About Maximizer CRM

Maximizer CRM has offices in Canada, England, and Australia, as well as Certified Business Partners in the United States, and around the world. Maximizer is accessible and committed to helping companies grow, and has helped over 120,000 companies increase sales, build relationships, and boost their bottom line over the past 28 years.

Maximizer CRM's new tiered pricing model has allowed it to become more accessible, user friendly and versatile thereby expanding to serve a new more sophisticated market. Wether you are at the beginning of your contact management journey looking to move away from Excel spread sheets or are ready to start drilling down on your data and utilizing the incredible business intelligence capabilities of Insights, Maximizer has the tools to support you.

With both cloud based and on-premise deployment options, as well as Canadian and UK data centers, integration with Outlook, Word and Excel and hundreds of apps through its Zapier connector, Maximizer CRM has the capabilities to cater to any size business across most industries - from manufacturing and logistics, to sports, medical providers, and financial advisors.

Pricing starting from:

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Maximizer CRM

- Find the opportunities in your data using Insights faster than any other CRM.
- View and analyse sales KPI's through a graphical dashboard personalized with your chosen metrics.
- Access your data anywhere, and on almost any connected device with our Mobile CRM for Sales app.
- Create automated campaigns, and track your results and return on investment with our ROI calculator.
- Boost productivity and get deeper customer insights with Maximizer’s extensive ecosystem of 3rd party integrations.
- Master your daily influx of support and service requests. Create and manage a case with instant notifications.

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Countries available

Australia, Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Maximizer CRM Software - Maximizer CRM contact management
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Maximizer CRM Software - Maximizer CRM contact management
Maximizer CRM Software - Maximizer CRM customer service
Maximizer CRM Software - Maximizer CRM administrator preferences
Maximizer CRM Software - Maximizer CRM dashboards

Features

Total features of Maximizer CRM: 72

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Automated Routing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Visualisation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Alerts
  • Email Management
  • Email Templates
  • Email Tracking
  • For Financial Institutions
  • For Insurance Industry
  • For iPad Devices
  • Forecasting
  • Goal Setting / Tracking
  • Interaction Tracking
  • Knowledge Base Management
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Lead Segmentation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Support Ticket Management
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management

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Reviews

Overall rating

4.0 /5
(317)
Value for Money
3.8/5
Features
3.9/5
Ease of Use
3.8/5
Customer Support
3.9/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 317
Ajbinder
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Making Maximizer Your Firm's Cornerstone

Reviewed on 02/08/2018

We are able to complete our tasks much more efficiently and able to coordinate with other members...

We are able to complete our tasks much more efficiently and able to coordinate with other members of our team. Over the years we have tried other CRM options but Maximizer has been the one we have been looking for. Extremely glad we made the switch.

Pros

Maximizer is very intuitive to use and the layout feels as if it has been designed with the end user in mind. The easy to navigate fields and customization allows it to be adaptable to many different practices. Our efficiency has improved significantly as a result of Maximizer.

Cons

Personally, I am still confused on how to best set up households and individuals within that household and it feels like I have some duplication but I have not been able to figure out how to clean it up.

Adam
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Good Update from Past CRM

Reviewed on 27/07/2022

We switched from Goldmine because of the extreme limitations we were finding with ongoing support...

We switched from Goldmine because of the extreme limitations we were finding with ongoing support and updates. We have been pleasantly surprised with maximizer, but still feel as though there are opportunities for improvement.

Pros

The interface is intuitive and allows for easy access to information that is needed to confidently engage a client across all team members.

Cons

It would be nice to include some type of gant chart to help track projects that are not sales-based.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Maximizer CRM

Maximizer was a better fit for our size of staff.

Switched From

GoldMine Premium Edition

Response from Maximizer Software

Hello Adam,

Thanks for taking the time to share your feedback with us! We're delighted to hear that you Maximizer easy to use and intuitive.

I have shared your feedback directly with our Product Manager to address these challenges. We look forward to continuing to work with you to help you enhance your sales process.

The Maximizer Team

Karen
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Maximizer great for lead management

Reviewed on 27/07/2022

Overall, generally happy with the product. Service is good as well.

Overall, generally happy with the product. Service is good as well.

Pros

The fact that we can sort on all kinds of UDFs and export the results. Also, great for keeping track of customers and prospects.

Cons

We could not get the Dashboard to work as we wanted it to.

Response from Maximizer Software

Hi Karen,

Thank you for taking the time to share your feedback with us. I'm sorry to hear that your experience with our dashboard tool has not been ideal. I've shared this with the team and someone will reach out to you. However, please do not hesitate to reach us at [email protected]

The Maximizer Team

Chrissy
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great Product to Keep Your Business Running Smoothly

Reviewed on 27/07/2022

Maximizer is a very important part of our day, we check it to see what tasks we have coming up,...

Maximizer is a very important part of our day, we check it to see what tasks we have coming up, have completed, and what we are waiting for. It makes our day run smoothly and keeps everyone on track.

Pros

The features I like about Maximizer is that it is easy to use. There are many features that we use to keep the company running smoothly, even if someone is on holidays. You can add their tasks to yours so you know what needs to be done while they are away. The program keeps the client's files secure and easy to access when looking for a form. The customer service is wonderful and fast in helping find solutions.

Cons

There isn't much negative I can say. I don't use alot of the features, because I don't have time to just play around and see what else I could use to help with efficiency.

Response from Maximizer Software

Hi Chrissy,

Thank you for leaving a 5-Stars review. At Maximizer, we continuously strive to serve you better. Looking forward to continuing to serve you!

Maximizer Team

Shelley
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Review

Reviewed on 28/07/2022

Have used for over 10+ years have been very pleased no reason to change

Have used for over 10+ years have been very pleased no reason to change

Pros

Cloud based … confident in their security features

Cons

Price for smaller offices

Response from Maximizer Software

Hi Shelley,

Thank you very much for sharing your Maximizer experience with us! We look forward to continue to work with your organization.

The Maximizer Team

Showing 5 reviews of 317 Read all reviews

Maximizer CRM FAQs

Below are some frequently asked questions for Maximizer CRM.

Maximizer CRM offers the following pricing plans:

Small Office $29 USD/mo – billed annually $39 USD/mo – billed monthly Business Plus $49 USD/mo – billed annually $59 USD/mo – billed monthly Insights $89 USD/mo – billed annually $109 USD/mo – billed monthly On Premise (Self-hosted) Business Plus: $49 USD/mo – billed annually (No User Limits) Insights: $89 USD/mo – billed annually (50 User Minimum)

Maximizer CRM has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Maximizer CRM supports the following languages:

English

Maximizer CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Maximizer CRM integrates with the following applications:

Constant Contact, Contacts+, Eventbrite, Gmail, HubSpot CRM, Mailchimp, Microsoft Excel, Microsoft Outlook, Microsoft SharePoint, Microsoft Word, QuickBooks Online Advanced, Quickbooks Online, QuoteWerks, SurveyMonkey, Twilio, Typeform, Zapier

Maximizer CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Phone Support, Chat

Related categories

See all software categories found for Maximizer CRM.