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Maximizer Pricing Overview

Maximizer Pricing Reviews

(2)
Chad H.
CH
Founder + Financial Planner
Small-Business (50 or fewer emp.)
"The best CRM for Financial Planners"
What do you like best about Maximizer?

All of the intuitive features built into it. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

That is does not have realtime updates with my investment firm. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Small-Business (50 or fewer emp.)
"Basic CRM, Technological Pain"
What do you like best about Maximizer?

I like how Maximizer keeps all of our contact information in one place. I also find the household/contact/company structure to be helpful. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

Too many extremely disruptive technological issues that cannot be solved. For example, duplicate calendar issues, outlook integration randomly disconnecting... In addition to this, the CRM is not very modern. It does not integrate well with other applications, it takes many steps to complete a simple task, and many of our users find it to not be user friendly. Finally, the financial advisor version was not designed in a way that creates a big value add to financial advisors. Review collected by and hosted on G2.com.

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Maximizer