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Maximizer Reviews & Product Details - Page 5

Maximizer Overview

What is Maximizer?

Maximizer is a customer relationship management (CRM) solution designed to help businesses enhance their visibility into activities that drive success and maintain control over critical opportunities. This adaptable platform caters to organizations of various sizes and industries, with specific offerings for financial services and sales professionals. Maximizer offers a comprehensive suite of tools that improve revenue-generating processes, monitor performance, and facilitate informed decision-making. By focusing on customization and ease of use, Maximizer empowers users to configure the system and tailor it to their specific needs without requiring extensive IT support or developer resources. Maximizer provides services to a diverse customer base, including financial services professionals such as financial advisors, wealth managers, investment planners, insurance brokers, mortgage brokers, small- and medium-sized sales teams across multiple industries , marketing professionals, and customer service teams. With a flexible, adaptable design that allows businesses to build successful processes that align with their unique workflows, users can easily configure the CRM to track revenue-generating activities. This ease of customizations ensures that teams can remain focused on the initiatives that contribute to increasing pipeline and revenue. This level of customization enhances user experience and also fosters a culture of accountability and performance within organizations. Key features include robust monitoring capabilities that provide insights into business health. Users can visualize and report on performance metrics and trends, enabling them to identify areas for improvement and capitalize on growth opportunities. The platform's AI-driven insights further improve decision-making by surfacing timely actions that can lead to strategic advantages. This combination of data visualization and intelligent recommendation helps businesses stay agile in a competitive landscape. The benefits of using Maximizer extend beyond functionality. By offering a user-friendly interface and customizable features, the platform minimizes the learning curve for new users, allowing teams to adopt the system quickly without the need for additional resources from other departments. Additionally, the integration of AI technology ensures that users receive actionable insights that can significantly impact their strategic planning and execution. This proactive approach to CRM not only enhances operational efficiency but also strengthens customer relationships, ultimately driving long-term success for businesses. Maximizer stands out in the CRM category, particularly for financial services and sales professionals, by providing a flexible, user-centric solution that adapts to the unique needs of each organization. Its focus on visibility, customization, and AI-driven insights positions it as a valuable tool for businesses looking to optimize their operations and achieve sustainable growth.

Maximizer Details
Product Website
Languages Supported
English, French
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Product Description

The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.

How do you position yourself against your competitors?

Completely configurable: Users can tailor profile views to suit any business’s unique needs and workflows, ensuring maximum efficiency.

Centralized data: Consolidating data within Maximizer delivers the assurance that information is accurate and up to date, empowering informed decision-making.

Continuous integration: Maximizer integrates with existing tools and ongoing expansions through native and Zapier integrations positioning it as the control hub for all operational needs.

Customer care: Our dedicated team provides personalized support for every client, offering a helping hand whenever a question arises to ensure you can focus on closing deals.


Seller Details
Company Website
Year Founded
1987
HQ Location
Vancouver, Canada
Twitter
@maximizercrm
3,203 Twitter followers
LinkedIn® Page
www.linkedin.com
158 employees on LinkedIn®
Phone
+1 (800) 804-6299
Description

Founded in 1987 and a pioneer in CRM technology, Maximizer offers an AI-driven CRM platform designed for fast deployment. More than just a tool for sales teams, it empowers sales leaders overseeing teams to drive growth and retention through actionable intelligence. AI-assisted summaries and exception alerts provide real-time insights that surpass traditional forecasting, enabling timely, impactful decisions. Over the years, Maximizer has helped over 1
0,000 global customers and 1 million users. 


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Overview Provided by:

Recent Maximizer Reviews

JR
James R.Small-Business (50 or fewer emp.)
5.0 out of 5
"Extensive possibilities"
Maximizer is virtually unlimited. It has built in features that meet most needs and customizable for those that are specific to my business. Maximi...
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"Maximizer"
Able to track tasks that are upcoming or overdue
QB
Quentin B.Small-Business (50 or fewer emp.)
4.5 out of 5
"My team's client relationships have never been stronger"
Maximizer's CRM system provides an intuitive interface which enables users to control their customer relations as well as sales pipeline activities...
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Maximizer Media

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586 out of 587 Total Reviews for Maximizer

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586 out of 587 Total Reviews for Maximizer
4.0 out of 5
586 out of 587 Total Reviews for Maximizer
4.0 out of 5

Maximizer Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for MaximizerQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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EL
Conseiller en gestion de patrimoine adjoint
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
Translated Using AI
What do you like best about Maximizer?

Ability to deposit files and notes in client folders Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

Problem with the connection between my Outlook and my Maximizer Review collected by and hosted on G2.com.

What problems is Maximizer solving and how is that benefiting you?

My calendar and the search for notes and documents Review collected by and hosted on G2.com.

AC
Senior Sales Manager
Retail
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Maximizer?

In my case, the key advantage of Maximizer has to do with its CRM capabilities as well as its level of customization. It has made our sales management and processes easier by organizing contacts, recording interactions, and freeing up time from handling repetitive tasks. The linking with our email and the project management tools is seamless, thus maintaining our workflow. I also like the flexibility in setting up the dashboards and reports and the ability to present the data in format that best fits our needs. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

A disadvantage of using Maximizer is that it may be difficult for new users to understand how to use because of its very complicated looking layout. This meant that it took us time to get familiar with all the features and settings of the software, hence affecting our early efficiency. Also, the software might take a while to retrieve or transfer data and is less efficient with large amounts of information. This can be quite irritating and at times it leads to latency in getting the real time data. Review collected by and hosted on G2.com.

What problems is Maximizer solving and how is that benefiting you?

The primary issue that Maximizer solves is the issue of customer relationship management and the possibility of automating time consuming tasks. It has been of great importance in organizing our contact data, recording the level of interaction, interfacing with our email and project management systems, making it greatly improve our sales. It has enabled the team to dedicate time to strategic planning and execution, thus enhancing its effectiveness and efficiency. Review collected by and hosted on G2.com.

Response from Rykiel Bterrani of Maximizer

Hi Alban,

Thank you for your feedback on where we can continue improving.

We’re delighted to hear that you enjoyed Maximizer's level of customization. We’re here to keep supporting your growth and success, and we can’t wait to see what’s next for your organization!

The Maximizer Team

JK
Owner/President
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Maximizer?

Our business uses Maximizer to collect customer and vendor contact data and interactions. We also use Maximizer to run our business, which wouldn't run as smoothly without it. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

A feature that would improve our efficiency is the Maximizer to interface with Blackpurl. The Maximizer address book is automatically populated when new customers/vendors are added to Blackpurl. Review collected by and hosted on G2.com.

What problems is Maximizer solving and how is that benefiting you?

All data in one place. Review collected by and hosted on G2.com.

Response from Rykiel Bterrani of Maximizer

Hi Jim,

Thank you for taking the time to leave us a 5-star review! It’s fantastic to hear that Maximizer has helped run your business for 20 years. We’re here to keep supporting your growth and success, and we can’t wait to see what’s next for your organization!

The Maximizer Team

JN
Senior Marketing Specialist
Performing Arts
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Maximizer?

What I find most beneficial is its great CRM that is designed to provide explicit control over client relationships. One of the things we like about the platform is that it allows us to monitor our conversations with clients and automatically follow up on a range of tasks. Also, there are integrations with third party services such as Mailchimp which helps to improve marketing performance by synchronizing email marketing campaigns to the CRM data, thus reaching clients at the appropriate time depending on crm activity. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

Maximizer has its drawbacks as the system itself may appear to be somewhat old fashioned and its interface not as friendly as you might expect to novice users. This is something that can influence users skills in relation to the use of the system and may also impact the timeframe that a user requires to master the system. In addition, the analytics and reporting that they offer are quite simple and one cannot easily generate deeper analysis and great information from the provided data. Review collected by and hosted on G2.com.

What problems is Maximizer solving and how is that benefiting you?

Maximizer provides an effective response to the problem of managing and optimizing communication with customers. It has all-inclusive CRM functionalities meaning you can record the communication history of your clients, set reminders for follow ups and organize contact information in one place. In terms of organization, this has helped us become more timely and pertinent in our dealings with clients to where we have experienced a constant boost in the number of our clients. Review collected by and hosted on G2.com.

TR
Senior Sales Manager
Marketing and Advertising
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Maximizer?

One Maximizer’s strength that I have observed is that it has an extensive range of CRM options, which offers a detailed overview of his customer communication and sales data. The reporting feature enables us to track the performance and get significant data. The integration with our email and calendar systems also makes correspondence and scheduling easier and have all the necessary information in one place for efficient management of customer relations. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

However, the interface of Maximizer is not very modern and intuitive, it is difficult to navigate through the possible options, as well as to study the functionalities of the program. It also can be somewhat slow when processing a lot of data or producing more detailed reports. This lag can impact our efficiency, and result in longer response times for queries, input, and output. Also, although the integration with other systems is beneficial, sometimes you need to make adjustments in order for everything to fit together correctly. Review collected by and hosted on G2.com.

What problems is Maximizer solving and how is that benefiting you?

Maximizer addresses the dilemma of managing customer relations with a tool that can be used to log interaction, sales and performance activity in one place. This has improved the management and analysis of customer data, and therefore leading to better decision making and sales strategies. Reporting tools are also very strong, which we can use to identify trends and improve the quality of our sales. All in all, through keeping the important information in one place and making customer handling easier, Maximizer enhances our productivity. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Maximizer?

In my capacity, I primarily use Maximizer for maintaining and scheduling events into the advisor's calendars, keeping track of to-do's and tasks, as well as keeping (and being able to easily review) past interactions with clients. It also has a great integration with outlook that allows us to automatically save emails to and from clients for future reference. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

There are some superficial changes I wish I could make, like a dark mode or better visibility, especially on the calendar. An integrated notes/updates specifically tied to individual tasks for keeping track of progress on more complex jobs without having to clog up the initial task with memos would also be fantastic, but there is at least the workaround of editing the initial task to add notes directly there. Review collected by and hosted on G2.com.

What problems is Maximizer solving and how is that benefiting you?

Maximizer helps us keep track of and refer back to critical information related to our clients, keep our calendar organized, and help with delegating responsibilities across the team. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Maximizer?

Maximizer is the CRM tool we use to update client information, keep notes and run our calendar. Our entire time is connected and can see the same calendar, we each add appointments, meetings and reminders in our own designated colour and it makes it so easy to flow through each day. We print the notes before each client meeting and they're very well organized and easy to review. There are a ton of features that have been added to max and integrations that I haven't had the time to learn and explore yet. It would be helpful to have a couple training sessions on how to better optimize the platform because I know we could be making better use of it. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

It's hard to deal with updates and changes. I'm on this program every single day and my work flows around the ease of use and click throughs. Sometimes Max will make updates and I'll log and and will not have expected them and I'm really thrown off for awhile. Sometimes the changes make things worse instead of better for me but support has explained that the majority rules and disagree with that. I also used to love support, it was so easy to speak with someone right in the app but now it goes off into e-mail and phone calls. I much prefered the way it was before. Also the staff in support seem less knowledgable than they were last year. Review collected by and hosted on G2.com.

What problems is Maximizer solving and how is that benefiting you?

Maximizer solves having an organized calendar for the whole time to be able to work with and view. It's easy to add notes and details to each meeting that are helpful for others that need quick information. Max solves easily organized client information, and is very easy for me to update. Review collected by and hosted on G2.com.

AE
Investment Consultant
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Maximizer?

I like how Maximizer allows options for advanced data entry and amounts of client filtering. The organization structure is great is fairly easy to implement. Frequently this can be used everyday and if we ever need any help or issues customer support is fast and effecient. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

I don't like how maximizer doesn't show the times directly for appointments on the boxes and can be confusing at times to look at generally. The ease of integration is not as valuable as it is strange to use from the start. Review collected by and hosted on G2.com.

What problems is Maximizer solving and how is that benefiting you?

Maximizer makes it really easy to intregate our data with apppointments while keeping clients involved directly with reminders and notifications to avoid confusion. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Maximizer?

I like the ability to create a task, although for some reason my tasks automatically duplicate quite frequently and the same task will pop up multiple times. I also like the ability to make favourites lists in contacts so we can send mass emails to clients. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

functions are not yet seasmless. for example, when you are creating a task, and adding a "task with", you need to type in the full name of the individual and press enter before anything comes up, whereas in other parts of maximizer you can type in the first few letters of a last name and all their info pops up. Review collected by and hosted on G2.com.

What problems is Maximizer solving and how is that benefiting you?

improves team communication by being able to delegate tasks to others. Review collected by and hosted on G2.com.

Response from Rykiel Bterrani of Maximizer

Hi there,

Thank you for taking the time to share your feedback with us. We value your input and insight on where we can continue improving.

I have shared your feedback directly with our Product Manager to address these challenges. We’re excited to continue working together to help you maximize your sales success! If you have any questions or need assistance, please don’t hesitate to reach out to our support team at support@maximizer.com.

The Maximizer Team

SD
Customer Service Representative
Real Estate
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Maximizer?

Based upon my experience, the best aspect of Maximizer that I have found is probably its comprehensive CRM capabilities. One of the advantages of the proposed application is the detailed examination of client relations and sales processes, which plays a significant role in client interactions. I also appreciate the way it is compatible with our email and calendar so that we can schedule and communicate effectively to face our clients. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

One of the most significant disadvantages of Maximizer is that users cannot extensively customize its appearance. While the tool contains various functionalities, it may take some time to make it match our organizational requirements and characteristics. Lack of flexibility in interface and functionality customization we faced sometimes significant troubles when attempting to adjust them to satisfy our requirements. This limitation brings about how we handle the software and by extension makes us inept in our working productivity. Review collected by and hosted on G2.com.

What problems is Maximizer solving and how is that benefiting you?

The issue of multiple media client handling and uncoordinated sales management has been addressed by Maximizer through a single client and sales interface. It has also improved relations with clients since handling their relations is much easier with this integration. Regarding strategic benefits, the enhanced compartmentalization and accessibility of the client data profiles enabled the firm to spend more time and effort on value creation instead of value administration, as well as to improve the overall quality of its client relations. Review collected by and hosted on G2.com.