Maximizer CRM

4.0 (347)
Find the right plan to help you get growing.

Overall rating

4.0 /5
(347)
Value for Money
3.8/5
Features
3.9/5
Ease of Use
3.8/5
Customer Support Software
4.0/5

79%
recommended this app
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347 Reviews

Kevin
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Maximizer

Reviewed on 06/11/2018

I am very please with the software. I had a chance a few months back to change CRM's and I...

I am very please with the software. I had a chance a few months back to change CRM's and I actually made that decision to change but after using the other CRM I cancel and went back to Maximizer. So much easier to use.

Pros

I like the interface of the Maximizer software make it very easy to sort and find specific clients. I use the Hot-list section on a daily basis and it again makes it very easy to find the clients you need to contact on a specific day..

Cons

Some of there add on or third party software partner do not always work properly or I should say work without a lot of effort to get them to work.

Brian
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Long Time Maximizer User

Reviewed on 31/10/2022

I have looked at many different programs but Maximizer keeps winning the discussion for continued...

I have looked at many different programs but Maximizer keeps winning the discussion for continued use. I have been using the program for 30 years now.

Pros

The easy interface is very intuitive and the integration with Microsoft Word and Outlookis flawless.

Cons

I wish that Maximizer had a better interface to use Outlook directly from the program

Alternatives Considered

Dynamics 365

Reasons for Switching to Maximizer CRM

Maximizer is way easier to integrate into a daily routine. It does everything I need to keep up to date information on my clients.

Response from Maximizer Software

Hi Brian,

Thank you for leaving a 5-Stars review and being a Maximizer customer for the last 30 years.

At Maximizer, we continuously strive to serve you better, and we have several new updates and features coming up soon.

Looking forward to continuing to work with you for many more years!

Maximizer Team

Sam
Overall rating
  • Industry: Insurance Software
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 4.0 /10

Difficult to set-up, pay as you go support, pieced together from other CRM's

Reviewed on 31/07/2018

If you are not a savvy database programer or don't have a staff member that is, then you will...

If you are not a savvy database programer or don't have a staff member that is, then you will likely find this CRM to be very difficult to use and customize to your practice. The cost keeps increasing and once you have been using the system, the company knows they have you on the hook and will keep the price increases rolling your way. Using this is like being caught between a rock and a hard place.

Pros

Online access from anywhere.
Dashboard provides a good overview of your business.
Wealth edition has some customization to the financial industry.

Cons

The way it is sold and supported is not CUSTOMER friendly. The resellers charge for everything and don't want to teach you how to be independent of them. They would rather do it for you without educating you. Pretty expensive.
The webinar support is inadequate, they won't answer some questions and tell you that they have people you can pay to get that done. We should be able to learn it ourselves.
You will have to buy a second access for your Administrative Support person, which is not the case with all competitor products and seems like a cash grab.
Subscription is paid annually not monthly, so if you don't like it you are out a big chunk of money.
Will not separate out billing for multiple advisors in a firm.

Cody
Overall rating
  • Industry: Food Production
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Easy To Customize

Reviewed on 21/09/2022

We didn't have any 'issues' per se, but Maximizer is just a much better platform and is way easier...

We didn't have any 'issues' per se, but Maximizer is just a much better platform and is way easier to manage and populate.

Pros

The fact that is so easy to customize and train people on, is great.

Cons

It could be better set up to hold sales data and display it to the user. Also the fact that the Last Name is required doesn't fit with our needs and is a bit of a pain.

Response from Maximizer Software

Hello Cody,

First of all, thank you so much for sharing your feedback with us and welcome back to Maximizer — we really value your input and flagging up areas where we can further improve.

We look forward to continuing to work with you to help you enhance your sales process.

The Maximizer Team

Vanessa
Overall rating
  • Industry: Food & Beverages
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Maximizer is easy to use

Reviewed on 01/02/2022

Easy to use when you want to use it. Great way to create lists using filters so you can then create...

Easy to use when you want to use it. Great way to create lists using filters so you can then create targeted emails.

Pros

I love that I can see the history of emails, phone calls, etc between a team member and a customer and pick up where they may have left off at in the sales funnel. I also like that I can save the details of their purchase and quickly refer to it when they call with a service issue.

Cons

The cost for this program is large for a small company of only 3 people. Some members do not feel it is worth the money and they do not use it to its full potential. They come from companies that used Sales force and want to continue with that program so trying to teach them this program has been tedious.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Maximizer CRM

My last business partner used Maximizer and carried it over with him. I fell in love with it.
Verified Reviewer
Overall rating
  • Industry: Financial Services Software
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Good Overall Solution

Reviewed on 02/11/2018

Maximizer helps me simplify organizing my calendar and appointments, makes following up on tasks...

Maximizer helps me simplify organizing my calendar and appointments, makes following up on tasks almost automatic, keeps all my contact info, notes, address updates and all I need to know in one easy to get to place - regardless of where I am. I find working remotely much easier using Maximizer. My staff loves it because they have instant access to all my client notes to help them in their jobs.

Pros

Maximizer has everything I require to easily organize my client relationships without being cluttered up with features I don't need. It is simple, intuitive and easy to use from the beginning and the training modules are great.

Cons

The contact list search engine is awkward - it only flashes the list starting with the first 3 letters, then it disappears and you have to type in the whole name . . .

The embedded template feature is gone and is now attached to MSWord - which is an awkward connection.

Because I have secure/encrypted email with my company, with severe firewalls - Maximizer cannot link to my corporate outlook email - this is not a significant problem and I would rather have the added protection than the convenience. I can still easily save all email communication through Outlook to Maximizer.

Ralph
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 5.0 /10

Long time stand alone user

Reviewed on 27/11/2018

I am a one man show and have been using several versions of Maximizer since the late 90's. For me,...

I am a one man show and have been using several versions of Maximizer since the late 90's. For me, it was best when it was just on a local drive and did not have to be connected to the cloud. I don't need most of the latest features that keep getting added.

Pros

My favorite feature is the ease and speed of recalling a contact name and all of the past jobs history when searching a first or second name. I store all notes and contact information which is great for reviewing many years later as an anecdote reminder when my path crosses with an old contact again.

Cons

Since Version 10 which suited my needs, Maximizer has gone to the cloud which is dead slow at times and crashes 2-3 times per session requiring me to log out, then log back in. Too many feature creepers have been added that I don't need, don't want, and they have just slowed the system down at times to a crawl. Having to "renew" a license every couple of years to be able to continue using it is a pain for someone like me who has built a huge data base so am committed to have to stay.

Verified Reviewer
Overall rating
  • Industry: Financial Services Software
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 3.0 /10

not much guidance

Reviewed on 02/08/2018

not great, lots of money upfront, terrible initial integration with moving minimal data over from...

not great, lots of money upfront, terrible initial integration with moving minimal data over from outlook and our HO dataphile, not customized support

Pros

my tech guy (that i had to pay) had more success than i did with them.

Cons

I am a busy professional (CPA, CA) in the business for almost 25 years and used Janna and Act in the past and found Maximizer not well suited for me to get up and running. It was not easy to train and to have the conversion do what you want, eg. mass emails, electronic birthday cards, easy team access to pdf attachments, we had to do too much customization given we bought the financial advisor version

Verified Reviewer
Overall rating
  • Industry: Biotechnology
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Maximizer Rocks!!

Reviewed on 07/08/2018

In our organizaton, Maximizer is key in tracking all aspects of our membership, such as: status,...

In our organizaton, Maximizer is key in tracking all aspects of our membership, such as: status, renewals, membership dues and activities, ie: when and how we connect with them either by phone or email and by attaching related docs, ie: membership forms and any correspondence with them.

Pros

The ability to customize fields, views and templates and the ability to attach documents to a profile. It's also very user friendly and easy to navigate.

Cons

Having to type in "DELETE" for every deletion. I would prefer to just "click" on a "Yes /No" to confirm or abort of a deletion.

Kimberly (Parsons)
Overall rating
  • Industry: Insurance Software
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

Maximizer

Reviewed on 02/02/2019

Overall, it’s good just frustrating at times.

Overall, it’s good just frustrating at times.

Pros

Organization of clients and accounts. It’s great to separate accounts and see what’s currently being worked on.

Cons

It’s slow, I’m always waiting. It needs to update its speed.

Craig
Overall rating
  • Industry: Construction
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

CRM - A need, not a want!

Reviewed on 13/07/2021

We were looking to consolidate our customers into one central location to understand our marketplace...

We were looking to consolidate our customers into one central location to understand our marketplace better, focus on their needs and wants, which would be accessible to the whole sales team. To turn data into high value information by tracking the opportunities the business attracts and managing prospect’s expectations to convert more opportunities into wins. We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business’s sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. We have now linked our CRM with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.

Pros

We needed a solution to move away from paper / spreadsheets for our customer database and whilst all CRM packages do this Maximizer gave us the bespoke nature to take control and not have an out of the box solution. The opportunity module is by far my favourite feature as now I can provide the Board with snapshots of our entire pipeline, weighted or not, which sector / products and track each opportunity on their own merits and assign the time and resources to achievable projects.

Cons

Very busy main screen for some users and dashboard is a tad frustrating sometimes, Insights would be nice but that feature is too expensive.

Mark
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 4.0 /10

Maximized for small companies

Reviewed on 02/08/2018

I use Maximizer as a contact manager with category tracking of contacts. I don’t use sales leads...

I use Maximizer as a contact manager with category tracking of contacts. I don’t use sales leads or opportunities as I find their use to be a little cumbersome for what we do and do see the value. I use it because it’s what I’ve used for years. It has features that are valuable to me, but it would be nice to know I could integrate a second or third user to share info. However, for an add on user to share my data, I would likely go to other products due to the challenges with implementation for less tech savvy users.

Pros

The things I like most about Maximizer is the customizability and user defined fields. The ability to set up my crm to look and function exactly the way I want is superior to many other products. Also, then unlimited contacts for the subscription surpasses the value vs the more main stream cloud based crm that charge per contact.

Cons

Integrated apps don’t function seamlessly or are limited. Additionally, the custom features can be tricky to set up if you are not super familiar with the platform. I’ve been using this for 23 years and have grown with the features, but I still have issues finding ways to accomplish setup tasks. Last, at least some monthly customer service should be included with the subscription. Most other paid services provide this.

John
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 5.0 /10

CESCO MAXIMIZER REVIEW

Reviewed on 07/07/2021

Pros

Good data base and records keeping ... allows instant recall of important information.

Cons

THIS IS LUDICROUS ! I really cannot believe you did this in the new version ( cloud ) vs. the old version. USER DEFINED FIELDS ... must be entered for EVERY CONTACT NAME despite the fact they generally remain the same for the ADDRESS ENTRY ! An address entry ( Company ) may have many employees and the UDF for the company remains the same IE customer / supplier / competitor etc. For every contact name you must go in and enter all of the data in UDF for each one. This is a complete time waster ! Once you make a new address entry and then enter contacts under that name, the UDF should remain there unless there is an exception. THIS IS ANNOYING TO THE ULITMATE EXTENT !!!!! Imagine entering a corporation and having to do the UDF for every person ! THE OLD VERSION DID MAINTAIN THIS INFORMATION ... This is the most disturbing time waster in the new software and I have advised our I T supplier of this many times.

Chrissy
Overall rating
  • Industry: Financial Services Software
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Great Product to Keep Your Business Running Smoothly

Reviewed on 27/07/2022

Maximizer is a very important part of our day, we check it to see what tasks we have coming up,...

Maximizer is a very important part of our day, we check it to see what tasks we have coming up, have completed, and what we are waiting for. It makes our day run smoothly and keeps everyone on track.

Pros

The features I like about Maximizer is that it is easy to use. There are many features that we use to keep the company running smoothly, even if someone is on holidays. You can add their tasks to yours so you know what needs to be done while they are away. The program keeps the client's files secure and easy to access when looking for a form. The customer service is wonderful and fast in helping find solutions.

Cons

There isn't much negative I can say. I don't use alot of the features, because I don't have time to just play around and see what else I could use to help with efficiency.

Response from Maximizer Software

Hi Chrissy,

Thank you for leaving a 5-Stars review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you!

Maximizer Team

Greg
Overall rating
  • Industry: Financial Services Software
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Maximizer review

Reviewed on 30/10/2018

Maximizer really helps me to keep track of all the important personal and relevant business...

Maximizer really helps me to keep track of all the important personal and relevant business information for my clients and I can easily reference this information when I am talking with my clients. It's a great place to store my notes and I always quickly look over my client information on Maximizer before any client meeting to refresh my memory on everything I know about them.

Pros

I like how I can quickly access all of the information I have gathered on my clients and that it is categorized in easy to see areas.

Cons

I find the software a little clunky to use and I often have difficulty editing things how I would like it. For example, I would like to be able to edit some of the drop-down box options to delete options I never use and add things that I would. For example, in the notes section, I would like to have a category in the drop-down box for "withdrawal" but there is no such option and I cannot edit it to add something myself.

ginette
Overall rating
  • Industry: Education Management
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Long time customer -Book Wholesaler-Store and Publisher (Indigenous)

Reviewed on 10/08/2018

One stop shop for sharing information in the office including an appointment calendar, notes and a...

One stop shop for sharing information in the office including an appointment calendar, notes and a company library.

Pros

I have been working with Maximizer for over 8 years. Since then, Maximizer has evolved and I can now update records and email from anywhere and anytime from my laptop, tablet or cell phone. Lists can be imported and exported in Excel. Maximizer offers webinar training, customer support and a user guide.
Maximizer provides templates for building email campaigns.

Cons

A wish list-A more user friendly campaign builder for large communication marketing via emails which creates records of clientele who visit promotional material sent to them, unsubscribe, email bounce. Maximizer has synchronized our records with Mailchimp but there is an additional cost for Mailchimp for maintaining the list of subscribers.

Verified Reviewer
Overall rating
  • Industry: Financial Services Software
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Daily necessity of my business

Reviewed on 13/02/2019

I keep detailed client meeting notes, important dates and follow-ups are automatic. I don't...

I keep detailed client meeting notes, important dates and follow-ups are automatic. I don't personally utilize the email integration within Maximizer, and hope that some day soon Maximizer will release functionality with MacOS for Outlook Integration, as this would be a huge pro for my business / work-day.

Pros

Customizable to your businesses needs and functions. Organization of all client data and notes. Follow up functionality, and searchable User Defined Fields a huge asset. Access from web/cloud based from anywhere.

Cons

Outlook integration compatibility does not work with MacOS which is a huge negative for me. The Windows Outlook & Word compatibility is seamless though.

Response from Maximizer Software

Thank you for taking the time to post a review.

We're happy to hear Maximizer is having such a positive impact on your business, and want to assure you we are working on improving the Outlook MacOS integration.

Ryan
Overall rating
  • Industry: Financial Services Software
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

HMECU - Maximizer CRM Review

Reviewed on 14/10/2022

It's been fantastic. I don't know how our department functioned without the use of a CRM system but...

It's been fantastic. I don't know how our department functioned without the use of a CRM system but very grateful we are able to utilize Maximizer as it makes tracking things so much easier.

Pros

I love the ease of use - very simple to train a new employee on how it functions in our day to day tasks. It's critical to our success that we have notes and data available quickly and Maximizer ticks all the boxes. The company is extremely pleased with the purchase thus far.

Cons

I feel like the Administration tab could be a bit more user friendly. Had some trouble starting out but the videos on the Youtube channel were helpful. Just time consuming to explain to another member of the team.

Response from Maximizer Software

Hello Ryan,

Thanks for taking the time to share your feedback with us! We're delighted to hear that you and your team find Maximizer easy to use and train new team members on.

Looking forward to helping your organization continue to thrive!

The Maximizer Team

Ray
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

Maximizer 12 Milks Your Cash Away

Reviewed on 09/10/2017

Don't buy Maximizer products unless you have an IT department internally that is at your beck and...

Don't buy Maximizer products unless you have an IT department internally that is at your beck and call. I am/was a 20 year user at multiple small companies only to be left paying fees every time a Windows operating system change or upgrade was made. Good from afar, but far from good! I will summarize my experience as a "Classic Bait & Switch" business model. Beware.

Pros

Good looking GUI, after you train yourself thoroughly it becomes a decent contact database, and they have a really convincing sales pitch.

Cons

After the sale, the glow fades quickly. Any support is costly in either your time, loss of functionality, or the fees and charges needed to solve issues. You need to expect to explain your issues repeatedly and pay out of pocket for any help. Software regularly has failures that cannot be corrected by the average user.

Wendy
Overall rating
  • Industry: Financial Services Software
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Maximizer is a great CRM and helps to pay for itself in time management and efficiency

Reviewed on 27/09/2022

VERY robust program with great capabilities. Maximizes efficiency in the office allowing the whole...

VERY robust program with great capabilities. Maximizes efficiency in the office allowing the whole team to stay up to date on all clients, no matter who deals with them each interaction.

Pros

Activities tracker as well as being able to create customizable Activity plans for each client

Cons

There can be issues when importing data from other sources and the client information gets mixed up

Response from Maximizer Software

Hi Wendy,

Thank you for leaving a 5-Stars review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you!

Maximizer Team

Sofia
Overall rating
  • Industry: Entertainment
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

Problematic for old licenses, but the new portal is great

Reviewed on 30/10/2018

It's great. We have a lot of information to track and maintain, many many contacts, and we love...

It's great. We have a lot of information to track and maintain, many many contacts, and we love using Maximizer.

Pros

It's great! It's always easy to log in, simple to navigate, customizable... Love it!

Cons

We had an old license prior to cloud computing, with a previous version of Maximizer that was installed into a PC. When we had to migrate to the could version, we were frequently told by Maximizer customer service that migration wouldn't work and we would need to be charged $500+ for migration services (manual entry). Eventually they figured out a way to do it for us, but it took around 6-8 months of insisting. Once on the new cloud portal, everything works great.

Bill
Overall rating
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Ease of Use

Reviewed on 10/02/2017

I enjoy how it is easy to use and navigate. You are able to specify and tailor everything to your...

I enjoy how it is easy to use and navigate. You are able to specify and tailor everything to your customized needs. You are able to select what you want viable and what you want to be implemented. There is also easy to use the filing system that allows the reduction of paper files. There is a learning curve involved when you first start using it but once you work past that it is easy to use and figure out new features. I would recommend this product for small to medium size companies. They also have great customer support if you ever have any problems or questions, they will also assist you in tailoring the program to your company's needs. There are training videos available to assist in the learning process that I found extremely helpful when starting to use Maximizer CRM live.

Pros

Ease of use

Cons

xxxx

john
Overall rating
  • Industry: Government Administration
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Veterans First

Reviewed on 07/11/2022

Pros

It keeps everything in line for our staff so we are seeing live updates all together

Cons

There are too many steps to complete certain tasks.

Response from Maximizer Software

Hi John,

Thank you very much for sharing your positive Maximizer experience with us!

There are many ways to customize your process in Maximizer. Please do reach out to our support team and we will be happy to help you streamline certain tasks. Please visit https://www.maximizer.com/support/ to speak to one of our support team members.

Looking forward to helping your organization continue to thrive!

The Maximizer Team\

Robert
Overall rating
  • Industry: Printing
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Maximizer makes data handy.

Reviewed on 30/10/2018

Maximizer has helped me maintain regular contact with quality customers and recognize opportunity...

Maximizer has helped me maintain regular contact with quality customers and recognize opportunity with new potential clients.

Pros

Our database of customer information does not translate well to laptop and mobile device use, so Maximizer is the best way to keep up to date. Finding customer listings and adding notes, leads and details specific to each is easy and thorough.
The process also prompts the user to follow up and make use of the wealth of capability in the software.

Cons

Manipulating the various types of lists and producing reports is sometimes not as intuitive as one would like.

Frank
Overall rating
  • Industry: Financial Services Software
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

I’ve been using Maximizer for over six years and it’s my whole world I work on an on the daily...

Reviewed on 25/10/2022

Maximizer is a tool that can really build your business and my experience has been 10+

Maximizer is a tool that can really build your business and my experience has been 10+

Pros

I’ve been using Maximizer for over six years and it’s my whole world I work online on a daily hourly basis and the best tool I’ve ever use far is working with clients

Cons

It’s a little tough learning the program once you learned it open up the world of possibilities

Response from Maximizer Software

Hi Frank,

Thank you very much for sharing your positive Maximizer experience with us! Looking forward to helping your organization continue to thrive!

The Maximizer Team