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Maximizer CRM

Maximizer CRM

Overview

What is Maximizer CRM?

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

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Learn from top reviewers

Maximizer CRM Review

Rating: 1 out of 10
May 28, 2021
Vetted ReviewVerified User
I bought this software to try to improve customer engagement. I felt it would do exactly that. I have just a few employees and growing steadily. The benefits in the demo seeme...
Continue reading
Javier Ortiz
Partner - Legal
Director Of Business Development
Donovan & Cromwell Reclamation Associates
Maximizer CRM1 year of experience

Maximizer CRM - Powerful and easy on the budget

Rating: 8 out of 10
May 27, 2020
IncentivizedVetted Review
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 u...
Continue reading
Len Masek
Manager - Sales
Client Services, Mission Critical Solutions
E Technologies, Inc.
Maximizer CRM4 years of experience

Maximizer CRM

Rating: 8 out of 10
April 5, 2019
IncentivizedVetted ReviewVerified User
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.
Continue reading
AROOP VACHALI
Analyst - Marketing
CRM Analyst
Central Equity
Maximizer CRM7 years of experience

Getting the maximum out of Maximizer

Rating: 8 out of 10
June 9, 2016
IncentivizedVetted ReviewVerified User
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 t...
Continue reading
Shayne Froelich
Analyst - Information Technology
Analyst
Manitoba Public Insurance
Maximizer CRM5 years of experience

Maximizer's Ease of Use

Rating: 6 out of 10
February 2, 2015
IncentivizedVetted ReviewVerified User
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 manage...
Continue reading
Thomas Laut
Manager - Sales
Regional Sales Manager
Buckeye Shapeform
Maximizer CRM1 year of experience
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Pricing

View all pricing

Small Office

$29

Cloud
Per User / Month

Business Plus

$49

On Premise
Per User / Month

Business Plus

$49

Cloud
Per User / Month

Entry-level set up fee?

  • $29 per user/Month
    Optional
For the latest information on pricing, visithttps://www.maximizer.com/crm-pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Longer Demo Maximizer CRM Microsoft Excel Integration

YouTube

BBE CLASS A MAXIMIZER DEMO

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

1.8
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

1.1
Avg 7.6

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

1.1
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

1.1
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

1.1
Avg 7.5

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

1.1
Avg 7.6

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.

1.1
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

1.1
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

1
Avg 7.3

Platform

1.1
Avg 7.4
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Product Details

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

Screenshot of Maximizer CRM Logo

Maximizer CRM Videos

Maximizer CRM in 30 seconds
Discover Today's Maximizer CRM

Maximizer CRM Integrations

Maximizer CRM Competitors

Maximizer CRM Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
Mobile ApplicationHTML 5
Supported CountriesAll
Supported LanguagesEnglish and French

Frequently Asked Questions

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

Salesforce Sales Cloud are common alternatives for Maximizer CRM.

Reviewers rate Interaction tracking highest, with a score of 4.

The most common users of Maximizer CRM are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews From Top Reviewers

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have made several recommendations based on their experience with the software. The most common recommendations are as follows:

  1. Users recommend trying the software before making a purchase decision, emphasizing the importance of utilizing the trial period effectively.
  2. Carefully onboarding and familiarizing oneself with the software during the trial period is recommended, including spending time in the conversion stages to ensure proper data transfer and fully evaluate its capabilities.
  3. The software comes highly recommended for sales teams, appreciated for its effectiveness in managing customer relationships and supporting sales processes. In addition to these recommendations, users also mention the value of product support and overall value offered by the software. It is worth considering other CRM options such as Hubspot, Salesforce, Lusha, or Dynamics during the evaluation process. Lastly, some users propose adding a feature that automatically detects or notifies users of duplicate entries.
View all reviews
(1-5 of 5)

Maximizer CRM

Rating: 8 out of 10
Incentivized
April 05, 2019
AV
AROOP VACHALI
CRM Analyst
Central Equity (Real Estate, 201-500 employees)
Vetted Review
Verified User
Maximizer CRM
7 years of experience
Use Cases and Deployment Scope
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.
Pros
  • 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.
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.
Likelihood to Recommend
Ideal for small to medium business houses, customizable.
Maximizer CRM Feature Ratings
Sales Force Automation (9)
63.33333333333333%
6.3
Customer data management / contact management
90%
9.0
Workflow management
N/A
N/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/A
N/A
Interaction tracking
90%
9.0
Channel / partner relationship management
60%
6.0
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
70%
7.0
Lead management
70%
7.0
Email marketing
70%
7.0
CRM Project Management (3)
43.33333333333333%
4.3
Task management
70%
7.0
Billing and invoicing management
N/A
N/A
Reporting
60%
6.0
CRM Reporting & Analytics (3)
70%
7.0
Forecasting
70%
7.0
Pipeline visualization
70%
7.0
Customizable reports
70%
7.0
Customization (4)
57.5%
5.8
Custom fields
100%
10.0
Custom objects
N/A
N/A
Scripting environment
50%
5.0
API for custom integration
80%
8.0
Security (2)
50%
5.0
Role-based user permissions
100%
10.0
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
70%
7.0
Marketing automation
70%
7.0
Compensation management
70%
7.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
Return on Investment
  • 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.
Alternatives Considered
We were in the process of implementing MS Dynamics CRM, but the service providers did a bad job, and the lack of multi-select pick lists in Dynamic's CRM paved the way for Maximizer CRM.
Other Software Used

Getting the maximum out of Maximizer

Rating: 8 out of 10
Incentivized
June 09, 2016
SF
Shayne Froelich
Analyst
Manitoba Public Insurance (Insurance, 1001-5000 employees)
Vetted Review
Verified User
Maximizer CRM
5 years of experience
View profile
Use Cases and Deployment Scope
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.
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
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.
Maximizer CRM Feature Ratings
Sales Force Automation (9)
38.888888888888886%
3.9
Customer data management / contact management
90%
9.0
Workflow management
70%
7.0
Territory management
N/A
N/A
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
60%
6.0
Channel / partner relationship management
60%
6.0
Customer Service & Support (3)
20%
2.0
Case management
60%
6.0
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
85%
8.5
Lead management
80%
8.0
Email marketing
90%
9.0
CRM Project Management (3)
50%
5.0
Task management
70%
7.0
Billing and invoicing management
N/A
N/A
Reporting
80%
8.0
CRM Reporting & Analytics (3)
66.66666666666667%
6.7
Forecasting
60%
6.0
Pipeline visualization
70%
7.0
Customizable reports
70%
7.0
Customization (4)
85%
8.5
Custom fields
100%
10.0
Custom objects
90%
9.0
Scripting environment
70%
7.0
API for custom integration
80%
8.0
Security (2)
45%
4.5
Role-based user permissions
90%
9.0
Single sign-on capability
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
70%
7.0
Marketing automation
70%
7.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
Return on Investment
  • 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.
Other Software Used
Users and Roles
15
Everything from the execs and administration to sales and service.
Support Headcount Required
2
General IT knowledge will suffice. Once you start "poking" around the system, you can see how it works and get a feel for how to customize it.
Business Processes Supported
  • 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
Likelihood to Renew
10
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.
Premium Support
Yes
Because it is a business critical application, we need to know that we can have on-demand support when necessary.
Support Rating
8
The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing.

Maximizer's Ease of Use

Rating: 6 out of 10
Incentivized
February 02, 2015
TL
Thomas Laut
Regional Sales Manager
Buckeye Shapeform (Defense & Space, 51-200 employees)
Vetted Review
Verified User
Maximizer CRM
1 year of experience
Use Cases and Deployment Scope
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.
Pros
  • 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.
Cons
Likelihood to Recommend
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.
Maximizer CRM Feature Ratings
Sales Force Automation (9)
62.22222222222222%
6.2
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
Customer Service & Support (3)
50%
5.0
Case management
40%
4.0
Call center management
60%
6.0
Help desk management
50%
5.0
Marketing Automation (2)
70%
7.0
Lead management
80%
8.0
Email marketing
60%
6.0
CRM Project Management (2)
45%
4.5
Task management
50%
5.0
Billing and invoicing management
40%
4.0
CRM Reporting & Analytics (3)
10%
1.0
Forecasting
10%
1.0
Pipeline visualization
10%
1.0
Customizable reports
10%
1.0
Customization (4)
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
Security (1)
40%
4.0
Single sign-on capability
40%
4.0
Social CRM (2)
10%
1.0
Social data
10%
1.0
Social engagement
10%
1.0
Integrations with 3rd-party Software (2)
10%
1.0
Marketing automation
10%
1.0
Compensation management
10%
1.0
Platform (1)
50%
5.0
Mobile access
50%
5.0
Return on Investment
  • 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.
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.
Users and Roles
7
Sales and Customer Service
Support Headcount Required
7
Dealing with current and new customers.
Business Processes Supported
  • Contact and Account Management
  • Documentation of Correspondences with our Customers
  • Ease of Use

Maximizer CRM Review

Rating: 1 out of 10
May 28, 2021
JO
Javier Ortiz
Director Of Business Development
Donovan & Cromwell Reclamation Associates (Legal Services, 1-10 employees)
Vetted Review
Verified User
Maximizer CRM
1 year of experience
View profile
Use Cases and Deployment Scope
I bought this software to try to improve customer engagement. I felt it would do exactly that. I have just a few employees and growing steadily. The benefits in the demo seemed to solve several problems I was encountered beforehand. I was severely disappointed when I tried the actual product, however.
Pros
  • Their sales team is engaging
Cons
  • The software [felt] clunky
  • The app isn’t fully functional
  • They have no customer satisfaction department
  • They refused a refund
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.

Maximizer CRM Feature Ratings
Sales Force Automation (9)
16.666666666666668%
1.7
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
Customer Service & Support (3)
10%
1.0
Case management
10%
1.0
Call center management
10%
1.0
Help desk management
10%
1.0
Marketing Automation (2)
10%
1.0
Lead management
10%
1.0
Email marketing
10%
1.0
CRM Project Management (3)
10%
1.0
Task management
10%
1.0
Billing and invoicing management
10%
1.0
Reporting
10%
1.0
CRM Reporting & Analytics (3)
10%
1.0
Forecasting
10%
1.0
Pipeline visualization
10%
1.0
Customizable reports
10%
1.0
Customization (4)
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
Security (2)
10%
1.0
Role-based user permissions
10%
1.0
Single sign-on capability
10%
1.0
Social CRM (2)
10%
1.0
Social data
10%
1.0
Social engagement
10%
1.0
Integrations with 3rd-party Software (2)
10%
1.0
Marketing automation
10%
1.0
Compensation management
10%
1.0
Platform (1)
10%
1.0
Mobile access
10%
1.0
Return on Investment
  • 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
Alternatives Considered
I’d definitely rate them the lowest, simply for the fact that their final interactions with me were far from professional. I was genuinely stunned at [what seemed to me like] this company’s arrogance and unwillingness to look at my issues from my company’s perspective. Over a little money, they made a dissatisfied customer out of me.
Other Software Used
Usability
1
The CRM didn’t have the capability I expected.
Support Rating
1
They were very unwilling to reach out to me to explain. When I was denied a refund, I asked to speak to the sales VP. I got silence. I had to charge back the amount through my bank.

Maximizer CRM - Powerful and easy on the budget

Rating: 8 out of 10
Incentivized
May 27, 2020
LM
Len Masek
Client Services, Mission Critical Solutions
E Technologies, Inc. (Information Technology & Services, 1-10 employees)
Vetted Review
Reseller
Maximizer CRM
4 years of experience
View profile
Use Cases and Deployment Scope
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.
Pros
  • Shared Calendar
  • Customer Service cases
  • Common database of customer information
Cons
  • The integration into email could be smoother
  • It is could use a better database for tracking installed equipment
  • The import of contacts is clunky
Likelihood to Recommend
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.
Maximizer CRM Feature Ratings
Sales Force Automation (9)
76.66666666666667%
7.7
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
Customer Service & Support (3)
83.33333333333334%
8.3
Case management
80%
8.0
Call center management
80%
8.0
Help desk management
90%
9.0
Marketing Automation (2)
75%
7.5
Lead management
100%
10.0
Email marketing
50%
5.0
CRM Project Management (3)
86.66666666666666%
8.7
Task management
100%
10.0
Billing and invoicing management
60%
6.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
93.33333333333334%
9.3
Forecasting
100%
10.0
Pipeline visualization
80%
8.0
Customizable reports
100%
10.0
Customization (4)
45%
4.5
Custom fields
50%
5.0
Custom objects
20%
2.0
Scripting environment
50%
5.0
API for custom integration
60%
6.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
50%
5.0
Social data
50%
5.0
Social engagement
50%
5.0
Integrations with 3rd-party Software (2)
40%
4.0
Marketing automation
40%
4.0
Compensation management
40%
4.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
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.
Alternatives Considered
Maximizer is far and away the best product for the price. It has great features and is a fraction of the cost of programs like SalesForce. I find it much easier to use than Oracle or Outlook. For the money, you won't find a better customer relationship management software and data base.
Other Software Used
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