Maximizer CRM Reviews, Pricing & Comparison of Alternatives

Maximizer CRM Reviews

Maximizer CRM

Complete CRM in the Cloud

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Maximizer CRM Overview

For over 20 years, Maximizer® CRM has been the software solution of choice for small to medium-sized businesses and divisions of large corporations. Maximizer Software fuels your business success with a simple, accessible and adaptable CRM solution that provides the best value in the market. It enables you to do more with less, providing a central lead management solution with instant access to the entire history of every customer or prospect. Maximizer CRM’s All Access licensing delivers a complete up-to-date customer history to customer-facing teams – anytime, anywhere – with access through mobile devices, the Web, or your Windows desktop.

Customer information can be shared across sales, marketing and customer service, improving efficiency and productivity so you can focus on the most important part of your business — your customers.

Maximizer CRM can be easily configured to meet the specific needs of your business and enables managers and executives to gain insight into the performance of the business through dashboards and reports. Custom CRM reporting is available for you to get key insights into your business performance.

•Simple & quick to deploy, learn, use and maintain
•Access options through the Web, desktop and mobile devices
•Best value for a full-featured CRM, low total cost of ownership

It integrates with business tools you already use, including Microsoft Outlook®, Exchange® and Office, and popular accounting software and because the database resides in-house you have more control of the data and confidence that it is secure and easily accessible.

Maximizer CRM is easily configurable for organizations in any industry, including Financial Services, Real Estate and Manufacturing.

Maximizer CRM Screenshots (6)


Intended Users
Freelancers, Large Enterprises, Mid Size Business, Small Business
Devices Supported
Windows, Web-based, Mobile Web App
Supported Countries
Australia, Canada, Europe, United States
Supported Languages

Maximizer CRM Pricing

Starting from: $39.00/month
Pricing model: One-time License, Subscription

Starts as low as $39/User/Month

Competitors Pricing


Starting from: $12.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)


Starting from: $199.00/month
Pricing model: Subscription


Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available

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  • · Automatic email and calendar logging so you don't have to
  • · Unified address book for your entire team
  • · Hundreds of supplementary data sources enrich your contacts
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SalesforceIQCustomer Management
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Key Features of Maximizer CRM

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


• Update customer, lead and sales information through multiple access options — desktop, web or mobile device.
• Access popular programs directly from within Maximizer CRM, such as Microsoft® Outlook® , Word®, and Excel®.
• Document the entire history of each customer’s lifecycle — tracking conversations, transactions and incidents to help deliver greater value over time.
• Gain actionable insight through personalized dashboards for a visual snapshot of sales leads, opportunities and account status.
• Stay updated on team, territory and individual performance, ensuring accountability and the required level of motivation within your sales organization.
• Keep tabs on your biggest deals by staying alerted to important changes in their status.
• Analyze opportunities and adjust strategy accordingly with instantaneous reports that deliver insight through sales pipeline funnels, lead summaries and forecast analysis.
• Customize your own reports with leading business intelligence tools including Crystal Reports® and Microsoft SRS, or utilize pre-formatted reports.
• Apply sophisticated, custom methodologies to better manage unique opportunities, or take advantage of simple Action Plans and built-in templates for those that are more straightforward.
• Drive more sales through channel partners with Partner Relationship Management lead assignment and forecasting.
• Automatically assign leads and accounts based on territory rules ensuring that opportunities flow to the appropriate people.

• Target customers and prospects quickly with relevant content using easy profiling and list management.
• Send and track HTML or text email, fax, and print campaigns.
• Comply with privacy, do-not-call and anti-spam legislation with out-of-the box, system enforced safeguards.
• Set-up automated processes for lead management, such as automatically responding to web inquiries with a series of emails and an alert to sales for follow up.
• Track opportunities by campaign to determine the link between targeted marketing and closed deals.
• View campaign response rates at-a-glance to identify which tactics are most successful.
• Keep track of important campaign details and deadlines by assigning step-by-step action plans to team members.
• Share marketing collateral and documents across your organization to ensure consistent branding and communications.

Customer Service & Support:
• Track, escalate and resolve customer service issues received through any incoming channel to ensure follow-through on every interaction.
• Resolve issues faster with a central repository of critical customer case details and a knowledge base of common incident resolutions.
• Get clarity on interaction volume and assign staff to match demand on products, service lines or channels.
• Reduce workload and increase customer satisfaction by giving customers and partners self-service access to case status and FAQs through the web.
• Ensure service agreements are renewed on a timely basis by tracking contract expiration dates.
• Deliver timely service by automatically notifying reps of new case assignments and overdue cases.
• Analyze case queues to ensure customer satisfaction and retention remains high.
• Gain a clear view of your overall service record with real-time access to critical customer service metrics through the dashboard.
• Identify opportunities for improvement with customer service, product enhancements, and other critical customer feedback points.

Mobile Access:
• Reduce staff downtime and increase field productivity with access to customer information at all times.
• Increase customer face time by reducing time spent on administration in the office.
• Build customer intimacy by reviewing up-to-date customer details before a meeting.
• Improve sales forecast accuracy with real-time updates from the field.
• Increase CRM data accuracy.

Alternatives to Maximizer CRM

  • · CRM
  • · Marketing Automation
  • · E-Commerce
  • · Built-in metadata and keyword fields
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InfusionsoftCustomer Management
  • · sync calendar items between Insightly and Google Calendar
  • · Mass email/email templates for sales
  • · Gmail, Outlook 2013/Office 365
  • · Lead Management
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InsightlyCustomer Management
  • · Send personally addressed mass emails / SMS
  • · Manage customers activities and notes
  • · Customizable sales pipeline and budgets
  • · Reusable e-mail & pdf templates
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webCRMCustomer Management


Maximizer CRM User Reviews

User ratings


Rating summary

Overall rating
Ease of use
Value for money
Customer support


Verified Reviewer  2nd of November 15:16

Associate Broker (Real Estate company, 501-1000 employees)
Having used Maximizer for over 25 years I am always disappointed that with each new version it gets worse. Now they are trying to coral their customers into the cloud. What once was an iconic product is now unstable that will make you regret your purchase and be on the look for a replacement. Please go back to Version 3. It was the best!

Pros: I can't find another product that comes close to the feature set.

Cons: Updates lack integration. Promised features don't work properly. Failure to integrate well with Microsoft updates. Complex SQL setup. Expensive support. Users constantly on guard against the company extorting them into more expensive upgrades.

no thought for small companies

16th of April, 2013 16:14

Maximizer is built for large companies, they give little or no support, they don't back their resellers. You pay for a maintenance service in Australia and they don't bother to contact you back even after many phone calls, but if you ring head office in Canada, amazing they ring you within hours

Pros: Had program since 1994 original Tracker, has some good features

Cons: Product support non existence, no thought for small companies, too complicated for mobile use, offer add ons then you change one program and they drop it, use to connect to palm device real easy

Good product but the support could be better

15th of December, 2011 09:40

I've been a maximizer customer for about 8 years. Good product but the service, even for paid maintenance contract subscribers, could be better. The training resources are a bit weak. Its suited for larger companies with tech staff who can implement and maintain this database. I love the product.....but the service is a work in progress.

Pros: suited for larger companies

Cons: Support services

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FAQs for Maximizer CRM

Below are some frequently asked questions for Maximizer CRM.

Q. What are the main features of Maximizer CRM?

Maximizer CRM offers the following features:

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

Q. How much does Maximizer CRM cost?

We have the following pricing information for Maximizer CRM:

Starting from: $39.00/month
Pricing model: One-time License, Subscription

Q. Who are the typical users of Maximizer CRM?

Maximizer CRM has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Small Business

Q. What languages does Maximizer CRM support?

Maximizer CRM supports the following languages:


Q. What type of pricing plans does Maximizer CRM offer?

Maximizer CRM has the following pricing plans:

One-time License, Subscription

Q. Does Maximizer CRM support mobile devices?

Maximizer CRM supports the following devices:

Mobile Web App

Q. Does Maximizer CRM offer an API?

No, Maximizer CRM does not have an API available.

Q. What other apps does Maximizer CRM integrate with?

Maximizer CRM integrates with the following applications:

No information available.

Q. What level of support does Maximizer CRM offer?

Maximizer CRM offers the following support options:

No information available.

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