Maximizer CRM Overview
What is 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.
Maximizer CRM Overview
Pricing
Pricing options
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)
Maximizer CRM Features
Media
Maximizer CRM Reviews
Maximizer CRM Reviews
Making Maximizer Your Firm's Cornerstone
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.
Robust for a Call sheet
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.
Maximizer needs to keep up with the times
The ease of usage is great. Tracking and closing of task remains top of mind
Max CRM Review
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.
My use of Maximizer
Since 2002 Maximizer has aided me in keeping in touch with my clients. The action plans I have set early in 2004 still work to this day, and are easily assigned to my new and existing clients.
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Making Maximizer Your Firm's Cornerstone
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.
Robust for a Call sheet
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!
Maximizer needs to keep up with the times
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.
Max CRM Review
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
My use of Maximizer
Since 2002 Maximizer has aided me in keeping in touch with my clients. The action plans I have set early in 2004 still work to this day, and are easily assigned to my new and existing clients.
Pros
I have used Maximizer since the early 2000's. It is my MAIN source of CRM. I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.
Cons
Originally, I didn't like the cost of the product, but as it became more mainstream the price dropped. The features increased and their negatives turned into positives. SO I don't have any cons to discuss at this time.
Response from Maximizer Software
Hi Todd,
Thank you for the wonderful review! We look forward to helping you build on your already solid client relationships.
Thanks again!
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Maximizer CRM Pricing
Maximizer CRM Pricing
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)
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)
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Maximizer CRM Features
Maximizer CRM Features
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Categories
Categories
Additional information for Maximizer CRM
Additional information for Maximizer CRM
Key features of Maximizer CRM
- Access options: the Web and mobile devices
- Account and contact management
- Business Intelligence
- Create and manage quotes and orders
- Create powerful quota-based dashboard indicators
- Customer service management
- Email marketing
- Import lead lists from virtually any file format
- Microsoft® Office® integration – Outlook® and Word®
- Mobile access
- Sales force automation
- Sales forecasting
- Task management and automation
- Time management
- Track status of quotes and orders
Benefits
- 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.
Maximizer CRM FAQs
Maximizer CRM FAQs
Below are some frequently asked questions for Maximizer CRM.
Q. What type of pricing plans does Maximizer CRM offer?
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)
Q. What are the main features of Maximizer CRM?
Maximizer CRM offers the following features:
- Access options: the Web and mobile devices
- Account and contact management
- Business Intelligence
- Create and manage quotes and orders
- Create powerful quota-based dashboard indicators
- Customer service management
- Email marketing
- Import lead lists from virtually any file format
- Microsoft® Office® integration – Outlook® and Word®
- Mobile access
- Sales force automation
- Sales forecasting
- Task management and automation
- Time management
- Track status of quotes and orders
Q. Who are the typical users of Maximizer CRM?
Maximizer CRM has the following typical customers:
Small Business, Large Enterprises, Non Profit, Mid Size Business
Q. What languages does Maximizer CRM support?
Maximizer CRM supports the following languages:
English, French
Q. What type of pricing plans does Maximizer CRM offer?
Maximizer CRM has the following pricing plans:
Subscription
Q. Does Maximizer CRM support mobile devices?
Maximizer CRM supports the following devices:
Android, iPhone, iPad
Q. What other apps does Maximizer CRM integrate with?
Maximizer CRM integrates with the following applications:
BlackCurve, Constant Contact, Customer Thermometer, Mailchimp, PUBLITRAC, QuickBooks Online, QuoteWerks, SharePoint, SurveyMonkey, Twilio
Q. What level of support does Maximizer CRM offer?
Maximizer CRM offers the following support options:
Video Tutorials, Online Support, Phone Support, FAQs
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.