Overview
What is Maximizer CRM?
Maximizer CRM is a customer relationship management (CRM) software built to maximize sales leads and calls.
Maximizer CRM Review
Maximizer CRM - Powerful and easy on the budget
Maximizer CRM
Getting the maximum out of Maximizer
Maximizer's Ease of Use
Popular Features
- Interaction tracking (5)4.040%
- Channel / partner relationship management (5)2.121%
- Customer data management / contact management (5)1.111%
- Opportunity management (5)1.111%
Pricing
Small Office
$29
Business Plus
$49
Business Plus
$49
Entry-level set up fee?
- $29 per user/MonthOptional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Product Demos
Longer Demo Maximizer CRM Microsoft Excel Integration
BBE CLASS A MAXIMIZER DEMO
Features
Sales Force Automation
This is the technique of using software to automate certain sales related tasks.
- 1.1Customer data management / contact management(5) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 1.1Workflow management(4) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 1.1Territory management(4) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 1.1Opportunity management(5) Ratings
Users can track deals and create quotes.
- 1.1Integration with email client (e.g., Outlook or Gmail)(4) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 3.1Contract management(4) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 1.1Quote & order management(3) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 4Interaction tracking(5) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 2.1Channel / partner relationship management(5) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 1.1Case management(4) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 1.1Call center management(3) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 1.1Help desk management(3) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 1.1Lead management(5) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 1.1Email marketing(5) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 1.1Task management(5) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 1.1Billing and invoicing management(3) Ratings
This includes automated invoice creation and billing.
- 1.1Reporting(4) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 1.1Forecasting(5) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 1.1Pipeline visualization(5) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 1.1Customizable reports(5) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 1.1Custom fields(5) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 1Custom objects(4) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 1.1Scripting environment(5) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 1.1API for custom integration(5) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 1.1Single sign-on capability(3) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 1.1Role-based user permissions(4) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 1.1Social data(3) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 1.1Social engagement(3) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 1Marketing automation(5) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 1Compensation management(4) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 1.1Mobile access(5) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Maximizer CRM?
Maximizer CRM is presented by the vendor as an easy to use CRM solution built to help users organize growing amounts of customer data in fewer tabs. And with Insights, users can analyze and collaborate all in one solution.
The vendor states they have helped over 100,000 small and medium sized businesses find the opportunities in their data faster. And they say with Maximizer CRM users spend less time clicking back and forth between multiple tabs, that they can create dynamic reports in minutes, and can use their data to make impactful change.
Maximizer CRM Screenshots
Maximizer CRM Videos
Maximizer CRM Integrations
Maximizer CRM Competitors
- Salesforce Sales Cloud
- Zoho
- Microsoft Dynamics
Maximizer CRM Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows |
Mobile Application | HTML 5 |
Supported Countries | All |
Supported Languages | English and French |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(14)Attribute Ratings
Reviews
(1-5 of 5)Maximizer CRM Review
- Their sales team is engaging
- The software [felt] clunky
- The app isn’t fully functional
- They have no customer satisfaction department
- They refused a refund
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.
- Customer data management / contact management
- 10%1.0
- Workflow management
- 10%1.0
- Territory management
- 10%1.0
- Opportunity management
- 10%1.0
- Integration with email client (e.g., Outlook or Gmail)
- 10%1.0
- Contract management
- 30%3.0
- Quote & order management
- 10%1.0
- Interaction tracking
- 40%4.0
- Channel / partner relationship management
- 20%2.0
- Case management
- 10%1.0
- Call center management
- 10%1.0
- Help desk management
- 10%1.0
- Lead management
- 10%1.0
- Email marketing
- 10%1.0
- Task management
- 10%1.0
- Billing and invoicing management
- 10%1.0
- Reporting
- 10%1.0
- Forecasting
- 10%1.0
- Pipeline visualization
- 10%1.0
- Customizable reports
- 10%1.0
- Custom fields
- 10%1.0
- Custom objects
- 10%1.0
- Scripting environment
- 10%1.0
- API for custom integration
- 10%1.0
- Role-based user permissions
- 10%1.0
- Single sign-on capability
- 10%1.0
- Social data
- 10%1.0
- Social engagement
- 10%1.0
- Marketing automation
- 10%1.0
- Compensation management
- 10%1.0
- Mobile access
- 10%1.0
- After a few weeks of use, [I felt] they tried to bully me into keeping their software, though they clearly state a free trial in their offerings
- I’m not using the software. [I think the] free version of HubSpot far outperforms Maximizer for my business
Maximizer CRM - Powerful and easy on the budget
- Shared Calendar
- Customer Service cases
- Common database of customer information
- The integration into email could be smoother
- It is could use a better database for tracking installed equipment
- The import of contacts is clunky
- Customer data management / contact management
- 100%10.0
- Workflow management
- 50%5.0
- Territory management
- 50%5.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 50%5.0
- Contract management
- 100%10.0
- Quote & order management
- 70%7.0
- Interaction tracking
- 70%7.0
- Channel / partner relationship management
- 100%10.0
- Case management
- 80%8.0
- Call center management
- 80%8.0
- Help desk management
- 90%9.0
- Lead management
- 100%10.0
- Email marketing
- 50%5.0
- Task management
- 100%10.0
- Billing and invoicing management
- 60%6.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 80%8.0
- Customizable reports
- 100%10.0
- Custom fields
- 50%5.0
- Custom objects
- 20%2.0
- Scripting environment
- 50%5.0
- API for custom integration
- 60%6.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 50%5.0
- Social engagement
- 50%5.0
- Marketing automation
- 40%4.0
- Compensation management
- 40%4.0
- Mobile access
- 100%10.0
- It allows us to maximize our service billing
- It is easy to generate service quotes
- It is easy to follow up on leads.
Maximizer CRM
- 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.
- Customer data management / contact management
- 90%9.0
- Workflow management
- N/AN/A
- Territory management
- 90%9.0
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 80%8.0
- Quote & order management
- N/AN/A
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- 60%6.0
- Case management
- N/AN/A
- Call center management
- N/AN/A
- Help desk management
- N/AN/A
- Lead management
- 70%7.0
- Email marketing
- 70%7.0
- Task management
- 70%7.0
- Billing and invoicing management
- N/AN/A
- Reporting
- 60%6.0
- Forecasting
- 70%7.0
- Pipeline visualization
- 70%7.0
- Customizable reports
- 70%7.0
- Custom fields
- 100%10.0
- Custom objects
- N/AN/A
- Scripting environment
- 50%5.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- N/AN/A
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- 70%7.0
- Compensation management
- 70%7.0
- Mobile access
- 80%8.0
- Worth it for the money you put in.
- Though there are more popular CRM's, they all come with a high cost for something we actually don't use much.
- Maximizer should collaborate with more products.
Getting the maximum out of Maximizer
- 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.
- Customer data management / contact management
- 90%9.0
- Workflow management
- 70%7.0
- Territory management
- N/AN/A
- Opportunity management
- 70%7.0
- Integration with email client (e.g., Outlook or Gmail)
- N/AN/A
- Contract management
- N/AN/A
- Quote & order management
- N/AN/A
- Interaction tracking
- 60%6.0
- Channel / partner relationship management
- 60%6.0
- Case management
- 60%6.0
- Call center management
- N/AN/A
- Help desk management
- N/AN/A
- Lead management
- 80%8.0
- Email marketing
- 90%9.0
- Task management
- 70%7.0
- Billing and invoicing management
- N/AN/A
- Reporting
- 80%8.0
- Forecasting
- 60%6.0
- Pipeline visualization
- 70%7.0
- Customizable reports
- 70%7.0
- Custom fields
- 100%10.0
- Custom objects
- 90%9.0
- Scripting environment
- 70%7.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 90%9.0
- Single sign-on capability
- N/AN/A
- Marketing automation
- 70%7.0
- Mobile access
- 80%8.0
- The ability to have local as well as remote "sites" of Maximizer, that can sync in with the host server on demand is very nice.
- The ability to create custom fields and objects to support how the business rules worked was the main selling feature of this product for us.
- Storage of sales and sales information for the company
- Storage of sales person and staff information
- Ability to store leads and produce email marketing and forecasting on these leads based on how far along in the sales process they are
Maximizer's Ease of Use
- 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.
- The capabilities of the CRM are not comparable to that of Microsoft Dynamics CRM or SalesForce.
- Customer data management / contact management
- 90%9.0
- Workflow management
- 40%4.0
- Territory management
- 40%4.0
- Opportunity management
- 70%7.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 60%6.0
- Quote & order management
- 50%5.0
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- 40%4.0
- Case management
- 40%4.0
- Call center management
- 60%6.0
- Help desk management
- 50%5.0
- Lead management
- 80%8.0
- Email marketing
- 60%6.0
- Task management
- 50%5.0
- Billing and invoicing management
- 40%4.0
- Forecasting
- 10%1.0
- Pipeline visualization
- 10%1.0
- Customizable reports
- 10%1.0
- Custom fields
- 10%1.0
- Custom objects
- 10%1.0
- Scripting environment
- 10%1.0
- API for custom integration
- 10%1.0
- Single sign-on capability
- 40%4.0
- Social data
- 10%1.0
- Social engagement
- 10%1.0
- Marketing automation
- 10%1.0
- Compensation management
- 10%1.0
- Mobile access
- 50%5.0
- Maximizer makes it easy to follow up with leads and opportunities. Because of this ease of follow up, we were better able to communicate with our customers and to do so in a timely manner.
- Contact and Account Management
- Documentation of Correspondences with our Customers
- Ease of Use