1. [Home](https://www.g2.com/) 2. ... 3. [CRM Software](https://www.g2.com/categories/crm) 4. [Maximizer Discussions](https://www.g2.com/products/maximizer/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_4dfaaa2c326bd36eafc4b7ebdf8cd0e1/maximizer.png "Product Avatar Image") ![Reward for good Maximizer reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/35775/medal.svg "Reward for good Maximizer reviews") ](/products/maximizer/reviews) [ Maximizer ](/products/maximizer/reviews) (672)4.0/5 Maximizer is a customer relationship management (CRM) solution specifically designed for financial advisors and their support teams. This platform consolidates every aspect of client interactions—such as conversations, documents, and compliance details—into a single, comprehensive record. With the integration of artificial intelligence, Maximizer enhances meeting preparation by providing AI-generated summaries, ensuring that advisors are well-prepared for client discussions. The financial services sector faces unique challenges when it comes to client management. Advisors often lose clients not due to a lack of care, but because critical information is scattered across various platforms, such as emails, spreadsheets, and personal notes. Maximizer addresses this issue by centralizing all client-related data, including emails, calls, notes, appointments, and documents, into one easily searchable record. The seamless integration with Outlook automatically logs correspondence to the appropriate client, ensuring that the record remains complete without requiring manual filing. This efficiency allows advisors to focus on building relationships rather than managing paperwork. Targeted specifically at financial services professionals, the Financial Services Edition of Maximizer provides essential features that cater to the compliance requirements of advisors, wealth managers, and insurance brokers. It includes audit trails, granular permissions, and secure data hosting to meet regulatory demands. Additionally, custom fields for Know Your Customer (KYC) status and consent records allow advisors to tailor the system to their specific compliance needs. This focus on regulatory adherence has led to positive feedback from users, with long-term clients noting that compliance teams appreciate the thoroughness of the platform. Maximizer's AI capabilities further enhance its functionality by streamlining the meeting preparation process. Before meetings, AI-generated summaries compile relevant client history into a concise briefing, while post-meeting insights identify opportunities that may be slipping through the cracks. This proactive approach helps advisors stay on top of their pipelines and address potential issues before they escalate. Customization is another key feature of Maximizer. Users can configure custom fields, dashboards, and reports without needing extensive IT support, allowing teams to adapt the system to their specific workflows quickly. Most users can be operational within days, making it an efficient choice for small and mid-sized sales teams, not just in financial services but across various industries. With over 10,000 customers and a million users since its inception in 1987, Maximizer stands out as a reliable CRM solution that ensures no detail about a customer is overlooked, allowing for informed and meaningful client interactions. Show More * * * ### 28.0 Nps Score Already have Maximizer? ### All Maximizer Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is Maximizer CRM used for? ](/discussions/what-is-maximizer-crm-used-for) What is Maximizer CRM used for? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 3 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.&title=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 3 years ago More Options - [ # What is a CRM software package? ](/discussions/what-is-a-crm-software-package) What is a CRM software package? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.&title=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) 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[ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.&title=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 4 years ago More Options - [ # What are the top 5 CRM systems? ](/discussions/what-are-the-top-5-crm-systems) What are the top 5 CRM systems? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.&title=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 4 years ago More Options - [ # What are the features of CRM software? ](/discussions/what-are-the-features-of-crm-software) What are the features of CRM software? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.&title=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • almost 7 years ago More Options - [ # We wish to again becoming resellers of this product; what is the next step? ](/discussions/we-wish-to-again-becoming-resellers-of-this-product-what-is-the-next-step) n/a [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.&title=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 8 years ago Posted by Maximizer Posted by Maximizer More Options - [ # Who will help setup and configure Maximizer for me? ](/discussions/who-will-help-setup-and-configure-maximizer-for-me) Once I've signed up for Maximizer, how do I go about getting setup quickly? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.&title=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 8 years ago Posted by Maximizer Posted by Maximizer More Options - [ # Do you integrate with any marketing automations platforms like Marketo? ](/discussions/integrations-with-marketing-automation) Integrations with Marketing Automation [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.&title=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 8 years ago Posted by Maximizer Posted by Maximizer More Options - [ # Our business requires that we store customer data on our own servers. Can we still use Maximizer? ](/discussions/on-premise-crm) On-premise CRM [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.&title=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 8 years ago Posted by Maximizer Posted by Maximizer More Options - [ # CRM is a big investment for any business. Do you offer any kind of guarantee or refund policy in case we change our mind? ](/discussions/money-back-guarantee) Money back guarantee [ CRM Software ](https://www.g2.com/tags/crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.&title=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Maximizer+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Maximizer+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%0aAsk+Maximizer+questions+and+get+answers+from+expert+users+in+our+Maximizer+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") - ‹ Prev ‹ Prev - 1 - [2](/products/maximizer/discuss?page=2) - [Next › Next ›](/products/maximizer/discuss?page=2) ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/maximizer/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg "Product Avatar Image") ### Have you used Maximizer before? Answer a few questions to help the Maximizer community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmaximizer%2Fdiscuss%3Fsmall_ask%3Dmaximizer) No ## Top Contributors in Maximizer 1 ![Mike R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mike R.") MR Loading... ### [Mike R.](https://www.g2.com/users/d0983342-a8a6-430c-9938-62176f2d492f "Mike R.") Managing Director 2 pts 2 ![Warren H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Warren H.") WH Loading... ### [Warren H.](https://www.g2.com/users/e654f366-c0d3-4813-aee3-89445461432a "Warren H.") Insurance Benefits Specialist 2 pts 3 ![Divya J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Divya J.") DJ Loading... ### [Divya J.](https://www.g2.com/users/3b6daff8-267e-4297-87eb-a07cd2e5ccba "Divya J.") 2 pts 4 ![William Richard B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "William Richard B.") WB Loading... ### [William Richard B.](https://www.g2.com/users/9e57aa25-9ede-4330-ac91-de73256a66f9 "William Richard B.") Information Technology, Social Media Marketing, Custom Programming, Sales, Marketing, Security 1 pt 5 MD Loading... ### [Max D.](https://www.g2.com/users/d30dc869-9f14-4ff7-8d52-7d6b296a4a45 "Max D.") 1 pt