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Compare Maximizer and SmartOffice 
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At a Glance
Market Segments
Small-Business (74.7% of reviews)
Small-Business (69.2% of reviews)
Entry-Level Pricing
$65.00 3 User Per Year
$70.00 1 Per User Per Month
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 plansSmartOffice
Star Rating
(28)3.7 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$70.00 1 Per User Per Month
Browse all 3 pricing plansMaximizer vs SmartOffice
When assessing the two solutions, reviewers found Maximizer easier to use and do business with overall. However, reviewers preferred the ease of set up with SmartOffice, along with administration.
- Reviewers felt that Maximizer meets the needs of their business better than SmartOffice.
- When comparing quality of ongoing product support, reviewers felt that Maximizer is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Maximizer over SmartOffice.
Pricing
Entry-Level Pricing
Maximizer
Base Edition
$65.00
3 User Per Year
- Advanced Contact Management
- Lead & Opportunity Handling
- Task Management
SmartOffice
Performance
$70.00
1 Per User Per Month
Single User Performance Package
- Microsoft® Exchange - Contact Email & Calendar Sync
- Microsoft® Office Integration - Word/Outlook/ Excel
- Contact Management
Free Trial
Maximizer
No trial information availableSmartOffice
Free Trial is available
Ratings
Meets Requirements
8.3
573
8.1
23
Ease of Use
7.9
579
7.5
23
Ease of Setup
7.7
318
7.8
9
Ease of Admin
7.9
195
8.7
9
Quality of Support
8.2
551
7.4
23
Has the product been a good partner in doing business?
8.1
193
7.9
8
Product Direction (% positive)
7.9
571
6.7
21
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
Administration
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
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Insurance Documentation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Content
6.0
67
Not enough data
Platform Additional Functionality
Feature Not Available
Not enough data
7.2
68
Not enough data
6.7
68
Not enough data
6.5
67
Not enough data
5.5
68
Not enough data
Platform Reporting and Analytics
6.5
67
Not enough data
5.2
66
Not enough data
Customer Support
6.6
65
Feature Not Available
Feature Not Available
Feature Not Available
6.8
65
Not enough data
6.4
65
Feature Not Available
Marketing Automation
6.3
64
Not enough data
6.5
64
Not enough data
5.5
64
Not enough data
Sales Force Automation
6.4
65
Not enough data
7.7
67
Not enough data
Feature Not Available
Not enough data
5.5
64
Not enough data
5.8
62
Not enough data
Agentic AI - Financial Services CRM
4.7
6
Not enough data
Categories
Categories
Shared Categories
Maximizer and SmartOffice are categorized as Financial Services CRM
Unique Categories
Maximizer is categorized as CRM
SmartOffice is categorized as Insurance Agency Management Systems
Reviews
Reviewers' Company Size
Maximizer
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SmartOffice
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
50.0%
Insurance
30.8%
Banking
7.7%
Research
3.8%
Investment Management
3.8%
Other
3.8%
Alternatives
Discussions
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
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
SmartOffice has no discussions with answers
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