization Software
  • Document Management Software
  • Document Storage
  • Email Alerts
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • For Financial Institutions
  • For iPad Devices
  • Forecasting
  • Goal Setting / Tracking
  • Interaction Tracking
  • Knowledge Base Management
  • Knowledge Management Software
  • Lead Management Software
  • Marketing Automation Software
  • Mobile Access
  • Pipeline Management
  • Quotes/Estimates
  • Referral Tracking
  • Relationship Tracking
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Support Ticket Management
  • Task Management Software
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management Software

Alternatives

Zoho CRM

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monday.com

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#2 Alternative to Maximizer CRM
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and...

Odoo

4.2
#3 Alternative to Maximizer CRM
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

Zendesk Sell

4.3
#4 Alternative to Maximizer CRM
Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data...

Reviews

Overall rating

4.0 /5
(300)
Value for Money
3.8/5
Features
3.9/5
Ease of Use
3.8/5
Customer Support Software
3.9/5

Already have Maximizer CRM?

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

Write a Review!
Showing 5 reviews of 300
Ajbinder S.
Overall rating
  • Industry: Financial Services Software
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • 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.

Kathy-rae E.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Maximizer user since the early 90's

Reviewed on 2021-07-07

The latest feature that I love is the relation manager it could be a little easier to use. For...

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, HubSpot CRM and Salesforce Sales Cloud

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

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • 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

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 Software
  • 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!

Craig S.
Overall rating
  • Industry: Construction
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

CRM - A need, not a want!

Reviewed on 2021-07-13

We were looking to consolidate our customers into one central location to understand our marketplace...

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.

Showing 5 reviews of 300 Read all reviews

Maximizer CRM FAQs

Below are some frequently asked questions for Maximizer CRM.

Maximizer CRM offers the following pricing plans:

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 has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Maximizer CRM supports the following languages:

English

Maximizer CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Maximizer CRM integrates with the following applications:

Constant Contact, Contacts+, Eventbrite, Gmail, HubSpot CRM, Mailchimp, Microsoft Excel, Microsoft Outlook, Microsoft SharePoint, Microsoft Word, QuickBooks Online Advanced, Quickbooks Online, QuoteWerks, SurveyMonkey, Twilio, Typeform, Zapier

Maximizer CRM offers the following support options:

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

Related categories

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