Maximizer Features
Platform (8)
Customization
Based on 244 Maximizer reviews and verified by the G2 Product R&D team.
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
This feature was mentioned in 232 Maximizer reviews.
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Based on 239 Maximizer reviews and verified by the G2 Product R&D team.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
This feature was mentioned in 159 Maximizer reviews.
Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
This feature was mentioned in 138 Maximizer reviews.
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Document & Content Mgmt.
As reported in 199 Maximizer reviews.
Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability
Based on 226 Maximizer reviews and verified by the G2 Product R&D team.
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
This feature was mentioned in 130 Maximizer reviews.
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Sales Force Automation (11)
Contact & Account Management
Based on 419 Maximizer reviews and verified by the G2 Product R&D team.
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Partner Relationship Mgmt. (PRM)
This feature was mentioned in 220 Maximizer reviews.
Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
Opportunity & Pipeline Mgmt.
Based on 324 Maximizer reviews and verified by the G2 Product R&D team.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management
Based on 399 Maximizer reviews and verified by the G2 Product R&D team.
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Based on 216 Maximizer reviews and verified by the G2 Product R&D team.
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration
Based on 356 Maximizer reviews and verified by the G2 Product R&D team.
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Customer Contract Management
As reported in 273 Maximizer reviews.
Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Pipeline Management
65 reviewers of Maximizer have provided feedback on this feature.
Manages sales pipelines from prospecting to close.
Task Management
Based on 67 Maximizer reviews.
Manages sales force tasks, assigning tasks and distributing work.
Quote and Order Management
64 reviewers of Maximizer have provided feedback on this feature.
Provides custom quote creation functionality.
Contract Management
This feature was mentioned in 62 Maximizer reviews.
Manages the entire contract process, from creation and negotiation to signing.
Marketing Automation (7)
Email Marketing
289 reviewers of Maximizer have provided feedback on this feature.
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Campaign Management
As reported in 241 Maximizer reviews.
Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management
Based on 269 Maximizer reviews.
Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
This feature was mentioned in 189 Maximizer reviews.
Enables analysis of effectiveness of an organizations various marketing activities
Campaign Management
This feature was mentioned in 64 Maximizer reviews.
Provides email marketing campaign management functionality.
Lead Management
As reported in 64 Maximizer reviews.
Contains lead tracking and management capabilities.
Marketing Analytics
As reported in 64 Maximizer reviews.
Contains analysis tools to provide insights on marketing campaign effectiveness.
Customer Support (6)
Case Management
263 reviewers of Maximizer have provided feedback on this feature.
Tracks issues/help requests reported by customers through the resolution process.
Knowledge Base
This feature was mentioned in 274 Maximizer reviews.
Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Support Analytics
This feature was mentioned in 219 Maximizer reviews.
Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Case Management
65 reviewers of Maximizer have provided feedback on this feature.
Contains customer request handling functionality and issue tracking.
Knowledge Base
65 reviewers of Maximizer have provided feedback on this feature.
An information repository for customers to get self-service answers to their questions.
Support Analytics
This feature was mentioned in 65 Maximizer reviews.
Allows users to conduct analysis on support activities.
Integration (3)
Data Import & Export Tools
Based on 221 Maximizer reviews and verified by the G2 Product R&D team.
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 159 Maximizer reviews and verified by the G2 Product R&D team.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
Based on 151 Maximizer reviews and verified by the G2 Product R&D team.
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Mobile & Social (3)
Social Collaboration Features
This feature was mentioned in 109 Maximizer reviews.
Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
This feature was mentioned in 106 Maximizer reviews.
Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Mobile User Support
Based on 265 Maximizer reviews and verified by the G2 Product R&D team.
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (3)
Reporting
Based on 308 Maximizer reviews and verified by the G2 Product R&D team.
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
Based on 311 Maximizer reviews and verified by the G2 Product R&D team.
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting
Based on 209 Maximizer reviews and verified by the G2 Product R&D team.
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Content (1)
Automation
This feature was mentioned in 67 Maximizer reviews.
Automates some or all operation related tasks
Platform Additional Functionality (4)
Dashboard
68 reviewers of Maximizer have provided feedback on this feature.
Has a centralized dashboard for users to interact with
Cloud
As reported in 68 Maximizer reviews.
Provides a cloud based version of the platform
Mobility
This feature was mentioned in 67 Maximizer reviews.
Is accessible from a mobile device and by users on the go.
Messaging
As reported in 68 Maximizer reviews.
Contains in-application messaging abilities
Platform Reporting and Analytics (2)
Reporting
Based on 67 Maximizer reviews.
Provides analytics tools that reveal important business metrics and track progress.
Forecasting
66 reviewers of Maximizer have provided feedback on this feature.
Provides sales forecasting and modeling capabilities based on historical data.
Generative AI (1)
AI Text Generation
Based on 93 Maximizer reviews.
Allows users to generate text based on a text prompt.
Agentic AI - Financial Services CRM (1)
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - CRM (7)
Autonomous Task Execution
Based on 13 Maximizer reviews.
Capability to perform complex tasks without constant human input
Multi-step Planning
13 reviewers of Maximizer have provided feedback on this feature.
Ability to break down and plan multi-step processes
Cross-system Integration
As reported in 14 Maximizer reviews.
Works across multiple software systems or databases
Adaptive Learning
As reported in 13 Maximizer reviews.
Improves performance based on feedback and experience
Natural Language Interaction
Based on 12 Maximizer reviews.
Engages in human-like conversation for task delegation
Proactive Assistance
As reported in 13 Maximizer reviews.
Anticipates needs and offers suggestions without prompting
Decision Making
14 reviewers of Maximizer have provided feedback on this feature.
Makes informed choices based on available data and objectives





