Maximizer CRM Features

Maximizer CRM

Find the right plan to help you get growing.

3.98/5 (300 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Account Alerts
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Asset Management
Audit Trail
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Analytics
Campaign Management
Campaign Segmentation
Case Management
Cataloging/Categorization
Chat/Messaging
Click Tracking
Client Management
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Conversion Tracking
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Document Templates
Drag & Drop
Email Alerts
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Triggered Actions
FAQ
For Sales Teams/Organizations
Forecasting
Forms Management
Goal Management
Goal Setting / Tracking
Household Tracking
Interaction Tracking
Internal Chat Integration
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Mobile Alerts
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Tagging
Task Management
Task Scheduling
Team Assignments
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
Visit WebsiteCompare App
API
Access Controls/Permissions
Account Alerts
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Asset Management
Audit Trail
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Analytics
Campaign Management
Campaign Segmentation
Case Management
Cataloging/Categorization
Chat/Messaging
Click Tracking
Client Management
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Conversion Tracking
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Document Templates
Drag & Drop
Email Alerts
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Triggered Actions
FAQ
For Sales Teams/Organizations
Forecasting
Forms Management
Goal Management
Goal Setting / Tracking
Household Tracking
Interaction Tracking
Internal Chat Integration
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Mobile Alerts
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Tagging
Task Management
Task Scheduling
Team Assignments
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
Visit WebsiteCompare App
API
Access Controls/Permissions
Account Alerts
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Asset Management
Audit Trail
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Analytics
Campaign Management
Campaign Segmentation
Case Management
Cataloging/Categorization
Chat/Messaging
Click Tracking
Client Management
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Conversion Tracking
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Document Templates
Drag & Drop
Email Alerts
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Triggered Actions
FAQ
For Sales Teams/Organizations
Forecasting
Forms Management
Goal Management
Goal Setting / Tracking
Household Tracking
Interaction Tracking
Internal Chat Integration
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Mobile Alerts
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Tagging
Task Management
Task Scheduling
Team Assignments
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
Visit WebsiteCompare App

Mobile apps

iOS App


4 reviews

Requires iOS 10.3 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


28 reviews

Maximizer CRM Feature Reviews

25 reviewers had the following to say about Maximizer CRM's features:

Tyla R.

Easy to use, good search tools

2017-02-10

The search tools provided in Maximizer CRM are excellent: flexible and powerful.

Pros

Excellent search tools, good audit control, excellent filtering of audit events.

Cons

Many features require use of, or integration with Microsoft Office.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Stephane M.

Maximizer CRM, just what you need without over complicating

2018-08-02

I left Microsoft Dynamics and never looked back

Pros

Has everything you've need to keep contacts and opportunities in order.

Cons

Also integrated customizable proposals solution is missing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kathy-Rae E.

Maximizer user since the early 90's

2021-07-07

For example I refer customers to service providers that I have in our database. The feature allows me to link that customer with the service providers that we have referred.

Pros

The ability to organize all your customers in one program and to have the mobile ability to bring customer files up on our smart phone is incredible.

Cons

The integration of and the statistics are very important to see what customers are clicking on within your email broadcast.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 1-10 employees)

Daily necessity of my business

2019-02-13

I don't personally utilize the email integration within Maximizer, and hope that some day soon Maximizer will release functionality with MacOS for Outlook Integration, as this would be a huge pro for my business / work-day.

Pros

Customizable to your businesses needs and functions.

Cons

Outlook integration compatibility does not work with MacOS which is a huge negative for me.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Maximizer Software


Thank you for taking the time to post a review.

We're happy to hear Maximizer is having such a positive impact on your business, and want to assure you we are working on improving the Outlook MacOS integration.

Read more
Doug K.

SLeepyhead beds review

2018-08-02

Maximizer staff has worked with us to keep our Charity moves forward and tracking more data.

Pros

Search and email use is simple. Importing data is definable.

Cons

Some report totaling issues when not numbers

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Larry H.

CEO Evaluation

2021-07-07

Maintainance of Sales contacts, history, etc.

Pros

Ease of use, contact detail, uploading data, notes, sending ToDo's

Cons

Sales Management Reporting and tracking is very weak.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Melissa L.

It could be done more than that

2016-11-10

Maximizer CRM provides our company with a big picture of software.

Pros

.Clear function bar .easy to customized .superior customer services .add on functions for Word

Cons

Email template is easy to get confused when saving them .Override data should be able to differentiate date for each time

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Maximizer CRM

Read instructions and watch videos, take their tutorial because it is very helpful if you have more questions, you can also call customer services people are very professional and nice!

Source: Software Advice
Helpful?   Yes   No
Read more
Keenan H.

Continued Adaptibility

2017-11-01

Required for Wealth Managers.

Pros

- Very modular - Super customizable - Excellent outlook integration - Searches make sorting the database quite easily

Cons

- Support team can be had to get ahold of - Certain functionalities are not available - Very difficult to get a contact back after deleting it

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Tim P.

great program with plenty of features

2017-09-19

Got a heap of benefits including excellent reporting but took alot of work to get business to change processes to input more data.

Pros

plenty of features that captures alot of CRM required functions.

Cons

customer support limited.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Megan D.

Ease and customization for your unique business

2021-07-16

Pros

The ability to set a personalized dashboard to keep targets top of mind is very helpful and is a great way to start the day.

Cons

As well as having better duplicate checking for entries would eliminate a lot of work hours used to maintain a clean database.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Artemy K.

Maximizer CRM 2019

2018-11-02

We manage leads, opportunities and support tickets. We also use campaigns and web-to-lead forms.

Pros

Ease of use and value for the money. Web interface works flawlessly.

Cons

Project management integration is a must.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert M.

In-the-box CRM solutions

2018-11-02

Pros

Leads module and opportunities tracking for funnel management.

Cons

Lack of integration to in-house client database

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Owen S.

Senior Advisor

2018-08-08

Just a good contact management system - thanks

Pros

Simply does what I want it to do...record notes, stores documents and provided birthday reports...don't need much more.

Cons

Too much to learn...haven't got time for all the applications

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
ginette g.

Long time customer -Book Wholesaler-Store and Publisher (Indigenous)

2018-08-10

One stop shop for sharing information in the office including an appointment calendar, notes and a company library.

Pros

Lists can be imported and exported in Excel.

Cons

A wish list-A more user friendly campaign builder for large communication marketing via emails which creates records of clientele who visit promotional material sent to them, unsubscribe, email bounce.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sofia G.

Robust for a Call sheet

2019-08-25

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.

Cons

So transferring an old database to the new version was virtually impossible.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

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!

Read more
Mabs A.

Maximizer CRM

2016-11-03

It helps us to coordinate and share activities and contacts and is extremely easy to use.

Pros

The ability to tailor the product to our needs and customise the settings.

Cons

Not fantastic when it come to reporting as very basic in this area.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Maximizer CRM

For a basic tailor-made system this is great value for money.

Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Investment Management company, 501-1000 employees)

Maximizer crm

2018-10-30

We are not using the capabilities to the full extent but robust platform and fairly easy to use

Pros

Good integration with Outlook, relatively easy to move around, good preset fields and activities for wealth management

Cons

No direct integration with investment or insurance backend for asset allocation so rekey necessary

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kyle N.

Maximizer Wins out Over Home-Spun System

2021-06-30

At one point, programmers from corporate came to observe our division's usage of Maximizer so they could integrate some of its features into their own homespun CRM that was being used by the rest of the company.

Pros

The ability to mass email simplified our reach-out efforts.

Cons

The notes and histories became voluminous and the number of contacts per organization ended up making day-to-day usage a bit cumbersome.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

An Old Classic

2017-11-18

Pros

Searches make sorting the database quite easily.

Cons

the program is somewhat outdated, maybe newer versions should be available that sync better with other software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Source: Capterra
Helpful?   Yes   No
Read more
Mark C.

Maximized for small companies

2018-08-02

It has features that are valuable to me, but it would be nice to know I could integrate a second or third user to share info.

Pros

The ability to set up my crm to look and function exactly the way I want is superior to many other products.

Cons

Last, at least some monthly customer service should be included with the subscription.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert H.

Maximizer makes data handy.

2018-10-30

Maximizer has helped me maintain regular contact with quality customers and recognize opportunity with new potential clients.

Pros

Our database of customer information does not translate well to laptop and mobile device use, so Maximizer is the best way to keep up to date.

Cons

Manipulating the various types of lists and producing reports is sometimes not as intuitive as one would like.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Cynthia B.

Maximizer

2019-10-31

Offers visibility to many on the membership status and programs that the members are enrolled in.

Pros

I love that is a customizable database with lots of functionality and custom reporting opportunitites

Cons

It was a bit confusing to set up but all done now and working awesome now. once we got past the learning curve all was great

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Maximizer Software


Thanks for the great review Cynthia!

If you ever need any more help with set up feel free to take advantage of our Service and Success teams to get you from A to B faster and more efficiently.

Thanks again!

Adam
Manager of Customer Success

Read more
Clint A.

Maximizer CRM

2019-03-18

Maximizer CRM really helps sort and store all our contacts in a central location, making life very easy for all users.

Pros

- Super easy to use - Web Access version is really light-weight and as comprehensive as the application - Helps will efficiency across the business

Cons

- The search feature isn't as smart as you'd like it to be

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Maximizer Software


Hello Clint, thank you for taking the time to write a review and share your thoughts.

We're happy to hear your business is benefiting from using Maximizer. I can assure you we are always working on ways to improve the functionality of the software.

I have passed your feedback regarding the search feature to our product development team to look into.

Best regards,
Michael

Read more
Andy Z.

Financial Advisor

2018-08-06

Pros

Action plans, team calendar management, UDFs, dashboards.

Cons

It feels like there is a lot of functionality available that we have not yet tapped, it would be nice if there was more sophisticated support available to us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Craig S.

CRM - A need, not a want!

2021-07-13

We also have automated reports in our Dashboard module showing the business’s sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured.

Pros

We needed a solution to move away from paper / spreadsheets for our customer database and whilst all CRM packages do this Maximizer gave us the bespoke nature to take control and not have an out of the box solution.

Cons

Very busy main screen for some users and dashboard is a tad frustrating sometimes, Insights would be nice but that feature is too expensive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more