--- 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. Maximizer **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2018 **What do you like best about Maximizer?** The features in Maximizer are great. Easy to use. **What do you dislike about Maximizer?** System runs slow when switching from calendar to address book. **What problems is Maximizer solving and how is that benefiting you?** It's easy to search for clients, however the feature to see your recent entries is no longer there. ### 2. This centralized customer management software significantly boosted our relations with our clients **Rating:** 4.0/5.0 stars **Reviewed by:** Antonio D. | Customer Service Representative, Retail, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Maximizer?** My favorite feature of Maximizer is how enhanced the CRM module is, making it easier for organizations to track and optimize the customer relationships and sales. One of the biggest advantages is that it tend to our email and calendar application thus enabling us to easily monitor our interactions with clients and plan for meetings. Another advantage is that the option to set up various dashboards and reporting, are good for providing a deeper look into your sales and customers. **What do you dislike about Maximizer?** A drawback of Maximizer is the relative difficulty of installation and utilization, especially for first time users. The orientation process may take a long time which at times may inconvenience the working process and take time before the trainees are fully productive. Besides, it has many features, but some of the high level features are not so convenient to use and need more time to explore to get the most out of them. These challenges have occasionally resulted in the slowing down of certain activities as well as increased training costs. **What problems is Maximizer solving and how is that benefiting you?** Maximizer effectively solves the problem of controlling customer relations and the sale by providing an integrative CRM. This has been very helpful, following communication with customers, sales leads, and all customer information in one place. The analytics that are offered by the software allows for informed decision making as the sales function and customer service in particular are benefited from this. It has helped to streamline our various processes for business and also assisted in the creation of better relations with the customers. ### 3. Simplifying client interaction management is a problem anymore **Rating:** 4.0/5.0 stars **Reviewed by:** Mario C. | Customer Service Manager, Mechanical or Industrial Engineering, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Maximizer?** In my opinion, the most striking aspect is that it offers full fledged CRM capabilities that enhance the way our organization operates, as far as customers’ relationships are concerned. It features a rich contact and lead management our which is beneficial in monitoring interactions with clients and the progress of sales. The further integration with our email and calendar systems was particularly interesting as it provides for an automatic synchronization of appointments and communication. It has further enhanced the work efficiency of our team and has helped us in managing ourselves better. **What do you dislike about Maximizer?** One disadvantage of Maximizer is that is has a fairly steep learning curve and the interface is not as friendly. Training of employees in the use of the system reduces the efficiency of the employees in the early days of using the system. Furthermore, although the CRM includes all the necessary features, the interface is somewhat crowded, and it occasionally took some effort to find particular buttons and options. This has affected our team in terms of productivity and has necessitated additional training for all features to be optimally utilized. **What problems is Maximizer solving and how is that benefiting you?** Maximizer solves the issue of disintegrated customer relations by providing an integrated system that tracks the interactions with the customers, leads, and supervises the sale’s process. This has improved our organization activities and follow ups. Most operations have been made easier through the use of the CRM system, hence improving the overall coordination and minimizing errors that could be made in the process. Thus, it was registered increased productivity and better results concerning the management of relationships with customers. ### 4. Gives sales VP total control **Rating:** 5.0/5.0 stars **Reviewed by:** Mahoud A. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2024 **What do you like best about Maximizer?** I liked how the simple interface design make the dashboard easy to use and not look too clumped, even with various tools that they offer. This is a winner CRM software for Sales VP to manage revenue target, pipeline and lead track insight. **What do you dislike about Maximizer?** Application downtime is getting serious. It keep show error that they can reach the website, or it is a problem from my end? Try to get answer from customer support, still no respond at this time. **What problems is Maximizer solving and how is that benefiting you?** Automatic campaign management for email marketing operation. Analysis report for marketing campaign to analyze campaign effectiveness and lead management give us edges on sales management. **Official Response from Rykiel Bterrani:** > Hello Mahoud, Thank you so much for taking the time to leave us a 5-star review!. We truly appreciate your support and are excited to continue serving you in the future. We value your input on areas for improvement. I’ve shared your feedback with our Product Manager to address the challenges you’ve experienced. If you’re still in need of assistance or haven’t received a response yet, please don’t hesitate to reach out to our support team directly at support@maximizer.com. We’re here to help! The Maximizer Team ### 5. All-in-one organization tracker **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Maximizer?** Keeping everything organized is the best feature. Being able to see all information related to a client in one area makes things easy and efficient. The one-on-one training is also beneficial. **What do you dislike about Maximizer?** There is a lot to learn at the beginning with all of the different features. **What problems is Maximizer solving and how is that benefiting you?** Organization, keeping everything in one area. ### 6. New user to maximizer **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** January 08, 2025 **What do you like best about Maximizer?** I'm a new employee and started using Maximizer a few months ago. I've found the user interface very intuitive and have picked it up quite quickly. **What do you dislike about Maximizer?** While Maximizer has been easy to learn, the user interface is not the most visually pleasing. I find that my eyes get tired looking at it. **What problems is Maximizer solving and how is that benefiting you?** Maximizer helps us keep track of student data and interactions. It helps us stay organized. **Official Response from Rykiel Bterrani:** > Hi there, Thank you for your honest feedback. We’re truly sorry to hear that Maximizer didn’t meet your expectations. I’ve flagged this with our team so we can improve this in the future. If there’s anything further we can assist with, please don’t hesitate to contact us at support@maximizer.com. ### 7. Mxz Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2025 **What do you like best about Maximizer?** I believe the customer service is very helpful. Have helped and guided me through screen-sharing multiple times **What do you dislike about Maximizer?** Auto-setting tasks in maximizer. tried doing this but did not generate the required results. **What problems is Maximizer solving and how is that benefiting you?** Keeping notes, last follow up dates, etc. **Official Response from Rykiel Bterrani:** > Hi there, Thanks for leaving us a review! We’re delighted to hear that you've had a great experience with our customer support team. 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 ### 8. Max **Rating:** 5.0/5.0 stars **Reviewed by:** Lacey K. | ADMIN, Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2024 **What do you like best about Maximizer?** Team integration, joint calendars, saves files under one umbrella **What do you dislike about Maximizer?** Slow to click and move around. I have the spinning wheel of death as I type this, **What problems is Maximizer solving and how is that benefiting you?** Continuity and synergy between team **Official Response from Rykiel Bterrani:** > Hi Lacey, Thank you so much for the 5-star review! We're grateful for your feedback and are excited to continue serving you in the future. ### 9. Great Business Program **Rating:** 5.0/5.0 stars **Reviewed by:** Petra D. | Administrative Assistant, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2024 **What do you like best about Maximizer?** It is very easy to use and customer service is great. It offers great easy to use features. **What do you dislike about Maximizer?** When opening Maximizer i wish it would immediately took me to the current day calendar. **What problems is Maximizer solving and how is that benefiting you?** Meetings scheduling. It is very easy to schedule meetings for our clients and staff. **Official Response from Rykiel Bterrani:** > Hi Petra, Thank you so much for taking the time to leave us a 5-star review! It’s fantastic to hear that you have had a positive experience with Maximizer. We truly appreciate your support and are excited to continue serving you in the future. The Maximizer Team ### 10. Maxi keeps our office running **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Maximizer?** We really like the status so that we are able to caputure where our clients are in our process. We also like the import date function so that we are able to upload large portions of data with minimum work. We LOVE that it intergates with outlook. **What do you dislike about Maximizer?** We wish there was a client facing side of maxi for our puposes. Besides that no complaints. **What problems is Maximizer solving and how is that benefiting you?** Client tracking, status updates, data collection, organzition **Official Response from Rykiel Bterrani:** > Hi there, We’re so grateful for your positive feedback! It’s fantastic to hear that you've enjoyed the Outlook Integration. We truly appreciate your support and are excited to continue serving you in the future. The Maximizer Team ### 11. Customer Service That Cares **Rating:** 5.0/5.0 stars **Reviewed by:** Adam D. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Maximizer?** As a client who has recently taken on the responsibility of overhauling our business operations, Maximizer has helped me streamline many processes and procedures. We now have a better hold on our sales pipeline and administrative systems. These help ensure nothing falls through the cracks and our team can focus on what they do best, without worrying about everything else. **What do you dislike about Maximizer?** Still working on optimizing the integrations with different platforms, that's the only area Salesforce & HubSpot have Maximizer beat. **What problems is Maximizer solving and how is that benefiting you?** Developing a process to manage of pipeline of incoming business. This includes transfers in from other financial institutions, as well as pending insurance sales. Being able to see at a glance what is coming in really helps us get a better grip on where to direct our effort. **Official Response from Rykiel Bterrani:** > Hi Adam, 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 ### 12. The most comprehensive solution for contact management and sales tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Dante Y. | Customer Service Manager, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2024 **What do you like best about Maximizer?** Maximizer’s customer support is something that I like most as It offers the best services to its clients. The team themselves are always very accommodative and always make sure anything that can go wrong is immediately rectified. It is useful to note that the software’s offering of features, especially the contact management and sales tracking ones, is rich and indeed powerful. About integration ,it also provides compatible solution to other software and my outlook helps me to ease managing my communications and my schedules. **What do you dislike about Maximizer?** The main downside I found in Maximizer is the limited flexibility of the interface and its customization options. Lack of ability to change the overall appearance and the work breaks based on our preferences has been perhaps the most annoying drawback. In addition, reporting is a very basic feature, with no element of detail that would be necessary as in our case. These drawbacks have exacerbated our inability to gain specific higher level information and adjust the software based on how we work, and therefore, our efficiency and planning have been impacted. **What problems is Maximizer solving and how is that benefiting you?** With Maximizer, the customer data have been centralized and therefore the confusion that comes with decentralised information can be easily dealt with while handling client details. This has helped to simplify our customer support system and make it more efficient, and responsive. Also, its effective sales tracking mechanisms guarantee follow up of all leads making the overall sales process more efficient. Therefore, enhancing our team’s efficiency, which has led to an improved conversion rate, proves highly effective for our company. ### 13. Fairly straight forward to use **Rating:** 3.0/5.0 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?** Simple to use and we are not even using it for all its capabilities yet. **What do you dislike about Maximizer?** the number of different tabs can get confusing sometimes **What problems is Maximizer solving and how is that benefiting you?** Keeping good notes ### 14. One of the best solutions for managing customer relationships **Rating:** 4.0/5.0 stars **Reviewed by:** Henri A. | Customer Service Representative, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2024 **What do you like best about Maximizer?** The greatest thing that I like about Maximizer is that it does not have a complicated interface and it comes with numerous tools. It perfectly synchronises with the emails and the Microsoft Office so everything is therefore kept under one roof. The client service is excellent and the personnel are always willing and eager to help. Every activity that we engage in using it is very efficient and has done a lot in increasing our productivity. **What do you dislike about Maximizer?** The one problem we have using Maximizer is that the efficiency of the program differs depending on the device used. The most of it you can achieve at desktops, though it can cause troubles on the moments when you want to work on notebooks, which means remote work. Such an inconsistency has caused a lot of complication and irritable working especially to the team members who have to use the software when on the move. **What problems is Maximizer solving and how is that benefiting you?** By using the Maximizer, the customer relationship management has increased since all information and communication concerning a particular client is well coordinated. The idea of tracking history, following up with clients, and managing a sales pipeline has been made easy. I have seen this organization very helpful in improving my team’s performance especially to the customers. The software also helps us to easily point out such problems and solve them – also has helped to boost customer satisfaction and loyalty. ### 15. new user, seems very detailed **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2025 **What do you like best about Maximizer?** seems to be very customizable, very detailed, lots of options **What do you dislike about Maximizer?** not really simple to use or understand and costly **What problems is Maximizer solving and how is that benefiting you?** helps us keep our clients, files, tasks and leads organized ### 16. This is probably the best solution for efficient customer relationship management **Rating:** 4.5/5.0 stars **Reviewed by:** Alexandra B. | Customer Relationship Manager, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2024 **What do you like best about Maximizer?** Maximizer is great because it provides the functionality of a typical CRM solution and makes it easier for us to manage customer relationships. That is why I like the extensive features most of all, like detailed customers profiles and sales analytics. The customer support is remarkable and will assist with anything that may be wrong. They have also linked it to the email marketing and accounting software which has made the software an important tool in the interaction of clients as well as the efficient running of sales. **What do you dislike about Maximizer?** One of the disadvantages of using Maximizer is that it may have low usability since it has an old interface that can be confusing sometimes. This means it has taken longer for us to work through projects as more time is spent training new people into the system. Furthermore, some of the functionalities of the software are still not very well explained so whenever these features are implemented in a project, much time is spent on trying to make them work as required. Such problems have only reduced productivity and at times slowed down key processes. **What problems is Maximizer solving and how is that benefiting you?** The objective of Maximizer is to deal with the issue of customer relationship management by providing a single platform for effecting interactions and recording sales actions. It has helped our team a lot in organizing matters and following up with the customers, implying better impression on them and thus improved sales performance. This is beneficial for my colleagues and me, as it means that we are able to avoid spending a lot of time on administrative tasks, which in turn allows us to accomplish more strategic tasks while working at a higher pace. **Official Response from Rykiel Bterrani:** > Hello Alexandra, Thanks for taking the time to share your feedback with us! We value your input and insight on where we can continue improving. The Maximizer Team ### 17. Good sales KPI's improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Casandra H. | Digital marketing analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2024 **What do you like best about Maximizer?** Maximizer help to improve sales tracking, lead information, and progress stage for each prospect and sent notification for prospect that is ready for the next stage on the sales pipeline. Combination between sales tools and administration features under one platform help me to access to my tools quickly. **What do you dislike about Maximizer?** I have operating Maximizer for several years, yet no complaint about this platform. **What problems is Maximizer solving and how is that benefiting you?** Easy operation for email marketing campaign, report on marketing campaign success, and contract progress and management. **Official Response from Rykiel Bterrani:** > Hello Casandra, Thanks for taking the time to leave us a review! We’re delighted to hear that you've enjoyed the combination of sales tools and administrative features to support your sales and marketing success. The Maximizer Team ### 18. Maximizer helped simplify CRM operation **Rating:** 4.5/5.0 stars **Reviewed by:** Isdianti A. | DevOps Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Maximizer?** Endless option and tool for CRM operation that can be customized to fit business operational need. It combine all sales management tools in one interface for fast access and the dashboard design is minimalist, the kind that I like. **What do you dislike about Maximizer?** I have use it for two years and have no complaint for it. **What problems is Maximizer solving and how is that benefiting you?** Helped me to automate lead management and track lead movement status. Organize infromation for customer, prospect and client in one storage. Bulk update data & information for latest and accurate data. **Official Response from Rykiel Bterrani:** > Hi Isdianti, Thank you for your fantastic 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 ### 19. Good experience and sales outcome **Rating:** 4.5/5.0 stars **Reviewed by:** Antonio S. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Maximizer?** Maximizer premium tools and features make it easy to track sales infromation, client details and track leads and prospects. Easy interface customization option to only view tools that commonly use. Follow-up with lead progress until they make a pruchase or subscribe. **What do you dislike about Maximizer?** Customer support quite slow in responding to my email. They take from 2-7 days to responding to ticket. **What problems is Maximizer solving and how is that benefiting you?** Sales forecasting based on model that we customized, lead management to track leads, and sales pipeline management to manage leads in all stages. **Official Response from Rykiel Bterrani:** > Hello Antonio, Thank you for sharing your feedback! We’re glad to hear Maximizer’s tools are helping you track sales, manage leads, and customize your experience. We appreciate your insights and look forward to supporting your success! The Maximizer Team ### 20. Seamless and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Maximizer?** Ease of Use. Frequency of Use. Shared Calendar. **What do you dislike about Maximizer?** Site crashes a lot and needs re-starting. **What problems is Maximizer solving and how is that benefiting you?** Shared calendar. Ease of creating accounts. ### 21. User **Rating:** 4.0/5.0 stars **Reviewed by:** David B. | Treasury Management Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2024 **What do you like best about Maximizer?** Search functioning for notes and other items **What do you dislike about Maximizer?** Not knowing all the security features to keep information safe **What problems is Maximizer solving and how is that benefiting you?** Keeping leads up to date and related information. **Official Response from Rykiel Bterrani:** > Hi David, Thank you for your review. We’re delighted to hear that you are enjoying Maximizer's features. Please reach out to support@maximizer.com anytime if you have any questions or need assistance! ### 22. Great CRM software with focus on managing client information easily. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2018 **What do you like best about Maximizer?** The ease of customizing to specific needs through user defined fields. **What do you dislike about Maximizer?** Not much! The program works very well for what we are looking for it to do. **What problems is Maximizer solving and how is that benefiting you?** Managing large client base that is shared among multiple team members. Consistent data now makes it easier to make smart business decisions today as well as plan for the future. **Official Response from Rykiel Bterrani:** > Hello, Thanks for your 5-star review! It’s fantastic to know that Maximizer has been helpful with managing a large client base. We truly appreciate your support and are excited to continue serving you in the future! The Maximizer Team ### 23. Campaign management, lead management and marketing analytics is all in one platform **Rating:** 4.5/5.0 stars **Reviewed by:** Leroy B. | Business Development Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2024 **What do you like best about Maximizer?** Maximizer provide the most complete CRM integration and pre-defined data connection that is importan for external application. Fast access and flexibility to connect to the platform form mobile devices like tablet or phone is a big winning move. Sales forecasting analytics tool based on history data give us estimation on sales model before making final action. **What do you dislike about Maximizer?** Customer support portal is late in replying customer inquiry and can take 7 days before they reply to my support ticket. **What problems is Maximizer solving and how is that benefiting you?** SalesForce automation to manage sales pipeline and handle prospect request before closing the deal. Manage price list and product catalogue to help salesperson easily finding product information. ### 24. Our client management and productivity is now fully revolutionized **Rating:** 4.0/5.0 stars **Reviewed by:** Henry E. | Customer Success Manager, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2024 **What do you like best about Maximizer?** Without any doubt, the most useful feature of Maximizer for me is the ability to track customer data and information. All these aspects provide me with more insight on the needs of my clients hence improving on the ability to meet their needs. The quick reports generation is also a lifesaver, time saving and help in the enhancement of better decisions. Features offered by Maximizer available in today’s market have enhanced our client relationship management so much that we now have access to a rich array of options. **What do you dislike about Maximizer?** The only disadvantage of using Maximizer is slow and sometimes even slow at the time of loading data especially when working with large databases. This can be very inconvenicing during working days and reduce my productivity at work. Also, it is missing some of the functionalities that are available for the web version, which reduces my efficiency of working remotely. These weaknesses have in the past sometimes led to a compromise of the time taken in client follow ups, hence, the quality of our customer support. **What problems is Maximizer solving and how is that benefiting you?** Maximizer is brilliant in the management of customer relations and solves problems such as poorly managed client relations. It helps me because it consolidates all the information I have on a particular customer so that I never overlook any key point or date again. This change in organization has paid a lot of dividends in increasing my productivity and that of the rest of the team. This is especially important as we can easily introduce new people to the software, which ensures that the clients always receive high quality service. **Official Response from Rykiel Bterrani:** > Hello Henry, 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! Maximizer Team ### 25. Excellent result for sales management **Rating:** 4.5/5.0 stars **Reviewed by:** Zuliaman A. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2024 **What do you like best about Maximizer?** We use Maximizer everyday for the last three years and yield an excellent sales and revenue that improves our sales department operation so much. Campaign management is rich with actionable features, especially with lead tracking that gives information like prospect details and contact information. **What do you dislike about Maximizer?** Some issue with passive customer support that takes too long to reply to customer inquiry. It can take betweem 4-7 days before we get reponse from them. **What problems is Maximizer solving and how is that benefiting you?** Campaign marketing automation, Quote order management and contact form creation. **Official Response from Rykiel Bterrani:** > Hello Zuliaman, 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 delighted to hear that you've enjoyed Maximizer! The Maximizer Team ### 26. Boost sales operation for good result **Rating:** 4.5/5.0 stars **Reviewed by:** Ernesto C. | Office Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Maximizer?** Lead tracking and prospect information management is the best tools by Maximizer. Ability to custom sales pipeline, create order management, and contract management under one interface make it easy to manage and view. **What do you dislike about Maximizer?** Four years of experience and no complaint from me. **What problems is Maximizer solving and how is that benefiting you?** Cloud based application that is easy to access from any protable devices give work flexibility. In-apps messaging keep me and my team informed on any changes or new infromation. **Official Response from Rykiel Bterrani:** > Hi Ernesto, Thank you for your positive feedback! We’re thrilled Maximizer has helped with lead tracking and provided flexibility with cloud-based access. We’re here to support your success and can’t wait to see what’s next for your organization! The Maximizer Team ### 27. The system takes some time to learn as with all system. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Maximizer?** This is the main system i use it all day, every day and I love it! I enjoy the ability to exporst lists to excel, make foe easy organiztion. The ability to create action plans has been great, as it ensure i do not miss any steps. I enjoy yhr hotlist task section, it has been extremly helpful in keeping me organized. I do enjoy that it contaiins many functions, add note, recevie a call and mkae a call are extra handy! Love that this integraed with Microsoft Word for easy labels! Customer support have been prompst and a great help! **What do you dislike about Maximizer?** I do not like that you have to creat a company name when adding a client on the system. I find the system to be finiscjy when searching for clients, the suggestion box does not seem helpful to me. I do not like that when I go to add clients in the appointment box, if it a coupe, I have to type in the name twice, I can't just pick from a drop down list of all cient's that have the last name. **What problems is Maximizer solving and how is that benefiting you?** I have had trouble with being able to log clients after sending multiple emails from Outlook; however, Maximizer Custiomer Supprt has been vry helpful! **Official Response from Rykiel Bterrani:** > Hi there, Thanks for taking the time to share your feedback with us! It’s fantastic to hear that you've had a positive experience with Maximizer. 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 additional thoughts, feel free to reach out. The Maximizer Team ### 28. Finally we are able to track sales in our company! **Rating:** 4.0/5.0 stars **Reviewed by:** Andre P. | Senior Marketing Coordinator, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Maximizer?** I believe the greatest element of Maximizer is the simplicity of its use. It was rather simple to implement and due to its flexible design, we integrated it in our everyday work without any problems. Perfect compatibility with the email program is realized, and all correspondence is combined. The flexibility, especially the two contact management and the three reporting options, have improved our efficiency. Whenever we are in need of help, there is always the customer support to assist us thus making Maximizer to be one of the best for our team. **What do you dislike about Maximizer?** Of course there are some concerns regarding utilizing Maximizer, the biggest one is the application’s slow loading time. It brings time delay when we want to get information as soon as possible, so this delays our productivity. Nevertheless, the application is imperfect, and there are some functions that cannot be used on the move. These are the drawbacks of such a system, sometimes we fail to be productive, especially when we work remotely or respond to urgent queries. **What problems is Maximizer solving and how is that benefiting you?** Maximizer helps us in tracking our interactions with our clients and all sales processes without much effort. We have observed that it has enhanced the organization and followup system quite a lot. This way we do not lose track of important communication with a client or team, and our sales department is able to effectively track leads and opportunities. This has led to improved customer relations and thus, higher sales being recorded. Through centralizing our information, Maximizer effectively solves this problem and aligns all of our team members, which in turn increases our productivity. **Official Response from Rykiel Bterrani:** > Hi Andre, We’re so grateful for your positive feedback! It’s fantastic to know that Maximizer has helped with tracking client interactions. 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 ### 29. Finest solution for CRM issues **Rating:** 4.5/5.0 stars **Reviewed by:** Almeida S. | IT system executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2024 **What do you like best about Maximizer?** Central CRM operation for all the tools and features that admin need in one place. Easy access from any web-browser as they provide cloud-based platform. Easy implementation to track lead and follow-up until successfully transform lead into prospect. **What do you dislike about Maximizer?** I have nothing that I dislike about Maximizer, except when the platform is offline. **What problems is Maximizer solving and how is that benefiting you?** Helped me to track and manage leads, assign and distibute task to team members, and fast quote building using build-in template. **Official Response from Rykiel Bterrani:** > Hi Almeida, Thank you so much for taking the time to leave us a 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. The Maximizer Team ### 30. Good, but room for improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2024 **What do you like best about Maximizer?** It is flexible, and can be customized to various goals. **What do you dislike about Maximizer?** Integration of certain softwares may limit use if your firm requires the use of sofeware that hasn't been integrated yet into maximizer. **What problems is Maximizer solving and how is that benefiting you?** -Keeping track of client information that is not tracked on systems that our back office requires we use. -Staying organized with their to-do list function. -Saving time by being able to store outlook emails directly into maximizer to keep an organized email trail. **Official Response from Rykiel Bterrani:** > Hi there, 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 stay organized and keep track of client information! If you have any additional thoughts, feel free to reach out. The Maximizer Team ### 31. GOOD CHOICE OF CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Daphné B. | Responsable commerciale, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Maximizer?** A multitude of possibilities to use data **What do you dislike about Maximizer?** Could be more intuitive and visually appealing **What problems is Maximizer solving and how is that benefiting you?** You can find all interactions with clients, contracts, and history in the same place. ### 32. Good experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2025 **What do you like best about Maximizer?** can be modified to suit our firms needs mostly easy to use **What do you dislike about Maximizer?** It could be more user friendly cost is a bit high **What problems is Maximizer solving and how is that benefiting you?** our firm keeps all client info and task s here keeps us organized ### 33. Powerful yet easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Stephan R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2024 **What do you like best about Maximizer?** It's filled with LOTS of options. Many CRMs with this many features are difficult to use. It's very user friendly. **What do you dislike about Maximizer?** Because of the many features, it can be a bit overwhelming when first starting to use it. Also, the average monthly cost is decent, but the only option I saw was to be billed annually. It would be nice if there was a month-to-month payment option. **What problems is Maximizer solving and how is that benefiting you?** Maximizer helps me to stay organized, and to know what tasks I need to focus on right now. Helps me to be more efficient with my time. ### 34. So many capabilites **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2024 **What do you like best about Maximizer?** Our office has been using Maximizer for years, on a daily basis. Most of our team opens it up first thing and references back often. It's been a wonderful resource. It does everything we need with the ability to be so much more if we could invest the time to learn. **What do you dislike about Maximizer?** We don't have time to learn the program in full and thus we don't use it to its full potential. **What problems is Maximizer solving and how is that benefiting you?** Maximizer helps our office keep our client contact data and review systems in check. **Official Response from Rykiel Bterrani:** > Hi there, Thank you for your 5-star review! We're so glad to be a part of your journey and are committed to helping you succeed even more. If you ever need assistance navigating the system or have any questions, feel free to reach out to our support team at support@maximizer.com The Maximizer Team ### 35. financial firm **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2024 **What do you like best about Maximizer?** Connects multiple people, can cover clients in case someone is gone, central spot for files **What do you dislike about Maximizer?** I find it slow to click around and the calendar is very clunky **What problems is Maximizer solving and how is that benefiting you?** Centralized spot for files and history **Official Response from Rykiel Bterrani:** > Hello, It’s great to know that Maximizer has helped centralize your files and client history! Thank you for taking the time to share your feedback with us. ### 36. Maximizer Review **Rating:** 3.5/5.0 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?** I like the calendar function and how it is easily integrated. **What do you dislike about Maximizer?** The system looks a little dated and has a larger than I would like learning curve. **What problems is Maximizer solving and how is that benefiting you?** Stores all contacts that we have had. ### 37. Efficient tool for contact management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Maximizer?** Easy to use advanced filters to extract distribution lists (e.g., for committees) **What do you dislike about Maximizer?** Many features go unused and can create clutter within the website. **What problems is Maximizer solving and how is that benefiting you?** Maintaining key contact lists like committee/working groups for a busy association. **Official Response from Rykiel Bterrani:** > Hi there, Thanks for taking the time to leave us a review! It’s fantastic to know Maximizer has helped with maintaining key contacts and extracting distribution lists. The Maximizer Team ### 38. post-secondary education docuentation and interaction recordkeeping **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2024 **What do you like best about Maximizer?** integration with outlook makes savinginteractions very easy! **What do you dislike about Maximizer?** a little clunky, not as easily manipulated from the everyday user side **What problems is Maximizer solving and how is that benefiting you?** keeping track f interactions and documentation, service and delivery next steps **Official Response from Rykiel Bterrani:** > Hello, We’re so happy to hear that you enjoy the Outlook integration! We truly appreciate your support and are excited to continue serving you in the future. ### 39. Maximizer **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Maximizer?** Able to track tasks that are upcoming or overdue **What do you dislike about Maximizer?** Unable to easily find notes and attachments **What problems is Maximizer solving and how is that benefiting you?** Able to record insurance info and contact details **Official Response from Rykiel Bterrani:** > Hi there, Thank you so much for your review! If there's anything we can help with, please don’t hesitate to contact us at support@maximizer.com. The Maximizer Team ### 40. Working with Maximizer has helped me get my day on track and help the sales department. **Rating:** 5.0/5.0 stars **Reviewed by:** gabriela r. | Marketing Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Maximizer?** their customer service, which has been of great support during the process of getting to know this tool and during difficulties we have encountered along the way. **What do you dislike about Maximizer?** at first it is difficult to understand and not very easy to use. **What problems is Maximizer solving and how is that benefiting you?** We mainly use it to track our sales, save all our leads and follow up with them. The last time Maximizer helped us was to create private groups, the two people who helped us during the implementation process were very patient, but the process itself was very complicated and long. **Official Response from Rykiel Bterrani:** > Hi Gabriela, Thanks for taking the time to share your feedback with us! We’re delighted to hear that you've enjoyed Maximizer's customer support! The Maximizer Team ### 41. Easy to use CRM with so much potential **Rating:** 4.5/5.0 stars **Reviewed by:** Benjamin T. | Associate, Investments, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2024 **What do you like best about Maximizer?** I've been using Maximizer since 2010. I am happy it transitioned to cloud-based. I can access it from all of my devices. It makes it easy to work remotely **What do you dislike about Maximizer?** Sometimes it glitches and crashes out. This is a rare occurance **What problems is Maximizer solving and how is that benefiting you?** - Book calendar - Retriece client notes - Set reminders ### 42. Robust tools for CRM management and client communication **Rating:** 4.5/5.0 stars **Reviewed by:** Emerson N. | Senior Administrative Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Maximizer?** Easy operation to fulfilled customer request and communicate with the in easy messenger platform. Solve issues that customer faced with our system using customer support portal. **What do you dislike about Maximizer?** Downtime and offline service is the main issues with this platform. Need a better solution for this problem. **What problems is Maximizer solving and how is that benefiting you?** Provide knowledge base platform for customer to get self-service answer to their problem before contacting customer support agent. Effective marketing analytics tools to track and analyze marketing campaign result. **Official Response from Rykiel Bterrani:** > Hello Emerson, We’re so grateful for your positive feedback! 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 ### 43. Gets the job done, but can be improved! **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Maximizer?** The information is laid out well, and has tons of capabilities for Sales. Definitely seems to be more sales focused, not so much on the operational side. **What do you dislike about Maximizer?** Operationally, the graphics and layout is very one dimensional. Comparatively, the previous CRM had more colors and graphics, whereas Maximizer has a lot more text boxes and is very black and white. It's not as intuitive for users looking to jump in and find information easily. **What problems is Maximizer solving and how is that benefiting you?** It's bridging the gap between different businesses that are working together in the GPA, and allowing us to share communication and project information in 1 central location. ### 44. Vortex Max **Rating:** 4.5/5.0 stars **Reviewed by:** Gonzalo Q. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Maximizer?** I have a terrible memory and Maximizer minimize my memory problem by keeping track of all my e-mail, whattsapp, phone calls and activities of all my contacts **What do you dislike about Maximizer?** I can't think of any, I guess it is because I don't know how to extract all its potential. **What problems is Maximizer solving and how is that benefiting you?** Keeping track of the activity with my contacts (prospects) ### 45. My great experience with Maximizer for CRM usage **Rating:** 4.5/5.0 stars **Reviewed by:** Formazione I. | Information Director , Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 01, 2024 **What do you like best about Maximizer?** Great result after deploying this CRM to help my team connected with customers and fulfil any needs that they wanted. Easy to use with simple implementation and guideline to manage leads and prospect. **What do you dislike about Maximizer?** There are time when customer support is difficult to contact and they only response to my inquiries after 4-5 days. **What problems is Maximizer solving and how is that benefiting you?** Keep me focus completing task on-hand, effective in leads management and communicate easier with prospect and client. ### 46. Extremely powerful cloud based platform. **Rating:** 3.5/5.0 stars **Reviewed by:** James D. | Portfolio Manager and Senior Investment Advisor at iA Private Wealth Inc., Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about Maximizer?** It's consistently good. I've been a long-time user and while it hasn't changed significantly, it's still very reliable. **What do you dislike about Maximizer?** Not keeping up with Outlook 365 - it's just getting there. **What problems is Maximizer solving and how is that benefiting you?** Primarily records and note-taking first. **Official Response from Rykiel Bterrani:** > Hi James, Thank you for sharing your feedback! We’re thrilled to hear that you find Maximizer consistently reliable and powerful after years of use. We appreciate your input about Outlook 365. Please know that we’re continuously working to enhance the Outlook experience for our customers to provide better functionality and integration. We’re grateful for your support and look forward to continuing to help you manage records and notes effectively! The Maximizer Team ### 47. Most Comprehensive CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Mohammed H. | External Sales Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2024 **What do you like best about Maximizer?** That it has every single feature one would need from CRM. One is able to draw reports, add alerts and campaigns and track ones sales progress isgnificantly. **What do you dislike about Maximizer?** Now that Maximizer is web based, accessibility is easy and simple and nothing to dislike as it was slow before, but now terribly quick. **What problems is Maximizer solving and how is that benefiting you?** The ability to track one's sales progress, and the ability for different levels of sales to add and edit the sales process live. ### 48. Great first experience with CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Gilles L. | Owner/director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Maximizer?** Flexibility, customization. The system allowed us to create our own information dashboard as simple as possible. **What do you dislike about Maximizer?** Some calendar features and some automatic file numbering protocols were not available at this time. **What problems is Maximizer solving and how is that benefiting you?** Keeps track of open projects, less reliance on emails ### 49. Easy to Use, straight forward features **Rating:** 4.5/5.0 stars **Reviewed by:** Warren W. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Maximizer?** Ease of use as acces to the various screens is very intuitive and straight forward. **What do you dislike about Maximizer?** There are a few modules we do not use, could be advantageous to be able to hide these features. **What problems is Maximizer solving and how is that benefiting you?** Helps with the consolidation of notes and actions to keep us organized. ### 50. Maximizer Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2024 **What do you like best about Maximizer?** Maximizer is incredibly easy to use. One of the features is ability to access it from anywhere as long there's internet connections. **What do you dislike about Maximizer?** The only thing i dislike about Maximizer is the loading time. **What problems is Maximizer solving and how is that benefiting you?** We only using it as keeping notes and contact informations. Nothing solved. ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-31+08%3A29%3A24+-0500&secure%5Bsession_id%5D=d492d4dd-49b3-4fa0-a2ba-116d29934102&secure%5Btoken%5D=7516fab1a915c6e3060c4f2be1b60a15d6fa8f5413de0c5a5887c821a1685a26&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 (24,678 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,282 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,054 reviews)