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At a Glance
Market Segments
Small-Business (74.7% of reviews)
Small-Business (90.8% of reviews)
Entry-Level Pricing
$65.00 3 User Per Year
Contact Us
Maximizer
Star Rating
(657)4.0 out of 5
Market Segments
Small-Business (74.7% of reviews)
Pros & Cons
Entry-Level Pricing
$65.00 3 User Per Year
Browse all 3 pricing plansRedtail Technology
Star Rating
(210)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Redtail Technology excels in Ease of Use with a score of 8.7 compared to Maximizer's 7.9, making it more intuitive for new users. Reviewers mention that Redtail's interface is user-friendly and easy to navigate, which is crucial for small businesses looking to streamline operations.
- Reviewers mention that Redtail Technology offers superior Quality of Support with a score of 8.8, while Maximizer scores 8.2. Users on G2 highlight Redtail's responsive customer service and extensive knowledge base, which helps resolve issues quickly.
- Users say that Redtail Technology shines in Case Management with a score of 8.2, compared to Maximizer's 6.5. Reviewers appreciate Redtail's robust features for tracking client interactions and managing cases effectively, which is essential for service-oriented businesses.
- Reviewers mention that Redtail Technology outperforms Maximizer in Reporting with a score of 8.2 versus 6.7. Users report that Redtail's reporting tools are comprehensive and customizable, allowing businesses to gain valuable insights into their operations.
- Users on G2 report that Redtail Technology has a better Dashboard experience, scoring 8.6 compared to Maximizer's 7.4. Reviewers say that Redtail's dashboard provides a clear overview of key metrics, making it easier for users to track performance at a glance.
- G2 users highlight that Redtail Technology leads in Automation with a score of 7.2, while Maximizer scores 6.3. Reviewers mention that Redtail's automation features help save time on repetitive tasks, enhancing overall productivity for small businesses.
Pricing
Entry-Level Pricing
Maximizer
Base Edition
$65.00
3 User Per Year
- Advanced Contact Management
- Lead & Opportunity Handling
- Task Management
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
Maximizer
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
8.3
573
8.6
181
Ease of Use
7.9
579
8.6
185
Ease of Setup
7.7
318
8.5
97
Ease of Admin
7.9
195
8.8
60
Quality of Support
8.2
551
8.8
171
Has the product been a good partner in doing business?
8.1
193
9.0
62
Product Direction (% positive)
7.9
571
8.5
182
Features by Category
Sales Force Automation
8.3
416
|
Verified
Not enough data
7.0
221
Not enough data
7.4
319
|
Verified
Not enough data
7.9
394
|
Verified
Not enough data
6.4
216
|
Verified
Not enough data
7.7
355
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.5
272
Not enough data
Marketing Automation
6.9
288
Not enough data
6.7
241
Not enough data
7.2
270
Not enough data
6.3
189
Not enough data
Customer Support
7.5
262
Not enough data
Feature Not Available
Not enough data
7.2
274
Not enough data
Feature Not Available
Not enough data
7.2
219
Not enough data
Reporting & Analytics
7.3
306
|
Verified
Not enough data
7.6
310
|
Verified
Not enough data
6.7
209
|
Verified
Not enough data
Mobile & Social
6.1
108
Not enough data
5.7
107
Not enough data
6.6
267
|
Verified
Not enough data
Platform
8.0
245
|
Verified
Not enough data
7.6
232
Not enough data
8.1
240
|
Verified
Not enough data
6.9
159
Not enough data
6.7
139
Not enough data
7.5
198
Not enough data
8.0
226
|
Verified
Not enough data
6.9
130
Not enough data
Integration
7.4
222
|
Verified
Not enough data
6.6
160
|
Verified
Not enough data
6.6
151
|
Verified
Not enough data
Generative AI
5.6
93
Not enough data
Agentic AI - CRM
5.6
13
Not enough data
5.9
13
Not enough data
5.7
14
Not enough data
6.2
13
Not enough data
5.8
12
Not enough data
6.3
14
Not enough data
6.3
14
Not enough data
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
6.0
67
7.2
105
Platform Additional Functionality
Feature Not Available
7.5
93
7.2
68
8.6
114
6.7
68
7.9
95
6.5
67
7.6
100
5.5
68
6.6
80
Platform Reporting and Analytics
6.5
67
8.1
91
5.2
66
6.9
78
Customer Support
6.6
65
8.4
96
Feature Not Available
8.0
98
6.8
65
8.1
102
6.4
65
7.9
94
Marketing Automation
6.3
64
7.0
81
6.5
64
7.6
90
5.5
64
6.6
82
Sales Force Automation
6.4
65
6.9
83
7.7
67
8.2
95
Feature Not Available
6.1
72
5.5
64
5.9
72
5.8
62
6.9
73
Agentic AI - Financial Services CRM
4.7
6
6.5
17
Categories
Categories
Shared Categories
Maximizer and Redtail Technology are categorized as Financial Services CRM
Reviews
Reviewers' Company Size
Maximizer
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
36.3%
Investment Management
4.2%
Insurance
3.4%
Information Technology and Services
2.9%
Marketing and Advertising
2.7%
Other
50.6%
Financial Services
85.9%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.5%
Other
2.9%
Alternatives
Discussions
INPUT CSV LEAD FILES
1 Comment
MR
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...Read more
INTEGRATION
1 Comment
MR
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...Read more
Do you integrate with any marketing automations platforms like Marketo?
1 Comment
MD
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...Read more
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
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