About Maximizer CRM

Maximizer CRM has offices in Canada, England, and Australia, as well as Certified Business Partners in the United States, and around the world. Maximizer is accessible and committed to helping companies grow, and has helped over 120,000 companies increase sales, build relationships, and boost their bottom line over the past 28 years.

Maximizer CRM's new tiered pricing model has allowed it to become more accessible, user friendly and versatile thereby expanding to serve a new more sophisticated market. Wether you are at the beginning of your contact management journey looking to move away from Excel spread sheets or are ready to start drilling down on your data and utilizing the incredible business intelligence capabilities of Insights, Maximizer has the tools to support you.

With both cloud based and on-premise deployment options, as well as Canadian and UK data centers, integration with Outlook, Word and Excel and hundreds of apps through its Zapier connector, Maximizer CRM has the capabilities to cater to any size business across most industries - from manufacturing and logistics, to sports, medical providers, and financial advisors.

Pricing starting from:

$29.00/month

  • Free Trial
  • Subscription

Key benefits of Maximizer CRM

- Find the opportunities in your data using Insights faster than any other CRM.
- View and analyse sales KPI's through a graphical dashboard personalized with your chosen metrics.
- Access your data anywhere, and on almost any connected device with our Mobile CRM for Sales app.
- Create automated campaigns, and track your results and return on investment with our ROI calculator.
- Boost productivity and get deeper customer insights with Maximizer’s extensive ecosystem of 3rd party integrations.
- Master your daily influx of support and service requests. Create and manage a case with instant notifications.

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

$29.00/month

  • Free Trial
  • Subscription

Images

Maximizer CRM contact management
Maximizer CRM customer service
Maximizer CRM administrator preferences
Maximizer CRM dashboards
View 5 more
Maximizer CRM video
Maximizer CRM screenshot: Maximizer CRM contact management Maximizer CRM screenshot: Maximizer CRM customer service Maximizer CRM screenshot: Maximizer CRM administrator preferences Maximizer CRM screenshot: Maximizer CRM dashboards

Features

Total features of Maximizer CRM: 63

  • API
  • Access Controls/Permissions
  • Account Alerts
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Asset Management
  • Audit Trail
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Segmentation
  • Case Management Software
  • Click Tracking
  • Client Management
  • Contact Database
  • Contact Management Software
  • Conversion Tracking
  • Customer Database
  • Customer Segmentation
  • Customizable Forms
  • Customizable Templates
  • Data Visualization Software
  • Document Management Software
  • Document Storage
  • Document Templates
  • Email Alerts
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Forecasting
  • Forms Management
  • Goal Setting / Tracking
  • Household Tracking
  • Interaction Tracking
  • Interaction Tracking
  • Knowledge Base Management
  • Lead Management Software
  • Marketing Automation Software
  • Mobile Access
  • Multi-Campaign
  • Multi-Channel Marketing
  • Pipeline Management
  • Quotes/Estimates
  • Referral Tracking
  • Relationship Tracking
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Task Management Software
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management Software

Alternatives

Zoho CRM

4.2
#1 Alternative to Maximizer CRM
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

monday.com

4.6
#2 Alternative to Maximizer CRM
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and...

Odoo

4.2
#3 Alternative to Maximizer CRM
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

Pipedrive

4.5
#4 Alternative to Maximizer CRM
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

Reviews

Overall rating

4 /5
(276)
Value for Money
3.7/5
Features
3.8/5
Ease of Use
3.7/5
Customer Support Software
3.9/5

Already have Maximizer CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 276
Ajbinder S.
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

Making Maximizer Your Firm's Cornerstone

Reviewed on 02/08/2018

We are able to complete our tasks much more efficiently and able to coordinate with other members...

We are able to complete our tasks much more efficiently and able to coordinate with other members of our team. Over the years we have tried other CRM options but Maximizer has been the one we have been looking for. Extremely glad we made the switch.

Pros

Maximizer is very intuitive to use and the layout feels as if it has been designed with the end user in mind. The easy to navigate fields and customization allows it to be adaptable to many different practices. Our efficiency has improved significantly as a result of Maximizer.

Cons

Personally, I am still confused on how to best set up households and individuals within that household and it feels like I have some duplication but I have not been able to figure out how to clean it up.

Sofia G.
Overall rating
  • Industry: Research
  • Company size: 51-200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

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

Robust for a Call sheet

Reviewed on 25/08/2019

Not great. We had to navigate several levels of customer service and received really high quotes to...

Not great. We had to navigate several levels of customer service and received really high quotes to finally figure out that our old database that lived in an old license of Maximizer wasn’t compatible or transferable to the new.

Pros

Great to manage a robust database of contacts and profiles. Customizable user defined fields are particularly useful.

Cons

Not very mobile friendly, and the current version is 100% incompatible with older licenses (such as desktop versions) which are islands. So transferring an old database to the new version was virtually impossible.

Response from Maximizer Software

Hi Sofia,

Thanks for submitting your review. I wanted to let you know that our app is under constant upgrades for improvement and we have some amazing things coming down the line!

Thanks again!

Verified Reviewer
Overall rating
  • Industry: Publishing
  • 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 9.0 /10

I have used Maximizer for 25+ years

Reviewed on 19/02/2021

I have used it personally for 25 years. I saw them migrate to the cloud and enjoy using at home,...

I have used it personally for 25 years. I saw them migrate to the cloud and enjoy using at home, office and from my phone.

Pros

It is a nice software solution with typical contact management features. Add contacts, set follow-ups, track opportunities, send e-mails.

Cons

It does what I need it to do. The license fee is much lower than Salesforce, which we also use for other groups in the company.

Brad M.
Overall rating
  • Industry: Financial Services Software
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Max CRM Review

Reviewed on 05/03/2020

Its ok. What really put me off is every time you need some assistance they turn it into a huge...

Its ok. What really put me off is every time you need some assistance they turn it into a huge billable hour exercise. Talk about ripping off your customers.

Pros

The product out of the box works for what we need, I have the advisor template on mine and it still has the design on selling, and the sales process. This inst the focus of the average advisor. This does the basic features required. however it certainly isn't what it could be.

Cons

It doesn't have the ability to track products well. It took leads tab and renamed it opportunities and felt that was a improvement. it wasn't. We end up using a global note to record and track all items a client has with us.

Response from Maximizer Software

Hi Brad,

Thank you for leaving a review of Maximizer. It's always great to hear feedback from our customers and gauge where we can improve.

If there is something we aren't doing well to fit into your workflow I would love to discuss.

I feel that you have had somewhat of an off-putting experience due to particular charges, perhaps changes in your software?

I would love to discuss and help design a workflow that benefits you.

Please reach out to: [email protected] and let them know you would like to discuss the set-up of your Maximizer CRM and we will get a Customer Success Manager on a call to discuss and plan a path forward.

We look forward to hearing from you!

Best regards,

Adam Wilson
Head of Customer Success

Graham J.
Overall rating
  • Industry: Food & Beverages
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Maximizer needs to keep up with the times

Reviewed on 27/12/2020

The ease of usage is great. Tracking and closing of task remains top of mind

The ease of usage is great. Tracking and closing of task remains top of mind

Pros

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

Cons

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

Showing 5 reviews of 276 Read all reviews

Maximizer CRM FAQs

Below are some frequently asked questions for Maximizer CRM.

Maximizer CRM offers the following pricing plans:

  • Starting from: $29.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Small Office $29 USD/mo – billed annually $39 USD/mo – billed monthly Business Plus $49 USD/mo – billed annually $59 USD/mo – billed monthly Insights $89 USD/mo – billed annually $109 USD/mo – billed monthly On Premise (Self-hosted) Business Plus: $49 USD/mo – billed annually (No User Limits) Insights: $89 USD/mo – billed annually (50 User Minimum)

We do not have any information about Maximizer CRM features

Maximizer CRM has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Maximizer CRM supports the following languages:

English

Maximizer CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Maximizer CRM integrates with the following applications:

Constant Contact, Contacts+, Eventbrite, Gmail, HubSpot CRM, Mailchimp, Microsoft Excel, Microsoft Outlook, Microsoft SharePoint, Microsoft Word, QuickBooks Online Advanced, Quickbooks Online, QuoteWerks, SurveyMonkey, Twilio Voice, Typeform, Zapier

Maximizer CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Phone Support, Chat

Related categories

See all software categories found for Maximizer CRM.