The best thing about Maximizer is that it is highly customizable when it comes to the records of clients. We are able to customise fields to monitor very specific project information and preferences, making us able to be proactive regarding client requirement. The summary of the activity also gives a full chronicle of each thread of interactions at the point of a handover to the other team in the instantaneous manner. It actually makes us aware of the little yet significant facts concerning every relationship. Review collected by and hosted on G2.com.

A small nuisance is complexity of initial setup of advanced reporting filters. Some trial and error goes into finding the exact slice of data that we require. Additionally, the mobile application is a bit constrained when it comes to making notes in a full-scale manner during the off-site visits with the clients and may have to be followed-up through the desktop system. Review collected by and hosted on G2.com.

Help to improves customer management SOP, keep track of leads engagement and activity, and to simplify file sharing between teams. Managing customer profiles when they change their contact details is now easy, I just need to directly change the value and need no approval from manager. Review collected by and hosted on G2.com.

The pipeline management tools to manage sales opportunity is a bit confusing to use. I tried to track sales and to use the sales probability scorer, but never successful in setting it up correctly. A documentation guidance can help a lot in this case. Review collected by and hosted on G2.com.

Maximizer is especially effective in aiding us to see the complex donor networks. We can readily plot out the relationships between individuals, which is invaluable in order to have warm introductions and a feeling of influence in our philanthropic community. I also find it easy that we can attach certain grant agreements or impacts reports to specific donor profiles, which ensures that all-relevant documentation is kept at the central point and accessible instantly. This is because they will not have to look far and wide to find important information prior to high-stakes meetings. Review collected by and hosted on G2.com.

Maximizer is a problematic program in terms of its mobile use when creating advanced reports. Although simple data lookups are nice, creating rich summary engagement documents on the fly can be cumbersome and limited as compared to the desktop application. Another thing that we discovered is that it took slightly more manual workaround upon integrating with our specialized non-profit accounting software than we have initially expected. Review collected by and hosted on G2.com.

The support. Once you purchase the product, there is someone there that will help you get all your information in and to help with your training on how to use the product. If you have an issue, there is someone there to help. We did not have that with Salesforce. Review collected by and hosted on G2.com.

I haven't found anything that I dislike yet. So far, so godd!! Review collected by and hosted on G2.com.

Easy steps and workflow to manage customer basic information, one centralize storage to store all related data like previous interaction logs, leads quality and sales stage progress. Easy to implement and collaborate data with team, one-click button process to transfer customer details to colleagues, directly from the same platform without switching. Review collected by and hosted on G2.com.

No issues or dislike, with over three years of experience with Maximizer, any problem is quickly fixed by the customer support team. Review collected by and hosted on G2.com.

I find it splendid that through Maximizer we can create most detailed profiles of clients not just to collect the basic set of contact information. Conditions on a special site and nuances of previous projects can be recorded, which are essential in future offers. It also makes all our internal and external project communications in every project stage centralized giving us an instant reference point. This has given us the advantage of always knowing the complete background of all engagements we have. Review collected by and hosted on G2.com.

The only small irritant is that external report generation may at times be very strict. We typically require very precise compliance reports and they require some additional manipulation of the formatting to get it just right out of the system. The granularity of the internal notification preferences may also be finer. In some cases the default alerts are a little too overwhelming of a workflow related to us. Review collected by and hosted on G2.com.

The Note Report feature ensures that essential information is well-documented and readily available, enabling more informed decision-making. Review collected by and hosted on G2.com.

The system’s design could benefit from a more modern refresh, as it doesn’t always match the intuitive experience offered by newer CRM platforms. Additionally, the pricing adjustments in recent months have added financial strain, particularly for larger teams that rely on long-term budgeting. Managing expenses with these fluctuations can be challenging. Review collected by and hosted on G2.com.

The ease of use and the number of great features. The ability to drag and drop into the files sections. I love how easy it is to modify files and notes and log interactions. With over 700 clients in our database it has really allowed us to be more organized and ensure compliance requirements are being met. Review collected by and hosted on G2.com.

I don't love the office 365 integration app. I find I have to go to my sent folder to save an email, it's not a deal breaker or anything, just an extra step. Review collected by and hosted on G2.com.

I like the fact that Maximizer stores all our interactions with our clients under one place. One can just view any note or any email received or sent with a contact without having to search. Sales pipeline view is equally very useful in seeing the position of deals. It actually makes the forecasting much more clear and assures me that I do not miss the opportunity. Review collected by and hosted on G2.com.

The user interface can occasionally be a bit old fashioned in contrast to other programs. Custom reports do require a bit more time to create them just right to me as well. There is also the possibility of the mobile application being stronger so as to get the updates when I am away in the office. Review collected by and hosted on G2.com.

Maximizer, being a CRM, is useful for keeping client info all in one place and allowing for a communal calendar for a business or organization. Review collected by and hosted on G2.com.

A recent update has set Maximizer back considerably, at least with regard to the features my office used most regularly before said update. Maximizer calendar used to sync with everyone's Outlook calendars, and the sync worked both directions; if an appointment was added in one, it would show up in the other. Now the sync only works one direction. Maximizer can pull from Outlook, but Outlook will not show anything that was originally put in Maximizer calendar. This is a horrendous problem considering how often some people in our organization need to book appointments for others. Previously we just put in in Maximizer and it would sync to the appropriate Outlook calendar(s). Now, we are just trying to make do/find passable work-arounds until this problem is fixed. We also have had appointments disappear or extend to a second day (when it was an all-day appointment) without user input. So, lately, Maximizer has just been a headache and a cluster of problems. Review collected by and hosted on G2.com.