Compare Maximizer and Redtail Technology 
Featured Products
At a Glance
Market Segments
Small-Business (74.9% of reviews)
Small-Business (92.4% of reviews)
Entry-Level Pricing
$65.00 3 User Per Year
Contact Us
Maximizer
Star Rating
(673)4.0 out of 5
Market Segments
Small-Business (74.9% of reviews)
Pros & Cons
Entry-Level Pricing
$65.00 3 User Per Year
Browse all 3 pricing plansRedtail Technology
Star Rating
(268)4.3 out of 5
Market Segments
Small-Business (92.4% 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.
- G2 reviewers report that Redtail Technology excels in user experience, with many users praising its simple interface that makes accessing client information and creating reports effortless. This ease of use is a significant advantage for those who prioritize a straightforward CRM experience.
- Users say that Maximizer provides excellent visibility into customer interactions, which is particularly beneficial for sales managers. Reviewers appreciate how it helps them track communications and follow-ups, making it easier to manage multiple relationships effectively.
- According to verified reviews, Redtail Technology stands out for its robust organizational features, such as workflows and notes, which help users stay on top of meetings and client information. This functionality is highlighted as a key reason why users feel organized and efficient in their daily tasks.
- Reviewers mention that while Maximizer offers clarity and structure, it sometimes struggles with configuration challenges, which can hinder its ability to meet specific workflow needs. This feedback suggests that users may face hurdles when trying to tailor the software to their unique processes.
- Users highlight that Redtail Technology's support is a strong point, with many mentioning the positive interactions with support staff. This level of customer service contributes to a more satisfying overall experience, making users feel valued and supported.
- G2 reviewers indicate that Maximizer's implementation process can be less intuitive compared to Redtail Technology, which is noted for its quick onboarding. Users appreciate the straightforward setup of Redtail, allowing them to start using the software effectively without extensive training.
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
583
8.6
186
Ease of Use
8.0
589
8.6
208
Ease of Setup
7.8
328
8.4
118
Ease of Admin
7.9
195
8.7
62
Quality of Support
8.2
561
8.7
176
Has the product been a good partner in doing business?
8.1
193
9.0
64
Product Direction (% positive)
7.8
581
8.4
187
Features by Category
Sales Force Automation
8.3
426
|
Verified
Not enough data
6.9
219
Not enough data
7.4
325
|
Verified
Not enough data
7.9
401
|
Verified
Not enough data
6.4
213
|
Verified
Not enough data
7.7
357
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.5
275
Not enough data
Marketing Automation
6.9
289
Not enough data
6.7
241
Not enough data
7.2
269
Not enough data
6.3
188
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
7.2
310
|
Verified
Not enough data
7.6
311
|
Verified
Not enough data
6.7
209
|
Verified
Not enough data
Mobile & Social
6.2
110
Not enough data
5.6
106
Not enough data
6.6
265
|
Verified
Not enough data
Platform
8.0
242
|
Verified
Not enough data
7.6
230
Not enough data
8.1
237
|
Verified
Not enough data
6.9
158
Not enough data
6.7
137
Not enough data
7.6
198
Not enough data
8.0
226
|
Verified
Not enough data
6.9
129
Not enough data
Integration
7.4
220
|
Verified
Not enough data
6.5
158
|
Verified
Not enough data
6.6
150
|
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
6.0
13
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
7.1
108
Platform Additional Functionality
Feature Not Available
7.5
102
7.2
68
8.7
118
6.7
68
7.9
96
6.5
67
7.6
101
5.5
68
6.6
80
Platform Reporting and Analytics
6.5
67
7.9
95
5.2
66
6.9
78
Customer Support
6.6
65
8.4
97
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
6.3
64
6.9
83
7.7
66
8.2
101
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
6.2
18
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
35.6%
Investment Management
4.1%
Insurance
3.3%
Marketing and Advertising
3.0%
Information Technology and Services
2.8%
Other
51.2%
Financial Services
86.8%
Investment Management
5.3%
Insurance
2.2%
Accounting
1.8%
Marketing and Advertising
1.3%
Other
2.6%
Alternatives
Discussions
What is Maximizer CRM used for?
3 Comments
AT
Maximizer CRM is solving several problems related to secure and reliable communication and collaboration for various use cases.
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
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
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead 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
Redtail Technology has no more discussions with answers
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