Maximizer CRM Pricing Plan & Cost Guide

Maximizer CRM

CRM designed tailored to financial and insurance advisors

3.88/5 (53 reviews)

Maximizer CRM Pricing

Starting from: $60.00/month

Pricing model: Subscription

Free Trial: Available (No Credit Card required)

$60/User/Month

Competitors Pricing

NetSuite CRM+

Starting from: $129.00/month
Pricing model: Subscription

Checkbox Survey

Starting from: $450.00/year
Pricing model: One-time License, Subscription
Free Trial: Available (No Credit Card required)

Salesmachine

Starting from: $60.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

Phorest

Starting from: $79.00/month
Pricing model: Subscription

Pricing Comparison

How does Maximizer CRM compare with other Customer Management apps?

Subscription plan?

Maximizer CRM



96% of apps offer a
subscription plan

Free trial?

Maximizer CRM



82% of apps have a
free trial

Freemium plan?

Maximizer CRM



26% of apps have a
freemium plan

Pricing Comparison

Customer Management app prices shown are $/month




Maximizer CRM Pricing Reviews

Pros
  • Ease of use / Minimal Training
  • I can't find another product that comes close to the feature set.
  • I love how I can view all of my companies or have them in separate categories/databases to look at them separately.
  • I worked with Maximizer for 6 months and found I was able to customize it to what I wanted fairly easily and the cost was on point.
Cons
  • Complicated! Poor customer service.
  • Revenue doesn't accept a negative value making it impossible to use the reports.
  • Interface with MSOutlook on Windows10 has not allowed integration on network workstations.
  • I have the last disc version that I know of that is stored on my computer, the cloud version is far out of my price range.
89%
recommended this to a friend or a colleague

10 reviewers had the following to say about Maximizer CRM's pricing:

Doris McMIllen

Maximizer CRM Excellent

Used daily for 6-12 months
Reviewed 2017-02-21
Review Source: Software Advice

I am new to any CRM software. I have found Maximizer to be powerful and intuitive to use. l love the many functions readily available, without having to purchase each function as many of the other CRM's that I've researched. The staff and training are excellent with video tutorials to supplement and refresh training.Intuitive and easy to navigate. User defined fields are easy to set up. Training is excellent, professional and readily available via scheduled webinar or via video. Excellent value for the cost. Powerful - will do all that I need for marketing and sales, plus more.

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Maximizer CRM

CRM designed tailored to financial and insurance advisors

Mike Cannon

I have used Maximizer for 0ver 24 years and wouldn't use any other CRM

Used daily for 2+ years
Reviewed 2017-06-09
Review Source: Software Advice

I like the way I can view and sort my contacts and have several databases for various customer types. I use it for mailings a lot and it is so easy to print one label or several hundred.

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Maximizer CRM

CRM designed tailored to financial and insurance advisors

Kathy Durst

Maximizer

Used daily for less than 6 months
Reviewed 2017-02-06
Review Source: Software Advice

Our company has used Maximizer since 1998. We use it to track Trade Show Leads / Opportunities / Sales. Maximizer ease of use makes training minimal. We use the 2016R2 Web Portal and the phone application. At this point, we have 60 users from various locations. The catalog lists make reporting simple. In a matter of seconds, you can run a report and have it exported to excel. Ease of use / Minimal Training

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Maximizer CRM

CRM designed tailored to financial and insurance advisors

Biann Airdrie

Easy to use

Reviewed 2015-10-19
Review Source: Capterra

Pros Excellent Dashboard wizard, easy to interpret statistics and very easy to make graphs/charts/visual aids for the data you want to present Simple User interface Customiseable to your business needs Pricing is responsible once you figure out your needs Cons we had some difficulty implementing on our network so I would suggest hiring a consultant to install or go with their hosted package which totally eliminates any software install on your network.

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Maximizer CRM

CRM designed tailored to financial and insurance advisors

Anonymous

Troubling

Reviewed 2015-11-02
Review Source: GetApp

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

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Maximizer CRM

CRM designed tailored to financial and insurance advisors

Josh Turley

Robust, but lacking integration

Used daily for 2+ years
Reviewed 2017-07-11
Review Source: Software Advice

It really is a solid CRM, and did well keeping the entire company apprised of the situation. It handles B2B and B2C with ease, and made it very easy to keep tabs on our clients. If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today.I really liked the User definable setup, and the hierarchy between contacts and companies. 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. It's a solid CRM, as long as that's all you need.

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Maximizer CRM

CRM designed tailored to financial and insurance advisors

Samanth Forbes

Great CRM & Easily Customized

Used daily for 6-12 months
Reviewed 2018-04-25
Review Source: Software Advice

Unfortunately we moved to a different system right when I had it customized to what I wanted so did not get to experience the full potential.I worked with Maximizer for 6 months and found I was able to customize it to what I wanted fairly easily and the cost was on point.

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Maximizer CRM

CRM designed tailored to financial and insurance advisors

Laurie Dameron

Experience with Maximizer CRM

Used daily for less than 6 months
Reviewed 2017-01-14
Review Source: Software Advice

I first bought this software around 1996. It's been great to keep track of companies and clients. But when my computer crashed in 2011 or so, even my PC expert was not able to re-integrate the data back into Max. It's such a complicated product that I had to pay a ridiculous amount of money to a special company that only works on Maximizer. The customer support is lousy. They want to charge you event to ask simple questions. The salesman that has been trying to get me to upgrade to the cloud was not understanding me or my needs at all. On the other hand, as I have been researching other CRM's, I am finding they are similar with being expensive and complicated. I love how I can view all of my companies or have them in separate categories/databases to look at them separately.

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Maximizer CRM

CRM designed tailored to financial and insurance advisors

Jim Pariso

Reviewed 2013-09-13
Review Source: Software Advice

I have been using Maximizer for many years. Above and beyond the cost effectiveness of a sales automation system, the ease of use and ability to map my organization into the system has made user acceptance very high. Maximizer gives my organization all the functionality and capability of a more complicated system without all the headaches that come with it. If you are considering a sales automation system or a lead manager, Maximizer should be on your list as a strong consideration.

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Maximizer CRM

CRM designed tailored to financial and insurance advisors

Casey Hart

Reviewed 2013-10-15
Review Source: Software Advice

I've used Maximizer for over a decade. The current version has "anti-piracy" measures that have cost me dozens of hours and several hundred dollars in tech support trying to "activate" the program again and again. I keep getting locked out of the system because of this bug. Whenever I call Maximizer for support, they send me to independent developers. They're good, but the security on the product makes it very frustrating. When it's running, I like it. It's not much different from previous versions, and I've learned to be very efficient with it. I bought the program 2+ years ago and still struggle just to open the program and load my data. I have a problems with it every few months. I'm thinking about switching from Maximizer CRM. Why? It has nothing to do with the program. It's because their security bug wont let me use the program.

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Maximizer CRM

CRM designed tailored to financial and insurance advisors