Likelihood to Recommend 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 [I think they] 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. [I feel] 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 [felt] 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 [in my experience]. This maybe would have been a good CRM in say, 1999. [I think] 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.
Read full review If you have a small business where you are trying to keep things simple, then PipelineDeals is a perfect fit. Once you get to where you are wanting to tie your marketing efforts and create marketing campaigns that are tied to leads, it starts to miss the mark
Read full review Pros Shared Calendar Customer Service cases Common database of customer information Len Masek Client Services, Mission Critical Solutions
Read full review Flexibility: It provides the flexibility to set it up how you want to use it. Customization is beyond what you probably want or need. Reporting: We were able to setup all types of reporting and tracking. Ease of Use: While the platform was powerful, it was always easy to use. Read full review Cons Handling large data. Maximizer needs to improve on this. Add additional user-friendly shortcuts for the most frequently used functions in the web version. There is no mark for deletion option. They need to provide a way to delete without physically deleting records. Read full review I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean. Read full review Likelihood to Renew We are heavily entrenched in Maximizer and trying to pull our data out and into another CRM, with the same amount of customization and workflow would take a lot of effort.
Read full review If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew
Read full review Usability The CRM didn’t have the capability I expected
Read full review The user interface is simple and easy to navigate. Anyone who is overwhelmed with some of the more complicated CRM systems will definitely enjoy the simplicity of what PipelineDeals has to offer
Read full review Support Rating The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing.
Read full review Any time I have had questions or issues that have come up I've always been able to get a quick response and a resolution to what I was needing.
Read full review Alternatives Considered We chose to go with
Microsoft Dynamics CRM over Maximizer because of the customization and marketing options that were associated with Dynamics. The ease of use with Maximizer, however, was far better than that of Microsoft Dynamics.
Read full review The cost is much better and it is much easier to use.
Salesforce was way too robust and I never want to hire a consultant to set up a CRM. PipelineDeals CRM has the best visibility of our sales efforts.
Read full review Return on Investment It allows us to maximize our service billing It is easy to generate service quotes It is easy to follow up on leads. Len Masek Client Services, Mission Critical Solutions
Read full review Has made us understand sales tactics that are working Easily create forecasting on growth in multiple categories Understand our process and what we need to improve on in closing deals Read full review ScreenShots Maximizer CRM Screenshots