# Insightly CRM vs Maximizer Comparison --- ## AI Generated Summary - **G2 reviewers report** that Maximizer excels in client relationship management, with users appreciating its ability to store detailed client information in one place. This feature allows for comprehensive tracking of communications and opportunities, which is particularly beneficial for businesses that prioritize long-term client relationships. - **Users say** that Insightly CRM stands out for its intuitive interface and ease of implementation. Many find it user-friendly, with clean workflows that facilitate smooth project management alongside CRM functionalities, making it a great choice for teams looking to streamline their processes. - **Reviewers mention** that while Maximizer has a solid overall satisfaction score, it faces challenges in areas like opportunity and pipeline management, where users feel it could improve. Some have noted that the system can be less flexible in adapting to specific sales workflows compared to competitors. - **According to verified reviews** , Insightly CRM's relationship mapping feature is a highlight, providing a visual representation of contacts that helps users understand their network better. This capability is particularly praised by users who value visual tools for managing relationships. - **G2 reviewers indicate** that Maximizer's strength lies in its customization options, allowing businesses to tailor the software to their specific needs. Users have highlighted the ability to record intricate details about client relationships, which can be crucial for personalized service. - **Users report** that Insightly CRM's integration of CRM and project management features is a significant advantage, enabling teams to track a customer from lead generation through to delivery seamlessly. This holistic approach is appreciated by users who want to manage all aspects of customer interactions in one platform. | | Insightly CRM | Maximizer | |---|---|---| | **Star Rating** | 4.2 out of 5 | 4.0 out of 5 | | **Total Reviews** | 942 | 673 | | **Largest Market Segment** | Small-Business (73.2% of reviews) | Small-Business (74.8% of reviews) | | **Entry Level Price** | $29/ user, per month (billed annually) | $90.00 3 User Per Year | --- ## Top Pros & Cons ### Insightly CRM Pros: - Ease of Use (20 reviews) - Easy Customization (8 reviews) Cons: - Learning Curve (7 reviews) - Limited Customization (7 reviews) ### Maximizer Pros: - Ease of Use (40 reviews) - Task Management (36 reviews) Cons: - Learning Curve (23 reviews) - Integration Issues (19 reviews) --- ## Ratings Comparison | Rating | Insightly CRM | Maximizer | |---|---|---| | **Meets Requirements** | 8.3 (800 reviews) | 8.3 (582 reviews) | | **Ease of Use** | 8.4 (805 reviews) | 8.0 (588 reviews) | | **Ease of Setup** | 8.3 (361 reviews) | 7.8 (327 reviews) | | **Ease of Admin** | 8.5 (337 reviews) | 7.9 (195 reviews) | | **Quality of Support** | 8.0 (685 reviews) | 8.2 (560 reviews) | | **Has the product been a good partner in doing business?** | 8.5 (321 reviews) | 8.1 (193 reviews) | | **Product Direction (% positive)** | 8.0 (773 reviews) | 7.8 (580 reviews) | --- ## Pricing ### Insightly CRM #### Entry-Level Pricing Plan: Plus Price: $29 / user, per month (billed annually) [Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing) #### Free Trial Yes ### Maximizer #### Entry-Level Pricing Plan: Core Price: $90.00 3 User Per Year Description: Organizations that need deeper customization, marketing tools, and pipeline monitoring to close more deals. Key Features: - Advanced Contact Management - Lead & Opportunity Handling - Task Management [Browse all 4 editions](https://www.g2.com/products/maximizer/pricing) #### Free Trial No --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | 7.8/10 | 732 | | **Maximizer** | 6.9/10 | 501 | #### Sales Force Automation | Feature | Insightly CRM | Maximizer | |---|---|---| | **Contact & Account Management** | 8.5 (628 reviews) ✓ Verified | 8.3 (425 reviews) ✓ Verified | | **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 6.9 (219 reviews) | | **Opportunity & Pipeline Mgmt.** | 8.3 (598 reviews) ✓ Verified | 7.4 (324 reviews) ✓ Verified | | **Task / Activity Management** | 8.1 (627 reviews) ✓ Verified | 7.9 (400 reviews) ✓ Verified | | **Territory & Quota Management** | 7.5 (350 reviews) ✓ Verified | 6.4 (213 reviews) ✓ Verified | | **Desktop Integration** | 8.0 (453 reviews) ✓ Verified | 7.7 (356 reviews) ✓ Verified | | **Product & Price List Management** | 7.5 (339 reviews) ✓ Verified | Feature Not Available | | **Quote & Order Management** | 7.6 (349 reviews) ✓ Verified | Feature Not Available | | **Customer Contract Management** | 8.0 (423 reviews) ✓ Verified | 7.5 (275 reviews) | #### Marketing Automation | Feature | Insightly CRM | Maximizer | |---|---|---| | **Email Marketing** | 7.6 (407 reviews) ✓ Verified | 6.9 (289 reviews) | | **Campaign Management** | Feature Not Available | 6.7 (241 reviews) | | **Lead Management** | 8.1 (523 reviews) ✓ Verified | 7.2 (269 reviews) | | **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | 6.3 (188 reviews) | #### Customer Support | Feature | Insightly CRM | Maximizer | |---|---|---| | **Case Management** | 7.8 (394 reviews) | 7.5 (262 reviews) | | **Customer Support Portal** | 7.8 (400 reviews) | Feature Not Available | | **Knowledge Base** | 7.9 (460 reviews) | 7.2 (274 reviews) | | **Call Center Features** | 7.6 (325 reviews) ✓ Verified | Feature Not Available | | **Support Analytics** | 7.8 (361 reviews) | 7.2 (219 reviews) | #### Reporting & Analytics | Feature | Insightly CRM | Maximizer | |---|---|---| | **Reporting** | 7.9 (531 reviews) ✓ Verified | 7.2 (310 reviews) ✓ Verified | | **Dashboards** | 7.9 (554 reviews) ✓ Verified | 7.6 (311 reviews) ✓ Verified | | **Forecasting** | 7.6 (387 reviews) ✓ Verified | 6.7 (208 reviews) ✓ Verified | #### Mobile & Social | Feature | Insightly CRM | Maximizer | |---|---|---| | **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | 6.2 (110 reviews) | | **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | 5.6 (106 reviews) | | **Mobile User Support** | 7.8 (417 reviews) ✓ Verified | 6.6 (265 reviews) ✓ Verified | #### Platform | Feature | Insightly CRM | Maximizer | |---|---|---| | **Customization** | 7.9 (317 reviews) ✓ Verified | 8.0 (242 reviews) ✓ Verified | | **Workflow Capability** | 8.1 (310 reviews) ✓ Verified | 7.6 (230 reviews) | | **User, Role, and Access Management** | 8.4 (322 reviews) ✓ Verified | 8.1 (237 reviews) ✓ Verified | | **Internationalization** | 8.0 (215 reviews) ✓ Verified | 6.9 (158 reviews) | | **Sandbox / Test Environments** | 7.2 (87 reviews) | 6.7 (137 reviews) | | **Document & Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | 7.6 (198 reviews) | | **Performance and Reliability** | 8.3 (319 reviews) ✓ Verified | 8.0 (226 reviews) ✓ Verified | | **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 6.9 (129 reviews) | #### Integration | Feature | Insightly CRM | Maximizer | |---|---|---| | **Data Import & Export Tools** | 8.0 (288 reviews) ✓ Verified | 7.4 (220 reviews) ✓ Verified | | **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 6.5 (158 reviews) ✓ Verified | | **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | 6.6 (150 reviews) ✓ Verified | #### Generative AI | Feature | Insightly CRM | Maximizer | |---|---|---| | **AI Text Generation** | 6.9 (27 reviews) | 5.6 (93 reviews) | #### Agentic AI - CRM | Feature | Insightly CRM | Maximizer | |---|---|---| | **Autonomous Task Execution** | 7.6 (7 reviews) | 5.6 (13 reviews) | | **Multi-step Planning** | 8.3 (7 reviews) | 5.9 (13 reviews) | | **Cross-system Integration** | 8.1 (8 reviews) | 5.7 (14 reviews) | | **Adaptive Learning** | 8.3 (8 reviews) | 6.2 (13 reviews) | | **Natural Language Interaction** | 8.1 (7 reviews) | 5.8 (12 reviews) | | **Proactive Assistance** | 7.4 (7 reviews) | 6.0 (13 reviews) | | **Decision Making** | 7.6 (7 reviews) | 6.3 (14 reviews) | ### Sales Analytics | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | 8.3/10 | 47 | | **Maximizer** | N/A | N/A | #### Agentic AI - Sales Analytics | Feature | Insightly CRM | Maximizer | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | #### Data Sourcing | Feature | Insightly CRM | Maximizer | |---|---|---| | **Data Sourcing** | 8.2 (35 reviews) | Not enough data | | **Exporting & Sharing Data** | 8.6 (43 reviews) | Not enough data | | **Multi-Device Data Visualization** | 8.3 (35 reviews) | Not enough data | | **Interactive Dashboards** | 8.7 (41 reviews) | Not enough data | | **Data Segmentation** | 8.0 (36 reviews) | Not enough data | #### Predictive Analytics | Feature | Insightly CRM | Maximizer | |---|---|---| | **Lead Scoring** | 7.9 (37 reviews) | Not enough data | | **Opportunity Scoring** | 7.9 (38 reviews) | Not enough data | | **Risk Analysis** | 7.8 (33 reviews) | Not enough data | | **Live Forecasting** | 7.8 (35 reviews) | Not enough data | #### Sales Management | Feature | Insightly CRM | Maximizer | |---|---|---| | **Live Pipeline Management** | 8.5 (37 reviews) | Not enough data | | **Sales Gamification** | 8.1 (30 reviews) | Not enough data | | **Account-Based Analytics** | 8.7 (32 reviews) | Not enough data | | **Activity Tracking** | 8.8 (39 reviews) | Not enough data | ### Financial Services CRM | Product | Score | Reviews | |---|---|---| | **Insightly CRM** | N/A | N/A | | **Maximizer** | 6.2/10 | 72 | #### Content | Feature | Insightly CRM | Maximizer | |---|---|---| | **Automation** | Not enough data | 6.0 (67 reviews) | #### Platform Additional Functionality | Feature | Insightly CRM | Maximizer | |---|---|---| | **Pre-Built Connectors** | Not enough data | Feature Not Available | | **Dashboard** | Not enough data | 7.2 (68 reviews) | | **Cloud** | Not enough data | 6.7 (68 reviews) | | **Mobility** | Not enough data | 6.5 (67 reviews) | | **Messaging** | Not enough data | 5.5 (68 reviews) | #### Platform Reporting and Analytics | Feature | Insightly CRM | Maximizer | |---|---|---| | **Reporting** | Not enough data | 6.5 (67 reviews) | | **Forecasting** | Not enough data | 5.2 (66 reviews) | #### Customer Support | Feature | Insightly CRM | Maximizer | |---|---|---| | **Case Management** | Not enough data | 6.6 (65 reviews) | | **Customer Support Portal** | Not enough data | Feature Not Available | | **Knowledge Base** | Not enough data | 6.8 (65 reviews) | | **Support Analytics** | Not enough data | 6.4 (65 reviews) | #### Marketing Automation | Feature | Insightly CRM | Maximizer | |---|---|---| | **Campaign Management** | Not enough data | 6.3 (64 reviews) | | **Lead Management** | Not enough data | 6.5 (64 reviews) | | **Marketing Analytics** | Not enough data | 5.5 (64 reviews) | #### Sales Force Automation | Feature | Insightly CRM | Maximizer | |---|---|---| | **Pipeline Management** | Not enough data | 6.3 (64 reviews) | | **Task Management** | Not enough data | 7.7 (66 reviews) | | **Product and Price List Management** | Not enough data | Feature Not Available | | **Quote and Order Management** | Not enough data | 5.5 (64 reviews) | | **Contract Management** | Not enough data | 5.8 (62 reviews) | #### Agentic AI - Financial Services CRM | Feature | Insightly CRM | Maximizer | |---|---|---| | **Decision Making** | Not enough data | 4.7 (6 reviews) | --- ## Categories **Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm) **Unique to Insightly CRM (1):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) **Unique to Maximizer (1):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) --- ## Reviewer Demographics ### By Company Size | Segment | Insightly CRM | Maximizer | |---|---|---| | **Small-Business** | 73.2% | 74.8% | | **Mid-Market** | 20.2% | 19.0% | | **Enterprise** | 6.6% | 6.2% | ### By Industry #### Insightly CRM - **Marketing and Advertising:** 10.0% - **Information Technology and Services:** 6.2% - **Construction:** 4.8% - **Computer Software:** 4.0% - **Financial Services:** 3.9% - **Real Estate:** 3.5% - **Management Consulting:** 3.3% - **Non-Profit Organization Management:** 2.7% - **Accounting:** 2.5% - **Education Management:** 2.5% - **Other:** 56.7% #### Maximizer - **Financial Services:** 35.6% - **Investment Management:** 4.1% - **Insurance:** 3.3% - **Marketing and Advertising:** 3.0% - **Information Technology and Services:** 2.8% - **Construction:** 2.7% - **Publishing:** 2.4% - **Real Estate:** 2.2% - **Computer Software:** 1.6% - **Transportation/Trucking/Railroad:** 1.6% - **Other:** 40.7% --- ## Alternatives ### Alternatives to Insightly CRM - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25797 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13814 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3048 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews) - [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1429 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews) - [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews) - [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews) - [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews) ### Alternatives to Maximizer - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25797 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13814 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3048 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews) - [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1429 reviews) - [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1115 reviews) - [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (999 reviews) - [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews) - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews) --- ## Top Discussions ### Insightly CRM - Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..." - Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. " - Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..." - Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..." - Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..." ### Maximizer - Title: [What is Maximizer CRM used for?](https://www.g2.com/discussions/what-is-maximizer-crm-used-for) — 3 comments > **Top comment:** "Maximizer CRM is solving several problems related to secure and reliable communication and collaboration for various use cases. " - Title: [Do you integrate with any marketing automations platforms like Marketo?](https://www.g2.com/discussions/integrations-with-marketing-automation) — 1 comment, 1 upvote > **Top comment:** "Maximizer neglected to future-proof Maximizer CRM Live and their self-hosted CRM by not providing any open keys for self serve integration with powerful..." - Title: [INTEGRATION](https://www.g2.com/discussions/4388-integration) — 1 comment, 1 upvote > **Top comment:** "Maximizer CRM 2017 has integrations for MS Office products (Outlook, Word, Excel) these are included as add-ons with the product. The Web APIs for Maximizer..." - Title: [INPUT CSV LEAD FILES](https://www.g2.com/discussions/4387-input-csv-lead-files) — 1 comment, 1 upvote > **Top comment:** "Lead sheets in the form of a web inquiry page can be integrated into Maximizer using the 'web to lead' technology provided in the product as standard. It is..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/insightly-crm-vs-maximizer)