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Maximizer Reviews & Product Details - Page 56

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
3,201 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

Verified User
E
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"User friendly CRM, with many options."
All information is in one place, and easily accessible.
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
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Maximizer Media

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587 out of 588 Total Reviews for Maximizer

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587 out of 588 Total Reviews for Maximizer
4.0 out of 5
587 out of 588 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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G2 reviews are authentic and verified.
CB
Director, Wealth Management-Investment Advisor
Investment Management
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Maximizer?

The phone logging I can do after I speak with clients, plus the user-defined fields I have setup. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

The atrocious customer and technical service when you call. An inability to talk rapidly to someone live, or without having to pay for the service. Review collected by and hosted on G2.com.

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

Tracking conversations, meeting, and follow-ups to do with clients. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Validated Reviewer
Review source: Organic
What do you like best about Maximizer?

The way you can easily customize the way information is presented to you is very useful. I can have my own column setups in addition to a filtered history feed for each contact/company, which allows me to be far more productive. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

They have a huge range of options in terms of editions and deployments, which can get confusing, but I can see why the options come in useful for meeting different business needs. Review collected by and hosted on G2.com.

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

I'm an entrepreneur at essence, but working in IT means I use loads of different software - some because I have to, others because I like to! I needed a highly accessible CRM that was flexible. After checking out my options I went with Maximizer because they offered me a private cloud hosted system, with my CRM and a bunch of other software hosted on my own server - i couldn't find any other provider willing to be that flexible, so I went with them and the service and software have been great! Review collected by and hosted on G2.com.

IA
Responsible Chemist
Chemicals
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Maximizer?

You can personalize and organize your own way. Easy to implement, easy to use. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

Mobile support is not very functional (Maximizer CRM Enterprise Summer 2012) Review collected by and hosted on G2.com.

Recommendations to others considering Maximizer:

Maximizer CRM will help you to track, schedule, organize your selling, marketing and supportive activities. It has positive effects for your company like internet has for the society. Review collected by and hosted on G2.com.

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

We collect all the database, files related selling, marketing and supportive activities together. We can organize and follow easily. We are now more organized and disciplined. Review collected by and hosted on G2.com.

JK
Marketing Co-ordinator
Accounting
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Maximizer?

It does everything and more that I need it to do Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

It's taken over a year to set up and it's still not finished! Review collected by and hosted on G2.com.

Recommendations to others considering Maximizer:

Make sure you ask for a specific time frame period. We have been at this for over a year and it's still not complete. Review collected by and hosted on G2.com.

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

I am able to track the progress of sales and leads. I'm also able to track revenue and opportunities and have everything in one place. Review collected by and hosted on G2.com.

RN
Managing Director
Professional Training & Coaching
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Maximizer?

What you see is what you get. Often once you start using a software program you find you need to incur extra costs to really use it effectively, this is not the case with Maximizer. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

A better tool to generate email Newsletters, not easy to use, keep on hitting snags. Review collected by and hosted on G2.com.

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

We use Maximizer to keep track of the sales process with a prospect and a history of our dealings with prospects and clients. Review collected by and hosted on G2.com.

RD
Head of Business Development
Pharmaceuticals
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Maximizer?

Cost effective way of implementing CRM in a SME Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

Visual interface could be more modern in look Review collected by and hosted on G2.com.

Recommendations to others considering Maximizer:

Take time to set up properly Review collected by and hosted on G2.com.

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

Effective communication with larger client list was our biggest problem, the segmentation and recording facility of Maximizer has solved this Review collected by and hosted on G2.com.

Verified User in Legal Services
CL
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Maximizer?

It's flexible, reliable, time saving and gives me easy analysis of all my data on demand Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

The only thing I can think of is that occasionally when I'm inputting phone numbers is it tries to put them in US format. Review collected by and hosted on G2.com.

Recommendations to others considering Maximizer:

try an evaluation before you buy anything else Review collected by and hosted on G2.com.

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

Ran it as a multi-user customer and prospect database for my IT company and now do the same for my Will clients, but with completely different data and it works just the same. I can even summarise where my business is coming from and how much I earn per client as well as all the normal stuff. Review collected by and hosted on G2.com.

MW
broker
Financial Services
Validated Reviewer
Review source: Organic
What do you like best about Maximizer?

we have used maximize since the early 80 we have gone through many changes in software and hardware and maxi,izer has kept up and stored all our data without ever losing anything Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

our business is not web based and we feel that there are a lot of internet feature we don't need Review collected by and hosted on G2.com.

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

as a short tem life broker we run multiple databases and the ability to cross populate some colums and fields workds for us Review collected by and hosted on G2.com.

PM
Managing Director
Management Consulting
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Maximizer?

I have been using Maximiser CRM since the mid 90s and recently I am using the online version. I use it on a daily basis and find it very useful. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

I have no dislikes regarding the product. I expect that it can be highly customised, however, I use it for basic contact management Review collected by and hosted on G2.com.

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

Managing clients, storing and retrieving information, Review collected by and hosted on G2.com.

SA
ERP Consultant
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Maximizer?

Navigation and interface is lite.

User defined fields concept. Review collected by and hosted on G2.com.

What do you dislike about Maximizer?

Speed when gradually database increases.

Default reports.

Order and quote management can be improved. Review collected by and hosted on G2.com.

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

Good and healthy Customer management, Opportunities. Review collected by and hosted on G2.com.