--- 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: '2026-07-21' 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. Its user friendly and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Lorraine M. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2024 **What do you like best about Maximizer?** The way it allows me to capture all my data and appoitnments easy to use and very straight forward. The customer service team and fast and very efficiaent **What do you dislike about Maximizer?** Nothing, it works perfect for my role and what i use it for **What problems is Maximizer solving and how is that benefiting you?** Reduce the hours i spent on reports as i can upload and have all the date downloaded into excel super fast. **Official Response from Rykiel Bterrani:** > Hi Lorraine, Thank you for leaving us a 5-star review! We're thrilled Maximizer is meeting all your needs efficiently, from easy data capture to fast customer service. We're here to help whenever you need us. Thanks for choosing Maximizer! The Maximizer Team ### 2. Great CRM for small business to never miss a client contact opportunity **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy L. | Mortgage Agent Level 2, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Maximizer?** The ability to create workflows and then apply them to individual clients making each interaction with our clients personalized, but also less labour intensive for us. Having a centralized hub to collect all interactions with clients with details that are available to all staff. Easy to onboard new clients as well as pull data from Maximizer to use for any client events or mass communications. The support that is available is great, love the chat feature as well as the tutorials on YouTube, making it quick and easy to get solutions for any issues that come up. It is the first web application I open in the morning and the last one that gets closed before shutting down for the day, we literally could not function without it. The daily task manager keeps us all on track and makes sure that we do not miss any follow up with our clients. Love the integration with Outlook email to keep track of all correspondence with clients. **What do you dislike about Maximizer?** Can be a bit labour intensive to get workflows and specific user defined fields set up. **What problems is Maximizer solving and how is that benefiting you?** Follow up woth clients, keeping track of our interactions which is crucial in the financial services industry- having notes to back up every transaction is a lifesaver. Also makes sure we never miss an opportunity with a client for maturing investments and following up to haev future discussions about future needs brought to our attention. **Official Response from Rykiel Bterrani:** > Hi Wendy, Thank you so much for taking the time to leave us a 5-star review! We're thrilled to hear that you have had a positive experience with Maximizer. We appreciate your support and are looking forward to continuing to serve you! The Maximizer Team ### 3. Maximizer is a really useful part of our business **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2024 **What do you like best about Maximizer?** The notes and interactions features are great for us to be able to track conversations/emails with clients. The owners of the buniess have used this feature for over 20 years so it is a great resource for us to go back and go over previous cases. **What do you dislike about Maximizer?** The calender interface can be a bit clunky and there is so little space for the title (on the week view) that you often have to click in and scrolol trough the title to see all of it. **What problems is Maximizer solving and how is that benefiting you?** We run our whole calander through Maximizer and we store all notes/emails with clients on the platform. **Official Response from Rykiel Bterrani:** > Hi there, Thank you for leaving us a review! We're thrilled to hear that you had a positive experience with Maximizer. Your feedback means a lot to us, and we'll definitely take your comment into consideration to continue improving our services. The Maximizer Team ### 4. Absolutely Fantastic Software! **Rating:** 5.0/5.0 stars **Reviewed by:** sam c. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Maximizer?** Ability to use this on my moble, web app and desktop app. Also the customer support is brilliant. **What do you dislike about Maximizer?** nothing! this doesnt everythign I need to keep up to date with my clients. **What problems is Maximizer solving and how is that benefiting you?** Ability to manage my daily tasks eaily to ensure i keep up to date with my clients. **Official Response from Rykiel Bterrani:** > Hi Sam, Thank you for leaving us a 5-star review! We're thrilled you're enjoying Maximizer's accessibility and support. It's fantastic to hear it's meeting all your client management needs. The Maximizer Team ### 5. I would recommend. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2024 **What do you like best about Maximizer?** Easy to use, Agenda system is on point. My favorite part is tasks so you can keep an eye on what you have to do. Replaced Post-its. **What do you dislike about Maximizer?** Nothing in particular, in my opinion Maximizer is the tool your buisness needs to have. **What problems is Maximizer solving and how is that benefiting you?** We are replacing post-its notes, replacing it with the task tab. Customer Service is really on point Paulo and Oula helped me multiple times. **Official Response from Rykiel Bterrani:** > Hi there, Thank you so much for taking the time to leave us a 5 star review! We're thrilled to hear you're enjoying Maximizer. The Maximizer Team ### 6. Robust CRM product that is easily customizable to meet my needs **Rating:** 4.5/5.0 stars **Reviewed by:** Allan B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2024 **What do you like best about Maximizer?** Ability to add fields that align with my business needs. I find it easy to use and intuitive. Assists with my daily activity. **What do you dislike about Maximizer?** Awkward to integrate with Outlook, but still able to do it after receiving some support. **What problems is Maximizer solving and how is that benefiting you?** Maximizer assists with pulling all the needed client information together in one place. **Official Response from Rykiel Bterrani:** > Hi Allan, Thank you for taking the time to leave us a review! We are thrilled to hear about your positive experience with Maximizer. The Maximizer Team ### 7. Maximizer Review **Rating:** 5.0/5.0 stars **Reviewed by:** Pauneez T. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2024 **What do you like best about Maximizer?** It is straightforward and easy to follow. Perfect for our small business. **What do you dislike about Maximizer?** I wish it was a bit more customizable, but I understand that there are limits. **What problems is Maximizer solving and how is that benefiting you?** Maximizer allows us to track our clients/deals from the second we are introduced, until the funds are paid into our accounts. It lets us check off all the boxes throughout the client journey! **Official Response from Rykiel Bterrani:** > Hi Pauneez, Thank you for leaving us a 5 star review! We appreciate your support and are grateful for the opportunity to serve you. If you have questions about customization, please reach out to us at support@maximizer.com. The Maximizer Team ### 8. Maximizer User for 20 years sees improvement and innovation with Maximizer **Rating:** 3.5/5.0 stars **Reviewed by:** Jory P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2024 **What do you like best about Maximizer?** At its core function Maximizer is great for follow up and is very simple to build an activity flow schedule of calls and emails, **What do you dislike about Maximizer?** Campaigns have always been a chore for me to take on over the years. **What problems is Maximizer solving and how is that benefiting you?** generating leads and filtering out prospects **Official Response from Rykiel Bterrani:** > Hi Jory, Thank you for your review! We're glad to hear that you had a positive experience with Maximizer. We appreciate your support and are thrilled you're finding it valuable. The Maximizer Team ### 9. We love Maximizer ! **Rating:** 4.5/5.0 stars **Reviewed by:** gery H. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about Maximizer?** data base management and date mining with the unlimited UDF is the greatest utility. the Mobil app is very usefull. Hunter Expositions has been using Maximizer for more than 20 years. We appreciate its robust dependability, product innovation and customer service. Would recommend to just about anybody **What do you dislike about Maximizer?** More project management tools would be helpull and keep us focused on one system to avoid redundancies **What problems is Maximizer solving and how is that benefiting you?** Time management and client communications **Official Response from Rykiel Bterrani:** > Hi Gery, Thanks for taking the time to share your feedback with us! We're so glad to be a part of your journey for 20+ years and are committed to helping you succeed even more. Looking forward to continuing our partnership! Maximizer Team ### 10. A little More than I need **Rating:** 3.5/5.0 stars **Reviewed by:** Jackie F. | Owner/President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** I liked that i had worked with the program for decades and was familiar with it **What do you dislike about Maximizer?** cost is very high for my needs. I have a hard time justifying the cost to maintain this database when i am only using limited options **Recommendations to others considering Maximizer:** I am looking around for a replacement CRM **What problems is Maximizer solving and how is that benefiting you?** I'm just maintaining a client list **Official Response from Rykiel Bterrani:** > Hello Jackie, Thank you for sharing your feedback. We are sorry that your experience was not an amazing one. We take our customers’ feedback very seriously. Please feel free to reach out to support@maximizer.com with any further comments, concerns or suggestions you have so that we can make your experience a better one. We would love to make things right if you could give us another chance. The Maximizer Team ### 11. I've been using Maximizer since 2015 - always evolving and keeping up with the industry **Rating:** 5.0/5.0 stars **Reviewed by:** thatguydennis w. | Group Benefits & Pension Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Maximizer?** The program is easy to manage and works great with my practice. It has more features than I need but the ones I do use are perfect. It beats many competitors on price, but once you are inside you will notice it is a strong tool for any business tracking data. **What do you dislike about Maximizer?** I can't think of anything right now that would be an issue. The maximizer support team is outstanding and usually can help me solve problems the same day. I would recommend not getting hung up on small stuff when it comes to products as complex as a CRM. **What problems is Maximizer solving and how is that benefiting you?** Tracking of leads is the main strength. When quoting a number of companies for a client, it is nice to have documents set out and everything in order. It is great for implementing the product as well and allows you to go back and review documents when anything is in question. Super fast for everything right down to audits. **Official Response from Rykiel Bterrani:** > Hi there, Thank you so much for leaving us a 5-star review! We’re delighted to hear that you've enjoyed our product and its features! The Maximizer Team ### 12. Good database, however needs to be updated **Rating:** 1.0/5.0 stars **Reviewed by:** Dave H. | Certified Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Maximizer?** I like the ease of accessibility (on my smartphone) and the multiple features. **What do you dislike about Maximizer?** I REALLY don't like the delay when switching from screen to screen. I understand this is the tradeoff with having everything in the cloud, however the lag is extremely frustrating when trying to access information quickly. Also, I found the platform to have an outdated look and feel to it. **Recommendations to others considering Maximizer:** I wish the system was faster and didn't have the lag time (even with my new computer and the fastest internet speed i can get). **What problems is Maximizer solving and how is that benefiting you?** Our clients are organized, however due to the lag when going from screen to screen, it feels more tedious to enter the information....as well as accessing the information. I wish the system was faster. I also found it very difficult to perform searches with various clients compared to our new CRM. **Official Response from Rykiel Bterrani:** > Hello Dave, Thank you for sharing your feedback - we take it very seriously. We are sorry that your experience was not an amazing one. I’ve shared this with the team so we can focus on this issue moving forward. Please do reach out support@maximizer.com if we can assist further. The Maximizer Team ### 13. CRM Software for Notes and Client Information **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2024 **What do you like best about Maximizer?** I like the Notes section where you can keep track of client interactions. There is also an Accounts tab where you can keep track of new leads and opportunities. **What do you dislike about Maximizer?** The downside of this CRM is the high cost **What problems is Maximizer solving and how is that benefiting you?** Maximizer keeps track of all of your key client information. It can also record your dealings with clients in the notes section. It also has a calendar and leads section. **Official Response from Rykiel Bterrani:** > Hi there, We’re so happy to hear that you enjoy using Maximizer to keep track of your client interactions! Please don't hesitate to reach out to support@maximizer.com if you need support to make this more worth it for you. Your satisfaction is our priority, and we're here to help however we can. The Maximizer Team ### 14. Great tool to keep track of notes & tasks **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Maximizer?** organize by client. pop up reminders by date. ability to assign task owners. **What do you dislike about Maximizer?** I can't think of anything right now. will let you know **What problems is Maximizer solving and how is that benefiting you?** keeping tracks of notes & tasks for each client. Pop up tasks on set date. **Official Response from Rykiel Bterrani:** > Hi there, Thank you for leaving us a review! We're thrilled to hear that you've found Maximizer to be a valuable tool for your business needs. The Maximizer Team ### 15. No other option to consider - this does the data mining for customers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Maximizer?** Step beyond your abilities, and let this program keep your history, your activity, your contacts, your appointments and allow you to search "easily" for the information your need. **What do you dislike about Maximizer?** Annual renewal annoys me as I used to be able to buy and use until I felt like upgrading (I started more than 20 years ago with a DOS version!). **What problems is Maximizer solving and how is that benefiting you?** What am to do - today, tomorrow, and this week/month? Who (and where) do I need to see? What do I know about them (thier history)? What do they want? What are the hot / cold points? When I intially started using this (20+ years ago) I was a financial planner/investment planner/life insurance agent, and soon had more clients/customers/prospects than I could stay on top of using a manual system. My success came from contact (when promised), being able to remind my customers what they said/planned for/wanted, and consistent contact moved prospects to customers and finally to raving clients! **Official Response from Rykiel Bterrani:** > Hi there, Thanks for taking the time to write us a review! We're so happy to hear that Maximizer has helped to keep everything organized for you. Looking forward to helping your organization continue to thrive! The Maximizer Team ### 16. Great service, great software **Rating:** 4.5/5.0 stars **Reviewed by:** martin r. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Maximizer?** user friendly. Fast service when needed, like today **What do you dislike about Maximizer?** may be uprgrading the iphone maximizer, for contacts **What problems is Maximizer solving and how is that benefiting you?** keepoing contacts, and furutre todo **Official Response from Rykiel Bterrani:** > Hello Martin, Thanks for taking the time to share your feedback with us! We’re delighted to hear that you've enjoyed Maximizer's quick customer service! The Maximizer Team ### 17. Over the past 30 Years I have never waivered in using any other CRM, this one is the BEST! **Rating:** 5.0/5.0 stars **Reviewed by:** Sue Lynn T. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Maximizer?** The flexibility of User Defined Fields and reports, it allows me to create fields, track items and log my work. Best is monitor my deadlines. **What do you dislike about Maximizer?** Nothing yet! Everything I use this for, which is basically montitoring my clients and compliance for Defined Contribution Plans. It is incredible and over the last 30 plus years I only miss the cheap stand alone version. **What problems is Maximizer solving and how is that benefiting you?** Becuase it montitors all my deadlines and reporting for compliance, it ensures that my clients don't receive penailites. **Official Response from Rykiel Bterrani:** > Hi there, Thank you so much for leaving us a 5-star review. We truly appreciate your loyalty and appreciation of our product over the last 30 years! At Maximizer, we continuously strive to serve you better. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team ### 18. Maximizer CRM is a great product. **Rating:** 5.0/5.0 stars **Reviewed by:** Stan F. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2021 **What do you like best about Maximizer?** It is a great product. Very functional and easy to use. Easy to add contacts. It helped me elminate several spreadsheets I was using to keep track of the companies I was calling on, and made it really easy to track when I should make followup calls. **What do you dislike about Maximizer?** Some functions are cumbersome, but not many. **What problems is Maximizer solving and how is that benefiting you?** Sending mass mailings to my contacts was cumbersome but tracking opportunities was really easy. **Official Response from Rykiel Bterrani:** > Hi Stan, Thank you for leaving us a 5-Star review. We’re delighted to hear that Maximizer has been helping in tracking your opportunities! The Maximizer Team ### 19. CRM Maximizer, a great access. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2024 **What do you like best about Maximizer?** Has basic CRM applications and also advanced applications if required. **What do you dislike about Maximizer?** I can't think of any downside to using Maximizer, it's the only CRM I used the last 15 years. **What problems is Maximizer solving and how is that benefiting you?** Keeping track of customers and notes. **Official Response from Rykiel Bterrani:** > Hi there, Thank you for your unwavering support over the past 15 years! We're thrilled to hear about your positive experience with our product. The Maximizer Team ### 20. Perfect for my work flow needs **Rating:** 4.5/5.0 stars **Reviewed by:** Chad P. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Maximizer?** Establishing households, creating custom key fields that help my business, creating tasks. **What do you dislike about Maximizer?** I wish there was child task functinoality so I could b ranch out my over arching tasks into smaller, bite size tasks. Sometimes I have multiple to-dos but Maximizer doesn't allow for things to be divided up with parent/child tasks. **What problems is Maximizer solving and how is that benefiting you?** Work flow management & not forgetting to do things. **Official Response from Rykiel Bterrani:** > Hi Chad, Thanks for taking the time to share your feedback with us! We're thrilled to hear that you had a positive experience with Maximizer. The Maximizer Team ### 21. Long time user, satisfied overall with the software **Rating:** 4.0/5.0 stars **Reviewed by:** Devon E. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2023 **What do you like best about Maximizer?** I really like the outlook integration. This allows us to automatically save correspondence and attachments to the client's contact on the program. This has made life much easier for us. **What do you dislike about Maximizer?** The thing I like the least is that there is no search function in the files or notes sections. This would help in finding a specific document much quicker. This is really the only thing that hasn't been ideal. **What problems is Maximizer solving and how is that benefiting you?** Organization and access to files, notes and contact information regardless of where I am located. This has allowed us to reduce filing and other tasks over the time we have had the program **Official Response from Rykiel Bterrani:** > Hello Devon, First of all, thank you so much for leaving us a positive review! We really value your input and flagging up areas where we can further improve. I have shared your feedback directly with our Product Manager to address these challenges. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team ### 22. A smart way to work **Rating:** 5.0/5.0 stars **Reviewed by:** Graham C. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Maximizer?** Anyweher access (24/7), hybrid working, increased productivity, secure data, peace of mind, reduced calls to office, 360 view of our business/sales data, responding quickly to clients. **What do you dislike about Maximizer?** I don't dislike Maximizer, I'm a fan!!!!! **What problems is Maximizer solving and how is that benefiting you?** Accessing our customer and supplier info from anywhere at any time allows us to be more efficient, productive and respond faster to customers. Speed of response is a major part of customer loyalty and satisfaction and builds trust. **Official Response from Rykiel Bterrani:** > Hi Graham, Thank you for leaving a 5-star review! We are delighted to hear that you've had a positive experience. The Maximizer Team ### 23. Very Robust Operating Environment **Rating:** 5.0/5.0 stars **Reviewed by:** Gennaro S. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Maximizer?** Imbededded training videos are extremely valuable. Our team refers to them constantly. Max is easy to use and our MailChimp integration was seamless. Customer support is always top-notch and fast. **What do you dislike about Maximizer?** Sometimes the program bogs down when refreshing or switching modules. **What problems is Maximizer solving and how is that benefiting you?** Helped us clean up our database and streamline our process. **Official Response from Rykiel Bterrani:** > Hi Gennaro, Thank you so much for leading us a 5-star review! We're thrilled to hear that you have had a positive experience with your integrations and our customer support team. We appreciate your support! Sincerely, The Maximizer Team ### 24. It has been very easy and intuitive to use. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2024 **What do you like best about Maximizer?** Help track opportunities and to email prospects for follow ups. **What do you dislike about Maximizer?** Can be a little more updated and modernized. **What problems is Maximizer solving and how is that benefiting you?** Keeps our information organized to search and locate data. **Official Response from Rykiel Bterrani:** > Hi there, We're thrilled to hear that you're enjoying our features for tracking opportunities and emailing prospects. Thank you for your support, and we look forward to continuing to serve you! The Maximizer Team ### 25. A (very) small business user. **Rating:** 5.0/5.0 stars **Reviewed by:** Tom T. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Maximizer?** Access on any device and browser. The move to the cloud was a game changer. The earlier horror shows of desktop installation just disappeared. I'm guessing others offer similar functionality but I haven't shopped around. **What do you dislike about Maximizer?** In seraches the search field goes blank if nothing is found but you don't know whether that's true or whether there was simply a typo in the request.It would b helpful to leave the keyed in search name visible for verification when no results are found. **What problems is Maximizer solving and how is that benefiting you?** I have an active client base of aoubt 200 and another 300 plus in the prospect pool. Maximizer tracks status for invoicing uroses and for sales follow up. After fifteen years, Maximizer is the repository of corporate knowledge about clients and prspects. **Official Response from Rykiel Bterrani:** > Hi Tom, Thank you for leaving a 5-star review. We really value your input and flagging up areas where we can further improve. I have shared your feedback directly with our Product Manager to address these challenges. We look forward to continuing to work with you to help you enhance your sales process. ### 26. simple and effective **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2024 **What do you like best about Maximizer?** very well laid out on one page...no having to go to too many different tabs **What do you dislike about Maximizer?** The least helpful is sometime my screen changes on me when I open it up and find it difficult to get it back they way I want it. Maybe I missed an update or something but not sure. **What problems is Maximizer solving and how is that benefiting you?** easy retracting of mtg notes and timelines **Official Response from Rykiel Bterrani:** > Hi there, Thank you so much for taking the time to leave us a review! We're thrilled to hear that you had a positive experience with Maximizer. If you have any questions, please contact us at support@maximizer.com. Sincerely, The Maximizer Team ### 27. Positive support from Maximizer **Rating:** 4.0/5.0 stars **Reviewed by:** John B. | Financial Service Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2023 **What do you like best about Maximizer?** Working with the maiximizer sales team from the initial purchase as they were able to walk me through and help me to get up and running with the software from the beginning. **What do you dislike about Maximizer?** Software was good overall, but had some limitiations for all the details that I needed it to do for my client base. I think if the development team continues to improve then it will be fantastic **What problems is Maximizer solving and how is that benefiting you?** The problem that Maximizer is helping me to solve is maintaining basic CRM data for my clients, but also helping me to setup some follow-up tasks when I met with them or call for follow-up appointments. **Official Response from Rykiel Bterrani:** > Hi John, Thank you very much for sharing your positive Maximizer experience with us! We're so happy to hear that we've helped in organizing your data and tasks. Looking forward to helping your organization continue to thrive! ### 28. Excellent service **Rating:** 5.0/5.0 stars **Reviewed by:** Megan w. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** Immediate contact and follow with needs. Many different tools to complete training for different learning styles **What do you dislike about Maximizer?** Not super user friendly on phones. Even web version doesn’t work smooth. **What problems is Maximizer solving and how is that benefiting you?** Communication and client service. Ease of use between advisors and admin rolls **Official Response from Rykiel Bterrani:** > Hi Megan, Thank you for the 5-star review! We're thrilled you had a positive experience with Maximizer. We appreciate the additional insights you shared. Your suggestions are important, and we're committed to continuous improvement. Thanks for helping us get even better! The Maximizer Team ### 29. I have been using Maximizer since it was a DOS product! I would be lost without it! **Rating:** 5.0/5.0 stars **Reviewed by:** Barry B. | President/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Maximizer?** The fact that it is cloud-based and I do not have to worry about updating software, backing up data, or worrying about the possibility of my computer crashing or being stolen. **What do you dislike about Maximizer?** Actually, I can't think of anything I dislike about Maximizer. Their support team has been very responsive when I have had problems, and they were quickly resolved. **What problems is Maximizer solving and how is that benefiting you?** I can pursue numerous opportunities without forgetting to follow up with contacts related to those opportunities. Having a permanent record of my activity allows me to remember key information that could be beneficial in my current activity. **Official Response from Rykiel Bterrani:** > Hi Barry, Thank you for leaving us a 5-star review. At Maximizer, we continuously strive to serve you better. Looking forward to helping your organization continue to thrive! ### 30. Makes life so much easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Sharon B. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Maximizer?** I like how maximizer tracks all of our business, from notes to contacts to fields set up for our business. I love that everyone in the company can use the program. **What do you dislike about Maximizer?** I wish entering new fields was easier. Being able to add the field you need without backing out and setting up would be a game changer for us. **What problems is Maximizer solving and how is that benefiting you?** Keeps track of all of our business and keeps everything in one place. **Official Response from Rykiel Bterrani:** > Hello Sharon, Thank you for leaving a 5-star review and sharing your feedback with us! We’re thrilled to hear that you've been enjoying Maximizer. Looking forward to helping your organization continue to thrive! ### 31. A Fantastic Option to Manage Client Relationships **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2023 **What do you like best about Maximizer?** Maximizer is imperitave to our service as we utilize it for all areas of our business - mainly focusing on storing data for compliance purposes. **What do you dislike about Maximizer?** There is a learning curve, however the Support staff were excellent in helping us get set up and utilizing basic functions. **What problems is Maximizer solving and how is that benefiting you?** Maximizer ensures that our compliance responsibilities are satisfied and that detailed information about our clients are stored and able to be accessed quickly. **Official Response from Rykiel Bterrani:** > Hi there, Thank you so much for leaving us a review! We’re delighted to hear that you've enjoyed Maximizer. Looking forward to helping your organization continue to thrive! The Maximizer Team ### 32. Have been using maximizer since 1988, and it has always increase revenues. **Rating:** 4.5/5.0 stars **Reviewed by:** Richard L. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2023 **What do you like best about Maximizer?** You can adapt it to the changes in the business. **What do you dislike about Maximizer?** I am of the old school and would like a hard copy of the manuel. **What problems is Maximizer solving and how is that benefiting you?** It keeps track of contacts,and can zero in on groups to market. **Official Response from Rykiel Bterrani:** > Hello Richard, Thank you so much for sharing your feedback with us. We really appreciate your loyalty and appreciation of our product since 1988! Looking forward to continuing to serve you! The Maximizer Team ### 33. Great for storing information, but not integrations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2023 **What do you like best about Maximizer?** * Customer support is pretty quick compared to bigger companies * User-defined fieds are very useful **What do you dislike about Maximizer?** * Integrations with other software specifically with Power BI. We have to do manual exports or build our API (which, so far, does not include any user-defined field information). * Integration with Microsoft Outlook is going through a rough time with the transition from Windows 10 to 11. **What problems is Maximizer solving and how is that benefiting you?** Customer Management Sales Efforts Equipment Tracking **Official Response from Rykiel Bterrani:** > Hi there, Thank you for your review and your positive comments about Maximizer! We appreciate your feedback, and we're committed to making improvements based on your suggestions. Thanks again for your support! The Maximizer Team ### 34. A solid legacy product that we have used for nearly 20 years **Rating:** 4.0/5.0 stars **Reviewed by:** Ian B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Maximizer?** The structure of the pages and tabs is pretty intuative. We track all of our sales activities, and are able to set adequate follow ups. **What do you dislike about Maximizer?** They switch the platform from server based to online, and we were strongarmed to switch. **What problems is Maximizer solving and how is that benefiting you?** We use it strictly for sales efforts, and client management. **Official Response from Rykiel Bterrani:** > Hello Ian, Thanks for taking the time to share your feedback with us! We’re delighted to hear that Maximizer has been able to serve your organization for 20 years. We look forward to continuing to work with you to help you enhance your sales process. ### 35. Great platform. Robust for the price point and easy to use. **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel W. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Maximizer?** Very easy to use. Features are robust. Very customizable. Great support. Sizeable knowledgebase. **What do you dislike about Maximizer?** No SQL syntax for search queries, so certain niche searches may not be possible. Some slight performance issues with 100,000+ records. **What problems is Maximizer solving and how is that benefiting you?** Maximizer is a great CRM and is intuitive enough for our salesforce to pickup quickly. **Official Response from Rykiel Bterrani:** > Hi Daniel First of all, thank you so much for sharing your feedback with us—we really value your input and flagging up areas where we can further improve. We look forward to continuing to work with you to help you enhance your sales process! ### 36. 20 YEARS of experience **Rating:** 4.5/5.0 stars **Reviewed by:** Ted K. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Maximizer?** the note taking and that it is all in one place **What do you dislike about Maximizer?** the slow integration with Outlook and being able to merge date **What problems is Maximizer solving and how is that benefiting you?** being able to take notes **Official Response from Rykiel Bterrani:** > Hi Ted, Thank you for sharing your experience and feedback! We're thrilled to hear you had a positive experience. Looking forward to continuing to serve you! Maximizer Team ### 37. Best Contact Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2023 **What do you like best about Maximizer?** Maximizer is very user friendly and easy to navigate. Easy to find filed documents and contact information when I am in a hurry. **What do you dislike about Maximizer?** there is not much to dislike, Customer support is always on hand if I find I need help **What problems is Maximizer solving and how is that benefiting you?** Maximizer is helping our office go paperless by eliminating keeping documents. we now store everything on maximizer **Official Response from Rykiel Bterrani:** > Hi there, Thank you so much for taking the time to leave us a 5-star review! We're thrilled to hear that you had a positive experience with Maximizer. We appreciate your support and are grateful for the opportunity to serve you. The Maximizer Team ### 38. Advisor's review on Maximizer **Rating:** 5.0/5.0 stars **Reviewed by:** Kelvin K. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Maximizer?** That the platform is in the cloud and provides easy access anywhere. I like the compatibility how it is linked to Microsoft and maximizer **What do you dislike about Maximizer?** Two many features, would be nice to have live webinars occasionally with other advisors that use maximizer. ie. once a quarter **What problems is Maximizer solving and how is that benefiting you?** continually working on updates to improve efficiencies regarding their CRM platform **Official Response from Rykiel Bterrani:** > Hello Kelvin, Thank you for leaving us a 5-star review! We also want to thank you for sharing your feedback with us—we really value your input and flagging up areas where we can further improve. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team ### 39. Non Profit volunteer organization success with Maximizer **Rating:** 4.5/5.0 stars **Reviewed by:** Arthur S. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2023 **What do you like best about Maximizer?** Teh customizeability is critical for my applications. **What do you dislike about Maximizer?** Remembering how to do tasks that you do not do often, like updating user defined fields. Sometimes hard to figure out or remember how. **What problems is Maximizer solving and how is that benefiting you?** Tracking leads, Tracking interactions with volunteers, central repository for my administrative offices. **Official Response from Rykiel Bterrani:** > Hi Arthur, Thank you very much for sharing your positive Maximizer experience with us! We're so happy to hear that we've helped with tracking your leads and interactions. Looking forward to helping your organization continue to thrive! ### 40. Its a great database but we don't utilize to full capabilities **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2023 **What do you like best about Maximizer?** link between our email and calendar etc. ease of use lots of features available **What do you dislike about Maximizer?** LIVE TRAINING SESSIONS AND CUSTOMER SUPPORT **What problems is Maximizer solving and how is that benefiting you?** we are basically only using for database and crm now but want to start using as task manager etc **Official Response from Rykiel Bterrani:** > Hi there, I’m sorry to hear about your experience with us. It’s always our intention to provide great customer service. Please accept our sincerest apologies that we didn’t live up to your expectations. I’m thankful that you reached out to share your experience as your valuable feedback helps us to improve our processes and better serve our clients. We would really appreciate it if you could reach out to us at support@maximizer.com to discuss what it is exactly that you are not satisfied with and how we can make this right. With our latest cloud release, we added a new way to manage your tasks. In the meantime, if you'd like to learn more about our new Tasks feature, please take a look at this video: https://rb.gy/vkqed You can also read our recent release notes for more information: https://rb.gy/4n4nz The Maximizer Team ### 41. easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Maximizer?** Keeping client information & notes organized **What do you dislike about Maximizer?** No dislikes at the moment but sometimes a client list format will get mixed up and it is hard to get it back to the way it was **What problems is Maximizer solving and how is that benefiting you?** None at the moment **Official Response from Rykiel Bterrani:** > Hi there, Thanks for taking the time to leave us a review! We’re delighted to hear that you've enjoyed Maximizer so far. The Maximizer Team ### 42. Good CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Maximizer?** It is really easy to use for basic information **What do you dislike about Maximizer?** I would like it to be a little nicer to look at, have better plug ins **What problems is Maximizer solving and how is that benefiting you?** keeping track of our client's data **Official Response from Rykiel Bterrani:** > Hello, Thanks for taking the time to share your feedback with us. We’re delighted to hear that it has been easy for you to use! The Maximizer Team ### 43. Max for Maximizer **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Maximizer?** We are using it as a team and not individually so we do have some restrictions when using it **What do you dislike about Maximizer?** it is ok, it's just us as a company using it to a minimum, we share the login amongst our team members **What problems is Maximizer solving and how is that benefiting you?** it helps some of my team members in terms of data storage of their clients **Official Response from Rykiel Bterrani:** > Hi there, Thank you for sharing your feedback. I’m sorry to hear that your experience with Maximizer hasn’t met your expectations. We take our customers’ feedback very seriously. Please feel free to reach out to support@maximizer.com if you have any further comments, concerns, or suggestions for us. ### 44. Not there yet **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Maximizer?** The application is supported by my firm. **What do you dislike about Maximizer?** Inconsistancy, lack of respecting commonly accepted computer app protocols. **What problems is Maximizer solving and how is that benefiting you?** Allowing us to maintain all information about a client in a single location. **Official Response from Rykiel Bterrani:** > Hello, Thank you for sharing your feedback with us—we really value your input and flagging up areas where we can further improve. I have shared your feedback directly with our Product Manager to address these challenges. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team ### 45. Canadian based CRM for Financial Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2023 **What do you like best about Maximizer?** Its relatively simple to use but has great functionality. **What do you dislike about Maximizer?** Although there are specific versions of Maximizer for specific users, it still requires some adjustments and customizations to make it work most effectively for each user. **What problems is Maximizer solving and how is that benefiting you?** Maximizer allows me to manage and store the data records I need to effectively run my Financial Planning practice, and Insurance and Investment sales. **Official Response from Rykiel Bterrani:** > Hi there, Thank you for leaving a 5-star review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you! The Maximizer Team ### 46. Using Maximizer 25+ years **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Maximizer?** Maximizer has been our CRM for 25+ years and I haven't found anything since that wanted me to change it. **What do you dislike about Maximizer?** The only downside for us on the east coast of Canada is the time difference for tech. Support. **What problems is Maximizer solving and how is that benefiting you?** No current problems **Official Response from Rykiel Bterrani:** > Hi there, Thank you for sharing your experience with us. We are so happy to hear that Maximizer has been beneficial to you for 25+ years - we really appreciate your loyalty! Looking forward to helping your organization continue to succeed. ### 47. I like maximizer but it has some glitches **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2023 **What do you like best about Maximizer?** Being able to store notes/information about clients that my colleagues can easily access. The customer support is also good **What do you dislike about Maximizer?** There is many glitches. Notes lose formatting sometimes, tasks are duplicated. **What problems is Maximizer solving and how is that benefiting you?** Storing client information that everyone can see **Official Response from Rykiel Bterrani:** > Hi there, Thanks for taking the time to share your feedback with us! We’re delighted to hear that Maximizer has been helpful to your organization. I’ve shared your feedback with the team, but please do reach out support@maximizer.com if we can assist further. The Maximizer Team ### 48. Convenient, designed by listening to users. **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen W. | Senior Investment Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Maximizer?** That all correspondence and phone calls with clients are filed away and easily found. **What do you dislike about Maximizer?** Not having the time to dedicate to figuring out how to utilize all of the features to make us even more efficient. Perhaps a series of webinrs set up throughout the year. **What problems is Maximizer solving and how is that benefiting you?** Compliance and notes of discussions. Keeping track of all the moving pieces. The added benefit is knowing what all the conversations with team members has been with clients. ### 49. Maximizer CRM : unimaginably insightful **Rating:** 4.5/5.0 stars **Reviewed by:** Varun A. | Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** July 02, 2022 **What do you like best about Maximizer?** Maximizer CRM provides some of the best analysis by analysing all the inputs and leaving nothing. It provides comprehensive insights which makes sense as much that even a layman can understand. The best thing is its customized insights, so it is not a plug and play type of insights but a detailed analysis which clearly list with specificity and simplicity what actually is the way forward. And of course they have speedy service which helps in timely completion of projects. Their analysis is very clear and concise that it takes no time to think about the solutions and come up with effective ways to solve the problems analysed in their reports. Finally their pricing is very much justified as they are providing unmatchable services at given price. **What do you dislike about Maximizer?** Sometimes they provide with too much factor analysis that it gives contradictory results and it then becomes difficult to decide on the potential solutions. This happens a few times not frequently especially when there are a lot of data that needs to be analyzed in less time. Maybe increased used of AI and ML can help them to increse their productivity and reduce erroneous suggestions. **What problems is Maximizer solving and how is that benefiting you?** Maximizer CRM has quite considerably freed up resources that my organisation used to put into analyzing the central problems and they have dome it in less than expected time. So now my organisation doesn't have to worry about repetitive analysis and just focus on innovating new products and processes to maintain its position in the market. Also Maximizer CRM has provided us with potential opportunities that my organisation can target and it was of great help as race towards the top position in our industry. All I can say is that it has helped us grow exponentially with its timely, smart, and comprehensive analysis of important data from our organization. ### 50. Good General CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2022 **What do you like best about Maximizer?** User Defined Fields that you could change to suit your needs. **What do you dislike about Maximizer?** Phone Field reformats to an unfriendly format, deleting hyphens. **What problems is Maximizer solving and how is that benefiting you?** Customer contacts and quote details can be kept in CRM ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-26+09%3A25%3A09+-0500&secure%5Bsession_id%5D=5bb97346-08e3-4186-8bd3-6290b96a5b98&secure%5Btoken%5D=b48896436bfacbd24d68fcac4c7026be49562adfb3a00bd3ad5dc01b2c61bc3e&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 (24,675 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,277 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,051 reviews)