Maximizer CRM Reviews

9 Ratings
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Score 8.0 out of 100

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Reviews (1-3 of 3)

AROOP VACHALI | TrustRadius Reviewer
April 05, 2019

Maximizer CRM

Score 8 out of 10
Vetted Review
Verified User
Review Source
We at Central Equity use Maximizer CRM for managing our clients and consultants. Maximizer is the single truth of our client and prospective client management.
  • User-friendly, straightforward menus, and not many hidden attributes that you need to dig deep into.
  • Simple, not at all complicated.
  • Ideal for small to medium size business.
  • 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.
Ideal for small to medium business houses, customizable.
Read AROOP VACHALI's full review
Shayne Froelich | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Maximizer CRM is used by the entire organization to store all customer contacts for sales for the company. It was also used to store information on each sales department and their organizational structure.
  • It is VERY customizable and flexible.
  • Once set up, it is very easy for end users to search for and use the data contained inside.
  • Easy to set up security roles and permissions makes it easy to show/hide information based on the permission.
  • It is difficult to look directly in the database for information. This is mainly do to the flexible/customizable nature of the program. Because of this, tables and columns in the database are very generic and low level information can be difficult to find.
  • The ability to remotely sync in with the server and update the data can be very slow, depending on the amount of new data that needs to be pushed from the remote location.
If you are looking for a solution which offers the ability to customize how and what data is stored, it is great for that. It is designed as a B2B solution however, so we used it for a B2C and required decent customization to resolve this.
Read Shayne Froelich's full review
Thomas Laut | TrustRadius Reviewer
February 02, 2015

Maximizer's Ease of Use

Score 6 out of 10
Vetted Review
Verified User
Review Source
We used Maximizer within our sales and customer service departments to track e-mails, contacts, accounts, and phone calls. Maximizer did an excellent job in helping the management and record keeping of our customers.
  • The ease of use, when dealing with Maximizer CRM, is above all other CRM software. It was easy to learn and easy to teach others.
Maximizer CRM is best suited for basic customer management. If a company just wants a basic CRM, that does not involve a lot of customization or programming, then Maximizer would be a great solution. The ease of use is excellent, which makes it a great tool.
Read Thomas Laut's full review

Feature Scorecard Summary

Customer data management / contact management (3)
9.0
Workflow management (2)
7.0
Territory management (2)
9.0
Opportunity management (3)
8.0
Integration with email client (e.g., Outlook or Gmail) (2)
8.0
Contract management (2)
8.0
Quote & order management (1)
5
Interaction tracking (3)
9.0
Channel / partner relationship management (3)
6.0
Case management (2)
6.0
Call center management (1)
6
Help desk management (1)
5
Lead management (3)
7.0
Email marketing (3)
7.0
Task management (3)
7.0
Billing and invoicing management (1)
4
Reporting (2)
6.0
Forecasting (3)
7.0
Pipeline visualization (3)
7.0
Customizable reports (3)
7.0
Custom fields (3)
10.0
Custom objects (2)
9.0
Scripting environment (3)
5.0
API for custom integration (3)
8.0
Single sign-on capability (1)
4
Role-based user permissions (2)
10.0
Social data (1)
1
Social engagement (1)
1
Marketing automation (3)
7.0
Compensation management (2)
7.0
Mobile access (3)
8.0

About Maximizer CRM

Maximizer CRM is a customer relationship management (CRM) software built to maximize sales leads and calls.

Maximizer CRM Features

Has featureDeployment Flexibility
Has featureBusiness Insight
Has featureMulti-Level Security
Has featureAnti- Spam Functionality

Maximizer CRM Screenshots

Maximizer CRM Competitors

Salesforce.com, Zoho, Microsoft Dynamics

Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional
EditionPricing DetailsTerms
Maximizer CRM Live$55Per User per Month
Maximizer Wealth Management$60Per User per Month

For More Pricing Information Contact Maximizer Software at 1-800-804-6299

Maximizer CRM Support Options

 Free VersionPaid Version
Forum/Community
FAQ/Knowledgebase
Phone
Email

Maximizer CRM Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows
Mobile Application:HTML 5
Supported Countries:All
Supported Languages: English and French