--- title: Maximizer Reviews meta_title: 'Maximizer Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 672 reviews by the users' company size, role or industry to find out how Maximizer works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 672 scale: '5' date_modified: '2026-07-09' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Maximizer Reviews **Vendor:** Maximizer Software **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 672 ## 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** exceptional, streamlining client interactions and saving valuable time in organization. (40 reviews) - Users value the **task management capabilities** of Maximizer, making customer follow-ups and team collaboration seamless and efficient. (36 reviews) - Users value the **streamlined organization** Maximizer provides, enhancing efficiency and simplifying client management tasks. (33 reviews) - Users appreciate the **effective customer management** tools of Maximizer, facilitating better communication and organization of client needs. (32 reviews) - Users value the **effective lead management** of Maximizer, enhancing client interaction tracking and automated follow-ups. (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 steep** for Maximizer, requiring time and training for a smoother experience. (23 reviews) - Users face **integration issues** with Maximizer, making it difficult to connect essential marketing tools effectively. (19 reviews) - Users feel that Maximizer suffers from **missing features** , especially with recent updates and pricing changes impacting usability. (16 reviews) - Users find Maximizer's interface **not intuitive** , making it challenging for new users to navigate and learn effectively. (15 reviews) - Users find the **limited customization** options of Maximizer hinder quick access to important insights and impact productivity. (13 reviews) - Users experience frustrating **slow loading** times and sluggish navigation, hindering efficient use of Maximizer. (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. good platform and idea but could still be a bit more user friendly **Rating:** 3.0/5.0 stars **Reviewed by:** ammar f. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2018 **What do you like best about Maximizer?** contact list module, hotlist module, calendar, action plan **What do you dislike about Maximizer?** creating dashboards is a pain where you first have to create a search. creating bottom views for contacts is a pain. creating searches and saving them is a pain. having no recurring tasks is a pain **Recommendations to others considering Maximizer:** cheaper than most CRMs and can really be exploited by those not on any CRM **What problems is Maximizer solving and how is that benefiting you?** organizing tasks between members and everyone easily being able to see contact and additional info on any client ### 2. Maximizer CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** The interface is easy to navigate and I can get the information I need quickly. **What do you dislike about Maximizer?** I have yet not found a dislike for the product. **What problems is Maximizer solving and how is that benefiting you?** I can add correspondence and documents to contacts for quick reference. ### 3. Investment Advisor **Rating:** 5.0/5.0 stars **Reviewed by:** Lavonne C. | Investment Advisor, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** being able to see all the clients information in ones spot, portfolio, information, emails, calls **What do you dislike about Maximizer?** can be a bit to navigate certain things **What problems is Maximizer solving and how is that benefiting you?** client contact and information on one platform maximizer does does solve this problem ### 4. Best CRM we have used **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** Web based and reliable integration with Outlook. Easy to use on a daily basis and to set up reminders and assign tasks. It is important to get the simple essentials right but many fail at this. **What do you dislike about Maximizer?** No easy to use mobile app. Website is not as responsive as we would like it to be. No integration with citrix services like ShareFile **What problems is Maximizer solving and how is that benefiting you?** Can keep track of client communications, emails and meetings. ### 5. Maximizer CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Ray W. | Commercial Council, Chair, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** The product is fairly easy to use and it's a Canadian Product. **What do you dislike about Maximizer?** printing mailing labels could be much easier. **Recommendations to others considering Maximizer:** It's a Canadian product so easier to get product support. **What problems is Maximizer solving and how is that benefiting you?** Keeping in touch with my clients. ### 6. Wealth Management CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2018 **What do you like best about Maximizer?** It is visually appealing and ease of use ranks high. **What do you dislike about Maximizer?** The support is very lackluster and even after several attempts of scrubbing data, pulling reports is still not great. **What problems is Maximizer solving and how is that benefiting you?** Having the ability to pull reports and gain insight on our clients. ### 7. easy to use, clear , i like the help buttons and the chat feature **Rating:** 4.5/5.0 stars **Reviewed by:** Lavinia R. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2018 **What do you like best about Maximizer?** i like that i can chat with someone live when i have a problem and most times it's very little wait to connect. **What do you dislike about Maximizer?** if i create an appointment and forget to link it, i can't see when it was created so i can cross reference the time it was created with my emails that i sent around that time **What problems is Maximizer solving and how is that benefiting you?** i like that i can email my clients from maximizer directly without going thru outlook ### 8. Love everything in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Love that I can keep track of everything in one place **What do you dislike about Maximizer?** There is nothing I don't like about it. **Recommendations to others considering Maximizer:** Definitely try it. **What problems is Maximizer solving and how is that benefiting you?** Creating reports, keeping track of dates, saving emails for me ### 9. Speedy **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2018 **What do you like best about Maximizer?** The ease of use was great. I could switch from screen to screen very fast. **What do you dislike about Maximizer?** Having another login to remember. I have several other login screen to navigate and this ads to them **What problems is Maximizer solving and how is that benefiting you?** Seeing leads in real time. ### 10. It's very good and easy **Rating:** 5.0/5.0 stars **Reviewed by:** ricardo s. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2018 **What do you like best about Maximizer?** the possibility of remembering the next tasks **What do you dislike about Maximizer?** I have nothing that does not like this new system, only to praise **What problems is Maximizer solving and how is that benefiting you?** next tasks, organization of projects ### 11. Keeping things organized & secure **Rating:** 3.5/5.0 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?** The dashboard allows me to see the things I need to see, quickly & efficiently. **What do you dislike about Maximizer?** So many different display options...& when you change something almost have to relearn **Recommendations to others considering Maximizer:** Find out what your team needs & just focus on those items...there's alot that doesn't apply to every business **What problems is Maximizer solving and how is that benefiting you?** It links to our email...so keeping on track of client notes allows us to see what has been sent to clients ### 12. So many option! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** The most valuable feature for us is that it is completely customizable. We can customize it almost entirely to our business. It's also very user friendly and is handy to keep track of reminders, meetings and prospects. **What do you dislike about Maximizer?** The only thing I don't like is when I first open the program, sometimes I have to click view all entries to see them all. It sometimes defaults to just the maximizer contacts.. I'm sure there is a way to fix this **What problems is Maximizer solving and how is that benefiting you?** We are able to keep track of our annual reviews, our client meeting details, follow ups etc. much better. This definitely helps us stay up to date and compliant. ### 13. MAILCHIMP ISSUES **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2018 **What do you like best about Maximizer?** Fast response. Helpful staff (Varinder). Staff fixed issue without me having to share screen **What do you dislike about Maximizer?** Need easy instructions to do mailchimp/maximizer integration in the manual **What problems is Maximizer solving and how is that benefiting you?** Mailchimp/maximizer integration - updating one list and syncing for both ### 14. Overall I like the CRM **Rating:** 2.0/5.0 stars **Reviewed by:** Tona Z. | Sales Coordinator, Hospitality, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Ease of use and simple design of platform. Uncluttered in general. **What do you dislike about Maximizer?** Hard to locate via search tool sometimes **Recommendations to others considering Maximizer:** Maybe depending on their specific needs **What problems is Maximizer solving and how is that benefiting you?** Keeping client lists organizes ### 15. Easy on boarding process **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** Ease of use, making life simpler when tracking activities with clients **What do you dislike about Maximizer?** Cannot be viewed offline, other than that I have no complaints **Recommendations to others considering Maximizer:** Yes **What problems is Maximizer solving and how is that benefiting you?** Able to track client data and schedule follow ups ### 16. Functional and Effective CRM **Rating:** 5.0/5.0 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?** The ability to view every and all correspondence and required document for each client of ours. **What do you dislike about Maximizer?** The system only works on certain browsers. I often use Internet Explorer and the system is clunky and ineffective on this browser. **What problems is Maximizer solving and how is that benefiting you?** This allows us to keep track of every correspondence with our clients. It allows us to recall everything that was sent out and conversations we have had. ### 17. Laggy and too sale specific **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** I like that you can personalize it and I like the icon for the advanced search. **What do you dislike about Maximizer?** The system is very slow. When clicking to different parts of maximizer it tends to freeze up. **Recommendations to others considering Maximizer:** Fix your bugs and lags please **What problems is Maximizer solving and how is that benefiting you?** keeping clients on track and making sure that they do not get forgotten. Maximizer has a date button that searches through specific dates. ### 18. Decent CRM with flexible features **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** I like having a cloud-based CRM that allows me to access important information on the go, and send emails **What do you dislike about Maximizer?** I wish the program was more functional with our corporate email system - and I wish that I could automatically have replies brought into the CRM functionality. **Recommendations to others considering Maximizer:** I'd recommend Maximizer for those willing to invest the time to make the software work for your needs. Need to be able and willing to customize for full power. **What problems is Maximizer solving and how is that benefiting you?** Maximizer allows my team to coordinate and build effective partnerships, and track information and conversations across projects. We are able to stay up to date and effective through better information sharing. ### 19. Not likely to recommend **Rating:** 1.0/5.0 stars **Reviewed by:** Michelle H. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** Be able to save emails directly from outlook **What do you dislike about Maximizer?** Maximizer wanted to show too much info but the structure of pages are not really user friendly. **What problems is Maximizer solving and how is that benefiting you?** Recording client notes and save emails. ### 20. Great CRM with many additions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** The integration of different apps and specific version for financial advisors **What do you dislike about Maximizer?** Not enough resources to best practices on how using maximizer can improve my efficiency for an established business. **Recommendations to others considering Maximizer:** Use the trail version and try it yourself. Using a CRM takes committment and process re-engineering but can add tremendous value if done right. **What problems is Maximizer solving and how is that benefiting you?** 1. Compliance/Audit 2. Regular contact 3. Software consistency across the firm ### 21. Good but with some reservations regarding the module specificall **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** Flexibility and customer support plus all data is secured in Canada in Tier 1 servers. **What do you dislike about Maximizer?** Some of the pre-programmed aspects like having to have a household for families rather than just the ability to associate individual contacts. **Recommendations to others considering Maximizer:** Definitely road test it first since it is a Cadillac and you may only need a Tercel. **What problems is Maximizer solving and how is that benefiting you?** Systemization and automation of some business processes and central repository for all client data. ### 22. It's okay. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** It has gotten prettier! It is much better than when we had started using it. **What do you dislike about Maximizer?** It is kind of bulky for a CRM in today's world. It is not okay that you cannot search notes for keywords. This is a huge pain point for us. Just needs to be more user friendly with some much needed added features :) **What problems is Maximizer solving and how is that benefiting you?** We are able to keep notes and client information. ### 23. Almost there **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Utilities | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** What I use Maximizer the most is locating their contact information. I like that we have the ability to customize the columns. **What do you dislike about Maximizer?** The fact that emails cannot be synced to Maximizer automatically. Currently we have to manually put them in by syncing our email, but actually having a way to login to our emails through maximizer and work on the website. **What problems is Maximizer solving and how is that benefiting you?** Nothing really. Just contacts and storing notes. ### 24. 2 Years with Maximizer **Rating:** 4.0/5.0 stars **Reviewed by:** Will F. | Enterprise (> 1000 emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** The functionality and interface make it very user friendly. It has allowed our team to stay connected with deal flow and clients. **What do you dislike about Maximizer?** Exporting lists/notes can be a little difficult **Recommendations to others considering Maximizer:** Worth the money, especially for people who work in a team. **What problems is Maximizer solving and how is that benefiting you?** We are solving the problem of keeping up with clients and the recent conversations we have with them. Also being able to track their activity has been beneficial. ### 25. Fairly Positive **Rating:** 4.0/5.0 stars **Reviewed by:** Evan v. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2018 **What do you like best about Maximizer?** Notes. Being able to refer back to important notes. **What do you dislike about Maximizer?** Calendar and tasks. Hotlist tasks and saving emails to the notes page is difficult. **What problems is Maximizer solving and how is that benefiting you?** Annual review scheduling ### 26. Maximizer is a great CRM tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen R. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2018 **What do you like best about Maximizer?** The ability to save emails in the client's contact. **What do you dislike about Maximizer?** Somethings are not intuitive. Like the process necessary for some of the admin tools - changing existing user defined fields **Recommendations to others considering Maximizer:** It's a great product to use. The ability to have so many user-defined fields is imperative for our business. They make completing searches and created lists/schedules a breeze. **What problems is Maximizer solving and how is that benefiting you?** Information all in one place is much more efficient. ### 27. Excellent & Bullet-Proof CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Stan C. | Chief Value Officer-The Derek Clement Agency, Inc., Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** The Positioning of contacts to companies **What do you dislike about Maximizer?** My company does not allow me to install the plugin that connects Max CRM to Outlook, therefore I lose some functionality. I'd like to have a built-in connection via web. I like it as is, perhaps the search functions could be simpler or more robust... **Recommendations to others considering Maximizer:** N/A - do your homework **What problems is Maximizer solving and how is that benefiting you?** I've added over 2,000 contacts within the past 90 days. ### 28. folllow up **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Publishing | Enterprise (> 1000 emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Maximizer?** It's a one stop shop for all your contacts and their info. **What do you dislike about Maximizer?** Sometimes it can be a little tedious to sift through all the breadcrumbs of info. **What problems is Maximizer solving and how is that benefiting you?** Mass emailing is great. ### 29. Good for a CRM system for our business purposes. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2018 **What do you like best about Maximizer?** Easy to use, layout is convenient. Having multiple users sharing the same profile is very convenient. **What do you dislike about Maximizer?** Does not work with all browsers - microsoft integration has issues sometimes. We have to use maximizer with internet explorer - even though all our other programs use chrome. **What problems is Maximizer solving and how is that benefiting you?** CRM is used to manage client lists - creating lists with different client types, householding etc. ### 30. Just learning. But expecting great things **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2018 **What do you like best about Maximizer?** Holding all client contacts and note in one place. **What do you dislike about Maximizer?** The monochrome colours on the calendar, Colour coding appointments would be a bonus. **What problems is Maximizer solving and how is that benefiting you?** Client segmentation and uploading of client documents ### 31. Very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** Easy to learn, great on PC & Phone App. **What do you dislike about Maximizer?** Nothing stands out. **Recommendations to others considering Maximizer:** Check out the tutorials. **What problems is Maximizer solving and how is that benefiting you?** Organization, keeping track of leads, creating followups. ### 32. Good, but some improvement needed **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Enterprise (> 1000 emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** Customized fields for contacts, ability to save viewable columns **What do you dislike about Maximizer?** No mobile app, MailChimp extensions are not fully functional **What problems is Maximizer solving and how is that benefiting you?** Contact management **Official Response from Niall Auburn:** > Thank you for taking the time to give us a G2 Crowd review. We're pleased to announce that in our latest release we've introduced a new Mobile App for Sales with more role specific mobile apps on their way. I'll be sure to pass on your comments regarding the MailChimp extension to our integrations team. Thanks again for the review. ### 33. Great Service to keep your agency organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** I love the notes section and the ability to pull up that information through search. **What do you dislike about Maximizer?** I dislike some of the interface, but really, it's simple to understand and very intuitive. **What problems is Maximizer solving and how is that benefiting you?** Keeping the business organized, being able to pull up contact information, notate client's accounts and have a track record of all changes done. The ability to search notes is great. ### 34. Maximizer CRM review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2018 **What do you like best about Maximizer?** Ease of use, cloud updating, office sharing ability. **What do you dislike about Maximizer?** Email system still appears cluttered and direct link to outlook could be cleaner. **What problems is Maximizer solving and how is that benefiting you?** Detailed client profile ability, better client retention. ### 35. It is okay **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2018 **What do you like best about Maximizer?** Customizing views so you can see the data you need in one glance **What do you dislike about Maximizer?** I find it bulky for exporting data. It goes down alot, slows down alot, and we have to shut it down and reopen it to get it running quickly. **What problems is Maximizer solving and how is that benefiting you?** Having information on clients at the tip of your fingers when speaking with them. ### 36. Maximizer review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** Maximizer is easy to use with little to no CRM experience **What do you dislike about Maximizer?** You can not see if documents have attachments easily; you can not track quotes **Recommendations to others considering Maximizer:** Maximizer does not tie in with many other apps/programs out there, and is limited in features, but easy to use **What problems is Maximizer solving and how is that benefiting you?** How often we are keeping in contact with clients, and knowing what they purchase via user defined fields ### 37. I am a frequent maximizer user who needs to check the client information almost every day **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2018 **What do you like best about Maximizer?** Is fast and contains all the information that I am looking for I know where should i look for the information that I need **What do you dislike about Maximizer?** it is not yet very user friendly the interfaces needs some improvement **Recommendations to others considering Maximizer:** make the user interface for user friendly **What problems is Maximizer solving and how is that benefiting you?** getting information about our existing clients, previous discussion with them contact info ### 38. Very in depth and useful tracking tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** July 30, 2018 **What do you like best about Maximizer?** The user defined fields allow me to use this to keep track of different kinds of people without needing a separate tool **What do you dislike about Maximizer?** It's a bit complex when you take a look at it for the first time. You don't know what's what. But the training that is held makes a huge difference **What problems is Maximizer solving and how is that benefiting you?** Keeping track of applicants ### 39. Works but has a lot of basic issues that should be fixed **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** Output to Excel. Access to information online. Shared data. **What do you dislike about Maximizer?** Template/Email editor. Calendar scheduler (can't ask clients to pick an empty time, though everything is web-based). No notes/history search functionality based on a specific word or words. **Recommendations to others considering Maximizer:** Make sure you know exactly what you want. **What problems is Maximizer solving and how is that benefiting you?** Segmentation of clients. Sharing details with other people on my team ### 40. Great CRM product **Rating:** 4.0/5.0 stars **Reviewed by:** Daniel B. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** Good product flawless integration for our use **What do you dislike about Maximizer?** A lot features included that are not needed for all users or customers **What problems is Maximizer solving and how is that benefiting you?** None at this time ### 41. Best available tool for productivity! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** User Defined Fields - you act like a programmer to create your search and the mobile ability to quickly create shortcuts. **What do you dislike about Maximizer?** GUI could be more user friendly. Sometimes I find it difficult to locate the tabs.. different color scheme could be helpful. **What problems is Maximizer solving and how is that benefiting you?** Categorizing has become so easy. Benefit of pocket - "Time is Money" so it saves a lot of time. ### 42. Great software, but the email tracking and support have been underwhelming **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** Customization that we are able to do within Maximizer **What do you dislike about Maximizer?** Technical support is not as responsive as we'd like and the email tracking functionality has not worked properly since we got the system. **Recommendations to others considering Maximizer:** Get very detailed answers to the functionality of the software and how it should actually perform. **What problems is Maximizer solving and how is that benefiting you?** Allows us to see all relevant info on our clients in one place ### 43. Highly Customizable & Powerful Tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Maximizer?** The flexibility to enter in custom key fields. **What do you dislike about Maximizer?** Default key fields / setup is difficult to navigate and understand to use and implement. **What problems is Maximizer solving and how is that benefiting you?** Tracking opportunities. ### 44. GOOD DATA BASE MANAGER FOR OUR DEPT'S NEEDS **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Maximizer?** ICLOUD BASED - NO BACKUP REQUIRED; DATA ENTRY IS STRAIGHT FORWARD & THERE'S A MOBILE APP **What do you dislike about Maximizer?** THERE'S NO FEATURE TO MOVE A CONTACT (AND RELATED NOTES, DOCS, HISTORY) FROM ONE COMPANY TO ANOTHER COMPANY IF A PERSON SWITCHES EMPLOYERS **What problems is Maximizer solving and how is that benefiting you?** SAVING EMAILS FROM OUTLOOK AS A DOCUMENT UNDER THE CONTACT PERSON IN CRM ### 45. Maximum results **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** Ease of use, depth of information. Its a very good platform to never forget anything, if you want customer service this is the program to use. **What do you dislike about Maximizer?** it can be a little complicated when it comes to households and information sharing **Recommendations to others considering Maximizer:** Use it **What problems is Maximizer solving and how is that benefiting you?** We are better able to manage clients, much better because it's like having a personal assistant. ### 46. Great all in one contact solutions provider **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Capital Markets | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Maximizer?** It is online so accessible anywhere. Lots of functionality. Shared database. **What do you dislike about Maximizer?** Some functions too complicated. Do not have time to learn all the modules. When the internet goes down, we can't access our contacts. **Recommendations to others considering Maximizer:** its a great product i recommend it **What problems is Maximizer solving and how is that benefiting you?** All contact info in one place, shareable and updated by all users. ### 47. Effective & Well-Organized Database **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2018 **What do you like best about Maximizer?** Integration for Word & Outlook Calendar Scheduling Hotlist Easy to Use **What do you dislike about Maximizer?** that a single user cannot purchase just one license - I highly recommended Maximizer to a Financial Advisor/Insurance Broker and she was told that she could not buy it for just herself.... she is the only person working for herself and does not require more than one user license **Recommendations to others considering Maximizer:** Definitely worth your while **What problems is Maximizer solving and how is that benefiting you?** Loving that we are no longer being stood up for appointments because of clients forgetting - the email reminders for appointments is a great tool! ### 48. Maximizer Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2018 **What do you like best about Maximizer?** Email to Maximizer with ease. Auto saves notes, very easy to query. One stop shop for CRM **What do you dislike about Maximizer?** Not the most logical, support costs money. **What problems is Maximizer solving and how is that benefiting you?** Detailed notes for trades, client information, staying up to date with CRM info as well as giving the best service. Clients love the fact that WE remember. ### 49. easy organization of information **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** How quickly I can find information - and that I can load files to a contact for easy access. **What do you dislike about Maximizer?** how i can only use a contact already added as a company contact. I want to be able to do a one time contact for each company **What problems is Maximizer solving and how is that benefiting you?** Organizing a very complex and messy platform of funds ### 50. Great Piece of Software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2018 **What do you like best about Maximizer?** Outlook Integration is fantastic, and the fact that you can print notes and e-mails on one report is a very useful tool. **What do you dislike about Maximizer?** Word integration is spotty and a little unintuitive. It's possible to get used to it but I much prefer the old integration. **What problems is Maximizer solving and how is that benefiting you?** Keeping a database of all client communications and scheduling meetings, primarily. ## 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=59§ion=pricing&secure%5Bexpires_at%5D=2026-07-10+22%3A05%3A33+-0500&secure%5Bsession_id%5D=a37c1e16-4559-4191-96ca-34fe25283134&secure%5Btoken%5D=b670a89c01298a325e70c315ba92701a9a204bebeae5d10111343cbf90ddfa1a&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 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) - [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) ## 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 (24,662 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,261 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,040 reviews)