Maximizer CRM Reviews

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..

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.

Maximizer has been my right arm since the early 90's. Our company has grown with Maximizer and watched the software evolve into a very powerful tool. The ability to organize all your customers in one program and to have the mobile ability to bring customer files up on our smart phone is incredible. It makes the customer feel important as you have all the details at your finger tips about their likes and dislikes. Many customers will comment that they can't believe I remembered one detail or another...I don't have the heart to tell them I have it all documented in my Maximizer program.

The addition of the campaign management is a critical feature but is very difficult to use. It is fabulous to have this in Maximizer but it is not as easy to use as some of the others such as Constant Contact. The integration of and the statistics are very important to see what customers are clicking on within your email broadcast. Increasing the ability to make adding graphics and enhancing the viewing pleasure of the customer would be very helpful.

The sales team was excellent. Some features work well, but no better than free versions of other softwares.

This maybe would have been a good CRM in say, 1999. It’s antiquated and didn’t serve the needs of my business. I used well-known CRM previously and didn’t find Maximizer to be better than the free version of that one. There was a disconnect in usage that wasn’t able to be overcome by myself or my employees in several weeks of trials.

I really like its easy of use. My favorite feature is the Customer Service module. I also like the "Related Entries" option very much. You can't ask for a better product. I'd also like to mention the fantastic technical support team. What a great bunch of people. Lastly, to show you how much I have liked the program, I'll pass on the following. I have used Maximizer for "30-years!" That should say it all.

Frankly, I don't have any "cons." That is the truth!!!

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

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.

The ability to see and share data is key and the live version allows it to be always up to date

The time zone for customer service is sometimes and issue because we are on the east coast. I also feel there is so much more we can be doing, but we don't know what we don't know.

Sync to Outlook is very helpful to pull in emails. Sync to Word is also good for samples.

I think I liked it better when email sync went to documents instead of "Interactions". Now I have to click on an extra tab each time to get both documents and emails.

Integration with Outlook. Absolutely the best feature of maximizer.

Mobile version is quite weak. I am unable to save any contact or communication such as emails from the mobile version so I just gave up.

Integration with Outlook for saving e-mails.

After a recent update, the system seems much slower and the reporting function does not always work correctly when I try to run reports on the entries of my direst reports.

Its pretty easy to get the basic to work and it's response times are greatly improved. Service is much much better than a few years ago.

templates for notes and sending e-mail confirmations is limited to what you can include. Can't use snipit type programs to copy info to Max files. Organizing notes and files is very awkward so we have resorted to keeping then in client files in BOx.com

The best part has always been the comprehensiveness of the product, how modules fit together, combined with Mail Integration. These have always been key for me. It's easy to use for the most part if you enjoy technology and when you need them, support is very close and very good.

The price is high in my mind. I enjoyed stand alone because I was more in control of my expenses. I could keep a version running until I had to upgrade. I don't like the never ending cost and in truth, it has caused me to begin looking for alternatives.

The support during the transition from another CRM was exceptional. The training videos and online webinar have been most helpful in the early days of being a user. Office app integration for the most part have been trouble free.

The interface with the dealer's system (IPC) was way too slow to be of any practical use. It hung up way too often and after 3 minutes of watching the circle of doom, I used to retrieve the pertinent data directly from the manufacturer's website. A highly desirable feature that motivated me to sign up in the first place ended up being a costly proposition that added no value.

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

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.

This software is user friendly and easy to use. We have been using this software since the 1990s. We left for a short period to try something new and quickly realized that Maximizer was better than any other product out there, so we switched back. We don't use all the feature however we learn new ones all the time and try to adopt them one by one. We are able to store all information for each every client, make notes, create documents, send email and assign tasks so our service does not fall through any cracks. It real is a great CRM tool

The only thing I don't like is that if I am at a computer that is not used by me. I can't find what web address I need to login. I have to remember to email the website to myself before I leave the office

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.

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.

Cloud based … confident in their security features

Price for smaller offices

Ease of morphing to our needs to keep us in the know about our daily routine, as well as the ability to source our data.

Inability to change color scheme, with that being such an easy remedy, wish that was a priority for Max.

- Super easy to use
- Web Access version is really light-weight and as comprehensive as the application
- Helps will efficiency across the business

- The search feature isn't as smart as you'd like it to be

I really like the client data base features. It allows easy access to all our client information. The outlook integration is an excellent feature, and we can save all our correspondence to the data base. We send a newsletter to all our clients through maximizer which is very easy to do.

The only struggle I've had is reading the manual when trying to trouble shoot as it doesn't always list the steps as clearly as I would like. For instance when adding a field. I do finally get there and when I've run into problems the support team have been excellent.

Value for money compared to Salesforce. Ideally a step up from Microsoft Excel.

Not great. Upgrades not compatible with current data, had to reload info again. Battling with integration.

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

There are too many steps to complete certain tasks.

This is the one and only CRM tool you'll need whether you're running a public office or a private business. Even journalists will find this tool handy for finding the right contacts and quickly putting a story together.

Canadian company but charges US dollars.

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

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

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.

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.

It does exactly what we need it to. Sync emails, have a good calendar, allows for lots of contacts, set tasks.

It can be confusing to use. The layout isn't the easiest to find out where things are and what they do. Like gmail contacts and tracking. It is also a pretty basic looking program, could use an update to make it look more modern and contemporary.