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Maximizer CRM Pricing

Pricing overview

Value for money rating

4.0

/5

302

Price starts from

29

Per month

Per Feature

Pricing options
Free plan
Subscription
Free trial

Pricing details

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)

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What users say

The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds.

JO

Javier O.

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.

JP

Jim P.

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Reviewers who mentioned pricing said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Maximizer is easy to use

Reviewed 5 months ago

Easy to use when you want to use it. Great way to create lists using filters so you can then create targeted emails.

Pros

I love that I can see the history of emails, phone calls, etc between a team member and a customer and pick up where they may have left off at in the sales funnel. I also like that I can save the details of their purchase and quickly refer to it when they call with a service issue.

Cons

The cost for this program is large for a small company of only 3 people. Some members do not feel it is worth the money and they do not use it to its full potential. They come from companies that used Sales force and want to continue with that program so trying to teach them this program has been tedious.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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My use of Maximizer

Reviewed 3 years ago

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.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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OK for smaller companies, Support cost can be an issue

Reviewed 3 years ago

I think this product is more suited for small to medium size businesses. They have been in the CRM business for 25+ years, they know their product well. But also because of this, their interfaces are less modern compare with other bigger players like Salesforce (although they are improving it slowly)

Pros

- Maximizer has been in business for 25+ years. - Compare with other newer CRMs these days, the learning curve to this product is lower. - Email integration is great and speedy. - nice to see they have tried to upgrade their interface with a more modern looking - being a smaller CRM player, they are more willing to work with the clients closely.

Cons

- lack of language supported (only English) - Support on Apple is not as good (some features not working) - Support from Maximizer is good, but it might come with a charge

Vendor response

Hi Samson, Thanks for leaving a review! While we're ecstatic to hear you're comments it looks as though we may have missed the mark in some other key areas. When it comes to language integration, we do have others available and support is free of charge. We can also help you through your Apple integrations. Feel free to reach out to us at: 866-275-1254 or support@maximizer.com We would love to help you through your Maximizer journey. Warm regards, The Maximizer Team

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Robust, but lacking integration

Reviewed 5 years ago

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.

Pros

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.

Cons

It didn't integrate well with other applications. We use Google Apps, and Quickbooks, which are pretty common. But it wouldn't integrate with either, and was going to cost in order to write each integration. The customer service case manager was minimalist, so it was simple to use, but didn't allow for a conversation to happen (eg I couldn't tell how much back and forth happened during a customer service...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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CRM - A need, not a want!

Reviewed a year ago

We were looking to consolidate our customers into one central location to understand our marketplace better, focus on their needs and wants, which would be accessible to the whole sales team. To turn data into high value information by tracking the opportunities the business attracts and managing prospect’s expectations to convert more opportunities into wins. We can now see in real time how all of...

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. The opportunity module is by far my favourite feature as now I can provide the Board with snapshots of our entire pipeline, weighted or not, which sector / products and track each opportunity on their own merits and assign the time and resources to achievable projects.

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Maximized for small companies

Reviewed 4 years ago

I use Maximizer as a contact manager with category tracking of contacts. I don’t use sales leads or opportunities as I find their use to be a little cumbersome for what we do and do see the value. I use it because it’s what I’ve used for years. 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. However, for an add on user to share my data, I would likely go to other products due to the challenges with implementation for less tech savvy users.

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. Also, then unlimited contacts for the subscription surpasses the value vs the more main stream cloud based crm that charge per contact.

Cons

Integrated apps don’t function seamlessly or are limited. Additionally, the custom features can be tricky to set up if you are not super familiar with the platform. I’ve been using this for 23 years and have grown with the features, but I still have issues finding ways to accomplish setup tasks. Last, at least some monthly customer service should be included with the subscription. Most other paid services provide this.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Difficult to set-up, pay as you go support, pieced together from other CRM's

Reviewed 4 years ago

If you are not a savvy database programer or don't have a staff member that is, then you will likely find this CRM to be very difficult to use and customize to your practice. The cost keeps increasing and once you have been using the system, the company knows they have you on the hook and will keep the price increases rolling your way. Using this is like being caught between a rock and a hard place.

Pros

Online access from anywhere. Dashboard provides a good overview of your business. Wealth edition has some customization to the financial industry.

Cons

The way it is sold and supported is not CUSTOMER friendly. The resellers charge for everything and don't want to teach you how to be independent of them. They would rather do it for you without educating you. Pretty expensive. The webinar support is inadequate, they won't answer some questions and tell you that they have people you can pay to get that done. We should be able to learn it ourselves. You will have to buy a second access for your Administrative Support person, which is not the case with all competitor products and seems like a cash grab. Subscription is paid annually not monthly, so if you don't like it you are out a big chunk of money. Will not separate out billing for multiple advisors in a firm.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Perspective from an almost retired user

Reviewed a year ago
Pros

The support during the transition from another CRM was exceptional. The training videos and online webinar have been most helpful in the early days of being a user. Office app integration for the most part have been trouble free.

Cons

The interface with the dealer's system (IPC) was way too slow to be of any practical use. It hung up way too often and after 3 minutes of watching the circle of doom, I used to retrieve the pertinent data directly from the manufacturer's website. A highly desirable feature that motivated me to sign up in the first place ended up being a costly proposition that added no value.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 4 years ago

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

Pros

I have been working with Maximizer for over 8 years. Since then, Maximizer has evolved and I can now update records and email from anywhere and anytime from my laptop, tablet or cell phone. Lists can be imported and exported in Excel. Maximizer offers webinar training, customer support and a user guide. Maximizer provides templates for building email campaigns.

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. Maximizer has synchronized our records with Mailchimp but there is an additional cost for Mailchimp for maintaining the list of subscribers.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Maximizer needs to keep up with the times

Reviewed 2 years ago

The ease of usage is great. Tracking and closing of task remains top of mind

Pros

Value for money compared to Salesforce. Ideally a step up from Microsoft Excel.

Cons

Not great. Upgrades not compatible with current data, had to reload info again. Battling with integration.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Maximzer

Reviewed a year ago

Overall, it works for what we use. I have been with Maximizer for over 25 years. The cost continues to increase and of course that is a factor.

Pros

I like that we have one place to look for information on our clients. We have saved a lot of trees because of this feature. I don't use a lot of the features available through Maximizer, but this one is critical.

Cons

I would like to be able to send out appointment invites. I really would like a search option so we can find files saved under each client easier. This one would save us a lot of time.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Maximizer CRM

Reviewed 4 years ago
Pros

We recently upgraded to maximizer 2018 from one of the really older versions and it is has so many extra features and is incredible flexible. One of my favourite additions to the version is the dashboards and it allows for a real insight on all sales opportunities and allows you to see what has been won and abandoned etc.

Cons

Like all CRM software it takes a while to learn how to use all the features and use them efficiently. It does sometimes crash and run slow but I believe this is a server issue on our side and you can have it hosted in the cloud if you wish but this is much more expensive.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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"Maximizer Lite"

Reviewed a year ago

I think I have been using them for 25 to 30 years? Phone support was great.

Pros

I needed a simple flexible software to keep track of customers, what they bought and be able to produce letters and emails to keep in touch.

Cons

The high price with ALL these features that I didn't use, until they brought out "Maximizer Lite." They cut many of the unwanted features and the price, but no phone support. For a newbie, phone support would be good

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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For Maximizer!

Reviewed 4 years ago

Frustrating...until we get things figured out. Tech support has been there...but don't assist with the finer points.

Pros

Huge learning curve and there is plenty of untapped value in the software. Need to unleash the beast...so to speak...

Cons

IPC getting involved...as it worked better as stand alone software. Need to speak with somebody "in the know" regarding all the benefits we are currently not using.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Buyer

Reviewed 4 years ago

good, too simple to store info see above...

Pros

Simple contact Phone directory. allow billing attachment to Maximizer

Cons

Need Quote Werks type Billings information. - but Quote Werks is too much typing & expensive in the long run Should have some billing info automatic store in Maximizer. A good database IT people can create a data base for less than 5 thousands

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Maximizer CRM Excellent

Reviewed 5 years ago

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.

Pros

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.

Cons

Interface with MSOutlook on Windows10 has not allowed integration on network workstations.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 5 years ago
Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Always breaking down; constant problems and issues

Reviewed a year ago

Really tremendously disappointing. Little problems tend to be solved within 3 days but problems come monthly and there are constant problems and issues. Bigger problems have never been solved. Functionality sounds great but doesn't work in reality. I am stuck though so I have to keep fighting with them for repairs.

Pros

If it worked in reality there are some great potential management features - however it constantly breaks down - something as simple as recording birthdates creates ridiculous and tremendous issues. It just doesn't work well - I don't recommend it - once you are over to it you are stuck and although I have requested constant repair to some of the bigger issues nothing has been done.

Cons

At this stage it is just an expensive contact manger and note taking system - not much else works... Right now the system functionality is again down for me and it won't sync with my calendars that do work correctly like Calendly...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Maximizer Makes a Difference

Reviewed 4 years ago
Pros

Used it for years and got great results. Particularly liked the auto-task followup. Found inputting contacts was easy and it had a great UI.

Cons

It became expensive and I switched CRMs. However, I think it's a great CRM for someone who wants a lot of features.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Overall pretty good

Reviewed 4 years ago

generally been a positive experience with Maximizer and think their support staff are good

Pros

Ease of navigation, full of features (many of which I don't use mind you)

Cons

not the fault of the software, but the price for what I use it for currently is somewhat expensive in my opinion

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Maximizer CRM 2019

Reviewed 4 years ago

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

Less than expected app integrations. Project management integration is a must.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Maximizer Review

Reviewed 4 years ago

It is exceptional for me to stay in front of my daily tasks. Creating user defined fields is simple

Pros

I can use at work and from home on different computers. I also have the phone AP.

Cons

For a single user it is expensive to keep paying every year

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Maximizer CRM

Reviewed 4 years ago

I've been using Maximizer for over 25 years, and watched the software continue to improve

Pros

Overall ability to organize clients, follow up, mail merge, and mobile access

Cons

Yearly subscription cost for individual user, with smaller database

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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review

Reviewed 4 years ago

mixed reviews, not always easy to get help fixing problems.

Pros

able to import client data from our old system

Cons

does not automate any of our processes, expensive, hard to work with

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Cost effective CRM

Reviewed 3 years ago

Easy to maintain client/prospect records. Easy to customize.

Pros

A fair amount of customization is available

Cons

Lack of integration with email campaign manager