# Maximizer Reviews **Vendor:** Maximizer Software **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 673 ## About 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 Pros & Cons **What users like:** - Users find Maximizer's **ease of use** invaluable for staying organized and efficiently managing client interactions. (40 reviews) - Users value the **effortless task management** in Maximizer, enhancing team collaboration and customer follow-ups effectively. (36 reviews) - Users value the **organization efficiency** of Maximizer, enhancing client management and saving valuable time. (33 reviews) - Users value the **effective customer management** tools in Maximizer, enhancing client communication and organizational efficiency. (32 reviews) - Users find that Maximizer's **lead management automation** enhances operations, allowing focus on essential sales activities efficiently. (27 reviews) - Users praise the **prompt and helpful customer support** of Maximizer, enhancing their overall experience and satisfaction. (19 reviews) - Users value the **seamless integration** of Maximizer, as it effortlessly syncs with calendars, emails, and tasks. (16 reviews) - Easy Tracking (15 reviews) - Reporting (15 reviews) - User-Friendly (15 reviews) **What users dislike:** - Users find the **learning curve challenging** , especially for new users who need extensive training to navigate Maximizer. (23 reviews) - Users face **integration issues** with Maximizer, limiting connectivity with other tools and complicating operations. (19 reviews) - Users express concern over **missing features** , feeling the service lacks value and modern functionality for effective use. (16 reviews) - Users find Maximizer **not intuitive** , struggling with its outdated interface and complex features, impacting user experience. (15 reviews) - Users find **limited customization options** in Maximizer hinder their ability to quickly extract insights and manage tasks effectively. (13 reviews) - Users experience **slow loading times** with Maximizer, impacting efficiency and navigation during their tasks. (13 reviews) - Not User-Friendly (12 reviews) - Users find Maximizer to be **expensive** , especially with its annual billing and limited template capabilities that require extra costs. (9 reviews) - Time-Consuming (9 reviews) - Email Issues (8 reviews) ## Maximizer Reviews ### 1. I like Maximizer, but it has some system glitches **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Maximizer?** It's been working for what I need for a long time. **What do you dislike about Maximizer?** The system has glitches in the system. Also, I feel that if I want to use some of the features that the program have, it can be really difficult to do it. **What problems is Maximizer solving and how is that benefiting you?** Solve the communication tracking with the clients. It's beneficial because I can keep record of any conversation related with the client. ### 2. Maximizing Customer Relations in Real Time. **Rating:** 4.5/5.0 stars **Reviewed by:** Kim E. | Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Maximizer?** Organizing the information in a meaningful way **What do you dislike about Maximizer?** The log in process. Often my log is says not found and I have to click and refresh my screen multiple times. **What problems is Maximizer solving and how is that benefiting you?** Keeping things organized. Tracking process. Setting reminders for client follow up. ### 3. Maximizer Makes Member Management Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Maximizer?** Maximizer has been an excellent tool for our association. It makes it simple to manage our 500 members and easily sort and send emails to different groups. The support team is consistently quick to respond and always professional—great service all around. **What do you dislike about Maximizer?** I have not been dissatisfied with the service. **What problems is Maximizer solving and how is that benefiting you?** Keeping track of our members and the ability to email them in groups. ### 4. Maximizer is the best choice for CRM for Financial Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Michael N. | Insurance Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2024 **What do you like best about Maximizer?** Maximizer keeps our team connected whether we're in the office or working from home. The Microsoft integration and their commitment to keeping the program up to date are just a few reasons why I've used the program for over 20 years! **What do you dislike about Maximizer?** The mobile used to be cumbersome but its all fixed up and I love it. **What problems is Maximizer solving and how is that benefiting you?** Keeping my team connected. We always know who's doing what ### 5. A daily work tool for my business **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2025 **What do you like best about Maximizer?** Online access to my client information so that work can be done anywhere. **What do you dislike about Maximizer?** could benefit with more integration with other business tools, maybe an app version for the phone, audio note taking **What problems is Maximizer solving and how is that benefiting you?** storing emails and notes via outlook integration is a major time saver ### 6. Review of Maximizer CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2025 **What do you like best about Maximizer?** I like how me and my team can Track clients, interactions and have a one stop shop for emails sent to and from clients **What do you dislike about Maximizer?** How hard it is to find time to learn how to use all the CRM offers **What problems is Maximizer solving and how is that benefiting you?** Tracking interactions and storing client data where the whole team can easily access. ### 7. Great CRM for managing customer relationships **Rating:** 4.0/5.0 stars **Reviewed by:** Nicolas B. | Marketing Strategy Manager, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Maximizer?** I like Maximizer because it's so deep in its features, particularly their reporting tools. This lets us fragment the data in various ways so we can see performance within various segments. Meeting the customizable dashboards is a game changer too in that I can personalize what I see based on emerging priorities. The key to this has been the robust reporting capabilities within Maximizer that has helped us better understand both how we are assessing business outcomes as well as behavior of customers. **What do you dislike about Maximizer?** Many tools are presented to the user, but if some of them are quite complex, their usage might be challenging if the team is not familiar with CRM solutions like in the case of Maximizer. To create customized workflows there might be some time spent for it and one has to be somewhat of a programmer to do it. In the same way, while it provides many reporting options; sometimes, getting to the right one is quite a chore because of too much information. **What problems is Maximizer solving and how is that benefiting you?** We have been able to overcome the analysis of oppositional customer data with the help of Maximizer. This segmentation helps in exposing customer needs and behaviors as provided by useful tools and detailed reports. It has also reduced various processes that used to consume much time hence making my team members to engage more time fully on strategic activities. Report and Dashboard have provided the flexibility to shape the insight from our sales and customer interaction better. **Official Response from Rykiel Bterrani:** > Hi Nicolas, We’re so grateful for your positive feedback! It’s fantastic to know that Maximizer has helped you gain valuable insights through robust reporting tools and customizable dashboards. 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 ### 8. Perfect for what we require **Rating:** 4.0/5.0 stars **Reviewed by:** Dan F. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Maximizer?** Platforms. You can use them accross all devices easily **What do you dislike about Maximizer?** Integration to Outlook and google calendar **What problems is Maximizer solving and how is that benefiting you?** Regulatory requirements ### 9. Keeping us organized! **Rating:** 4.5/5.0 stars **Reviewed by:** Kimberly B. | Financial Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Maximizer?** The storage of documents, ability to easily add notes and update contact info! **What do you dislike about Maximizer?** It never works on the phone app for me :-( **What problems is Maximizer solving and how is that benefiting you?** Keeps our client contact and documents in order! Our notes allow us all to see what the status of a project or task is currently. ### 10. Maximizer is a powerful CRM tool **Rating:** 5.0/5.0 stars **Reviewed by:** Luke C. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Maximizer?** I like the Maximizer team, they are skilled and care about setting you up for success off the bat, it was important to our companies to have a team that set us up for success early, so that the CRM works for us, we have had bad experiences in the past but we can now use maximizer exclusively. We use it every day and appreciate the integrations built in with the different platforms we use. **What do you dislike about Maximizer?** Sometimes the speed of Maximizer can be slow since it is the CRM is retro, it would be nicer if it had a higher processing speed. **What problems is Maximizer solving and how is that benefiting you?** Maximizer is allowing us to capture all the data we need for our different service offerings. It builds silo's within the CRM while also retaining client data in one place. **Official Response from Rykiel Bterrani:** > Hi Luke, Thank you for your fantastic 5-star review! We're so glad to be a part of your journey and are committed to helping you succeed even more. Looking forward to continuing our partnership! The Maximizer Team ### 11. Financial Advisor Managing Leads **Rating:** 4.0/5.0 stars **Reviewed by:** Karen T. | Business Development Mgr./Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2024 **What do you like best about Maximizer?** That we can create the User Defined Fields (UDFs) that work for our business. Also, that we can manage our leads separately from our clients using the Leads Module. I like being able to save all emails to client records for regulatory compliance issues. Customer support is pretty good also. **What do you dislike about Maximizer?** Sometimes the support people do not have an answer to issues and need to take it away which can take more than one day at times. **What problems is Maximizer solving and how is that benefiting you?** Keeping track of all our contacts in a way that can be sorted and viewed, depending on the project we are working on. For example, if we are interested in viewing portfolios, we are in the 'portfolio view'. If we want to see which of our clients are in Delta, we change it to the 'Address' view. I also like that I can mail merge letters to clients. ### 12. Use Maximizer for work. It works well, has some flaws but overall get the job done. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Maximizer?** I like action plans. Allows me to create tasks automatically so we have contact points for clients. I also enjoy how easy it is to find people & items we have saved. They have good customer support, same day replies. **What do you dislike about Maximizer?** It can be very slow at times. I wish the use for new users was easier to learn. not a massive fan of the interface, looks quite old & outdated. **What problems is Maximizer solving and how is that benefiting you?** it creates a spot where we view all client contact, send out emails, keep client records, save regulatory documents, create tasts etc. So it provides us with all essential CRM services. ### 13. Maximizer review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Maximizer?** The ability to directly save emails immediately into Maximizer when they are sent is very helpful for taking client notes **What do you dislike about Maximizer?** I wish the integrations were a little more useful. I wish it was easier to upload Docusigned documents immediately to the Files tab **What problems is Maximizer solving and how is that benefiting you?** Our firm's original CRM was missing fields we wanted and lacked customization so we chose Maximizer. ### 14. Multi-faceted, flexible, and visually appealing **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2025 **What do you like best about Maximizer?** The ability to personalize user views through color-coding features and alerts, add and remove data fields easily, and move around seamlessly makes Maximizer a functional tool to actively work within on a daily basis. **What do you dislike about Maximizer?** Maximizer tends to need refreshing and re-selecting of some views in order for all data to show (i.e. contact list requires all entries to be selected almost every time). The upload process does not allow blanks of a spreadsheet to be uploaded and would not allow zeros which made the input process very lengthy to account for all the different pieces of missing information. **What problems is Maximizer solving and how is that benefiting you?** The most important problem being solved by Maximizer is organizing frequency of client correspondence. For example, identifying last date contacted, next scheduled appointment, call list rotation, etc. **Official Response from Rykiel Bterrani:** > Hi there, Thank you for taking the time to share your feedback with us. We are glad to hear that Maximizer has helped with organizing frequency of client correspondence! The Maximizer Team ### 15. Maximizer is paramount to our successful client experience model, but lacks certain desired features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Maximizer?** Easy scheduling, hot list task sorting/ability to export, reporting, customizable client fields, use of action plans, outlook integration **What do you dislike about Maximizer?** While we utilize the action plans feature, the inability to have the next task be automatically created/set upon completion of the previous one hinders our process somewhat. The current procedure of all tasks being set at once doesn't quite do what we want it to - though you can set task dates as dependant so that later completion of a task in sequence (i.e., 2 days after due date) will defer the rest of the tasks by the same time frame (2 days), this has led to tasks being rescheduled PAST a meeting/other important event so we have to monitor this closely. **What problems is Maximizer solving and how is that benefiting you?** Opportunity/leads tracking ### 16. Very friendly user application **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Maximizer?** I like the dashboard and how you can keep all your contacts and leads in one pain of glass **What do you dislike about Maximizer?** That I can't send my email updates on leads **What problems is Maximizer solving and how is that benefiting you?** To keep our opportunities, contacts and leads all in one spot ### 17. Best CRM on the Market **Rating:** 5.0/5.0 stars **Reviewed by:** Jan B. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Maximizer?** Maximizer has the options to be customizable which is helpful to all users. **What do you dislike about Maximizer?** The most frustrating for my team is when our database drags and causes Maximizer to freeze. With today's technology there should be no dragging in a database. **What problems is Maximizer solving and how is that benefiting you?** Maximizer keeps my team on track and on target with ease of access to reports, company information and interactive calendar. **Official Response from Rykiel Bterrani:** > Hi Jan, Thank you so much for taking the time to leave us a 5-star review! We truly appreciate your support and are excited to continue serving you in the future. The Maximizer Team ### 18. We have been using Maximizer as a team of 8 in the financial industry for over 15 years. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** We like that notes and hotlists can be reviewed by the entire team. We run a daily Note Report from the previous day that is disseminated to all team members. **What do you dislike about Maximizer?** Sometimes it can be a bit slow when the internet connection is sketchy. When Maximizer goes down, our entire business shuts down. We also wish that pictures could be saved in the Notes. **What problems is Maximizer solving and how is that benefiting you?** One stop shop for all client contacts, history and notes. ### 19. Transforming customer relationships into business success **Rating:** 4.5/5.0 stars **Reviewed by:** Peter L. | Customer relationship manager, Transportation/Trucking/Railroad, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2024 **What do you like best about Maximizer?** My favourite thing about Maximizer is its complete and total customer relationship management. It’s the platform’s ability to centralize customer data that gives us a complete view of interactions, helping us be more efficient as a team. I also like the ability to have customizable dashboards that give us at a glance what the key performance indicators are. That helps us make an informed decision quickly. It integrates very easily with email and calendar tools, making the process of communication and follow ups with clients go a smooth ride. **What do you dislike about Maximizer?** Initial setup has been a little cumbersome. It took longer configuration to get all the necessary features configured to fit my process. Also the search functionality should be improved, as it can be troublesome to get to some specific records quickly with a big dataset. **What problems is Maximizer solving and how is that benefiting you?** Centralizing customer information and interaction in Maximizer has helped to smooth over our sales processes. It helps us be more proactive in reaching out and following up, and that increases our conversion rate. Additionally, we can track customer engagement to better tailor our marketing strategies and connect with the right audience using the right messages. **Official Response from Rykiel Bterrani:** > Hi Peter, We’re so grateful for your feedback! It’s fantastic to know that Maximizer has helped centralize customer data. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team ### 20. Maximizer makes me more efficient **Rating:** 5.0/5.0 stars **Reviewed by:** David M. | Sales agent/business owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Maximizer?** Maximizer certainly keeps all the information about my clients but beyond that, Cleint emails are saved in interactions, no more looking for emails. Documents are all save in maximizer allows me to work from anyware. Keeping opportunities and customer service cases organized. Maximizer has allowed me to work with a zero inbox and have full control of my client communications. **What do you dislike about Maximizer?** I wish I could same Excel sheet to maximizer instead of saving them to my desk top then moving them in. **What problems is Maximizer solving and how is that benefiting you?** Client information client communication, we are a paperless office, I can work from anywhere. Eliminates paper lists. Saves my emails to the client. **Official Response from Rykiel Bterrani:** > Hi David, Thank you for leaving a 5-star review. At Maximizer, we continuously strive to serve you better. Looking forward to helping your organization continue to thrive! The Maximizer Team ### 21. Now we can manage our customers relationships much more effectively **Rating:** 4.5/5.0 stars **Reviewed by:** Marjorie M. | Customer success manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2024 **What do you like best about Maximizer?** The functions of Maximizer are best appreciated in tools for managing customer relationships and selling, with features that involve automation and the reports. The linkage with CRM and e-mail marketing tools enables more efficient cooperation by the team in reaching out to clients. I find it particularly useful that the dashboards can be adjusted, and contain relevant, easy to interpret values and tendencies that are important for making decisions. **What do you dislike about Maximizer?** One weakness that I have observed within Maximizer is that a number of times, the user interface can be complex and becomes difficult to shift from one area to another within the features being explored. It takes some work to get established and connected to other tools and applications and while it can connect and share data the process sometimes takes some effort. Sometimes, the updates were applied occur with some latency in update synchronization between the platforms. **What problems is Maximizer solving and how is that benefiting you?** Maximizer has proven to be valuable in enhancing how customer relations are handled in the firm in issues to do with interactions and follow ups. Of course, it has also helped to lessen the burden of paperwork and repetitive activities that have been eased within our team. Many of the automation features, as well as the integration capabilities with CRM and other marketing tools, have helped our processes get more organized and, when it comes to customer communications – much more effective. **Official Response from Rykiel Bterrani:** > Hi Marjorie, We’re so grateful for your positive feedback! It’s fantastic to know that Maximizer has helped enhance how your customer relations are handled. 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 ### 22. Maximizer CRM is a pretty good customer management tool that’s really easy to use. **Rating:** 4.0/5.0 stars **Reviewed by:** corbin l. | Sr. Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about Maximizer?** Pros: Easy to Use: Maximizer CRM is super user-friendly. Even if you’re not great with tech, you can figure it out quickly. The design is clear and straightforward, so you don’t have to spend a lot of time learning how to use it. Saves Time with Data Management: One of the best things about Maximizer is that it automatically updates and manages client data. When a new client comes on board, the system takes care of entering their information, which means you don’t have to spend time doing it manually. Good Workflow: The CRM helps keep things organized by managing client interactions, scheduling tasks, and tracking communications. This makes sure you don’t miss any important details and keeps everything running smoothly. **What do you dislike about Maximizer?** Cons: No Real-Time Rate Integration: One major downside is that Maximizer doesn’t connect with real-time rate data. For businesses that need up-to-date financial information its a little sad for us. Without this feature, it’s hard to get the latest data you need for serving clients. No WhatsApp or Chat Integration: Another issue is that Maximizer doesn’t work with popular chat services like WhatsApp. Many businesses use these apps to talk to clients quickly and easily, so not having this integration means you have to use separate tools, which can be a hassle. Ps. if there are a number of these features that are actually available but just not in the tier we have, my apologies haha. **What problems is Maximizer solving and how is that benefiting you?** Problem: Managing Client Data Efficiently Solution: Maximizer automates the process of uploading and organizing client information. When a new client is added, the system automatically updates and integrates their data. Benefit: This automation reduces the time spent on manual data entry, minimizing administrative work and allowing users to focus on more strategic tasks. It helps ensure that client information is always up-to-date and easily accessible. ### 23. Good Database **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Maximizer?** The ability to be able to search based off any custom field and monitor workloads of my staff **What do you dislike about Maximizer?** You can upload candidate resumes to attach to their folder **What problems is Maximizer solving and how is that benefiting you?** Easily accessable workloads and marketing abilities ### 24. Great CRM Tool **Rating:** 4.0/5.0 stars **Reviewed by:** A J. | Insurance Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Maximizer?** Having all of my clients contact and information in one spot. Being able to assign tasks and future actions. The ability to see an overview in the Dashboard. **What do you dislike about Maximizer?** Not being able to duplicate the fields that I need. In the case of insurance clients can have multiple policies, corporate and personal. It would be nice to be able to duplicate the process with ease. **What problems is Maximizer solving and how is that benefiting you?** Keeping important client information at my fingertips. **Official Response from Rykiel Bterrani:** > Hello, Thanks for taking the time to share your feedback with us. We’re delighted to hear that Maximizer has helped you manage your client information and stay organized! ### 25. Not the most user friendly experience but good for storing notes and documents **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Maximizer?** Ability to edit notes and print them for audit. Document storage is good too **What do you dislike about Maximizer?** Extremely hard to combine or separate contacts and houses **What problems is Maximizer solving and how is that benefiting you?** Document storage and note tracking ### 26. Great tool for managing customer relationships and tracking sales **Rating:** 4.0/5.0 stars **Reviewed by:** Julie T. | Customer Service Representative, Media Production, Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2024 **What do you like best about Maximizer?** The enhanced contact management is a huge selling point for Maximizer. With the help of CRM application, I can store not only customer data but also another important piece of information, such as sales history, upcoming deals, and follow up dates. Due to the rich functionality, including the reporting tools, it is possible to obtain a clear vision of the sales picture and future prospects. It is a strong resource used daily to drive our business, so maintaining an active flow is critical for the sales funnel. **What do you dislike about Maximizer?** It is important to note that the mobile application of Maximizer could be enhanced, as it lacks some functions that are available in the desktop version, and it does not work as a fast as it should. It becomes worse for our sales team especially when they are out in the field trying to get quick information on the customer. Another irritating one is the data points that require a manual refresh and occasionally, create problems and slows up the pace of work. **What problems is Maximizer solving and how is that benefiting you?** Maximizer has really helped us effectively in managing our increasing customer base since all the information are well arranged. We do not have to go through different systems to find out necessary details, and this organization has actually helped to raise our sales productivity by sorting the most important deals. It has also improved synergy, where all those who would need to access current client data can do this in one place instantly and we have become more effective. **Official Response from Rykiel Bterrani:** > Hi Julie, Thank you for taking the time to share your feedback with us. We value your input and insight on where we can continue improving. It’s fantastic to hear that Maximizer has helped in managing your increasing customer base. 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 ### 27. Missing new microsoft functionality **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2025 **What do you like best about Maximizer?** This is an amazing tool to keep me organized. **What do you dislike about Maximizer?** The compatibility with the new Microsoft outlook so I can't use with my new computer which is very frustrating **What problems is Maximizer solving and how is that benefiting you?** Client leads and follow up, task tracking as well client data storage **Official Response from Rykiel Bterrani:** > Hi there, Thanks for taking the time to share your feedback with us! Please get in touch with our support team at support@maximizer.com so we can work together to resolve any concerns. ### 28. Customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Maximizer?** Able to reach a live voice whenever I call **What do you dislike about Maximizer?** sometimes outlook drops when tryin to attach emails **What problems is Maximizer solving and how is that benefiting you?** gathering client information and scheduling apts. ### 29. Help keep track of our clients and our meetings **Rating:** 4.0/5.0 stars **Reviewed by:** Emile B. L. | Conseiller en gestion de patrimoine adjoint, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Maximizer?** Ability to deposit files and notes in client folders **What do you dislike about Maximizer?** Problem with the connection between my Outlook and my Maximizer **What problems is Maximizer solving and how is that benefiting you?** My calendar and the search for notes and documents ### 30. CRM with many optional add-ins **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2025 **What do you like best about Maximizer?** One point of access to all information about client and potential leads **What do you dislike about Maximizer?** Learning to use all the capabilities of Maximizer properly takes time. **What problems is Maximizer solving and how is that benefiting you?** Using it a single point of contact emails, notes and all other interactions. **Official Response from Rykiel Bterrani:** > Hi there, Thank you for your review! We're glad to hear that Maximizer has helped centralize your emails, notes, and other interactions! The Maximizer Team ### 31. Long Maximizer User **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2024 **What do you like best about Maximizer?** I like how Maximizer allows us to stay in touch with our customers needs. **What do you dislike about Maximizer?** Offline service can be difficult and challenging. **What problems is Maximizer solving and how is that benefiting you?** This is our client communication hub. **Official Response from Rykiel Bterrani:** > Hi there, Thank you for your 5-star review! We’re delighted to hear that you've had a positive experience with Maximizer. ### 32. Strong Product but needs additional service support and cyber security **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2025 **What do you like best about Maximizer?** Easy to use interface. Effective at keeping client nots and file organized. Clear and concise functionality **What do you dislike about Maximizer?** Wish they had 2FA authentication from web version of browser. Seems odd that itis only available for the mobile version. Any technical support seems to be hit or miss. **What problems is Maximizer solving and how is that benefiting you?** Client organization. Ability to integrate with zoom and outlook calendar. ### 33. This tool's comprehensive CRM capabilities enhanced many of our sales processes **Rating:** 4.0/5.0 stars **Reviewed by:** Alban C. | Senior Sales Manager, Retail, Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2024 **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. **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. **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. **Official Response from Rykiel Bterrani:** > 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 ### 34. Maximizer User for Twenty Years **Rating:** 5.0/5.0 stars **Reviewed by:** Jim E K. | Owner/President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **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. **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. **What problems is Maximizer solving and how is that benefiting you?** All data in one place. **Official Response from Rykiel Bterrani:** > 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 ### 35. Centralized management solution for better client interactions **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan N. | Senior Marketing Specialist, Performing Arts, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2024 **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. **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. **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. ### 36. Real game changer for customer relationship management **Rating:** 4.0/5.0 stars **Reviewed by:** Tina R. | Senior Sales Manager, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** September 04, 2024 **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. **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. **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. ### 37. My favourite CRM tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2024 **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. **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. **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. ### 38. More features than I can keep up with, not a bad problem to have **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2024 **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. **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. **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. ### 39. Maximizer Review **Rating:** 3.5/5.0 stars **Reviewed by:** Andrew E. | Investment Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2024 **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. **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. **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. ### 40. Good for scheduling and contact book as well as keeping checklist for to do's **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2024 **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. **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. **What problems is Maximizer solving and how is that benefiting you?** improves team communication by being able to delegate tasks to others. **Official Response from Rykiel Bterrani:** > 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 ### 41. Comprehensive CRM solution for managing client data **Rating:** 4.0/5.0 stars **Reviewed by:** Sebastien D. | Customer Service Representative, Real Estate, Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2024 **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. **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. **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. ### 42. Decent Calendar, Detailed & Customizable Contact Card **Rating:** 3.5/5.0 stars **Reviewed by:** Katie D. | Planning Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Maximizer?** The customization of trackable areas of workflow is very helpful, as well as the customization of the Households and Contact Cards. This allows for specific and detailed reports and information being availabel to our users. **What do you dislike about Maximizer?** There are a lot of features and it's not always clear how best to use them. It is also a very sale-based & driven software which isn't the only metric we use. **What problems is Maximizer solving and how is that benefiting you?** Efficiency and Organization **Official Response from Rykiel Bterrani:** > Hello Katie, Thank you for taking the time to share your feedback with us. We value your input and insight on where we can continue improving. 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 ### 43. A real game changer for organizing customer data and improving sales follow-ups **Rating:** 4.0/5.0 stars **Reviewed by:** Connor K. | Senior Sales Manager, Entertainment, Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Maximizer?** In Maximizer, there is nothing that I like most than the great contact management system. Some of the conveniences that have greatly helped us in our sales include how easy it is to combine all our customers’ records within a single interface. It interacts with our email marketing tools, with which we can track its campaigns and leads for follow up easily. The reporting tools are equally effective, providing comprehensive clarities on the sales pipeline and assisting in business decisions. **What do you dislike about Maximizer?** I do not like the user interface of Maximizer because it lacks modern feel and is not very user friendly. This has made training new team members a little difficult due to the amount of time required before they can become used to the system. Also, the mobile app is less usable than the desktop version and hinders work activity when using the app. Such problems can hinder efficiency and bring up difficulties when we need to focus on the demands of the customers. **What problems is Maximizer solving and how is that benefiting you?** Maximizer eradicates the issue of uncoordinated customer information and issues of follow ups. Previously, we did not have a consistent record of customers’ interactions with us, and this led to poor action. It is so much easier now to have everything in one location and has helped the sales team so much. It has also helped in modernizing the reporting so we can instantly evaluate our sales pipeline and make necessary changes. This has led to improved customer relations as well as improvement in the revenue collected. ### 44. Customer support and information / as CSR and Navigator **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2025 **What do you like best about Maximizer?** Options to find customers and add their information **What do you dislike about Maximizer?** that we can not see all the address we enter/ we can only see the main address. Many times a mailing address is also entered/added and we have to open the contact via editing to see them. **What problems is Maximizer solving and how is that benefiting you?** Not at this time. I wish we could see all the address entered with out having to open the edit /pencil option ### 45. Maximizer is Awesome! **Rating:** 4.5/5.0 stars **Reviewed by:** Micheal S. | Sales Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2024 **What do you like best about Maximizer?** Maximizer provide endless solution for CRM operation and sales enablement operation which is very helpful for a new sales representative to manage their work easily. Option to customized sales pipeline to fit with organization needs, tracking leads and prospect status and information storage make Maximizer is a critical tools for my daily work and operation, which has boost my sales KPI by 150% in one year. **What do you dislike about Maximizer?** Dislike? I have no dislike about Maximizer and happy with the operation. **What problems is Maximizer solving and how is that benefiting you?** Critical things that Maximizer has solved are with sales forecasting, sales pipeline builder and lead tracker. All is available in one platform which increase my work efficiency. **Official Response from Rykiel Bterrani:** > Hello Michael, Thanks for taking the time to leave us a review! It’s fantastic to hear that you had such a positive experience with Maximizer. We truly appreciate your support and are excited to continue serving you in the future. If you’d like to share more about how Maximizer has helped your organization, we’d love to feature your story! Please feel free to reach out to us at marketing@maximizer.com—we’re always inspired by the success of our customers. The Maximizer Team ### 46. Very easy to customize to the firms needs. Like the record feature for notes. **Rating:** 4.5/5.0 stars **Reviewed by:** Katrina P. | Certified Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Maximizer?** Primarily used as a customer contact system. Inputs are easy. Reports are good. **What do you dislike about Maximizer?** I like the ability to have colour choices for various appointments. I can't do this with Maximizer. I don't like that I can't go onto Maximizer in my phone to view my colleagues schedules. **What problems is Maximizer solving and how is that benefiting you?** Nothing at this time **Official Response from Rykiel Bterrani:** > Hi Katrina, Thank you for sharing your feedback with us! We're glad to hear you've had a positive experience with Maximizer. ### 47. Good system to save files and add ongoing tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2025 **What do you like best about Maximizer?** file saving is great on Maximizer, you are able to save a everything to each client individually which is great **What do you dislike about Maximizer?** i am new to using Maximizer but it has worked great for me so far nothing i dislike **What problems is Maximizer solving and how is that benefiting you?** Not so much problems but maximizer allows our team to save and set on going tasks for others as well as ourselves ### 48. Efficient and User-Friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Maggie M. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2024 **What do you like best about Maximizer?** I've only been working in my current position for 3 months and this is the first CRM I've used. I find Maximizer intuitive, making it easy for someone new to CRMs like me to navigate. The learning curve is not steep, which is a big plus for beginners. It's great for managing contacts and client information. The ability to customize dashboards to fit my specific needs and preferences is fantastic. It allows me to focus on the metrics and information most relevant to my role. It integrates well with other tools we use at work, such as email and calendar, which enhances productivity and workflow. I also had a 10/10 customer support experience with Joey as he helped me nagivate a rather annoying issue we were dealing with from our head office. **What do you dislike about Maximizer?** Occasionally, the system can be slow. This lag can be frustrating and interrupt the flow of work (I experienced this yesterday - though it doesn't happen too often.) **What problems is Maximizer solving and how is that benefiting you?** Maximizer helps us keep track of detailed client information, as well as log every interaction. It provides a centralized system for compliance tracking and offers secure data management. The automation of routine tasks and the integration of various tools within Maximizer significantly boost our operational efficiency. **Official Response from Rykiel Bterrani:** > Hi Maggie, We’re so grateful for your positive feedback! It’s fantastic to hear that you had such a positive experience with Maximizer. We truly appreciate your support and are excited to continue serving you in the future. The Maximizer Team ### 49. Maximizer - The Best CRM in the Market **Rating:** 5.0/5.0 stars **Reviewed by:** Ian W. | Manager, Client Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Maximizer?** I really like how customizable Maximizer is. It has all the features I need plus more. Also it's very easy to learn & easy on the eyes. Would recommend to everyone. **What do you dislike about Maximizer?** There's nothing I dislike about Maximizer. **What problems is Maximizer solving and how is that benefiting you?** Helps me organizing all contacts, clients, prospects & internal contacts. It is very good for documenting information about contacts & easy to update the info. Lastly it integrates very well with other software we use. **Official Response from Rykiel Bterrani:** > Hi Ian, Thank you so much for taking the time to leave us a 5-star review! We’re so happy to hear that you enjoyed Maximizer customizability. We look forward to continuing to work with you to help you enhance your sales process. The Maximizer Team ### 50. Simplify sales management operation with positive outcome **Rating:** 4.5/5.0 stars **Reviewed by:** Talha H. | Customer relationship officer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2024 **What do you like best about Maximizer?** Sales operation and revenue has double its digits after using Maximizer for the last two years, and helped simplify daily sales operation by our sales and marketing unit. Easy setup to start using this software as all tools is available on the cloud-based application and need no software install on desktop. Actionable task to track lead and prospect infromation and make a follow-up with them until they convert into paying customer. **What do you dislike about Maximizer?** Too messy looking dashboard that is full of tools and features and harder to find tools that I want to use. **What problems is Maximizer solving and how is that benefiting you?** Report analytics to view important business metrics, email marketing automation to automate email campaign, and lead tracking management. **Official Response from Rykiel Bterrani:** > Hi Talha, We’re so grateful for your positive feedback! It’s fantastic to hear that Maximizer has helped increase your revenue. We’re here to keep supporting your growth and success, and we can’t wait to see what’s next for your organization! If you’d like to share more about your experience, we’d love to feature your story. Feel free to reach out to us at marketing@maximizer.com—we’re always excited to hear how our customers are thriving! The Maximizer Team ## Maximizer Discussions - [Do you integrate with any marketing automations platforms like Marketo?](https://www.g2.com/discussions/integrations-with-marketing-automation) - 1 comment, 1 upvote - [INTEGRATION](https://www.g2.com/discussions/4388-integration) - 1 comment, 1 upvote - [INPUT CSV LEAD FILES](https://www.g2.com/discussions/4387-input-csv-lead-files) - 1 comment, 1 upvote - [What is Maximizer CRM used for?](https://www.g2.com/discussions/what-is-maximizer-crm-used-for) - 3 comments - [View Maximizer pricing details and edition comparison](https://www.g2.com/products/maximizer/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-05-30+22%3A02%3A07+-0500&secure%5Bsession_id%5D=40abbab4-6561-497b-b5de-5f82b0bd1ac5&secure%5Btoken%5D=14e5dbca6e517e15608027cef4be2161c90d0013d1189c92ee12799def25ad87&format=llm_user) ## Maximizer Integrations - [Calendly](https://www.g2.com/products/calendly/reviews) - [Constant Contact](https://www.g2.com/products/constant-contact/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Dropbox Sign (formerly HelloSign)](https://www.g2.com/products/dropbox-sign-formerly-hellosign/reviews) - [Eventbrite](https://www.g2.com/products/eventbrite/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft OneDrive for Business](https://www.g2.com/products/microsoft-onedrive-for-business/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Maximizer Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Knowledge Base - Support Analytics **Content** - Automation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform Additional Functionality** - Dashboard - Cloud - Mobility - Messaging **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Knowledge Base - Support Analytics **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Quote and Order Management - Contract Management **Generative AI** - AI Text Generation **Agentic AI - Financial Services CRM** - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Maximizer Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,606 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,208 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,999 reviews)