--- title: Maximizer Reviews meta_title: 'Maximizer Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 671 reviews by the users' company size, role or industry to find out how Maximizer works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 671 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Maximizer Reviews **Vendor:** Maximizer Software **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 671 ## 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 appreciate the **ease of use** of Maximizer, facilitating seamless collaboration and project management for their teams. (51 reviews) - Users value the **customizable lead management** features of Maximizer, enhancing efficiency and improving sales tracking significantly. (38 reviews) - Users value the **efficient task management features** of Maximizer, enhancing teamwork and project organization. (38 reviews) - Users value the **efficient customer management** of Maximizer, enhancing engagement tracking and simplifying team collaboration. (36 reviews) - Users value the **enhanced organization efficiency** of Maximizer, facilitating streamlined customer management and improved 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 face a **steep learning curve** with Maximizer, making it challenging to adapt and optimize the system effectively. (27 reviews) - Users experience **integration issues** with Maximizer, facing delays, freezes, and inconsistent calendar syncing that hinder productivity. (21 reviews) - Users desire more **features and integration** in Maximizer, finding initial setup and navigation challenging. (18 reviews) - Users find Maximizer's interface **not intuitive** , leading to slow navigation and a steep learning curve for new users. (16 reviews) - Users experience **slow loading** times with Maximizer, making navigation and updates feel sluggish and frustrating. (15 reviews) - Users find the **limited customization** in Maximizer hinders productivity, slowing down access to vital insights and functions. (14 reviews) - Not User-Friendly (12 reviews) - Time-Consuming (11 reviews) - Bugs (9 reviews) - Connectivity Issues (9 reviews) ## Maximizer Reviews ### 1. Maximizer CRM Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Maximizer?** The Outlook and Word integration is seamless. It's a program that I use daily to complete tasks and organize client data in a way that makes sense. Maximizer gives me and my organization the ability to organize important client data to store for future use and prospecting. Things such as client personal info, any files I want to attach to a client's profile, pipeline opportunities, referrals and referral sources can all be tracked. **What do you dislike about Maximizer?** It looks a little dated and can be difficult to navigate through some of the advanced search features as the location of certain tabs aren't necessarily intuitive. It often takes a long time to load through any amount of content on different dashboards. Updates that go live while using the program require a complete exit and re-entrance of the application to see them. **What problems is Maximizer solving and how is that benefiting you?** Maximizer gives me a place to organize all of my communications and tasks with clients. It integrates mail seamlessely and makes it easy to track all communications and plans with clients. It also allows for good teamwork between different levels of the organization to close out referrals and pipeline opportunities. Every organization needs a CRM that effectively tracks client data and interactions, and Maximizer does that for us. I've used CRMs that don't have all the features of Maximizer and are hard to keep all contacts organized, but Maximizer does a good job at allocating important information into separate sections and allows for specific searches and tracking where needed. When dealing with hundreds of clients, Maximizer allows me to organize information effectively. ### 2. Maximizer offers a streamlined, well-integrated system that enhances organization for the team **Rating:** 4.5/5.0 stars **Reviewed by:** Paul S. | Portfolio Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Maximizer?** Note Report feature, as it ensures critical information, which is captured and easily accessible, supporting informed decision-making. Additionally, the Outlook integration for notes strengthens communication, allowing for seamless coordination and follow-ups. **What do you dislike about Maximizer?** The interface can sometimes feel outdated compared to more modern CRMs. Another challenge is the cost, especially with recent price increases. For larger teams, the fluctuating expenses can make long-term planning more difficult. **What problems is Maximizer solving and how is that benefiting you?** Maximizer helps streamline client management, ensuring that important details and interactions are tracked efficiently. The Note Report feature keeps information organized, making it easy to review and reference key updates. Additionally, having a structured CRM allows for better team collaboration, ensuring everyone stays aligned on tasks and client interactions. While there’s room for improvement—such as more available dashboards and AI functionality—Maximizer still provides valuable tools that enhance workflow and efficiency. ### 3. Great sales team platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Maximizer?** I enjoy the integaration between Maximizer and many other systems. It makes saving records across platforms easier and cohesive. **What do you dislike about Maximizer?** Lack of ability to colour code the calendar based on appointment/meeting TYPE. I know it is colour coded based on user but we would like to change meeting colours by meeting type. **What problems is Maximizer solving and how is that benefiting you?** Ability to access client information in one standard location that everyone on the team has universal access to. Ability to save communications with clients automatically (emails) making compliance reviews a breeze. ### 4. I finally have a clear view of my sales pipeline **Rating:** 4.0/5.0 stars **Reviewed by:** Sophia D. | Sales operations analyst, Mechanical or Industrial Engineering, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2025 **What do you like best about Maximizer?** What I like best about Maximizer is the ease of use it provides when managing the relationships with our clients. However, the character and act of tracking the contact is very intuitive and I make heavy use of it to keep track of follow ups and meetings. It has been integrated with Outlook so emails and calendar events are fed through reasonably smoothly. It synches nicely with our marketing tool as we are not double working. Reliable and helps me with stay in a step with every client touchpoint and the least stress. **What do you dislike about Maximizer?** The one thing I do not like about Maximizer is that the mobile app is clunky and does not always synch well. I hate not having full access to recent updates or notes when I’m on the go. It’s also slowed me down a time or so when I need a quick fact before a client call. Additionally, the reporting could be more flexible; I often find myself exporting data to create custom reports elsewhere, so there is a bit of extra time to my workflow. **What problems is Maximizer solving and how is that benefiting you?** Maximizer allows us to become organized across sales and customer service. It solves the problem of having scattered contact info as well as unreliable follow ups. After this everything is logged in one place and my team can easily jump into a conversation where someone else ended it. But that’s saved us from missed opportunities and how we serve customers. It also helps us to keep overschedule and jump between multiple clients more smoothly. It has made every day we work less chaotic and therefore more structured. **Official Response from Rykiel Bterrani:** > Hi Sophia, Thank you for taking the time to share your feedback with us. We value your input and insight on where we can continue improving. I have shared your feedback directly with our Product Manager to address these challenges. We’re excited to continue working together to help you maximize your sales success! If you have any questions or need assistance, please don’t hesitate to reach out to our support team at support@maximizer.com. We’re here to help! The Maximizer Team ### 5. Since 1995! **Rating:** 4.0/5.0 stars **Reviewed by:** Ronda B. | owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2025 **What do you like best about Maximizer?** How it keeps me organized. Not sure what you want! **What do you dislike about Maximizer?** They are now asking for more money with little to no service and the updates most of the time are not helpful or intuitve. **What problems is Maximizer solving and how is that benefiting you?** Keeping track of contacts and about contacts ### 6. Manage customer base efficiently **Rating:** 4.5/5.0 stars **Reviewed by:** Rashid A. | Sales assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Maximizer?** Simplified the workflow to manage customer progress, communication and stages on sales cycle. Collaboration with colleagues, shares customer details and contact information directly from platform repository storage. **What do you dislike about Maximizer?** No downsides for all my two years experience. All tools and features that I need is available. **What problems is Maximizer solving and how is that benefiting you?** Keep everything that I need for sales in one place. Communication with prospect via email, sms or phonecall is logged on the platform. Track sales progress and individual performance. ### 7. Basic CRM, Technological Pain **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2025 **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. **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. **What problems is Maximizer solving and how is that benefiting you?** Allows us to keep all of our client's contact information & our ongoing client case list in one place. ### 8. I now clearly understand my sales pipeline, which helps me focus on achieving my goals **Rating:** 4.5/5.0 stars **Reviewed by:** Edward N. | IT Infrastructure Scheduler, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2025 **What do you like best about Maximizer?** Maximizer delivers exceptional CRM capabilities to help users track their customer interactions together with their sales pipeline management. The system enables me to track all contacts through call logs email records and meeting notes without missing any information. The available reporting tools enable me to gain crucial information about sales performance which lets me identify patterns and improvement opportunities. The system allows users to create personalized dashboards showing the crucial metrics which drives team performance up. **What do you dislike about Maximizer?** The outdated user interface of the system appears behind contemporary CRM interfaces which results in longer task completion times. Users should expect usability improvements in the mobile app because the current versions show inconsistent data between desktop and mobile interfaces. New users need extensive training because the platform presents them with an initial challenging learning experience. **What problems is Maximizer solving and how is that benefiting you?** The customer relationship and sales processing system of Maximizer functions effectively. I previously utilized spreadsheets together with notes for contact tracking purposes. The platform provides centralized data management which simplifies the process of handling information. Since the system reduces administrative workload I dedicate more time toward forming relationships and making sales. Through the software I can rapidly detect valuable leads as well as direct my activities according to priority. The software enables clear team communication through its system which distributes current information to all members. **Official Response from Rykiel Bterrani:** > Hi Edward, Thank you very much for sharing your feedback with us. We value your input and insight on where we can continue improving. It’s fantastic to know that Maximizer has helped reduce your administrative workload. We’re here to keep supporting your growth and success, and we can’t wait to see what’s next for your organization! The Maximizer Team ### 9. My team's client relationships have never been stronger **Rating:** 4.5/5.0 stars **Reviewed by:** Quentin B. | Sales Operations Analyst, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2025 **What do you like best about Maximizer?** Maximizer's CRM system provides an intuitive interface which enables users to control their customer relations as well as sales pipeline activities. Through the dashboard I gain visibility into active activities which enables me to set task priorities. The platform displays all upcoming meetings along with follow-ups and pending deals within a single view. I can generate customized reports through the system and the mobile application maintains my connection to work activities while I am away from my desk. **What do you dislike about Maximizer?** Beginning users particularly face long setup times when first starting the system. Additional support for new users at the onboarding process would be beneficial. Users struggle with the high learning curve of the software because additional training materials would make mastering all features and customization options simpler. The integration of third-party applications should be improved because it would minimize the requirement for manual configuration. **What problems is Maximizer solving and how is that benefiting you?** The process of tracking customer interactions and sales activities was disorganized before I implemented Maximizer. Since implementing Maximizer I maintain all my business information in one location thus improving relationship management and speeding up my deal closure process. The system provides me instant access to customer records for reviewing their past interactions and enabling proper follow-up procedures. My efficiency has increased and I have strengthened my relationships with clients through the use of Maximizer. The automated system sends me alerts that maintain my schedule efficiencies and let me handle obligations before deadlines. **Official Response from Rykiel Bterrani:** > Hi Quentin, We’re so grateful for your feedback. It’s fantastic to know that Maximizer has helped improved your efficiency and strengthened your client relationships! We’re here to keep supporting your growth and success, and we can’t wait to see what’s next for your organization. The Maximizer Team ### 10. It helped us manage our projects and clients and we can't believe how much time we've saved **Rating:** 4.0/5.0 stars **Reviewed by:** Jose P. | Operations automation specialist, Leisure, Travel & Tourism, Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2025 **What do you like best about Maximizer?** Maximizer's integration with a number of tools is seamless. The best part of it is it syncs with the calendar, emails and tasks and I never miss a beat. CRM has a great feature with the monitoring of client interaction and utilizing of leads. For example, I can log emails, calls and meetings in one easy way to follow through. Secondly, it has great customizable dashboards as I can set my view up to show what’s most important to me, as in upcoming deadlines or status of clients. **What do you dislike about Maximizer?** It can be steep for new users as well, especially if they do not have a familiarity with CRM systems. But the interface can be quite powerful at the price of overwhelming. Furthermore, the reporting tools are comprehensive but do need time to learn. The system can be slow to respond sometimes, especially when the times are at a peak. While these problems are small compared to the real benefits Maximizer offers, they don’t exist, thankfully. **What problems is Maximizer solving and how is that benefiting you?** Before Maximizer, I had a tough time dealing with the fact that I had to remember all the interactions and deadlines of my clients. At least it was a cacophony of spreadsheets, sticky notes, and any number of email accounts. Everything has been centralized, in one place. I have all my tasks, deadlines and client notes in one dashboard. This has eliminated so much of the administrative time that I now have to put into client relationship and business growth. **Official Response from Rykiel Bterrani:** > Hi Jose, Thank you so much for your review! It’s fantastic to hear that you had such a positive experience with Maximizer. We truly appreciate your support and are excited to continue serving you in the future. Sincerely, The Maximizer Team ### 11. Maximizer so far Happy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2025 **What do you like best about Maximizer?** Ease of Use. Very user friendly. Great support. **What do you dislike about Maximizer?** Would like more features and integration of actual portfolios. Initial setup could have been better, could not import from dataphile. Also having issues recording emails. This function seems to have stopped. **What problems is Maximizer solving and how is that benefiting you?** Keeps a good timeline of contacts that is available at a touch of a key ### 12. We're building stronger relationships with our clients and it shows in our sales **Rating:** 4.5/5.0 stars **Reviewed by:** Enzo L. | CRM Specialist, Machinery, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Maximizer?** The ability to customize Maximizer CRM systems brings exceptional value by allowing users to configure the system according to their business needs. Automated follow-ups and task reminder functions in Maximizer simplify our operations. Lead management benefits from automated email communication that our sales team creates through Maximizer which allows us to focus on essential activities. Our CRM system provides excellent performance analytics because its analytical tools help us monitor market trends and develop strategic business choices. **What do you dislike about Maximizer?** New users struggle to learn how to use the platform since it includes numerous features. The platform requires a more efficient onboarding system to achieve better results. The user interfaces operate properly but the system maintains outdated design elements combined with complex interfaces. Users need to refer to manuals because the platform contains many features to learn. The mobile application requires better functionality and enhanced user experience for its users. **What problems is Maximizer solving and how is that benefiting you?** The former method of customer relationship management was inefficient because it used multiple tools in combination with manual tracking processes. Our sales team spends dedicated time on customer relationship development and dealmaking since automatic system operations have enhanced customer satisfaction and increased sales totals. **Official Response from Rykiel Bterrani:** > Hello Enzo, Thank you for taking the time to share your feedback with us. We value your input and insight on where we can continue improving. We're so glad to be a part of your journey and are committed to helping you succeed even more. Looking forward to continuing our partnership! The Maximizer Team ### 13. Happy with this CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2025 **What do you like best about Maximizer?** The ability to save emails and notes and go back to see the interactions thread. **What do you dislike about Maximizer?** My biggest painpoint specifically is that I have to write "interactions" instead of "notes" since when i scroll back through interactions, I can see everything except for my notes written. So, I don't use the notes feature. It would be nice if there was a way to have previous interactions summarized or available to view in succession, rather than clicking into each one individually. **What problems is Maximizer solving and how is that benefiting you?** Solving the problem of how to schedule meetings and log all interactions specific to a client. ### 14. The best CRM for Financial Planners **Rating:** 5.0/5.0 stars **Reviewed by:** Chad H. | Founder + Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Maximizer?** All of the intuitive features built into it. **What do you dislike about Maximizer?** That is does not have realtime updates with my investment firm. **What problems is Maximizer solving and how is that benefiting you?** How It’s Benefiting Me: Increases Productivity: Automating routine tasks frees up time to focus on high-value activities like client engagement and business growth. Enhances Client Relationships: A structured follow-up system ensures clients receive timely responses and personalized service. Boosts Sales & Revenue: Better tracking of leads and opportunities helps close deals more efficiently. Provides Data-Driven Insights: Customizable reports help make informed financial and business decisions. Scalability & Organization: Keeps everything structured, making it easier to manage an expanding client base and business operations. Overall, Maximizer helps improve efficiency, client retention, and business growth by keeping everything organized and streamlined. ### 15. Satisfied customer, helps our team effectively manage our client base **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2025 **What do you like best about Maximizer?** Depth of features. We like the ability to use the user-defined fields to segment our contact list. The user friendly reports are also an asset as we review these each morning. Customer support is also responsive and there to help. **What do you dislike about Maximizer?** There are sometimes issues with the search feature, when I am attempting to search for key words in previous notes, I find that it only pulls results if the keyword is in the first part of the note and does not search through the entire note consistently. **What problems is Maximizer solving and how is that benefiting you?** Managing our client base, keeping track of contact points from each of our team members so we can access everything in one spot. ### 16. A practical solution for tracking client interactions **Rating:** 4.0/5.0 stars **Reviewed by:** Sansevero M. | Business Development Executive, Utilities, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2025 **What do you like best about Maximizer?** I like that Maximizer does a good job of keeping track of client interactions. Rather than reading through emails or notes, I can jump to past conversations, upcoming meetings and even past deals at any given point in time. When working with long term clients, this is especially useful as I never have to rely on memory alone. The reminders for follow ups help not to miss any potential opportunities and have really helped in maintaining the strong business relationship. **What do you dislike about Maximizer?** Maximizer is helpful, but sometimes it takes more effort than I expect to get to the information I need. Some of the actions need multiple steps, and in some cases the system does not respond immediately. Although, it still does what I need it to, the extra time spent digging my way through other sections can be very annoying. It ‘s not enough to stop me using the software, but there’s some things that aren’t totally necessary. **What problems is Maximizer solving and how is that benefiting you?** Really, Maximizer has helped me to make my interactions with clients more effective. This allows me to have all the information at my fingertips and go into every conversation feeling completely confident I have nothing to forget. It has also assisted in tracking follow ups, to make sure that no opportunity is missed. The improvements have made a big difference in how easily customer relationships develop over time. ### 17. Feature-Rich, Customizable Platform **Rating:** 2.5/5.0 stars **Reviewed by:** Makena G. | Senior Sales Support Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2025 **What do you like best about Maximizer?** I appreciate the tools Maximizer offers for management and organization of client information. The customizability of the platform is another plus. **What do you dislike about Maximizer?** The platform has quite a bit going on so learning how to navigate/operate the platform does take a bit of time. I have also had periodic issues with the integration tools. **What problems is Maximizer solving and how is that benefiting you?** Organization is the biggest issue we have. With so much information to store, having a platform that can assist in streamlining that process is a huge benefit to our team's efficiency. ### 18. Maximizer helped us streamline our sales team. **Rating:** 4.0/5.0 stars **Reviewed by:** Amanda G. | Sales Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Maximizer?** The best part about Maximizer is the ability to import Leads and spreadsheets or potential customers. Super easy to link the columns in excel to the right fields in Maximizer and you decide if you want them imported as leads, or companies with contacts or just companies. **What do you dislike about Maximizer?** I wish that once you emailed a person and tied that person back to maximizer that it was done forever without having to click and connect it each time. I know we can save and track but with multiple people emailing the same customer if someone forgets this then the email isn't saved. **What problems is Maximizer solving and how is that benefiting you?** Before I started with the company there was no sales team. I came in with no CRM and after trialing a few chose Maximizer due to the ease of use, the efficiency with our needs and the cost... as well as the great customer service and one on one training that we recieved during deployment. **Official Response from Rykiel Bterrani:** > Hi Amanda, Thank you for taking the time to leave us a review! We value your input and insight on where we can continue improving. It’s fantastic to hear that you had a positive experience with Maximizer. We truly appreciate your support and are excited to continue serving you in the future! ### 19. My Experience with Maximizer so far **Rating:** 4.0/5.0 stars **Reviewed by:** Morgan B. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Maximizer?** It make it a lot easier to keep track of our clients information and is simple to import new information once you get used to it. **What do you dislike about Maximizer?** There were too many feilds to search though when trying to find where to upload the information. As a result, I deleted many of the fields and just created my own. This has caused issues with producing reports because i am unable to use the feilds that I created as a source of information for those reports. This is not a large issue, but it would have been nice to know before I deleted the fields needed to produce the reports, or if there was a way to fix it after the point. **What problems is Maximizer solving and how is that benefiting you?** Our client information was devided in several different systems before we got Maximizer and I'm able to get it all from one place now which saves a lot of time in my day. **Official Response from Rykiel Bterrani:** > Hello Morgan, Thank you for taking the time to leave us a review! We value your input and insight on where we can continue improving. If you have any questions or need assistance, please don’t hesitate to reach out at support@maximizer.com. The Maximizer Team ### 20. Exciting New Features and Mobile Access, But Price Remains High **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Maximizer?** Works on phone. Now integrated into email (soon) . New features look really interesting. **What do you dislike about Maximizer?** Pricey, but we're getting a little more value from the platform overall recently. **What problems is Maximizer solving and how is that benefiting you?** Extensive note keeping. ### 21. Great crm **Rating:** 5.0/5.0 stars **Reviewed by:** Cynthia P. | Finacial advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2025 **What do you like best about Maximizer?** Its very user freindly. everything is all right there **What do you dislike about Maximizer?** sometimes it glitches and doesnt let you log in **What problems is Maximizer solving and how is that benefiting you?** its nice to have everything right there, look up your clients and leave note. ### 22. We're closing deals faster with Maximizer's help **Rating:** 4.5/5.0 stars **Reviewed by:** Stefano A. | Sales automation specialist, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Maximizer?** Maximizer delivers exceptional contact management and sales automation functions that stand out in the market. The system simplifies our sales process through effective tracking of potential client interactions. The customizable dashboard together with reporting features reduces our work time by three hours weekly since they enable efficient sales tracking and problem identification. The system integrates with our existing tools to establish automatic data transfer which eliminates manual entry mistakes and reduces data entry workload. **What do you dislike about Maximizer?** The strong capabilities of Maximizer as a tool are offset by occasional minor performance issues which become annoying. The device synchronization process sometimes required extended time which resulted in temporary work delays. **What problems is Maximizer solving and how is that benefiting you?** Maximizer enhances our sales team by boosting both their productivity and their effective performance. Our team dedicated numerous hours weekly to perform manual sales record maintenance while using email to obtain approvals prior to Maximizer implementation. Our business benefits from the sales automation features that enable fast movement of prospects through our sales funnel as well as instant access to updated contact information. Maximizer has boosted our business productivity and enhanced client communication which resulted in a more profitable bottom line. **Official Response from Rykiel Bterrani:** > Hi Stefano, Thank you so much for your positive review! It’s fantastic to know that Maximizer has helped boost your sales team's productivity. We’re here to keep supporting your growth and success, and we can’t wait to see what’s next for your organization! The Maximizer Team ### 23. I like the fact that I can use the Leads module to enter prospect information and set up UDFs. **Rating:** 4.5/5.0 stars **Reviewed by:** Karen T. | Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2025 **What do you like best about Maximizer?** The ability to save lists and filter information **What do you dislike about Maximizer?** The ability to save emails to contacts with the new Outlook has an additional step. **What problems is Maximizer solving and how is that benefiting you?** Ability to enter all prospect information and create stages in the sales process. ### 24. No more missed deadline in our company **Rating:** 3.5/5.0 stars **Reviewed by:** Diego P. | Marketing automation specialist, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Maximizer?** For us, maximizer’s sales management tools are a game changer. It has greatly improved how our sales people can track and analyze customer interactions in real time. On the other end of the spectrum, their robust marketing automation features have saved us minimum 3 hours a week so we could basically concentrate more on the strategy and less than on the manual tasks. And last, their customizable reports, they give us valuable insights that help us in our decision made. **What do you dislike about Maximizer?** Maximizer is overall good, but there are a few things missing here and there. One such example is when their mobile app can possibly do with a redesign - it's not the most navigable. Also, some third party apps integrate quite finicky and it takes minor syncing delays. **What problems is Maximizer solving and how is that benefiting you?** Our sales pipeline ran randomly across various systems prior to using Maximizer. Various spreadsheets scattered everywhere made it hard to track both customer relations and sales development stages. Our entire sales process is now under one system that lets us monitor sales activities. By using the system we have become more organized and finished 15% more sales. They have equipped us with advanced marketing tools that make email promotion easier while sending prompt and customized messages to our customers. ### 25. Easily Modifiable **Rating:** 4.0/5.0 stars **Reviewed by:** Katie D. | Accommodations Support Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2025 **What do you like best about Maximizer?** One of my favorite things about Maximizer includes the ability to change input needs to collect certain data. We are able to modify input areas very easily, allowing us to mold the platform to our needs. The ability to run reports helps our team collect the data we need in order to run committees and figure out where our clients are in the process. The ease of adding documents to each client's case makes organization super easy. As a daily user of Maximizer, it's also helpful to have direct communiucation with their customer support team, where they are quick responders when we have questions or need assistance. **What do you dislike about Maximizer?** Some downsides include when the emails don't send to clients or when Maximizer is completely down. **What problems is Maximizer solving and how is that benefiting you?** Data collection, document collection, tracking status of clients **Official Response from Rykiel Bterrani:** > Hi Katie, Thanks for taking the time to share your feedback with us! We’re delighted to hear that you've had a positive experience with the Customer Support team. ### 26. A more reliable system for tracking customer engagement **Rating:** 4.0/5.0 stars **Reviewed by:** Artur B. | Customer Relationship Specialist, Media Production, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Maximizer?** Maximizer has the ability to keep track all communication history in one place, which helps to help keep strong customer relationship. It is very easy to pick up conversations without forgetting important details because of the ability to track interactions over time. Second, the reminders that it provides already eliminates the need for follow ups by giving me the ability to have them in the system. Contact management is structured well, so we can easily split customers into engagement level to inform how we prioritize outreach. **What do you dislike about Maximizer?** Maximizer is pretty good overall but doing work on several contacts in same play can feel a little sluggish. It isn’t as seamless to move between different customer profile as I’d like to, and especially if I was reviewing multiple interactions quickly. Also, Updating customer details, which needs extra confirmation, makes repetitive tasks take longer. These are not big problems but does take a bit of time to get this worked out. **What problems is Maximizer solving and how is that benefiting you?** Maintaining contact with customers was difficult and there were gaps in the customer communication before the use of Maximizer. Since then, there’s been a lot of logging of everything you do, which is a lot easier to keep and maintain engagement. With past conversations we can always have the full context and we get to both review them and have more meaningful interactions. Not only has it improved sales but customer relationships have become more natural and under control. ### 27. Very user friendly and provides helpful reports. **Rating:** 4.5/5.0 stars **Reviewed by:** Rita K. | Owner, office administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Maximizer?** Calendar and Tasks - we use this 24/7 and we can see everyones activities when needed, Searches are easy to use and save. **What do you dislike about Maximizer?** Mobile app hard to navigate and not as easy to see everyones appointments. Sinking seems to be a bit of an issue sometimes. **What problems is Maximizer solving and how is that benefiting you?** Keeping track of all our notes between advisors and admin staff. ### 28. Maximizer has made my workflow smoother and my client interactions stronger **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2025 **What do you like best about Maximizer?** Maximizer’s most helpful features for me are the Hotlist and Notes Report—they keep everything organized and actionable. **What do you dislike about Maximizer?** One thing I find limiting in Maximizer is that I can’t embed screenshots directly into notes. **What problems is Maximizer solving and how is that benefiting you?** Maximizer helps me stay organized and responsive by solving two key problems: managing tasks with the Hotlist feature and keeping track of client interactions using the Notes feature. ### 29. Maximiser CRM User **Rating:** 5.0/5.0 stars **Reviewed by:** Alex T. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2025 **What do you like best about Maximizer?** It does more than just whats is on the Tin... Maximizer CRM combines multiple tools/resources into the one platform to ensure best practice and management of all Sales/Marketing activities from prospecting to lead, to Oppertunity and Customer management. The functions right across the platform allows for better activitie management and planning, manging the differnt workflow process needed to be ahead of the game **What do you dislike about Maximizer?** From my experiance none, it is the perfect tools **What problems is Maximizer solving and how is that benefiting you?** Improving the how I manage time, activities and developing awareness, oppertunities and managing the different steps and stages of the process **Official Response from Rykiel Bterrani:** > Hi Alex, Thank you for your fantastic 5-star review! We're so glad to be a part of your journey and are committed to helping you succeed even more. Looking forward to continuing our partnership! The Maximizer Team ### 30. I enjoy the program and find it an asset to any business model **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Maximizer?** The options available to Maximize business organization potential **What do you dislike about Maximizer?** It can be complex to learn out of the gate, there is a lot of information, and the program can be overwhelming for some who do not want to figure it out. **What problems is Maximizer solving and how is that benefiting you?** Keeps organization in check and has handy reminders so that there are no clients forgotten about ### 31. Big Maximizer fan **Rating:** 4.5/5.0 stars **Reviewed by:** Laurenne W. | Employee benefits service representative, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2025 **What do you like best about Maximizer?** The level of insight you can get, as well as the customization aspect. You can cater the program to fit your specialized business needs. **What do you dislike about Maximizer?** Last time I checked, it is not compatible with the newest version of Microsoft Outlook, so our company is restricted to using an older version of Outlook to ensure that Maximizer is connected and can properly store our client correspondence. **What problems is Maximizer solving and how is that benefiting you?** Helping us store client correspondence to cover our liability, track all tasks with clients, track office tasks, send mass emails to specific groups of people, keep account information. **Official Response from Rykiel Bterrani:** > Hi Laurenne, Thank you so much for taking the time to leave us a 5-star review! It’s fantastic to hear that you had such a positive experience with Maximizer. If you have any further questions or need assistance with the Microsoft Outlook integration, please don’t hesitate to reach out to our support team at support@maximizer.com. The Maximizer Team ### 32. Maximizer Review **Rating:** 4.0/5.0 stars **Reviewed by:** Tanner H. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Maximizer?** The ability to take notes and store files easily. It can be customized to provide us with the fields we need. **What do you dislike about Maximizer?** I don’t find the tasks to remind me that well. The mass mailout option seems to go to peoples junk mail. **What problems is Maximizer solving and how is that benefiting you?** Keeps our data separate from the companies CRM and allows us to make custom fields ### 33. Extensive possibilities **Rating:** 5.0/5.0 stars **Reviewed by:** James R. | Financial Advocate, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Maximizer?** Maximizer is virtually unlimited. It has built in features that meet most needs and customizable for those that are specific to my business. Maximizer is open all day and is the center of my business. **What do you dislike about Maximizer?** The file system is chronological. It would be nice to group related files together like a regular files system. **What problems is Maximizer solving and how is that benefiting you?** Keeping track of the To Do list is a chronic problem. Tasks make that easier and the hot list makes it even easier. ### 34. A solid solution for managing customer relationships **Rating:** 3.5/5.0 stars **Reviewed by:** Richard L. | Audience engagement manager, Broadcast Media, Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2025 **What do you like best about Maximizer?** The best thing about Maximizer is it makes communication with clients much more from the stream side. It records everything in a clear, organized way and it feels more efficient to follow up with customers. I also like their reminder system, as it keeps me in try of my most important follow ups even though I don’t need to keep checking my calendar. It’s helped me to organize my day so I never miss a time to meet with clients. **What do you dislike about Maximizer?** I’ve realised that Maximizer’s task management tool isn’t as flexible as I’d like it to be. Even the reminders and alerts don’t correlate with the way I like to organize my tasks. For instance, I might be alerted to tasks that are not urgent, and important tasks might not jump out, whereas both of those might be. The thing is it does the job, but I wish that tasks and reminders were more customizable so that they suit my personal workflow. **What problems is Maximizer solving and how is that benefiting you?** Maximizer has become so useful for handling client relationships. Then, it takes care of tracking interactions and reminders for follow ups, so I no longer need to spend time manually checking my calendar to make sure I’m doing it all. It has allowed me to at, least from a tracking point of view, to be more organized and more so, work closer towards closing deals. For this, I’ve seen big benefits of efficiency, and I’ve been able to spend more time focusing on tasks that matter. ### 35. Maximizer CRM Potential Power **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Maximizer?** Maximizer CRM has the potential to be a reliable and user-friendly tool that helps us stay organized and maintain strong client relationships. The interface is intuitive, and the customer support team is responsive and helpful. It’s a solid choice for businesses looking to streamline their sales and customer management processes. **What do you dislike about Maximizer?** The old version 2016R2 that we use has an outdated User Interface, customization Limitations, some performance Issues, a lack of reporting Tools, and some issues with Mobile App Functionality. **What problems is Maximizer solving and how is that benefiting you?** We use Maximizer for Centralizing Customer Data, Managing Sales Pipelines, Improving Customer Follow-Up, and Team Collaboration ### 36. Now we can keep tasks and deadlines in check **Rating:** 4.0/5.0 stars **Reviewed by:** Dave G. | Senior Account Executive, Performing Arts, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2025 **What do you like best about Maximizer?** Maximizer is just wonderful keeping us organized and focused on top priorities. I like that it breaks tasks into incremental steps, and keeps us in the loop so we know when to do what for the client. It works well for team collaboration, as everyone can know what work needs to be done, and can collaborate on goals with little confusion about what is actually being worked on. These features make it so that keeping our projects running as smoothly as possible has become so much easier. **What do you dislike about Maximizer?** One issue with Maximizer is that some tools appear too rigid and are not easily fit to your organisation’s workflow. Sometimes, it feels like the system has us fit into rather than adapting to. But adoption can also be slow if your product hasn’t yet rolled out as an app or when you have an interface that’s too technical for some less tech sophisticated users. In day to day use these issues create friction that create more time being spent in some tasks than is necessary. **What problems is Maximizer solving and how is that benefiting you?** Maximizer has made communication across teams much more easier. It has one major advantage of having everyone involved in a project aware of the duties of the other workers and the schedule of delivery. It has also helped cut down misunderstandings as well as duplication of work which time bound in the past. The automated notifications are useful to keep updated on progress, which has enhanced the ways of working with time constraints and client demands. **Official Response from Rykiel Bterrani:** > Hi Dave, Thank you so much for your feedback! We're thrilled to hear that Maximizer has helped improve communication across your teams. We look forward to continuing to support your success! ### 37. A reliable way to stay on top of daily activities **Rating:** 3.5/5.0 stars **Reviewed by:** Rico H. | Customer service supervisor, Sporting Goods, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2025 **What do you like best about Maximizer?** Maximizer really grabs me because it provides an organized bottom line when it comes to tasks and makes sure nothing gets lost or ignored. Highly recommneded are the reminders, follow up notifications to keep us on schedule. Further, I like that it’s flexible to use, to grab and shove things in whatever task order I need in that moment. Being able to organize our workflow around how it works for us as a team helps keep us in our flow and enable us to work more productively. **What do you dislike about Maximizer?** However, there is one aspect that seems to somewhat annoying when working with Maximizer - the lack of options for modifying the work flow. At other times, it is a little frustrating that one cannot easily switch how work is allocated or reorganise the scheme without some level of inconvenience. It is rather effective although it may yield a slower process than anticipated in changing specific routine tasks and avenis at times interferes with our usual flow. **What problems is Maximizer solving and how is that benefiting you?** Maximizer eliminates the problem associated with tracking all your due dates and engagements through helping us schedule all work assignments. The act of prioritizing can work such that no other task is overlooked or not attended to at all. It has also helped to ease working with my team because everyone knows what they are supposed to do and when it should be accomplished. A clear schedule of what is next makes it easier to work and achieve out intended goals without hitches. **Official Response from Rykiel Bterrani:** > Hi Rico, Thank you for leaving us a review! It’s fantastic to know that Maximizer has helped organize your workflow and keep you on schedule. We appreciate your feedback, as it helps improve how we serve our clients. If there’s anything further we can assist with, please don’t hesitate to contact us at support@maximizer.com. ### 38. Review of Maximizer CRM **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2018 **What do you like best about Maximizer?** Nothing. The old version was so much better and much more user-friendly. **What do you dislike about Maximizer?** It is SOOO slow. Everything takes forever and my productivity has gone way down since switching the cloud-based version. The old version has more, better features that are no longer there in this version. **Recommendations to others considering Maximizer:** Don't use it unless you like software that takes FOREVER and is NOT user-friendly **What problems is Maximizer solving and how is that benefiting you?** We don't conduct business. We use Maximizer to keep track of our clients (this is a law firm). ### 39. Comparing the Maximizer CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2025 **What do you like best about Maximizer?** I like how quickly mass data loads and how the information is presented. **What do you dislike about Maximizer?** There is no undo button if I make a mistake and limited integration with other software **What problems is Maximizer solving and how is that benefiting you?** It is keeping clients organized and making it easy to find information quickly when we need it. ### 40. Maximizer Review **Rating:** 2.0/5.0 stars **Reviewed by:** Mitchell H. | Associate, Client Service, Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2025 **What do you like best about Maximizer?** The customizability in the client service module and fields **What do you dislike about Maximizer?** The issues we have had with calendar syncing and pulling reports to excel **What problems is Maximizer solving and how is that benefiting you?** Tracking interactions with clients and tracking open tasks for the support staff ### 41. Reliable **Rating:** 4.5/5.0 stars **Reviewed by:** Briana D. | Principal - Certified Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Maximizer?** The way I am able to track clients accounts from start to finish is beneficial. I love that I can set tasks for annual reviews and renewals and be notified when these are to happen. The staff are great and very willing to help! **What do you dislike about Maximizer?** The interface could use a facelift, and would love email push notifications! **What problems is Maximizer solving and how is that benefiting you?** It's allowing us to take an account from start to finish and track our leads. It's a place to store client information, meeting notes etc. ### 42. Maximizer helps us keep every client detail on hand **Rating:** 4.5/5.0 stars **Reviewed by:** Vijay P. | CRM Data Manager, Food & Beverages, Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Maximizer?** The app's onboarding procedure requires minimal effort. Our setup process finished within an afternoon thus providing us with an unexpected convenience. Automated contact updates in this system deliver at least three hours of savings weekly. The application's tracking capabilities for sales activities together with performance metrics enables us to maximize our weekly meetings efficiency. **What do you dislike about Maximizer?** The mobile version occasionally shows technical issues for users. During project switching my device occasionally becomes unresponsive. Minor technical difficulties appear occasionally. **What problems is Maximizer solving and how is that benefiting you?** Prior to implementing Maximizer our team encountered substantial delays through email approval processes and faced manual schedule updates. Everything exists in one unified platform that updates data instantly. The system change both speeds up our work process and decreases the number of errors. Our single database implementation generates analytical potential and operational enhancements across all business areas. ### 43. user friendly easy to integrate into outlook **Rating:** 5.0/5.0 stars **Reviewed by:** Megan W. | Financial Security Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2024 **What do you like best about Maximizer?** simple integration, ease of use is good. **What do you dislike about Maximizer?** look is more oldschool "dos" programming, nicer looking would be good but works fine for it capabilites. **What problems is Maximizer solving and how is that benefiting you?** email holding, notes and phone call tracking. Last contacted client tracking. **Official Response from Rykiel Bterrani:** > Hi Megan, Thank you for leaving a 5-Star review. We're so happy to hear you've enjoyed using Maximizer! The Maximizer Team ### 44. A must have for managing client relationships **Rating:** 4.5/5.0 stars **Reviewed by:** Alejandro M. | Customer support representative, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about Maximizer?** What I like the best about Maximizer is its amazing customer support features. We have also improved our communication with the clients to be able to track customer inquiries and to respond to the clients in their personal terms. Our task management system of the software helps us give priority to important requests of the customers, so nothing is left behind. In addition, it is very easy to get alerts and notifications for important interactions with customers. **What do you dislike about Maximizer?** The downside of Maximizer being that there isn’t much flexibility on how you can use the mobile app. The version for the desktop will provide much more functionality, and also make it easier to access and update key data on the go. In some cases, this has presented a problem for team members that require working from out of the office. The software also tends to be slow when the amount of database data to search is also large. **What problems is Maximizer solving and how is that benefiting you?** With Maximizer, we get an organized system to track all the inquiries, follow, ups, and inner communication, which makes our managing customer interaction more efficient. We've been able to continue to be more proactive with clients and come up with solutions that they need faster, that's helped our customers be more satisfied. And the software solves the problem of how everyone in the team is kept aligned on client related tasks so you provide us with a consistent, coordinated service to everyone we work with. **Official Response from Rykiel Bterrani:** > Hi Alejandro, Thank you for taking the time to share your feedback with us. We’re delighted to hear that Maximizer has helped keep your team aligned on client related tasks. We’re here to keep supporting your growth and success, and we can’t wait to see what’s next for your organization! ### 45. Good CRM. Room for improvement in speed. **Rating:** 4.0/5.0 stars **Reviewed by:** Sana N. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2025 **What do you like best about Maximizer?** It has an intuitive design, making it easy to operate and learn. **What do you dislike about Maximizer?** The apps backend needs to be optimized to reduce service interruptions. **What problems is Maximizer solving and how is that benefiting you?** It helps save all customer interactions and stores important data needed. ### 46. Managing client relationships has never been easier for us **Rating:** 4.0/5.0 stars **Reviewed by:** Lina N. | Senior marketing director, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2024 **What do you like best about Maximizer?** There’s a fantastic customer support feature in Maximizer. Anytime I’ve needed them for a question or problem, they have been very quick to respond, and provide very detailed answers. The support team behind the software can be dedicated which makes it even more reliable and lower our downtime in our workflow. They also give in depth tutorials and resources that have helped me make use of the software to its full potential without frustration. **What do you dislike about Maximizer?** Some of the advanced analytics instruments aren’t out of the box for Maximizer. It does a good job of covering the basics, however it can be quite limiting when looking for more detailed insights or creating custom data visualizations because we rely on additional integrations, which add complexity to the process. They could even incorporate more in depth analytics features directly in the software so that we wouldn't have to do any setup or integration. **What problems is Maximizer solving and how is that benefiting you?** The result that Maximizer has reduced the time spent searching for client data is significant. It allows us to store things in one place and automate key workflows, so storing everything in one place allows us to stop wasting time looking for information or doing repetitive work, creating much greater productivity. It also makes it easy for us to track the history of client interactions which gives us additional context working with clients. **Official Response from Rykiel Bterrani:** > Hi Lina, Thanks for taking the time to share your feedback with us! We’re delighted to hear that you've had a positive experience with Maximizer's customer support. We truly appreciate your support and are excited to continue serving you in the future. The Maximizer Team ### 47. Maximizer future going forward looks poor **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2017 **What do you like best about Maximizer?** My journey with Maximizer started in the early 2000s; I've come to appreciate its consistent stability and usability over the years. It's interesting to see how this CRM has managed to adapt amidst the ever-changing landscape of technology. **What do you dislike about Maximizer?** In recent years, Maximizer has undergone numerous changes, and unfortunately, not all have been for the better. Each update seems to obscure features that many of us rely on. Additionally, while Maximizer is supposed to integrate with Teams seamlessly, it often causes delays and freezes in my email account. Moreover, I've noticed that my Windows calendar appointments are duplicated or even triplicated in my Maximizer calendar, or worse, my appointments disappear from my Maximizer calendar. It's important to be aware of these issues as they can significantly impact productivity and workflow. **What problems is Maximizer solving and how is that benefiting you?** I utilize Maximizer to document client meeting notes, prioritize client follow-up activities, and securely store client documents. **Official Response from Rykiel Bterrani:** > Hello, Thank you for sharing your feedback with us. We’re genuinely sorry to hear that your experience didn’t live up to expectations. Your feedback is crucial in helping us improve, and we’re committed to ensuring future experiences are better. Please get in touch with our support team at support@maximizer.com so we can work together to resolve any concerns. The Maximizer Team ### 48. A game changer for client relationship management **Rating:** 4.5/5.0 stars **Reviewed by:** Mike R. | Customer service representative, Food Production, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2024 **What do you like best about Maximizer?** Maximizer excels with its strong CRM capabilities which integrate nicely with platforms, such as Outlook and Teams. It’s streamlined our processes and tracking client interactions and appointments in the one place. Reporting functionality is a game changer for our marketing efforts where we are able to leverage deep insights into customer data to focus only on the most promising leads. This tool has sped the workflow and left us much better structured, saving us time and boosting our productivity. **What do you dislike about Maximizer?** Interface of Maximizer a bit outdated and not so intuitive. This can slow navigation and clutter involving new users. However, it is a steep learning curve and it often takes a longer time for each of the team members to get comfortable with the system. Furthermore, the only dashboards we've been able to effectuate are limited in the customization options, preventing us to incorporate our software to our specific needs and thus, making the process overall less efficient. **What problems is Maximizer solving and how is that benefiting you?** Maximizer has made it easier to handle client information and interaction. Tracking and nurturing relationships has become much easier, because everything is in one centralized place. Task management and automated reminders bring me back to pay attention to deadlines and to follow ups so no opportunity gets lost. We’ve drastically improved our workflow, become more efficient, and deliver better service as a result, augmenting our customer loyalty and retention. **Official Response from Rykiel Bterrani:** > Hi Mike, Thanks for leaving us a review – we appreciate the thorough feedback! We're thrilled to hear Maximizer has been valuable in handling client information and interactions. I have shared your feedback regarding the interface directly with our team to address these challenges. We’re excited to continue working together to help you maximize your sales success! If you have any questions or need assistance, please don’t hesitate to reach out to our support team at support@maximizer.com. We’re here to help! The Maximizer Team ### 49. I like Maximizer, but it has some system glitches **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Maximizer?** It's been working for what I need for a long time. **What do you dislike about Maximizer?** The system has glitches in the system. Also, I feel that if I want to use some of the features that the program have, it can be really difficult to do it. **What problems is Maximizer solving and how is that benefiting you?** Solve the communication tracking with the clients. It's beneficial because I can keep record of any conversation related with the client. ### 50. Maximizing Customer Relations in Real Time. **Rating:** 4.5/5.0 stars **Reviewed by:** Kim E. | Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Maximizer?** Organizing the information in a meaningful way **What do you dislike about Maximizer?** The log in process. Often my log is says not found and I have to click and refresh my screen multiple times. **What problems is Maximizer solving and how is that benefiting you?** Keeping things organized. Tracking process. Setting reminders for client follow up. ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-18+12%3A25%3A22+-0500&secure%5Bsession_id%5D=d4590d13-b46c-4565-9a8a-8d6c14af183e&secure%5Btoken%5D=c8b2e6dd130809f43683e049dde575b580f448d656ca974f1b79e55b38d57780&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 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) - [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) ## 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 (24,668 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,270 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,045 reviews)