Maximizer CRM

Find the right plan to help you get growing.

4 /5 (275 reviews) Write a Review!

Maximizer CRM Overview

What is 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.

Maximizer CRM Overview

Pricing

Starting from
$29.00/month

Pricing options

Free Trial
Subscription
Value for money

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 Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English, French

Media

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

Maximizer CRM Reviews

Maximizer CRM Reviews

Overall rating
4
/
5
Excellent
81

Very good
132

Average
43

Poor
12

Terrible
7

Value for Money
3.7
Features
3.8
Ease of Use
3.7
Customer Support
3.9
77% recommended this app
Ajbinder S.

Making Maximizer Your Firm's Cornerstone

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.


Sofia G.

Robust for a Call sheet

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.


Brad M.

Max CRM Review

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.


Todd I.

My use of Maximizer

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.


Jacob B.

A good piece of CRM Software

Overall experience is quite positive from an administrator end, from a user perspective I have & have helped people who have had problems navigating and using Maximzier to its fullest potential when they are brand new to the platform.


Ajbinder S.
Industry: Financial Services
Company size: 2-10 Employees

Making Maximizer Your Firm's Cornerstone

Used Daily for 2+ years
Reviewed on 8/2/2018
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Sofia G.
Industry: Research
Company size: 51-200 Employees

Robust for a Call sheet

Used Weekly for 1+ year
Reviewed on 8/25/2019
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Brad M.
Industry: Financial Services
Company size: 2-10 Employees

Max CRM Review

Used Daily for 1+ year
Reviewed on 3/5/2020
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Todd I.
Industry: Information Technology & Services
Company size: 2-10 Employees

My use of Maximizer

Used Daily for 2+ years
Reviewed on 8/27/2019
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Jacob B.
Industry: Investment Management
Company size: 501-1,000 Employees

A good piece of CRM Software

Used Daily for 1+ year
Reviewed on 8/2/2018
Review Source: Capterra

Overall experience is quite positive from an administrator end, from a user perspective I have & have helped people who have had problems navigating and using Maximzier to its fullest potential when they are brand new to the platform.

Pros

Maximizer in comparison to some of it's competitors runs a very light & simplistic method of storing data. This is mainly in respect to have to act as the admin for the data, but Maximizer exports and imports quite nicely from most data subsets which makes maintaining data on a day to day that much easier.

Cons

The site is very dated (especially before the reskin of 2017), and this causes user intuitiveness of finding things were one expects them to be quite difficult. At this point it is a difficult process to properly bring the website into the 21st century, since a massive overhaul would leave many existing users lost.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
7.5/10
Based on 275 user ratings
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Maximizer CRM Pricing

Maximizer CRM Pricing

Starting from
$29.00/month
Free Trial
Subscription
Value for money

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)

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)

Value for Money
3.7/5
Based on 275 user ratings
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Maximizer CRM Features

Maximizer CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
3.8/5
Based on 275 user ratings
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Categories

Additional information for Maximizer CRM

Additional information for Maximizer CRM

Key features of Maximizer CRM

  • 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

Benefits

- 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.

Maximizer CRM FAQs

Maximizer CRM FAQs

Below are some frequently asked questions for Maximizer CRM.

Q. What type of pricing plans does Maximizer CRM offer?

Maximizer CRM offers the following pricing plans:

Starting from: $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)

Q. What are the main features of Maximizer CRM?

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

Q. Who are the typical users of Maximizer CRM?

Maximizer CRM has the following typical customers:

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

Q. What languages does Maximizer CRM support?

Maximizer CRM supports the following languages:

English, French

Q. What type of pricing plans does Maximizer CRM offer?

Maximizer CRM has the following pricing plans:

Subscription

Q. Does Maximizer CRM support mobile devices?

Maximizer CRM supports the following devices:

Android, iPhone, iPad

Q. What other apps does Maximizer CRM integrate with?

Maximizer CRM integrates with the following applications:

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

Q. What level of support does Maximizer CRM offer?

Maximizer CRM offers the following support options:

Video Tutorials, Online Support, Phone Support, FAQs