Maximizer CRM Reviews

11 Ratings
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Score 7.3 out of 100

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Reviews (1-4 of 4)

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May 27, 2020
Len Masek | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Review Source
We use Maximizer CRM as our primary customer relationship management software. We track our customers with it, we manage our service organization and everyone in the company uses the shared calendar. Maximizer is very intuitive, easy to learn, and very powerful for what we use it for. We use both the enterprise version as well as the mobile app.
  • 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
Maximizer CRM is a great tool for customer relationship management. I would like to see more integration with other CRM programs to allow existing data to be easily imported. I would like to see an expanded calendar with better visibility to different users. For the price, it is a very powerful tool that we use daily.
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April 05, 2019
AROOP VACHALI | TrustRadius Reviewer
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.
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June 09, 2016
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.
The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing.
Read Shayne Froelich's full review
February 02, 2015
Thomas Laut | TrustRadius Reviewer
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 (4)
9.8
Workflow management (3)
5.0
Territory management (3)
5.8
Opportunity management (4)
9.6
Integration with email client (e.g., Outlook or Gmail) (3)
5.6
Contract management (3)
9.6
Quote & order management (2)
7.0
Interaction tracking (4)
7.4
Channel / partner relationship management (4)
9.2
Case management (3)
8.0
Call center management (2)
8.0
Help desk management (2)
9.0
Lead management (4)
9.4
Email marketing (4)
5.4
Task management (4)
9.4
Billing and invoicing management (2)
6.0
Reporting (3)
9.2
Forecasting (4)
9.4
Pipeline visualization (4)
7.8
Customizable reports (4)
9.4
Custom fields (4)
6.0
Custom objects (3)
2.0
Scripting environment (4)
5.0
API for custom integration (4)
6.4
Single sign-on capability (2)
10.0
Role-based user permissions (3)
10.0
Social data (2)
5.0
Social engagement (2)
5.0
Marketing automation (4)
4.6
Compensation management (3)
4.6
Mobile access (4)
9.6

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 Competitors

Salesforce.com, Zoho, Microsoft Dynamics

Maximizer CRM 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
On-premise EditionPricing DetailsTerms
Business Plus$49Per User / Month
Insights$89Per User / Month
SaaS EditionPricing DetailsTerms
Small Office$29Per User / Month
Business Plus$49Per User / Month
Insights$89Per User / Month

All pricing in USD. Monthly no contract subscription option available.

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