--- 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. Very user friendly product with easy access and useful features. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Maximizer?** It is a great tool to keep everyone organized and up-to-date with current notes for clients as needed. **What do you dislike about Maximizer?** I do not like how certain features are only available using Internet Explorer. **What problems is Maximizer solving and how is that benefiting you?** We are required to keep track of all communication done with our clients and Maximizer CRM allows us to do that. And it has the added benefit of importing emails to the client records. ### 2. User friendly and jam-packed with useful features **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** Customizable views. I can quickly see what information I need to see, not what some company has decided that I will see. Also, Maximizer webinars are well-done in providing the information I need to know. **What do you dislike about Maximizer?** Not being able to mass-select Hotlist items for completion. I've got a few hundred irrelevant entries in my Hotlist that I have to delete individually because I have to click on an answer after marking each one done. My Hotlist task is overrun because of previous user's entries that didn't get completed and I set Max to carry over tasks if they aren't marked as "done". I don't have time to clean it up so it makes Hotlist pretty useless. **Recommendations to others considering Maximizer:** One-stop shopping for your admin and client management software. **What problems is Maximizer solving and how is that benefiting you?** We've realised faster customer responsiveness, which means happier clients, and more business! ### 3. Maximizer Review **Rating:** 3.5/5.0 stars **Reviewed by:** Marcelo S. | Socio, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Software is very easy to use, user friendly **What do you dislike about Maximizer?** To create Dashboard is difficult and visual limitation **What problems is Maximizer solving and how is that benefiting you?** Projects Follow Up ### 4. Wealth Management Perspective **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** product is always being updated with new features, mobile friendly, integrates with Outlook and Word, keeps copies of documents attached to contact **What do you dislike about Maximizer?** sometimes a little slow as it is all internet based and some of the large amounts you need to filter on to find something **What problems is Maximizer solving and how is that benefiting you?** set-up processes for contacting clients and assign tasks to teams ### 5. Wonderful move to maximize from goldmine **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2018 **What do you like best about Maximizer?** Everything it is a dedicated crm for the financial industry **What do you dislike about Maximizer?** Disorganization of the migration team, the fact that they demand full payment for two years long before they actually do the migration. They wanted full payment in October, promised conversion December 3 and then gave us lots of excuses why conversion is now January 13. **What problems is Maximizer solving and how is that benefiting you?** Just a dedicated crm to our industry ### 6. Much Improved from years before **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca C. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Much faster now, easier to access companies, contacts, & get the info readily **What do you dislike about Maximizer?** multiple entries, not in alphabetical order within each letter of the alphabet **What problems is Maximizer solving and how is that benefiting you?** records of necessary info needed for future orders, access to proof of activity, & history w/each customer Can rely on info in notes, helpful info needed as a business advantage ### 7. Great CRM tool, but lacks workflow **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2018 **What do you like best about Maximizer?** Details in each record and customization of fields based on the needs for my business **What do you dislike about Maximizer?** Lack of workflow. Entries made in certain fields should carry over throughout the record, but they do not **Recommendations to others considering Maximizer:** Great tool for the cost but needs improvement **What problems is Maximizer solving and how is that benefiting you?** Customer and pipeline management. Detailed records of how leads move through the pipeline ### 8. Almost a good option to manage your leads **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** the look is friendly, logic to use. at some point is friendly. I love the fact we can send multiple emails to different leads, that should be also applied to the "to do" tasks. **What do you dislike about Maximizer?** there are many features that are not available and very useful that could save a lot of time. Like we don't have a queue list where all the leads assign to work with could appear and we can close the activity once we have contacted them. Another is that if we create a favorite list why it can not be self updated, it doesn't matter to make a favorite list if I have to search every day just to update. **What problems is Maximizer solving and how is that benefiting you?** is a good tool to manage leads and follow up with them. is visually friendly and is almost great. ### 9. Probably not the best solution for very small businesses **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Warehousing | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2018 **What do you like best about Maximizer?** I don't have to worry about backing up data **What do you dislike about Maximizer?** Cost versus benefits over desktop version. For a one person business, a desktop version is much easier to work with and far more cost effective. **Recommendations to others considering Maximizer:** Provide a desktop version for very small businesses. **What problems is Maximizer solving and how is that benefiting you?** No real benefits for me over the desktop version, other than now having a supported version of Maximizer **Official Response from Niall Auburn:** > Thanks for taking the time to write a review. We're sorry to hear you're not happy with your move to the cloud version. Feel free to reach out to our customer support team at 1-866-275-1254 who will be happy to help you get the most out of Maximizer. ### 10. I have been using maximizer for over 20 years and every update is an improvement. **Rating:** 5.0/5.0 stars **Reviewed by:** Greg P. | Publisher, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** It is so simplistic! Even using features that are new to me, I can easily navigate through them. **What do you dislike about Maximizer?** Sometimes, I enter a contact and it does not show. I re-enter the contact and see I now have 2 entries. Minor problem, occurs very infrequently. **Recommendations to others considering Maximizer:** Offer more hours of support **What problems is Maximizer solving and how is that benefiting you?** I am a 20 year user when you include the other companies I have worked for. This CRM is an absolute beast. I maintain a database of over 1000 companies with multiple contacts per company. This CRM allows me to manage the herd. Benefits: uber efficiency! ### 11. Client Service Specialist **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** All client info at our fingertips, access to their personal data, referral relationships, and tasks outlining when we need to contact them again. **What do you dislike about Maximizer?** Character limit in hotlist tasks, should be an unlimited character option... **What problems is Maximizer solving and how is that benefiting you?** We are able to diarize next contacts with all of our clients, ensuring that we don't miss anything important. ### 12. Good for tracking business client activities, however do not use to full potential **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2018 **What do you like best about Maximizer?** Customization of all areas. Being able to create a one view summary of important client interactions information for review on the go. **What do you dislike about Maximizer?** Not easy to customize for small groups. Creating new fields and areas can be cumbersome as an administrator. **What problems is Maximizer solving and how is that benefiting you?** Tracking client documents and activities. Anywhere access and clarification of information without having to pull out a phyiscal file ### 13. Excellent Service **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** One call and CRM deals with all my problems, great customer service. CRM is great at responding to emails in a timely fashon. I would recommend it to any financial advisor who is looking for a hands on software. **What do you dislike about Maximizer?** One problem I have had is with understanding the new aspects of the program. With more time and understanding I will be able to fully use the new options **What problems is Maximizer solving and how is that benefiting you?** CRM links really nicely with gmail and microsoft word, making it easy to switch between different programs without losing focus or direction. ### 14. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** The ease of use. Very easy to navigate through maximize. Like that we can export to excel. **What do you dislike about Maximizer?** I don't feel I have come across anything I don't like. I haven't used Maximizer to its full potential either. **Recommendations to others considering Maximizer:** I would recommend Maximizer to others. **What problems is Maximizer solving and how is that benefiting you?** Like the hotlist task feature. We always feel organized. ### 15. Frustrating when it cuts out **Rating:** 3.5/5.0 stars **Reviewed by:** Helen Y. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2018 **What do you like best about Maximizer?** Easy to use and keeps all information in one place for clients. **What do you dislike about Maximizer?** Maximizer has a habit of cutting out or re-configuring whilst I may be in the middle of entering a note on a client's file, and suddenly I am in a different client account. **What problems is Maximizer solving and how is that benefiting you?** mail outs to clients are helpful ### 16. Reliable Data base **Rating:** 4.0/5.0 stars **Reviewed by:** Mary M. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** The best part is the customizable set up of Maximizer and the ability to edit your own account accordingly to your business. Great options as well for organizing different types of data. **What do you dislike about Maximizer?** I would say Maximizer could work on making their platform more user-friendly. The hardest part is to customize the platform (i.e. most time consuming) **Recommendations to others considering Maximizer:** Great platform to use to organize your client information and to produce business reports **What problems is Maximizer solving and how is that benefiting you?** The ability to store all client correspondence from emails, notes and other files. Great reference base to use when preparing for client meetings ### 17. easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Enia C. | Branch Administrator, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** hotlist- contact management is really good for us **What do you dislike about Maximizer?** not being able to convert company to household now that it's available.- when we started there were no households. We had to open all the households as companies. **What problems is Maximizer solving and how is that benefiting you?** n/a/-- we don't use it for business problems. - only contact mgmt ### 18. terrific! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** i like the ability to see what my daily schedule looks like. **What do you dislike about Maximizer?** i do not like that the platform plug in sometimes saves emails prior to being saved so only a part of it comes through. **What problems is Maximizer solving and how is that benefiting you?** we solve the issue of staying on top of time sensitive opportunities. ### 19. Long Time User **Rating:** 5.0/5.0 stars **Reviewed by:** Brad L. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2018 **What do you like best about Maximizer?** Functional, customizable to my business, and has great support **What do you dislike about Maximizer?** I really miss the LinkedIn integration. It creates so many extra steps for us. Would be nice if it could integrate with Sage Accounting as well. **Recommendations to others considering Maximizer:** Maximizer is great to work with. I would recommend interviewing your local Maximizer support team too. That relationship may be critical some day. Also, when you are ready to implement, make sure your data is as clean as possible. **What problems is Maximizer solving and how is that benefiting you?** Service case tracker, sales management tools, and consolidation of customer data in one place. ### 20. Maximizer for Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Maximizer?** Tracking client files and detailed contact notes all in one place. Sending mass emails to clients **What do you dislike about Maximizer?** I'm finding it slow some days but that could be my internet connection as well. Sometimes I add information and there is a long pause as it updates / saves the info. **What problems is Maximizer solving and how is that benefiting you?** Keeping client notes / details all in one place. ### 21. Maximizer for front office - retail **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2018 **What do you like best about Maximizer?** Ability to save your emails from outlook directly into this and search for old ones. Ability to input client contact information, accountant/ lawyer and family information on client profile. Setup and track meeting schedules. Task list for weekly meetings is helpful to see what everyone is working on. **What do you dislike about Maximizer?** That there is no way to track changes and compare differences from dataphile. **Recommendations to others considering Maximizer:** Great place to store your data and client information for business continuity. **What problems is Maximizer solving and how is that benefiting you?** Ability to house a variety of contact information for the client and retrieval of emails for business continuity. ### 22. Professional Financial Advisor Mid size practice **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Flexibility to customize. Much of what we needed was already done and what wasn't was quite easy to do. **What do you dislike about Maximizer?** Import of existing data was complex and bumpy. **Recommendations to others considering Maximizer:** Don't rush onboarding... do carefully and take time to use trial period to take full advantage of maximizer support in onboarding period. we were rushed due to outside circumstances and it caused some problems that likely would not have occurred if we could have stuck to Maximizers process. **What problems is Maximizer solving and how is that benefiting you?** Efficiencies and accountability of specific task follow up to multiple team members. ### 23. Generally positive experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2018 **What do you like best about Maximizer?** I like the way companies and contacts are laid out and the WORD/OUTLOOK integration is pretty seamless **What do you dislike about Maximizer?** The IOS App is one of the least competent mobile interfaces I have EVER used. **Recommendations to others considering Maximizer:** My recommendation to someone looking for a CRM would be to consider their mobile needs. If a large % of access/use is while mobile I would suggest there may be better options. If office use is most common Mxz a good choice **What problems is Maximizer solving and how is that benefiting you?** Good organizer/scheduler. Easier to keep on top of things ### 24. positive overall . **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Maximizer?** it is an effective tool to store my client data. customer service and response times are also excellent. **What do you dislike about Maximizer?** no major dislikes. there are many features included that would potentially be of benefit to me but i haven't taken the time to investigate them. **What problems is Maximizer solving and how is that benefiting you?** it provides me with a one stop location to find my client files. ### 25. It's not very intuitive. I would like to have it more user friendly. **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** It stores a lot of customizable information. After you have learned how to use the software, you can pull reports. **What do you dislike about Maximizer?** It is time consuming to train on the software, because it isn't intuitive. **What problems is Maximizer solving and how is that benefiting you?** After you have learned how to use the software, you can pull reports. ### 26. Well integrated CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2018 **What do you like best about Maximizer?** Intuitive, well laid out, works well with Outook, strong education (webinars) and support through team. **What do you dislike about Maximizer?** Missing an APP rather than signing in remotely. **Recommendations to others considering Maximizer:** Have already recommended it to other small businesses. **What problems is Maximizer solving and how is that benefiting you?** Started using Opportunities modules to track projects - helpful to keep the team informed. ### 27. Essentail to day to day life as an Asvisor in 2018 **Rating:** 4.5/5.0 stars **Reviewed by:** Connor R. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2018 **What do you like best about Maximizer?** The ease of inputting notes and uploading files makes it extremely convenient to keep a rich thorough history on my clients **What do you dislike about Maximizer?** The version I use is a little outdated, so the system is not as intuitive as other products available. An upgrade in version could solve that, however. **What problems is Maximizer solving and how is that benefiting you?** Solving compliance issue sis number 1. Rigorous note-taking is essential in today's environment and maximizer makes storing my notes extremely easy/ ### 28. Keeping track **Rating:** 4.0/5.0 stars **Reviewed by:** Patrick D. | Vice President Corporate Communications and Development , Mining & Metals, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** I am able to document all my interactions with shareholders and potential shareholder by using the hotlist **What do you dislike about Maximizer?** there have been some glitches - some of my meetings in outlook (which is synced with Maximizer) were lost. Also support could be more prompt. **Recommendations to others considering Maximizer:** Good way to track shareholders **What problems is Maximizer solving and how is that benefiting you?** keeping track with the hundreds of shareholders, potential shareholders, bankers and analysts. It is useful that I can keep notes on all my interactions (phone, email, meetings etc) in one place and that I can see if my co-workers are taking to them. ### 29. Maximizer quick review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** I have been using maximize for about a month and I like the hotlist section as it is helping me become more efficient. **What do you dislike about Maximizer?** When I use the search function it does not necessarily bring up all the items/issues doing on for the specific client. **Recommendations to others considering Maximizer:** Nothing at the moment as I am still getting to know the software better. **What problems is Maximizer solving and how is that benefiting you?** We are trying to enhance the clients experience by being able to attend to them in a timely manner and avoid task falling through the cracks. ### 30. Customer Service Experence **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Machinery | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** Easily transferable between collogues. Great tool to track what everyone is doing.. **What do you dislike about Maximizer?** When opening cases, it does not always allow you to complete the task. Says that all fields Must be filled in. When in fact they are, you cannot move forward. it does not tell you which is the problem field. **What problems is Maximizer solving and how is that benefiting you?** Tracks information well. If an email cannot be found from an Ex employee, as long as it was saved to the case or contact, it is accessible. to anyone ### 31. Using Maximizer for Contract Database **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2018 **What do you like best about Maximizer?** Easy to sort lists, easy to pull lists from column setup. **What do you dislike about Maximizer?** Not easy to set reminders that only I can see. **What problems is Maximizer solving and how is that benefiting you?** Using Maximizer as a tool for managing contracts. It is helpful to keep everything in a database rather than an Excel sheet. ### 32. Maximizer CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Len M. | Client Services, Mission Critical Solutions, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Ease of use, and navigation. Things are laid out very nicely and flow well. Very easy to get from one section to another and drill down. **What do you dislike about Maximizer?** timing on logging you out. That is better now. **Recommendations to others considering Maximizer:** Very intuitive **What problems is Maximizer solving and how is that benefiting you?** Database for all our customers equipment ### 33. Good product **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Fairly good product. Does for the most part what it's intended to do. User friendly interface. **What do you dislike about Maximizer?** Seems fairly basic, some features are difficult to navigate. **Recommendations to others considering Maximizer:** does what it needs to do **What problems is Maximizer solving and how is that benefiting you?** Use it for keeping notes and record keeping as an investment advisor for my clients. ### 34. From a one year user **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2018 **What do you like best about Maximizer?** Maximizer is a great CRM tool for our business. Easy to navigate, ability to create and customize fields. Reporting is good. Keeps track of a lot of our data within a centralized program. Ability to create tasks, and plans, with reminders and tracking tools. **What do you dislike about Maximizer?** Character limits within certain fields - need to expand so more detail can be added (ie. activities /tasks). Need to refresh when adding new info. Should be able to set one default font size **Recommendations to others considering Maximizer:** I would recommend Maximizer CRM to others - a great tool and addition to our business. **What problems is Maximizer solving and how is that benefiting you?** Ability to keep track of client activities in a centralized location. Reduces the need for multiple folders / documents with information kept in too many other areas. ### 35. Still getting use to it **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Hot list, ability to email directly from Maximizer, colour coded calendar **What do you dislike about Maximizer?** Live webinars are not that great especially for beginners. Not as intuitive as other CRMs I've used. Cannot mark appointments as "out of office" vs. in office. **What problems is Maximizer solving and how is that benefiting you?** Not much yet. Still getting use to it ### 36. Initial look and training. System to go live very soon. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Maximizer?** I do like the flow to the system. Very user friendly. **What do you dislike about Maximizer?** At this point I do not have any dislikes **What problems is Maximizer solving and how is that benefiting you?** At our MFG company we have allot of different groups saving files, contacts, documents, email, ect all over. I need this system to bring us together and function like a team. ### 37. How Maximizer Ended Our Quest for the Perfect CRM System? **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** It is very customizable and easy to use. **What do you dislike about Maximizer?** I find the set up of companies within households complex. **Recommendations to others considering Maximizer:** This is simply the best product for the money. A great value. **What problems is Maximizer solving and how is that benefiting you?** Our productivity for getting mailings out and communicating meetings and agendas is more efficient. ### 38. Not responsive to change requests **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 26, 2018 **What do you like best about Maximizer?** The fact that all my clients and prospects are in a centralized, cloud based database. **What do you dislike about Maximizer?** We've been using your system now for about three years and we've asked for two changes to your system and we keep getting the run around regarding when these critical changes will be implemented on your system. It's very frustrating b/c it is a key aspect ANY well designed CRM platform. **Recommendations to others considering Maximizer:** Do your research. There are a lot of CRM platforms on the market. **What problems is Maximizer solving and how is that benefiting you?** Centralized data. **Official Response from Niall Auburn:** > Thank you for taking the time to give us a review. We're sorry to hear that your request hasn't been actioned. Please email support@maximizer.com or call 1-866-275-1254 citing your review and we'll be sure to pass your feedback onto our product team to provide a status update. ### 39. Review for sales **Rating:** 5.0/5.0 stars **Reviewed by:** Chris D. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** I can pull up a customers history on the spot.Works great when I am working a show. **What do you dislike about Maximizer?** I can’t do a search by county and when entering in a new customer the contact defaults as an existing one **What problems is Maximizer solving and how is that benefiting you?** Gives me a schedule and helps keep me organized ### 40. Safety Sales Area **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Maximizer?** Product is quite powerful when you want it to be. Love that it logs in all emails, when needed, and can do mass emails and mailings. **What do you dislike about Maximizer?** The alarm doesn't play well with my operating system, we can't find the fix. **What problems is Maximizer solving and how is that benefiting you?** Keeping track of due dates, follow-ups, required contact dates. ### 41. Excellent **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Chemicals | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** I like the simple access to contacts and notes. It seems to have all the features I am looking for **What do you dislike about Maximizer?** it is a bit slow as web app, but that could be relating to my internet connection **What problems is Maximizer solving and how is that benefiting you?** storing contacts and goal setting ### 42. Easy to manage **Rating:** 4.0/5.0 stars **Reviewed by:** Tiffany G. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** everything can be done within one database instead of having multiple programs **What do you dislike about Maximizer?** works best in explore instead of chrome, most user work out of chrome and often forget to switch brewers. **What problems is Maximizer solving and how is that benefiting you?** documents and noting are sometimes duplicated because the page needs to be refreshed ### 43. Excellent Upgrade **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2018 **What do you like best about Maximizer?** I love how user friendly it is to move through **What do you dislike about Maximizer?** We've had a little trouble attaching email accounts to it. **Recommendations to others considering Maximizer:** We looked into a few system and this was the most user friendly **What problems is Maximizer solving and how is that benefiting you?** scheduling with clients and being able to access our calendar from anywhere ### 44. Good Program **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** It is easy to manipulate and change the user-defined fields. **What do you dislike about Maximizer?** That it logs off and sometimes will go completely dark on you. **Recommendations to others considering Maximizer:** Go ahead and buy it **What problems is Maximizer solving and how is that benefiting you?** Helps me keep my pipeline straight and customer list in order. ### 45. Maximizer Client Base **Rating:** 3.5/5.0 stars **Reviewed by:** Abbe G. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** I like that the fields are easy to identify. **What do you dislike about Maximizer?** It does not integrate with the old Maximizer well. **Recommendations to others considering Maximizer:** Use the learning tools **What problems is Maximizer solving and how is that benefiting you?** Using to create different prospect lists depending on who we want to target ### 46. Good Tool for Growing Business **Rating:** 2.5/5.0 stars **Reviewed by:** Sarai W. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** Maximizer is a tool that is very easy to use and offers great support **What do you dislike about Maximizer?** Maximizer is a tool that you could easily grow out of if looking for full ERP solutions. **Recommendations to others considering Maximizer:** Maximizer is great for building and maintain your customer database. The ability to mark progress and status of opportunities, is better than other platforms. **What problems is Maximizer solving and how is that benefiting you?** Having a CRM allows us to manage contacts and details very easily. Allows for a smooth transition of information from one rep to another. ### 47. Great Organizational Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** That you can keep all records of your accounts and manage them easily. You can send emails right from Mazimizer which also helps a lot. **What do you dislike about Maximizer?** The only thing I could say that I dislike might be that when you have many accounts it is time sensitive to find them. **What problems is Maximizer solving and how is that benefiting you?** Keeping track of what was sold and when. Having customers information available when needed. being able to see when was the last time you contacted customers. ### 48. Potential for more **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** I like the desktop interface, and the convenience of accessing the web interface as needed. **What do you dislike about Maximizer?** I would like to see a few features, although I'm not sure whether they are feasible or not: - ability to convert individuals to contacts/assign individuals to companies - assign a contact to multiple companies OR allow connected companies i.e. linking different offices from the same company in some form **What problems is Maximizer solving and how is that benefiting you?** We use Maximizer for our internal database and external database. This consistency is helpful. ### 49. Good software - to small user group in Scandinavia **Rating:** 3.5/5.0 stars **Reviewed by:** Henrik C. | Manager, Talently, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2017 **What do you like best about Maximizer?** Maximzier is a good and (now) solid CRM. Over the years, functionality and UI have been improved and the product is now quite modern. It handles all the tasks a CRM should handle. **What do you dislike about Maximizer?** It appears that the software is build as patches on patches. This makes some of the tasks quite slow. Also the way selection of contacts in the customer database works seems strange. It takes forever to fetch all contacts from a selected group of companies. Finally the sync with Outlook continues to cause issuess - especially with recurring events. **Recommendations to others considering Maximizer:** You should really consider the Cloud solution over the on-premises. We are not able to use the Cloud solution yet as we have som elegacy software, that will not work with that. **What problems is Maximizer solving and how is that benefiting you?** Well, Customer Relationship Management :-) We keep track of all our customers and activities across five sales teams and two locations. ### 50. good platform and idea but could still be a bit more user friendly **Rating:** 3.0/5.0 stars **Reviewed by:** ammar f. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2018 **What do you like best about Maximizer?** contact list module, hotlist module, calendar, action plan **What do you dislike about Maximizer?** creating dashboards is a pain where you first have to create a search. creating bottom views for contacts is a pain. creating searches and saving them is a pain. having no recurring tasks is a pain **Recommendations to others considering Maximizer:** cheaper than most CRMs and can really be exploited by those not on any CRM **What problems is Maximizer solving and how is that benefiting you?** organizing tasks between members and everyone easily being able to see contact and additional info on any client ## 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-07-21+10%3A37%3A29+-0500&secure%5Bsession_id%5D=521b1bf0-e789-4a13-bdbc-f4635e6adc78&secure%5Btoken%5D=b1375bf5f814a0b76e36e1923f3e8e56c9691a3b7ca541a1afe747540ecbaa67&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 (24,670 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,271 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,046 reviews)