Maximizer CRM Features

Maximizer CRM

Find the right plan to help you get growing.

3.97/5 (275 reviews)

Maximizer CRM Feature Summary

  • 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

Competitor Feature Comparison

API
Access Control
Activity Dashboard
Activity Tracking
Appointment Management
Audit Trail
Auto-Responders
Automated Sales
Automatic Notifications
Billing & Invoicing
CRM Integration
Calendar Management
Campaign Analysis
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Case Management
Click Tracking
Client Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Forms
Custom Landing Pages
Customer Activity Reporting
Customer Database
Customer History
Customer Segmentation
Customizable Templates
Data Filtering
Data Import/Export
Data Storage Management
Data Synchronization
Data Visualization
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Duplicate Detection
Electronic Payments
Email Alerts
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
Filtered Views
Follow-up Scheduling
Forecasting
Forms Management
Goal Setting / Tracking
Inventory Management
Invoice Management
Knowledge Base Management
Lead Capture
Lead Management
Lead Scoring
Monitoring
Multi-Campaign
Multi-Channel Marketing
Order Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
QuickBooks Integration
Quote Management
ROI Analytics
Real Time Reporting
Recurring Billing
Reminders
Reporting & Statistics
Role Management
Role-Based Permissions
Sales Analytics
Sales Forecasting
Sales Integration
Sales Orders
Sales Reporting
Sales Tracking
Search Functionality
Tagging
Task Management
Task Scheduling
Template Management
Third Party Integration
Transaction History
Visitor Tracking
Visual Analytics
Web Forms
Widgets
Workflow Management
Learn moreCompare App
API
Access Control
Activity Dashboard
Activity Tracking
Appointment Management
Audit Trail
Auto-Responders
Automated Sales
Automatic Notifications
Billing & Invoicing
CRM Integration
Calendar Management
Campaign Analysis
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Case Management
Click Tracking
Client Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Forms
Custom Landing Pages
Customer Activity Reporting
Customer Database
Customer History
Customer Segmentation
Customizable Templates
Data Filtering
Data Import/Export
Data Storage Management
Data Synchronization
Data Visualization
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Duplicate Detection
Electronic Payments
Email Alerts
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
Filtered Views
Follow-up Scheduling
Forecasting
Forms Management
Goal Setting / Tracking
Inventory Management
Invoice Management
Knowledge Base Management
Lead Capture
Lead Management
Lead Scoring
Monitoring
Multi-Campaign
Multi-Channel Marketing
Order Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
QuickBooks Integration
Quote Management
ROI Analytics
Real Time Reporting
Recurring Billing
Reminders
Reporting & Statistics
Role Management
Role-Based Permissions
Sales Analytics
Sales Forecasting
Sales Integration
Sales Orders
Sales Reporting
Sales Tracking
Search Functionality
Tagging
Task Management
Task Scheduling
Template Management
Third Party Integration
Transaction History
Visitor Tracking
Visual Analytics
Web Forms
Widgets
Workflow Management
Visit WebsiteCompare App
API
Access Control
Activity Dashboard
Activity Tracking
Appointment Management
Audit Trail
Auto-Responders
Automated Sales
Automatic Notifications
Billing & Invoicing
CRM Integration
Calendar Management
Campaign Analysis
Campaign Management
Campaign Planning
Campaign Scheduling
Campaign Segmentation
Case Management
Click Tracking
Client Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Forms
Custom Landing Pages
Customer Activity Reporting
Customer Database
Customer History
Customer Segmentation
Customizable Templates
Data Filtering
Data Import/Export
Data Storage Management
Data Synchronization
Data Visualization
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Duplicate Detection
Electronic Payments
Email Alerts
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Event Triggered Actions
Filtered Views
Follow-up Scheduling
Forecasting
Forms Management
Goal Setting / Tracking
Inventory Management
Invoice Management
Knowledge Base Management
Lead Capture
Lead Management
Lead Scoring
Monitoring
Multi-Campaign
Multi-Channel Marketing
Order Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
QuickBooks Integration
Quote Management
ROI Analytics
Real Time Reporting
Recurring Billing
Reminders
Reporting & Statistics
Role Management
Role-Based Permissions
Sales Analytics
Sales Forecasting
Sales Integration
Sales Orders
Sales Reporting
Sales Tracking
Search Functionality
Tagging
Task Management
Task Scheduling
Template Management
Third Party Integration
Transaction History
Visitor Tracking
Visual Analytics
Web Forms
Widgets
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

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

Android App


22 reviews

Maximizer CRM Feature Reviews

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

Stephane Meunier

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
Sofia Gomez

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
Keenan Hamilton

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
Cynthia Broussard

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
Robert Mclean

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
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
Anonymous
(Financial Services company, 1-10 employees)

Daily necessity of my business

2019-02-13

I keep detailed client meeting notes, important dates and follow-ups are automatic. 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

Follow up functionality, and searchable User Defined Fields a huge asset.

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
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
Tyla Reiber

Easy to use, good search tools

2017-02-10

The tool has good functionality for setting reminders, sending information to customers, and maintaining an internally and externally accessible knowledge base.

Pros

Very customizable.

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
Mark Cohen

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 things I like most about Maximizer is the customizability and user defined fields. The ability to set up my crm to look and function exactly the way I want is superior to many other products.

Cons

Additionally, the custom features can be tricky to set up if you are not super familiar with the platform.

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
Brandon Burrell

Easy to use and clear, but needs better automation and apps

2018-10-30

Pros

Lots of basic customizations can be made to the layout of contact entries and user-defined fields. Integrates well with Outlook.

Cons

Searching the database is very clunky to use.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Doug Kean

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
Mabs Ali

Maximizer CRM

2016-11-03

With great reminders and task management facilities we are able to track each and every prospect helping us to convert into valuable future business for the firm.

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
James "Roz" Rosnack

Old School

2018-11-03

Pros

Custom fields and quickbooks integration

Cons

Old school UI - text is small and tight and makes my eyes tired quickly Doesn't seem to offer any social integration No Google or G Suite integrations not at all exciting to look at or use.

Rating breakdown

Value for money
Ease of use
Features

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Patricia Simpson

Too much stuff!

2018-11-06

I wish it was less searching and more simple entering.

Pros

I like that I have a database for all my clients and all the interactions with them.

Cons

Too many fields per page, should be more customizable per client's needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Artemy Kirnichansky

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
Sofia Gomez

Problematic for old licenses, but the new portal is great

2018-10-30

We have a lot of information to track and maintain, many many contacts, and we love using Maximizer.

Pros

It's always easy to log in, simple to navigate, customizable... Love it!

Cons

When we had to migrate to the could version, we were frequently told by Maximizer customer service that migration wouldn't work and we would need to be charged $500+ for migration services (manual entry).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Owen Smith

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
Robert Hawn

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
Josh Turley

Robust, but lacking integration

2017-07-11

If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today.

Pros

I also liked how every user defined value got it's own view in SQL, so it was very easy to extract data into other systems using the database. It's very familiar to office users, and performed really well, even with 90,000 contacts/companies in it.

Cons

Any advanced formatting, or click tracking common to things like MailChimp weren't available.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Software Advice
Helpful?   Yes   No
Read more
Yazir Paredes

Simple and effective

2018-08-21

It is designed as a B2B solution

Pros

Very easy to use Lots of features this allows room for further grow of our business Priced right from our needs

Cons

Needs better integration with other software such as ERPs Support is pay as you go Difficult to work directly with its database

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

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

It could be done more than that

2016-11-10

You can create whatever you want for fields(information) and there are many customized bars that you could easily get access to.

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
Samantha Rizzi

Headed in the right direction but still work to do

2018-08-02

The program is definitely headed in the right direction, there just need to be some minor/moderate changes to take place to make it more user friendly and efficient.

Pros

I like being able to have client lists, contact info, reminders and calendar all in one program.

Cons

Lots of things just randomly disappear which can cause some stress and anxiety. Integrating Maximizer and Outlook together was also an absolute nightmare, so many things went wrong in the process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Allan Fenerdjian

Cost effective CRM

2019-01-08

Easy to maintain client/prospect records.

Pros

A fair amount of customization is available

Cons

Lack of integration with email campaign manager

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
Anonymous
(Financial Services company, 1001-5000 employees)

not much guidance

2018-08-02

not great, lots of money upfront, terrible initial integration with moving minimal data over from outlook and our HO dataphile, not customized support

Pros

my tech guy (that i had to pay) had more success than i did with them.

Cons

It was not easy to train and to have the conversion do what you want, eg. mass emails, electronic birthday cards, easy team access to pdf attachments, we had to do too much customization given we bought the financial advisor version

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more