Maximizer CRM
AROOP VACHALI | TrustRadius Reviewer
April 05, 2019

Maximizer CRM

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Maximizer CRM

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.
  • 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.
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.
Ideal for small to medium business houses, customizable.

Maximizer CRM Feature Ratings

Customer data management / contact management
9
Workflow management
Not Rated
Territory management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
6
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
7
Email marketing
7
Task management
7
Billing and invoicing management
Not Rated
Reporting
6
Forecasting
7
Pipeline visualization
7
Customizable reports
7
Custom fields
10
Custom objects
Not Rated
Scripting environment
5
API for custom integration
8
Role-based user permissions
10
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
7
Compensation management
7
Mobile access
8