# Maximizer Reviews **Vendor:** Maximizer Software **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 673 ## About Maximizer Maximizer is a customer relationship management (CRM) solution designed to help businesses enhance their visibility into activities that drive success and maintain control over critical opportunities. This adaptable platform caters to organizations of various sizes and industries, with specific offerings for financial services and sales professionals. Maximizer offers a comprehensive suite of tools that improve revenue-generating processes, monitor performance, and facilitate informed decision-making. By focusing on customization and ease of use, Maximizer empowers users to configure the system and tailor it to their specific needs without requiring extensive IT support or developer resources. Maximizer provides services to a diverse customer base, including financial services professionals such as financial advisors, wealth managers, investment planners, insurance brokers, mortgage brokers, small- and medium-sized sales teams across multiple industries , marketing professionals, and customer service teams. With a flexible, adaptable design that allows businesses to build successful processes that align with their unique workflows, users can easily configure the CRM to track revenue-generating activities. This ease of customizations ensures that teams can remain focused on the initiatives that contribute to increasing pipeline and revenue. This level of customization enhances user experience and also fosters a culture of accountability and performance within organizations. Key features include robust monitoring capabilities that provide insights into business health. Users can visualize and report on performance metrics and trends, enabling them to identify areas for improvement and capitalize on growth opportunities. The platform's AI-driven insights further improve decision-making by surfacing timely actions that can lead to strategic advantages. This combination of data visualization and intelligent recommendation helps businesses stay agile in a competitive landscape. The benefits of using Maximizer extend beyond functionality. By offering a user-friendly interface and customizable features, the platform minimizes the learning curve for new users, allowing teams to adopt the system quickly without the need for additional resources from other departments. Additionally, the integration of AI technology ensures that users receive actionable insights that can significantly impact their strategic planning and execution. This proactive approach to CRM not only enhances operational efficiency but also strengthens customer relationships, ultimately driving long-term success for businesses. Maximizer stands out in the CRM category, particularly for financial services and sales professionals, by providing a flexible, user-centric solution that adapts to the unique needs of each organization. Its focus on visibility, customization, and AI-driven insights positions it as a valuable tool for businesses looking to optimize their operations and achieve sustainable growth. ## Maximizer Pros & Cons **What users like:** - Users value the **ease of use** of Maximizer, facilitating better team collaboration and streamlined client management. (51 reviews) - Users benefit from **efficient lead management** in Maximizer, streamlining operations and enhancing customer relationship tracking. (38 reviews) - Users value the **effective task management** features of Maximizer, enhancing team collaboration and project tracking effortlessly. (38 reviews) - Users value Maximizer for its **efficient customer management** , streamlining lead tracking and enhancing team collaboration. (36 reviews) - Users value the **enhanced organization efficiency** of Maximizer, facilitating customer management and seamless team collaboration. (35 reviews) - Easy Customization (24 reviews) - Users praise the **prompt and helpful customer support** of Maximizer, enhancing their overall experience and satisfaction. (20 reviews) - Easy Tracking (20 reviews) - Feature Richness (20 reviews) - Users value the **seamless integration** of Maximizer, as it effortlessly syncs with calendars, emails, and tasks. (20 reviews) **What users dislike:** - Users find the **steep learning curve** of Maximizer challenging, often requiring more time and support to master it. (27 reviews) - Users experience significant **integration issues** with Maximizer, leading to productivity challenges and frustrating delays. (21 reviews) - Users are frustrated with **missing features and integration** , making the learning process and implementation challenging. (18 reviews) - Users find the **interface not intuitive** , leading to a steep learning curve and difficult navigation for new members. (16 reviews) - Users experience **slow loading times** with Maximizer, making navigation and updates feel sluggish and inefficient. (15 reviews) - Users find **limited customization** in Maximizer frustrating, hindering their ability to tailor the interface to their needs. (14 reviews) - Not User-Friendly (12 reviews) - Time-Consuming (11 reviews) - Bugs (9 reviews) - Connectivity Issues (9 reviews) ## Maximizer Reviews ### 1. Maximizer Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2018 **What do you like best about Maximizer?** I like the sheer amount of information that can be housed under each client and household and that you are able to create and customize fields. **What do you dislike about Maximizer?** I don't like that sometimes the outlook plug-in doesn't work properly. For example sometimes the calendars don't sync up. **Recommendations to others considering Maximizer:** I love the amount of support that is available to me. I also like that Maximizer is nimble in getting things added or adjusted. **What problems is Maximizer solving and how is that benefiting you?** The ability to connect with clients on a deeper, more meaningful level. I have realized better relationships. ### 2. Maximizer CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Kimberly (Parsons) B. | Administrative Assistant, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2018 **What do you like best about Maximizer?** I like the accounts section, so the client has a contact and for each product/policy etc they have we have a noted accounted. **What do you dislike about Maximizer?** I dislike that it is often slow, I'm usually waiting for info to save or/and to move to the next screen **What problems is Maximizer solving and how is that benefiting you?** Having client policy updates, renewals, anniversary reminders. ### 3. Very customizable, Maximizer helps contain all the client information we need in one place. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Customizing the various fields to fit our needs and how we label or identify information is essential to ideal record keeping and accessibility to this information. **What do you dislike about Maximizer?** The Activities have a character limit of 255 which sometimes makes it difficult to enter all pertinent information. **Recommendations to others considering Maximizer:** Ensure you spend time in the conversion stages so that you are aware of what information will be converted properly and what won't. **What problems is Maximizer solving and how is that benefiting you?** All information in one place and easy to access/find. Saves a lot of time and ensures nothing falls through the cracks. ### 4. Have used this for over 20 years **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Publishing | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2018 **What do you like best about Maximizer?** I like how I can look up information at work, home and on my smart phone. Easy to use and works well. **What do you dislike about Maximizer?** The search features was recently greatly improved. I have a few quirks that I would like addressed, but my impact on this is 3x per year so not much daily impact. **What problems is Maximizer solving and how is that benefiting you?** Contact management mostly. ### 5. Using Maximizer since 1997 **Rating:** 4.0/5.0 stars **Reviewed by:** Lyle B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2018 **What do you like best about Maximizer?** Ability to save emails and notes and be able to access them from anywhere. **What do you dislike about Maximizer?** One improvement I would like, is that for it to actually dial the number selected when I choose make a call. It always chooses the first number. **What problems is Maximizer solving and how is that benefiting you?** Having all of our notes from all of our user in one place. ### 6. Couldn't keep organized without it! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Broadcast Media | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** My favourite feature is my Hotlist Bar None! **What do you dislike about Maximizer?** I'd like it to be easier to do batch emails... **Recommendations to others considering Maximizer:** As I've noted, Maximizer is great! It has integrated with Outlook brilliantly so really easy to save information on the fly! I also use the phone App... The product just keeps getting better. Also love that they do webinars so you can keep up to date with all the latest additions! **What problems is Maximizer solving and how is that benefiting you?** Without Maximizer I couldn't keep on top of my prospecting. It's been invaluable! ### 7. Good but not enough **Rating:** 3.0/5.0 stars **Reviewed by:** Cesar G. | Assistant manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2018 **What do you like best about Maximizer?** The possibility on customizing pretty much everything on the software **What do you dislike about Maximizer?** Software often get really slow and difficult to work with. The last update changes were terrible and made the software harder to use (e.g. searching mechanisms) Lack of integration with Google calendar **What problems is Maximizer solving and how is that benefiting you?** It helped us to organize our database the way we wanted ### 8. Excellent contact management software **Rating:** 4.5/5.0 stars **Reviewed by:** Bo C. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Maximizer?** Client information accessible anywhere to myself and my assistant - at office, home and on cell. **What do you dislike about Maximizer?** Not sync contact info easily to cell contacts - Android phone. Thus not able to easily call Maximizer contact in car. **What problems is Maximizer solving and how is that benefiting you?** Keep client contact info, notes, files and appointments in one place accessible by myself and assistant. ### 9. MAXIMIZER is reliable! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** MAX is such a robust system. the financial planner version with all the templates are fantastic, such a time saver for set up. As well as the ability to create our own UDF, templates, instead of our old system relying on someone to create them for us. The customer service is fantastic, always there when you call upon them. **What do you dislike about Maximizer?** the search function in accounts module is not contact based searched like the contact list is. **Recommendations to others considering Maximizer:** LOVE IT! If your thinking about switching, don't hesitate or delay like we did. **What problems is Maximizer solving and how is that benefiting you?** our old system was not instantly syncing, unreliable and not trustworthy for keeping inputted data. MAX is very quick, reliable and able to trust our preset processes into place in a efficient manner, being more productive! ### 10. Maximizer makes me better. **Rating:** 4.5/5.0 stars **Reviewed by:** calvin w. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** I love the web-based access so I can balance work and family calendar as well as check client files from anywhere I have internet access. **What do you dislike about Maximizer?** So many features that I don't feel I'm using the full benefit of all the functions. **Recommendations to others considering Maximizer:** Use the webinars and video tutorials. Ask questions and get support. **What problems is Maximizer solving and how is that benefiting you?** Tracking progress of multiple client cases and daily reminders for follow-up. I have secured more deals by staying on top of the details Maximizer tracks for me. ### 11. Great tool for client management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Maximizer?** Action plan function is super useful, general layout is user friendly, platform is easy to navigate, note templates save time. **What do you dislike about Maximizer?** Character maximum in tasks, no quick set up for reoccurring tasks and help function not as good as i have seen with other CRMs. Saving emails seems to be creating duplicate entries and so far no fix for this yet. **Recommendations to others considering Maximizer:** Not great for sales tracking but really good for tracking of current client communication/info/etc. **What problems is Maximizer solving and how is that benefiting you?** Maximizer has helped us create efficiencies within the team by using tasks/note templates/action plans. ### 12. Excellent way to manage pipeline **Rating:** 3.5/5.0 stars **Reviewed by:** Jared T. | Music Account Representative, Publishing, Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** I enjoyed how easy it was to seamlessly transfer files from Microsoft Office and easily integrate them within CRM. It made my job much easier than it had been previously! **What do you dislike about Maximizer?** There is a slight learning curve to using a new CRM, but that is to be expected. **What problems is Maximizer solving and how is that benefiting you?** I am able to easily track and maintain my clientele based on their needs, manage their personal information, and keep up-to-date on any problems they are currently having or have had in the past. ### 13. Ease of use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2018 **What do you like best about Maximizer?** I have used Maximizer for years. I particularly like the user defined activity schedules for follow up. I have multiple scenarios designed for lease follow up. **What do you dislike about Maximizer?** When Emails are logged there is no way to know if the email was inbound or outbound or if there is an attachment associated with the email unless a person manually adjusts the proprieties description. I find this a waste of time. **What problems is Maximizer solving and how is that benefiting you?** Mainly follow up for our lease portfolio and quotation follow up. I use document merge a lot as well. ### 14. Easy to use, intuitive, highly customizable **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Maximizer?** The functionality of the program, ability to customize everything and to streamline access to client information. **What do you dislike about Maximizer?** There are some hiccups with the Outlook addon that need updating in regards to sending e-mail confirmations repeating etc and crashes. **What problems is Maximizer solving and how is that benefiting you?** Ease of tracking tasks with clients and attaching files for clients is easy ### 15. Aaron Fransen **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron F. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** I like that I can access the program from any device and it is very easy to use **What do you dislike about Maximizer?** That I cannot access notes from my phone **What problems is Maximizer solving and how is that benefiting you?** I’m able to do what I say by having to-do lists and using the action plans ### 16. Maximizer Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2018 **What do you like best about Maximizer?** Ease of use, detailed categories and chock full of reportable information **What do you dislike about Maximizer?** So much to see on home screen that can be distracting. Wish I could minimize more of it. **Recommendations to others considering Maximizer:** See previous notes and comments. **What problems is Maximizer solving and how is that benefiting you?** Better, more detailed reporting and an orgsanized appt. calendar is second to none. ### 17. trying to sift through a giant jungle **Rating:** 2.5/5.0 stars **Reviewed by:** jp l. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** easy to save/track emails, lots of ability to add in user defined fields, overall the structure is good **What do you dislike about Maximizer?** very difficult to store info in an organized and easily searchable format **What problems is Maximizer solving and how is that benefiting you?** helping stay compliant. notes are there if you can find them ### 18. Cloud versus Stand alone version **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2018 **What do you like best about Maximizer?** Access has become easier since you use your browser settings, however the security is different in the cloud version as appose to the Stand alone version. **What do you dislike about Maximizer?** I believe they way we use it is different than most other companies. So the dislikes may directly relate to our individual use of the product. **Recommendations to others considering Maximizer:** Fully understand the security setup your running prior to migrating to the cloud. **What problems is Maximizer solving and how is that benefiting you?** Moving to the cloud only benefit was to get to the later version. ### 19. Easy to Use! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2018 **What do you like best about Maximizer?** The clean design is very easy to use, and incredibly user friendly. **What do you dislike about Maximizer?** Not having the option of multiple addresses for a contact, that doesn't automatically link to all other contacts under the same company. **What problems is Maximizer solving and how is that benefiting you?** Wasting time looking for up-to-date contact information, and losing emails/correspondence to clients. ### 20. Not suited for our purposes **Rating:** 1.0/5.0 stars **Reviewed by:** Bill R. | Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Customer support was great. There was a lot of handholding throughout the entire setup process and customer support was very responsive. **What do you dislike about Maximizer?** System did not meet our needs. We were looking for something similar to a tech support setup, with tickets being able to pass easily from hand to hand. Found it near impossible for multiple users to make use of it in this configuration. **What problems is Maximizer solving and how is that benefiting you?** We did not solve the problem. We ended up migrating to another CRM product ### 21. Frustrating Program, Poor Support **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Maximizer?** Easy customization. It is hard to find anything else nice to say about this product. **What do you dislike about Maximizer?** Terrible support, don't seem to understand their product. Poor design in some places like the dashboard **What problems is Maximizer solving and how is that benefiting you?** Tracking Customer communications. Honestly, the benefits have been minimal. Looking for another solution **Official Response from Niall Auburn:** > Thanks for taking the time to write a review. We're sorry to hear you're not happy with the support you have received, please call 1-866-275-1254 or contact your account manager to discuss this in further detail. ### 22. Useful Program **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2018 **What do you like best about Maximizer?** I like the limitlessness of what Maximizer allows you to do. There are very few things that can't be done with Maximizer. The support we receive from the Maximizer staff is incredible as well. **What do you dislike about Maximizer?** Maximizer could be improved by being better integrated with Outlook and other Microsoft programs. One big improvement that could easily be made is allowing to colour coordinate the Maximizer calendar in the same way done with Outlook. **Recommendations to others considering Maximizer:** Very useful for keeping track of clients. There are always more things to learn that Maximizer allows you to do. **What problems is Maximizer solving and how is that benefiting you?** Maximizer allows us to better know our clients and thus helps us to better serve them ### 23. Hard to decipher what to do but once you understand it’s easy **Rating:** 4.0/5.0 stars **Reviewed by:** Stephen S. | Welding Engineer/Sales Engineer, Facilities Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2018 **What do you like best about Maximizer?** Ease of finding clients contact information **What do you dislike about Maximizer?** Learning curve is long Would be much better if it was more user friendly **Recommendations to others considering Maximizer:** great database for the whole enterprise **What problems is Maximizer solving and how is that benefiting you?** Saving all client info in one place is great ### 24. Wonderful flow but more customization would make it a 10/10 **Rating:** 4.5/5.0 stars **Reviewed by:** bella b. | adim, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** the user friendly aspect mass email storage **What do you dislike about Maximizer?** Maximizer is not very customizable. If we could enter in our logo or colour differences. If there were ways to get clients engaged. If there were graphing settings. **Recommendations to others considering Maximizer:** More customization **What problems is Maximizer solving and how is that benefiting you?** Information storage for mass email/mail ### 25. Why I like Maximizer and have been using it for 25 years **Rating:** 5.0/5.0 stars **Reviewed by:** Gary S. | President, Mining & Metals, Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** The support, ease of use.The cloud based CRM live eliminated all the software installations issues of the past and works well from about any computer. **What do you dislike about Maximizer?** Needs to improve on report writing options and wish it was more compatible with a MAC. **Recommendations to others considering Maximizer:** Look at the cost to some of the competition as SalesForce. Ease of learning how to use it. **What problems is Maximizer solving and how is that benefiting you?** Keeping track of multiple jobs that I work on at the same time. ### 26. would recommend **Rating:** 4.5/5.0 stars **Reviewed by:** Shaun S. | Certified Financial Planner, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** as it is a web based program I like the ability to use while at the office or out on the road on my ipad. **What do you dislike about Maximizer?** The outlook integration is good but I would like more options to allow for a email generated in outlook to be automatically added to the notes section within maximizer. **What problems is Maximizer solving and how is that benefiting you?** easy for all employees to access the notes for all clients so reduced paper files ### 27. So far so good **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2018 **What do you like best about Maximizer?** I find it a very clean set up, fairly user friendly. **What do you dislike about Maximizer?** We find the lack of recurring tasks/activities to be incredibly frustrating. **What problems is Maximizer solving and how is that benefiting you?** we use it to track activities, as a main address book, and as a main calendar ### 28. Much improved over desktop version **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** Customization is the best feature of this program and probably the main appeal for any company to be able to utilize it. The web based version simplifies the search process and database management, a huge improvement. **What do you dislike about Maximizer?** The web based version operates more slowly than the software version. The lag at times can really bother someone use to the faster software model. **Recommendations to others considering Maximizer:** Try it out, the customization features may be worth the investment **What problems is Maximizer solving and how is that benefiting you?** We had multiple databases when we used the software model which made it very difficult to manage. With the web based version we can now seamlessly move between them saving time and improving efficiencies. ### 29. Extremely Customizable, Almost to a Fault **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** There is a lot of freedom in the Maximizer program - everything is incredibly customizable. You can choose to edit almost any portion of the program to suit what you need. We don't use it at this point, but I can imagine that having many users on the same system would be extremely useful because every employee has access to the same up to date information and knows what stage a file / client is at so they can be informed what the next steps are to complete the file (in our case, it's mortgages and follow ups afterwards). **What do you dislike about Maximizer?** The program is almost too complicated to get started because you are required to set it up to use. If that isn't your area of expertise, it can be very difficult to set it up and think ahead of the uses you need to prepare it to be able to search for. **Recommendations to others considering Maximizer:** Know what you really need from the product and how any changes will affect you before starting the process. **What problems is Maximizer solving and how is that benefiting you?** We are able to save documents, which has been very handy with little files or notes that we used to save into a section on the computer and have to search for, but are now connected directly with the client info when you search. We have also thorough enjoyed printing labels directly from the program and being able to customize those labels before even leaving Maximizer. Sometimes we want to include the company, sometimes we don't, but we have the option to change this within the program first so it knows which information to pull and print out onto the labels. It is also accessible from anywhere, so when we are not within the office, we still can have secure access to information that we have been putting into the system. ### 30. Very useful to keeping all my contacts with client and customers in one place **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** I use the online Maximizer version. As a result, I can access it from any device and the info is always up-to-date. All my email and phone contact info is in one place. All the emails in and out are also kept under each client and contact, so I can more easily retrieve that info later. **What do you dislike about Maximizer?** Using Maximizer on the ipad or iPhone is good, but could be improved. I can only see my appointments on a weekly basis, instead of over the entire calendar. **What problems is Maximizer solving and how is that benefiting you?** Since I take good notes within Maximizer and link all phone calls and emails out and back for each client and contact, I can review ALL my contacts for a client for the past year when I do their year-end work. Then, I can see in a report, all my comments, all our interactions and events and appointments and emails that I had with a client and incorporate that into my year-end discussions with my tax/accounting clients. This helps me know my client better and it impresses them that I remember events and tasks from 10 months ago and more. ### 31. Maximizer for client contact and tracking meetings **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 01, 2018 **What do you like best about Maximizer?** I like that clients can be householded, that emails are easy to save from outlook and that I can send mass emails to all clients. I also like there is an ap, though I'm still working on the rest of the team to implement it **What do you dislike about Maximizer?** I find there are a lot of mandatory fields and sometimes they don't make sense for our team. There are a lot of things we don't use to be honest, but the things we do work well for us. **What problems is Maximizer solving and how is that benefiting you?** It's time saving, especially in sending mass emails or printing labels....we don't have a program in our office that does that. ### 32. Holistic software for your business needs **Rating:** 4.0/5.0 stars **Reviewed by:** Emily W. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Maximizer is user friendly, with endless features to organize all of your everyday business needs. Allows us to input and access all client information for everyone in the office to see. Office-synced calendar. **What do you dislike about Maximizer?** Maximizer can be slow at times, and occasionally glitches causing thing such as duplicate calendar entries **What problems is Maximizer solving and how is that benefiting you?** Cloud-based storage for all client notes that everyone in the business can access; office-synced calendar; client information in one place ### 33. Very useful with a few glitches **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2018 **What do you like best about Maximizer?** I like that I can manage my clients easily and share all information with the team **What do you dislike about Maximizer?** I do not like that I can't have > 1 email at the household level. I find that the Outlook tracking can be slow at times. I do find it hard to get instant assistance from the MAX team when I call. **Recommendations to others considering Maximizer:** It's good. Be patient. **What problems is Maximizer solving and how is that benefiting you?** Sharing information with the entire team! ### 34. Maximizer CRM 2018 is a great product! **Rating:** 4.0/5.0 stars **Reviewed by:** Eric B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** The interface and mobile version are very user-friendly. **What do you dislike about Maximizer?** Might take some time to get used to for some users. **What problems is Maximizer solving and how is that benefiting you?** Easy to find everything about a client (documents, meetings, etc). ### 35. Calander is very conviniant **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2018 **What do you like best about Maximizer?** I really like the calendar & the ease of access to the Tech Support team. The use of Maximizer on a cell phone is not that great. **What do you dislike about Maximizer?** calendar is not good on a tablet & phone. Only good on Laptop. Very hard to create shortcut & sign in on phone & tablet This review wants a screen shot. Its second guessing me & don't know how to take a screen shot. **Recommendations to others considering Maximizer:** This is a good product but a little hard to learn. **What problems is Maximizer solving and how is that benefiting you?** I know my schedule & my coworkers schedule ### 36. Maximizer can be helpful when utilized properly **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** Maximizer has many features that, if integrated together, can be very beneficial to a business. It helps you keep track of anything you need in an organized fashion. The best thing I think about maximizer is the ability to search mass groups of contacts/households by a specific key field with any information you input. **What do you dislike about Maximizer?** There is often a large amount going on and a seemingly simple task can be made difficult by the complexity and amount of work required for it. I've also found that when I go to the "live chat" for help, there is "no representative available" almost every time, which gets quite frusterating. **Recommendations to others considering Maximizer:** Make the switch if you use a CRM heavily, Maximizer is very helpful. **What problems is Maximizer solving and how is that benefiting you?** The biggest problem that Maximizer has solved is consolidating all information to one place, as there's very few things that can't be effectively stored in Maximizer ### 37. Love it! very handy for our work. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Maximizer?** Maximizer is very user friendly! It is like having a day timer but so much more! There is many uses for it in the line of work that we do! I never have to stress about memorizing everyone or everything because I can put it into Maxi. **What do you dislike about Maximizer?** The integration to outlook is frustrating because half the time it dose not work. **What problems is Maximizer solving and how is that benefiting you?** It is easy to look up anything that we need fast. ### 38. Team organization **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Maximizer?** Ability for all team members to access all records, web-based. We utilize the action plans regularly. **What do you dislike about Maximizer?** There is no ability to create a recurring task. Need to copy an paste completed task to a new one. **Recommendations to others considering Maximizer:** Get to know all that the CRM tool has to offer. We are just touching the surface of what the product can do. **What problems is Maximizer solving and how is that benefiting you?** Ensuring all members know what is happening with clients. Better customer service. ### 39. This CRM is very user friendly. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2018 **What do you like best about Maximizer?** My daily routine is more organized and I love the follow up activity functionality. **What do you dislike about Maximizer?** Sometimes it is difficult to search for client by category. The user defined field could me more user friendly. **Recommendations to others considering Maximizer:** It is a great CRM tool that is user friendly. It can track and monitor client meetings. Noyes can be added to each client file and data stored in a specific area for individual clients. **What problems is Maximizer solving and how is that benefiting you?** It has helped to organize appointments and our office is now able to make more frequent contacts with our clients. It also allows us to see when we last met with a client. ### 40. Good for group organization **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2018 **What do you like best about Maximizer?** We like that it is very convenient to household our clients and for sorting files. Also easy to update and add more information when needed. **What do you dislike about Maximizer?** Just one thing, when I wish to add Characters, too many channels to take to complete. **What problems is Maximizer solving and how is that benefiting you?** Maximizer provides us the ability to be organized as a team working together. All our clients information is accessible for the team to work together accurately and efficiently. ### 41. Maximizer review. **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2018 **What do you like best about Maximizer?** The ease of use and the customer service. **What do you dislike about Maximizer?** Nothing so far............................ **What problems is Maximizer solving and how is that benefiting you?** Because it is cloud based I no longer have to worry about losing data. ### 42. Daily utilization of Maximizer's tools. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2018 **What do you like best about Maximizer?** I like that Maximizer auto populates the search bar when I start typing in the name of a customer. When looking up accounts it is helpful how quickly I can access information, especially compared to quickbooks. **What do you dislike about Maximizer?** I find it difficult to look at the notes I have for accounts. Especially when I have multiple accounts for one customer because they are located in many different cities. **Recommendations to others considering Maximizer:** Take part in the phone tutorial, the instructor was very helpful. **What problems is Maximizer solving and how is that benefiting you?** Maximizer helps me to keep detailed information on thousands of clients, while allowing me to keep a record of my interactions with them. ### 43. Positive, helps to keep our office organized. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2018 **What do you like best about Maximizer?** Primary program we use for client scheduling and tasks all in one convenient place. Helps to keep office organized and connected without the use of emails or timely face-to-face conversations. **What do you dislike about Maximizer?** I would like some kind of notification system for hotlist tasks and perhaps a way to identify the priority of the task (high medium or low) within the task itself. It would be excellent to be able to distinguish a task that requires immediate action versus a long-term or less important task. **What problems is Maximizer solving and how is that benefiting you?** Division of tasks and keeping the office connected. Much more organized than an email task system. ### 44. Comprehensive CRM tool... wish there was a mobile app. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Synchronizing Maximizer with Outlook is helpful for me. **What do you dislike about Maximizer?** I wish there was a mobile app for Maximizer, so I could view the calendar and contacts on my phone. **What problems is Maximizer solving and how is that benefiting you?** We have many clients, so it's important that we have a space where we keep clients' contact information and correspondence notes, as well as manage our team members' work calendars in one spot. ### 45. Information in one place **Rating:** 3.5/5.0 stars **Reviewed by:** Gary A. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** I like that I can access information needed for all clients in 1 place. **What do you dislike about Maximizer?** A couple of spots to search (note/files) are separated, when it would be easier to have them together. **Recommendations to others considering Maximizer:** CRM system works well to store your required data **What problems is Maximizer solving and how is that benefiting you?** Data storage in one location, which gives us more time to focus on our clients needs, not searching for information ### 46. Adequate CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Publishing | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** I like the ability to add notes and track detailed sales categories. **What do you dislike about Maximizer?** I don’t like the lack of easy customization. It is difficult to navigate when attempting to personalize the database. **Recommendations to others considering Maximizer:** Solves many issues, in one place, one product. **What problems is Maximizer solving and how is that benefiting you?** Currently Maximizer helps our sales team keep accurate data in an accessible location for both field reps and in house reps. ### 47. I use maximizer to organize sales. **Rating:** 4.5/5.0 stars **Reviewed by:** Tammy L. | Enterprise (> 1000 emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** The ability to see transaction history. Record keeping of the daily sales. Storage of account information make it easy to navigate. The profile option is a good idea for seeing a snapshot of the stores we sell products to. **What do you dislike about Maximizer?** There is nothing to not like about this system. It is helpful with my daily work. **What problems is Maximizer solving and how is that benefiting you?** Tracking sales ### 48. Life with Maximizer **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** I can access anywhere and don' t need to worry about backing up. I can create as many customized fields as needed and the integration with word and outlook streamlines my life! **What do you dislike about Maximizer?** managing 'households' when one member dies. We need to keep the historic communication details but need to ensure that nothing gets mailed or addresses to a deceased individual within a household. **Recommendations to others considering Maximizer:** Make sure to get the help that maximizer offers in converting your data... money well spent. **What problems is Maximizer solving and how is that benefiting you?** Tracking groups of individuals within my practice that share certain characteristics... very easily and efficiently. ### 49. not easy to use **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Honestly not a whole lot it takes to many clicks to do essentially anything, **What do you dislike about Maximizer?** Not very user friendly for mass emails or to complete tasks. Wish it had a click to dial as well. **Recommendations to others considering Maximizer:** make easier to move from hot list to cmpaign etc make click to dial **What problems is Maximizer solving and how is that benefiting you?** It provides a Crm other than that not a whole lot. ### 50. Reliable & straight forward CRM program **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2018 **What do you like best about Maximizer?** - customer service - personalized key fields - Easy word, outlook, and other integrations - filing is easy - you can track calls - assigns tasks to people in your group **What do you dislike about Maximizer?** - archiving - grouping - sometimes the page doesn't load and takes a very long time **Recommendations to others considering Maximizer:** archiving needs to be improved.. **What problems is Maximizer solving and how is that benefiting you?** - by personalizing the default key fields keeping client info organized and classified is done. Making updates quick and easy - By adding categories to files, notes and emails gathering information are made quick and easy! - Tasks delegation of projects easy great with the to do featurs ## Maximizer Discussions - [Do you integrate with any marketing automations platforms like Marketo?](https://www.g2.com/discussions/integrations-with-marketing-automation) - 1 comment, 1 upvote - [INTEGRATION](https://www.g2.com/discussions/4388-integration) - 1 comment, 1 upvote - [INPUT CSV LEAD FILES](https://www.g2.com/discussions/4387-input-csv-lead-files) - 1 comment, 1 upvote - [What is Maximizer CRM used for?](https://www.g2.com/discussions/what-is-maximizer-crm-used-for) - 3 comments - [View Maximizer pricing details and edition comparison](https://www.g2.com/products/maximizer/reviews?page=8&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-05-15+19%3A17%3A09+-0500&secure%5Bsession_id%5D=179c75d8-52a0-4326-bb20-d8afc31e0877&secure%5Btoken%5D=2142452860e929a0cfb8f39b35cbe781c10296cd335e173e7be6e0568cc21e70&format=llm_user) ## Maximizer Integrations - [Calendly](https://www.g2.com/products/calendly/reviews) - [Constant Contact](https://www.g2.com/products/constant-contact/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Dropbox Sign (formerly HelloSign)](https://www.g2.com/products/dropbox-sign-formerly-hellosign/reviews) - [Eventbrite](https://www.g2.com/products/eventbrite/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft OneDrive for Business](https://www.g2.com/products/microsoft-onedrive-for-business/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Maximizer Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Knowledge Base - Support Analytics **Content** - Automation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform Additional Functionality** - Dashboard - Cloud - Mobility - Messaging **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Knowledge Base - Support Analytics **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Quote and Order Management - Contract Management **Generative AI** - AI Text Generation **Agentic AI - Financial Services CRM** - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Maximizer Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,582 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,162 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,984 reviews)