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:

$55.00/month

  • Free Version
  • 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.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Brazil, Canada, Italy, New Zealand and 5 others

Supported Languages

English

Pricing starting from:

$55.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Maximizer CRM Software - Maximizer CRM contact management
Maximizer CRM Software - Maximizer CRM customer service
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Maximizer CRM Software - Maximizer CRM contact management
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Maximizer CRM Software - Maximizer CRM administrator preferences
Maximizer CRM Software - Maximizer CRM dashboards

Features

Total features of Maximizer CRM: 89

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Automated Routing
  • Batch Processing
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management Software
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization Software
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Email Alerts
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • For Financial Institutions
  • For Insurance Industry
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Goal Setting/Tracking
  • Interaction Tracking
  • Knowledge Base Management
  • Knowledge Management Software
  • Lead Capture Software
  • Lead Distribution
  • Lead Management Software
  • Lead Qualification
  • Lead Segmentation
  • Mobile Access
  • Monitoring
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Support Ticket Management
  • Tagging
  • Task Management Software
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management Software

Alternatives

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HubSpot Sales Hub

4.5
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Reviews

Overall rating

4.0 /5
(346)
Value for Money
3.8/5
Features
3.9/5
Ease of Use
3.8/5
Customer Support Software
4.0/5

Already have Maximizer CRM?

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

Showing 5 reviews of 346
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.

Kathy-Rae
Overall rating
  • Industry: Construction
  • 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

Maximizer user since the early 90's

Reviewed on 07/07/2021

The latest feature that I love is the relation manager it could be a little easier to use. For...

The latest feature that I love is the relation manager it could be a little easier to use. For example I refer customers to service providers that I have in our database. The feature allows me to link that customer with the service providers that we have referred. I can then follow up with the provider to see if they heard from the customer and to make them realize that I'm tracking the precious leads that I send to them.

Pros

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.

Cons

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.

Alternatives Considered

Zoho Connect, Salesforce Sales Cloud, and HubSpot CRM

Reasons for Switching to Maximizer CRM

I had not upgraded my software with Maximizer for several years and did not realize all the fabulous new features that had been added. Probably my biggest stumbling block was at the time my company relied upon the ability to have the integration with QuickBooks. I did not want to go to the online version of QB to have this integration. Our company moved away from needing this feature but now that we are doing more online sales I think it would be instrumental. Although I have heard that the online version of QB is not a good idea. Wish there was a way to integrate the online version of Max with the desktop version of QB.
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.

Terry
Overall rating
  • Industry: Education Management
  • 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

WOW! Just get Maximizer! Don't wait!!!

Reviewed on 19/12/2022

This should say it all again. I said this earlier in the review. I have been legally blind since...

This should say it all again. I said this earlier in the review. I have been legally blind since birth. I have used Maximizer for "30-years!" That should say it all.

Pros

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.

Cons

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

Response from Maximizer Software

Hello Terry,

Thank you for being a customer with us for 30 years! We take great pride in our customer service and we're delighted to hear about your positive experience with our support team.

We're constantly evolving our product to serve our customers better and we are pleased to hear that you enjoy the "Related Entries" feature.

Looking forward to continuing to serve you and you organization for many more years.

The Maximizer Team

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

Showing 5 reviews of 346 Read all reviews

Maximizer CRM FAQs

Below are some frequently asked questions for Maximizer CRM.

Maximizer CRM offers the following pricing plans:

  • Starting from: $55.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Price starts at $55 per month Base Edition $55/per user, per month - billed annually. Min. 3 users Sales Leader Edition $75/per user, per month - billed annually. Min. 5 users

Maximizer CRM has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

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, 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.