Maximizer CRM Pricing, Features, Reviews & Comparison of Alternatives

Maximizer CRM

Find the right plan to help you get growing.

3.97/5 (275 reviews)

Maximizer CRM overview

What is Maximizer CRM?

Maximizer CRM has offices in Canada, England, and Australia, as well as Certified Business Partners in the United States, and around the world. Maximizer is accessible and committed to helping companies grow, and has helped over 120,000 companies increase sales, build relationships, and boost their bottom line over the past 28 years.

Maximizer CRM's new tiered pricing model has allowed it to become more accessible, user friendly and versatile thereby expanding to serve a new more sophisticated market. Wether you are at the beginning of your contact management journey looking to move away from Excel spread sheets or are ready to start drilling down on your data and utilizing the incredible business intelligence capabilities of Insights, Maximizer has the tools to support you.

With both cloud based and on-premise deployment options, as well as Canadian and UK data centers, integration with Outlook, Word and Excel and hundreds of apps through its Zapier connector, Maximizer CRM has the capabilities to cater to any size business across most industries - from manufacturing and logistics, to sports, medical providers, and financial advisors.
www.maximizer.com

Pricing

Starting from
$29/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia

Supported languages

English, French
Maximizer CRM screenshot: Maximizer CRM dashboardsMaximizer CRM in 30 secondsMaximizer CRM screenshot: Maximizer CRM administrator preferencesMaximizer CRM screenshot: Maximizer CRM customer serviceMaximizer CRM screenshot: Maximizer CRM contact management

Maximizer CRM reviews

Value for money
Features
Ease of use
Customer support
  3.7
  3.8
  3.7
  3.9
Ajbinder Sull, CFA, MBA, CMT

Making Maximizer Your Firm's Cornerstone

Used daily for 2+ years
Reviewed 2018-08-02
Review Source: Capterra

We are able to complete our tasks much more efficiently and able to coordinate with other members of our team. Over the years we have tried other CRM options but Maximizer has been the one we have been looking for. Extremely glad we made the switch.

Pros
Maximizer is very intuitive to use and the layout feels as if it has been designed with the end user in mind. The easy to navigate fields and customization allows it to be adaptable to many different practices. Our efficiency has improved significantly as a result of Maximizer.

Cons
Personally, I am still confused on how to best set up households and individuals within that household and it feels like I have some duplication but I have not been able to figure out how to clean it up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

Sofia Gomez

Robust for a Call sheet

Used weekly for 1-2 years
Reviewed 2019-08-25
Review Source: Capterra

Not great. We had to navigate several levels of customer service and received really high quotes to finally figure out that our old database that lived in an old license of Maximizer wasn’t compatible or transferable to the new.

Pros
Great to manage a robust database of contacts and profiles. Customizable user defined fields are particularly useful.

Cons
Not very mobile friendly, and the current version is 100% incompatible with older licenses (such as desktop versions) which are islands. So transferring an old database to the new version was virtually impossible.

Response from Maximizer Software


Hi Sofia,

Thanks for submitting your review. I wanted to let you know that our app is under constant upgrades for improvement and we have some amazing things coming down the line!

Thanks again!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

Minimize review

Brad Martz

Max CRM Review

Used daily for 1-2 years
Reviewed 2020-03-05
Review Source: Capterra

Its ok. What really put me off is every time you need some assistance they turn it into a huge billable hour exercise. Talk about ripping off your customers.

Pros
The product out of the box works for what we need, I have the advisor template on mine and it still has the design on selling, and the sales process. This inst the focus of the average advisor. This does the basic features required. however it certainly isn't what it could be.

Cons
It doesn't have the ability to track products well. It took leads tab and renamed it opportunities and felt that was a improvement. it wasn't. We end up using a global note to record and track all items a client has with us.

Response from Maximizer Software


Hi Brad,

Thank you for leaving a review of Maximizer. It's always great to hear feedback from our customers and gauge where we can improve.

If there is something we aren't doing well to fit into your workflow I would love to discuss.

I feel that you have had somewhat of an off-putting experience due to particular charges, perhaps changes in your software?

I would love to discuss and help design a workflow that benefits you.

Please reach out to: support@maximizer.com and let them know you would like to discuss the set-up of your Maximizer CRM and we will get a Customer Success Manager on a call to discuss and plan a path forward.

We look forward to hearing from you!

Best regards,

Adam Wilson
Head of Customer Success

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

Minimize review

Todd Ingram

My use of Maximizer

Used daily for 2+ years
Reviewed 2019-08-27
Review Source: Capterra

Since 2002 Maximizer has aided me in keeping in touch with my clients. The action plans I have set early in 2004 still work to this day, and are easily assigned to my new and existing clients.

Pros
I have used Maximizer since the early 2000's. It is my MAIN source of CRM. I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.

Cons
Originally, I didn't like the cost of the product, but as it became more mainstream the price dropped. The features increased and their negatives turned into positives. SO I don't have any cons to discuss at this time.

Response from Maximizer Software


Hi Todd,

Thank you for the wonderful review! We look forward to helping you build on your already solid client relationships.

Thanks again!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

Jacob Baranowski

A good piece of CRM Software

Used daily for 1-2 years
Reviewed 2018-08-02
Review Source: Capterra

Overall experience is quite positive from an administrator end, from a user perspective I have & have helped people who have had problems navigating and using Maximzier to its fullest potential when they are brand new to the platform.

Pros
Maximizer in comparison to some of it's competitors runs a very light & simplistic method of storing data. This is mainly in respect to have to act as the admin for the data, but Maximizer exports and imports quite nicely from most data subsets which makes maintaining data on a day to day that much easier.

Cons
The site is very dated (especially before the reskin of 2017), and this causes user intuitiveness of finding things were one expects them to be quite difficult. At this point it is a difficult process to properly bring the website into the 21st century, since a massive overhaul would leave many existing users lost.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

Minimize review

Maximizer CRM pricing

Starting from
$29/month
Pricing options
Subscription
Free trial
View Pricing Plans

Small Office
$29 USD/mo – billed annually
$39 USD/mo – billed monthly

Business Plus
$49 USD/mo – billed annually
$59 USD/mo – billed monthly

Insights
$89 USD/mo – billed annually
$109 USD/mo – billed monthly

On Premise (Self-hosted)
Business Plus: $49 USD/mo – billed annually (No User Limits)
Insights: $89 USD/mo – billed annually (50 User Minimum)

Maximizer CRM features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Database
Contact Management
Customer Database
Customizable Templates
Email Integration
Reporting & Statistics
Third Party Integration

Custom Fields (165 other apps)
Customizable Branding (244 other apps)
Customizable Reporting (184 other apps)
Data Import/Export (214 other apps)
Electronic Payments (163 other apps)
Reminders (204 other apps)
Social Media Integration (199 other apps)
Surveys & Feedback (175 other apps)

Videos and tutorials

Additional information for Maximizer CRM

Key features of Maximizer CRM

  • Access options: the Web and mobile devices
  • Account and contact management
  • Business Intelligence
  • Create and manage quotes and orders
  • Create powerful quota-based dashboard indicators
  • Customer service management
  • Email marketing
  • Import lead lists from virtually any file format
  • Microsoft Office integration – Outlook and Word
  • Mobile access
  • Sales force automation
  • Sales forecasting
  • Task management and automation
  • Time management
  • Track status of quotes and orders
View All Features

Benefits

- Find the opportunities in your data using Insights faster than any other CRM.
- View and analyse sales KPI's through a graphical dashboard personalized with your chosen metrics.
- Access your data anywhere, and on almost any connected device with our Mobile CRM for Sales app.
- Create automated campaigns, and track your results and return on investment with our ROI calculator.
- Boost productivity and get deeper customer insights with Maximizer’s extensive ecosystem of 3rd party integrations.
- Master your daily influx of support and service requests. Create and manage a case with instant notifications.